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CostCertified Fundamental Skills (old platform)
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
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Academy
CostCertified Fundamental Skills (old platform)
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
CostCertified Fundamental Skills (old platform)
Read and watch tutorials for the old CostCertified platform.
Quick Start
Quick-start guide
First Steps
CostCertified Glossary of Terms
Creating a New Client
Creating a New Client
Creating a New Proposal
Creating a New Proposal
Adding Items to Your Proposal
Saving Proposals
Preview the Client View of the Proposal
Sending the Proposal
Viewing Previous Versions of the Proposal
See more
Creating New Items and Assemblies
Creating New Items and Assemblies
Saving Items and Assemblies
Advanced Pricing Types: Selection Pricing
Advanced Pricing Types: Fee Items
Setting Materials Options
Setting Labor Options
Setting Item Minimums and Base Costs
Upgrade Options for Items
Upgrade Options for Assemblies
Modifying Items and Assemblies
Organizing Your Items/Assemblies Library
See more
Linking Dimensions
Linking Dimensions
Importing Tools
Client Importing Guide
Vendor Importing Guide
Item importing guide
Item Import Types
Budget Page
Budget Page