- Academy
- CostCertified Knowledgebase (old platform)
- Project details and settings
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Getting Started
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Bolster Basics
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Bolster Dashboard
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Bolster Proposals
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Bolster CRM
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Line Items & Assemblies in Bolster
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Bolster Presentations
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Company Preferences & Settings in Bolster
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CostCertified Fundamental Skills (old platform)
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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
Change the Address Associated With a Proposal
CostCertified allows you to set a specific address for each proposal in case it needs to be different than the client’s main address. This is especially useful for commercial clients that may have multiple properties.
- Open the proposal that you want to adjust and click the pencil button in the top right corner.
- Scroll down to the section that says “Project address” and enter the new details.
- Click the Save icon in the bottom right corner and “save changes.”