How to Enable Estimate Sidebar Settings
This guide shows you how to customize estimate sidebar settings to better present estimates for your customers, helping you create more effective and personalized proposals.
More in Estimating
Estimating
Estimate basics
- How to Create a New Estimate
- How to Add an Item to an Estimate
- Sending an Estimate in Bolster
- How to Duplicate an Estimate
- Client Notifications & Activity Tracking
- Manually Accepting Proposals
- How to Change the Salesperson on an Individual Job
Working in the estimate
- How to Enable Estimate Sidebar Settings
- How to Toggle Column Visibility
- How to Resize Columns in the Estimate View
Pricing & markup
- How To Price An Item (Labor, Material, or Subcontractor)
- How to Adjust Profit Markup
- Change Profit Margin Per Line Item
- How to Add a Fee-Based Item
- How Discounts Work in Bolster
- Adding tax to estimate pricing
- Custom Labor Rates & Time Tracking
- Adding Detail to Labor Costing of Items
- Creating a Custom Calculation for Items in an Estimate
Minimums & base costs
- Add Labour Minimum or Base Costs
- How to Add a Labour Minimum or Base Cost
- How to Add a Base or Minimum Materials Cost
- How to Add Base and Minimum Materials Cost
Materials & production
- How to Configure Material Options and Pricing
- Material Tab Overview and Process
- Production Tab For Items
- How to Split Labor and Material Items
- How to Add Production Notes and SKU to Line Items
Takeoff tool
- Takeoff Tool Introduction
- Takeoff Tool Introduction
- Adding a Floorplan and Setting Scale
- How to Measure Inside Lengths
- How to Draw Deck Area and Total Joist Length
- Using the Takeoff Tab for Dimension Input
AI estimating
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Click on the estimate you want to view
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From there, you click on the preview because this will take you to the estimate preview.
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This is viewing it as your customer would then click "Edit proposal".
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This will enable settings on the estimate and a setting bar will appear
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You'll notice there are various actions you can select to change what appears on the estimate for your customer.
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Toggle display changes image size on the estimate
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Hide/show price
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Hide/show rate
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Hide/show item quantity
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Unlocking/locking item selection for your customer
- Removing default selection enables your customer to make selections from scratch
- This will make selections optional for your customer
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