Branding
2 guides
Company settings
3 guides
Managing Company Settings in BolsterEnter and manage your company's general details, address, currency, tax and extra details from Settings > Company settings.
Video · 1:07→How to Change Percent Profit in Company SettingsLearn how to set your company's default profit margin, as a percentage or markup, in Bolster's Estimating Settings so it applies to all new line items.
Video · 1:09→How to Add Company Terms and ConditionsSet your company-wide terms and conditions once in Settings > Estimating settings, and they are attached to every quote.
Video · 0:45→California (CSLB)
2 guides
How to Enable CSLB Contract Pages for CaliforniaTurn on CSLB contract pages to add a California Home Improvement Contract Summary and two Notice of Cancellation copies to your proposal PDF.
Video · 0:51→How to Add CSLB Contract Pages to a California Estimate in BolsterBolster can automatically include the CSLB (Contractors State License Board) contract pages on estimates you send to clients in California. When enabled, the signed PDF your client downloads includes the contract total, all line items, the signature, and the two required Notice of Cancellation pages.
Video→Team & permissions
2 guides
Team and user managementInvite your team to Bolster from Settings > Users and give each person a role that sets their permissions.
Video · 2:16→User roles and permissionsUse roles to control what each user can see and do, and set whether permissions apply to their own records or other team members' too.
Video · 2:16→Franchises
1 guide
