To get started: You can either watch the walkthrough video for a quick visual guide, or follow the step-by-step instructions below to complete the process manually.
Open the Item Catalog
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From Estimating, double-click the first item.
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Select Browse Full Item Catalog.
Navigate to Bolster Legacy
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In the catalog, click Bolster Legacy.
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To make it easier, use the search bar and type Level One.
View Level One Assemblies
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The Level One templates will appear, you may have to scroll down a bit (e.g., Basement, Fences, Deck).
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These are skeleton assemblies with only the basics included — no pricing.
Explore Level Two Assemblies (Optional)
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You’ll also see Level Two templates, which offer slightly more detail but still no pricing.
Add a Template Example
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For example, click Level One Deck.
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Add it to your estimate.
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Open the template to view its basics: pictures, descriptions, and structural items needed for a deck build.
Customize the Template
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Once imported, you can fully customize it to your needs:
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Add or delete items
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Update pictures and descriptions
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Correct spelling or terminology
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Expand the newly added template and add pricing as necessary.
