- Academy
- CostCertified Knowledgebase (old platform)
- Project details and settings
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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
Pre-Tax Breakdown
You can display a detailed breakdown of the project costs (to the contractor) and prices (to the customer) before sales tax is added. This is useful for tracking exact prices for tax filing.
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Open a project
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Go to the bottom of the Estimate tab to the “Totals” area with the various price breakdowns.
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Click on the blue icon to the right of “Subtotal”
- This will display a detailed breakdown of all costs/prices after the project markup but before sales tax has been applied. The cost is how much you paid, and the price is the amount the customer paid with your markup included. It will also show how each section applies to the overall project total as a percentage.