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Bolster Academy
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Academy
Estimating platform
Estimating platform
Guidance on managing and customizing line items and assemblies within your projects.
Estimating basics
Sending an Estimate in Bolster
How to add an item to an estimate
How to Add a Fee-Based Item
How to Tutorials
How to Save Work in Bolster
How to Resize Columns in the Estimate View
How to Enable Estimate Sidebar Settings
Importing Entry Level Assemblies (legacy catalog)
Material & Labor Pricing
Creating a Custom Calculation for Items in an Estimate
Adding Detail to Labor Costing of Items
Setting a Minimum Price on an Item
How to Adjust Profit Markup
How to Add Minimum Quantities
How To Price An Item (Labor & Material or Sub-Contractor)
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Options, Upgrades & Selections
Using the Selections tab
Building an upgrade tool / simple list of options
Building a Selector Tool (or Variation Options) with pricing
How to Make Items Optional
How to Make Assemblies Optional
Taxes
Adding tax to estimate pricing
Invoices
How to Send an Invoice on a Estimate That Hasn’t Been Sent Yet
Creating and Sending Traditional Invoices
