Start here
3 guides
Getting started with Bolster in 7 minutesGet up and running quickly with a platform tour, a guide to build and send your first estimate, and an overview of the project management tools.
Video→How to Save Work in BolsterSave your estimate progress with Save estimate changes, and save items and assemblies to your catalog so you can reuse them.
Video · 1:29→Understanding Line Item Symbols in BolsterA guide to the symbols shown on line items in Bolster, covering cost items, assemblies, fee-based items, photo galleries, text blocks, tasks, and more.
Video · 1:42→Import your data
3 guides
How do I use the Import Tool in Bolster?The Import Tool lets you import items, clients, and vendors using a Sheets-style grid. For items, it supports categories, match/update vs. create logic, and highlights what changed so you can review imports quickly and accurately.
→How do I import clients using the upgraded workflow in Bolster?Drop a spreadsheet into Settings > Import data, confirm it is a Customers import, check the AI column mapping, and save the imported changes.
Video · 1:59→Vendor Import ToolThe Vendor Import Tool lets you quickly add subcontractors and suppliers to Bolster in bulk using a spreadsheet. This is the fastest way to set up your vendor list.
→Bolton AI assistant
1 guide
