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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
How to Duplicate an Estimate
Client Notifications & Activity Tracking
Sending an Estimate in Bolster
How to Add a Fee-Based Item
How to Tutorials
How to Change the Salesperson on an Individual Job
How to Save Work in Bolster
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 Add Minimum Quantities
Options, Upgrades & Selections
Building an upgrade tool / simple list of options
Using the Selections tab
Building a Selector Tool (or Variation Options) with pricing
Taxes
Adding tax to estimate pricing
Invoices
How Change Orders Affect Payment Terms
How to Send an Invoice on a Estimate That Hasn’t Been Sent Yet
Creating and Sending Traditional Invoices