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Platform Basics
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
Platform Basics
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
Platform Basics
Get familiar with the basics of the platform. This category covers account setup, key features, navigation tips, and first steps to streamline.
Create a new client
How to Create a New Client
Create a new estimate
How to Create a New Estimate
Dimensions
How To Use Dimension Boxes/Tab
Creating a Custom Dimension
Material and Production Tabs
Material Tab Overview and Process
Production Tab For Items
Adding Vendors
Managing Vendors and Subcontractors in Your Pipeline
