Upload Old Estimates in Bolster Jobs

Upload an old estimate into Bolster to give it a cleaner look, add upgrades and improve your chances of closing the job.

Create the job

1. In the left-hand menu, click Jobs.
2. Click the + in the top right corner.
3. Click New job.
4. Choose a customer.
5. Click Assign customer. The estimate starts.

Upload the old estimate

1. Click Upload an old estimate.
2. Select your estimate file and open it.
3. Wait a couple of minutes while AI generates the estimate. You'll see it move through stages as it works.

Review the estimate

1. Open the main folder AI created (for example, Main floor renovation). Inside it you'll find each subsection and subassembly, such as a kitchen package or flooring.
2. Check any discounts that were applied in your old estimate. You can remove them or adjust them.
3. Double-check the numbers.
4. When everything looks right, start adding selections to the estimate.