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Getting Started
Bolster Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Bolster Dashboard
Using the Dashboard
Pipeline Overview
Bolster Proposals
How to Tutorials
Material Pricing
Bolster CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies in Bolster
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Bolster Presentations
Custom Input
Company Preferences & Settings in Bolster
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
CostCertified Fundamental Skills (old platform)
Quick Start
Creating a New Client
Creating a New Proposal
Creating New Items and Assemblies
Linking Dimensions
Importing Tools
Budget Page
CostCertified Knowledgebase (old platform)
PDF / document template editing
Item editing, importing and exporting
Creating and updating sales tax / VAT
Troubleshooting
Assembly building strategies
Proposal/quote presentations
Project details and settings
User, groups and permission management
Client management
Accessibility
Leads and lead forms
Vendor payments
Accepting invoice payments through CostCertified
Updates
Webhooks
Exporting for Sage Accounting Software
Client Chat
AutoCost
Bolster Academy
Getting Started
New to Bolster? Start here! Gain an entire overview of the platform, build your first estimate, and explore project management tools in 7 minutes.
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Bolster Basics
Get familiar with the basics of the platform. This category covers account setup, key features, navigation tips, and first steps to streamline.
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Bolster Dashboard
Get insights and manage projects with ease. Tracking performance, organizing data, and boosting efficiency.
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Bolster Proposals
Guidance on managing and customizing line items and assemblies within your projects.
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Bolster CRM
Manage customer relationships in Bolster: explore lead forms, change order tracking, client info, and CRM tools to enhance engagement.
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Line Items & Assemblies in Bolster
Learn to manage line items and assemblies in Bolster.
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Bolster Presentations
Get the most out of your presentations and Bolster proposals, to ensure you win more jobs.
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Company Preferences & Settings in Bolster
Provides users with essential tools to manage their account preferences and configurations.
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