Line items
8 guides
How To Add An Item From The AutoCost LibraryStep-by-step walkthrough for adding items from the AutoCost library into your Bolster proposals, pulling current material pricing based on your location.
Video · 0:55→How To Change Quantity (Qty) or Unit Of Measure (UoM) for an ItemThis process allows you to change the quantity or unit of measure to customize how items are quantified and priced, ensuring accuracy in your project estimates.
Video · 0:41→How to Add a Text Block ItemLearn how to add a no-cost text block item to your estimate in Bolster to outline a solution or add notes for your client.
Video · 0:42→How to Add an Image Gallery ItemLearn how to add an image gallery item to your estimate in Bolster to showcase similar projects or your best work to clients.
Video · 0:50→How to Duplicate an Item or AssemblyLearn how to duplicate a line item or assembly in Bolster using the 6-dots action menu to quickly reuse existing components in your estimates.
Video · 0:35→How to Delete Line Items in EstimatesLearn how to use Safe Delete to check item usage in your catalog, plus how to delete single or multiple line items directly from an estimate.
Video · 0:48→How to Add Pictures and Descriptions to Line ItemsLearn how to add pictures and descriptions to individual line items and assemblies in Bolster estimates and proposals, including using the AI image generator.
Video · 1:03→How to Add Descriptions for Assemblies and Items in an EstimateLearn how to add detailed descriptions to line items and assemblies in an estimate so clients know exactly what they're purchasing.
Video · 1:08→Assemblies
4 guides
How to Create an Assembly or TemplateThis guide walks you through creating an assembly or template from scratch, adding sub-assemblies, and deleting items or assemblies, so your quotes stay structured and easy to manage.
Video · 0:57→How to Import a Global Assembly into a ProposalLearn how to add items and assemblies from Bolster's global library, including the Bolster Legacy Catalog, directly into your proposal.
Video · 0:47→Editing a Global Assembly or Template in a ProposalBring a global AutoCost template into an estimate, save it to your catalog, and customize it so it is ready to use every time.
Video · 9:18→How to Move Line Items in AssembliesLearn how to move line items within an assembly, or move them into and out of an assembly, to keep your Bolster estimate organized.
Video · 0:58→Catalog & categories
7 guides
How to Save Line Items to Your CatalogueLearn how to save line items to your Bolster catalogue quickly, or organize them into categories using the Production panel for easier searching later.
Video · 1:09→How to Save an Assembly to Your CatalogueLearn how to save an assembly to your Bolster catalogue using either the quick save option or the organized Production workflow with categories.
Video · 0:55→How to Save Items to Catalog CategoriesLearn how to choose or create a category when saving pre-built items to your Bolster catalog for future use.
Video · 1:00→How To Change Category For An ItemSet the catalog category for an item from its Production settings so your saved items stay organized.
Video · 1:00→How to Change the Category on an AssemblyLearn how to change the category of an assembly in Bolster's Production settings to keep your catalogue organized and easy to navigate.
Video · 0:48→How to Set Construction StagesConstruction stages and item types help manage project scheduling and payments. Learn how to check or change the construction stage assigned to an item.
Video · 1:07→Importing Entry Level Assemblies (legacy catalog)Search the Bolster legacy catalog for Level 1 assemblies and add one to your estimate as a simple template to build on.
Video · 1:53→Dimensions & formulas
5 guides
How to Use Dimension Boxes in EstimatesLearn how to use dimension boxes in Bolster to link line item quantities to dimensions, interlocking them with your Takeoff tab and other line items.
Video · 1:14→How to Use Linked Dimensions in EstimatesLearn how to use linked dimensions in Bolster estimates to share one measurement across multiple line items and connect them to your takeoff tab.
Video · 1:14→How to Use Calculated Dimensions in Line ItemsLearn how to link a line item's quantity to a calculated dimension, such as Interior Wall Area, using the cube icon and Quantity settings in Bolster.
Video · 0:44→How to Create a Custom Dimension in a Line ItemCustom dimensions in Bolster let you tailor measurements to your project needs. This guide covers creating a custom dimension from the Item Library and from a line item.
Video · 1:00→How to Add a Custom Quantity Formula to a Line ItemLearn how to add a custom quantity formula to a line item, working alongside linked dimensions to calculate the exact quantity or dimension needed.
Video · 0:48→
