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Estimating & Proposals
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Adding Vendors
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Selection Tab
Takeoff Tab
Pipeline CRM
Creating Lead Forms
Project Organization
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
Introduction
Bolster Payments
Automate Payments with Bolster
Getting Started
Progress Payments
Accounting Sync
Client Portal
Project Fulfilment
Takeoff Tool
How to Tutorials
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Company Settings Management
Integrations
Zapier
QuickBooks
CompanyCam
Hover
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
Adding Vendors
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Selection Tab
Takeoff Tab
Pipeline CRM
Creating Lead Forms
Project Organization
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
Introduction
Bolster Payments
Automate Payments with Bolster
Getting Started
Progress Payments
Accounting Sync
Client Portal
Project Fulfilment
Takeoff Tool
How to Tutorials
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Company Settings Management
Integrations
Zapier
QuickBooks
CompanyCam
Hover
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
How to Save Work in Bolster
Creating a Selector Tool in Bolster
How to Add a Fee-Based Item
How to Resize Columns in the Estimate View
How to Enable Estimate Sidebar Settings
How to View and Revert Change Order Versions
How to Access Explicit and Full Activities in Change Orders
Importing Entry Level Templates
Manually Accepting Proposals
See more
Invoices
How to Send an Invoice on a Estimate That Hasn’t Been Sent Yet
Creating and Sending Traditional Invoices
Material Pricing
Creating a Custom Calculation for Items in an Estimate
Adding Detail to Labor Costing of Items
Building a Selector Tool for Selection-Based Pricing in Bolster
Setting a Minimum Price on an Item
How to Adjust Profit Markup
How to Add Minimum Quantities
See more
Selection Tab
Selection Tab Overview
Takeoff Tab
Using the Takeoff Tab for Dimension Input
