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Getting Started with Bolster
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Bolster Dashboard
Project Estimation
Material Pricing
Line Items & Assemblies
Bolster CRM
Company Preferences & Settings
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 with Bolster
Get up and running with Bolster! 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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Project Estimation
Guidance on managing and customizing line items and assemblies within your projects.
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Line Items & Assemblies
Learn to manage line items and assemblies in Bolster.
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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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Company Preferences & Settings
Provides users with essential tools to manage their account preferences and configurations.
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CostCertified Fundamental Skills (old platform)
Read and watch tutorials for the old CostCertified platform.
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CostCertified Knowledgebase (old platform)
This is a central hub where you can access various “pages” on the left menu that show you how to do things with CostCertified.
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