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Estimating & Proposals
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Assembly Markup (Profit)
Presentations
Customer Portal
Custom Input
Scheduling
Progress Payments
Getting started using Progress Payments
Payment Terms
Project Fulfilment
Takeoff Tool
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Franchise Features
Product Updates
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Academy
Estimating & Proposals
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Assembly Markup (Profit)
Presentations
Customer Portal
Custom Input
Scheduling
Progress Payments
Getting started using Progress Payments
Payment Terms
Project Fulfilment
Takeoff Tool
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Franchise Features
Product Updates
Estimating & Proposals
Guidance on managing and customizing line items and assemblies within your projects.
How to Tutorials
Sending an Estimate in Bolster
How to Download & Print Proposals
How to Add an Item to a Proposal in Bolster
How to Save Work in Bolster Software
Creating a Selector Tool in Bolster
How to Add a Fee-Based Item
How to Resize Columns in the Estimate View
Using the Take-Off Tab in Bolster for Estimating Jobs
How to Enable Estimate Sidebar Settings
How to View and Revert Change Order Versions
How to Access Explicit and Full Activities in Change Orders
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Invoices
How to Send an Invoice on a Estimate That Hasn’t Been Sent Yet
Material Pricing
Creating a Custom Calculation for Items in an Estimate
Adding Detail to Labor Costing of Items in Bolster
Building a Selector Tool for Selection-Based Pricing in Bolster
Setting a Minimum Price on an Item
Adjusting Profit Markup in Bolster
Adding Minimum Quantities in Bolster
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