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. It can be a spreadsheet, a PDF, a Word document, a photo or a text file.

3. Wait while AI generates the estimate. It can take a few minutes. You'll see it move through four steps as it works. To keep working in the meantime, minimize the panel.

   

Review the estimate

When the estimate is ready, Bolster lists anything it couldn't read from your file, like items priced as TBD or totals that don't add up. Click Review what was imported to go through them, or View estimate to open it.

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.