Creating a new estimate in Bolster is a straightforward process that can be completed in a few simple steps. Follow the instructions below to efficiently generate an estimate for your client.
How-to:
1. Create a new Estimate:
- There are three places in the app where you can start creating a new estimate
- First, from the side menu, Click on the + icon beside the Search bar.
- Second, use the big + Create new button in the top right corner of the screen.
- Third, from your side menu, click on Pipeline and then go to the Estimates column, and then click on the title or the three dots icon.
-
Click Create New to start a new estimate.
2. Name Your Estimate:
-
Give your estimate a name so you can find it later.
3. Select or Create a Client:
-
If the client is already in your system, click on Choose to select them from the list.
-
If the client is not in your database, click Create New to add them.
4. Build Your Estimate:
-
Click Create after selecting or creating a client.
You will be taken to the estimate builder where you have three options:
-
Quick Start Tutorial: Follow this for a step by step guide.
-
Start from Scratch: Build your estimate from the ground up.
-
Pre-Built Assemblies: Choose from a range of pre-built assemblies in our global library to speed things up.