- Academy
- Bolster Basics
- Dimensions
-
Getting Started
-
Bolster Basics
-
Bolster Dashboard
-
Bolster Proposals
-
Bolster CRM
-
Line Items & Assemblies in Bolster
-
Bolster Presentations
-
Company Preferences & Settings in Bolster
-
CostCertified Fundamental Skills (old platform)
-
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
Creating a Custom Dimension in Bolster
Custom dimensions in Bolster allow users to tailor measurements to meet specific project requirements. This guide provides a step-by-step process for creating a custom dimension.
Create a Custom Dimension
1. Go to Custom Dimensions:
-
On the left-hand side of the Bolster interface.
-
Under Estimating tab, click on Custom Dimensions.
2. Start Creation:
-
Top right-hand side, click on Create New to begin defining a new custom dimension.
3. Define Custom Dimension:
-
Name: Enter a name for your custom dimension.
-
Code: Enter a custom dimension code.
-
Measurement Type: For a linear measurement, select Linear Length and feet.
4. Additional Information:
-
Description: Enter a brief description.
-
Keywords: Enter keywords for search.
5. Visual:
-
Color Code: Optional, enter a color code for visual identification.
-
Icon: Enter an icon for the custom dimension.
6. Save Custom Dimension:
-
Once all fields are filled out, scroll down and click Save to create the custom dimension.
Your custom dimension is now ready to use and can be used in future projects like a deck build. This helps with project customization and efficiency in Bolster.