- Academy
- CostCertified Knowledgebase (old platform)
- Proposal/quote presentations
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Getting Started
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Bolster Basics
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Bolster Dashboard
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Bolster Proposals
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Bolster CRM
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Line Items & Assemblies in Bolster
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Bolster Presentations
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Company Preferences & Settings in Bolster
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CostCertified Fundamental Skills (old platform)
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CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
Larger presenter/sales person user profile icon
You can make the profile picture of the sales person of a project bigger so that your customer knows who they’re dealing with. Toggling this option will also allow the users picture to show on the welcome message that pops up with the customer views it. The welcome message does not show on the preview tab of the project from the contractors perspective.
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Open a quote/project
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Go to the “Preview” tab
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Toggle the “Edit” button to turn on presentation editing
- Open “Presentation settings”
- Go to the “Show large profile pictures of sales person” line, toggle that on
