- 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
Changing the project manager
You can assign a ‘project manager’ to a project. This allows them to be notified when changes occur on the project, and they will be made aware when the client books the project.
You can set it in two places:
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Open a proposal and click the pencil icon in the top right corner.
- From the “Budget” tab if you scroll to the bottom