Get Around QuoteBolt

Use the left sidebar to open Home, CRM records, Reporting, Settings, and Help.

Find your way around

• Home — full-page Bolt conversation when Bolt is available on your account.
• CRM — Jobs, Contacts, Appointments, Companies, Properties, Quotes, and Invoices.
• Tools — Reporting for quote, invoice, job, and schedule metrics. Older dashboard bookmarks open here.
• Settings — opens your profile settings.
• Help — help from the bottom of the sidebar.
• Use the search field at the top of the sidebar to find records quickly.

When Bolt is available, the Bolt section shows chat history and a plus control for a new chat.

On CRM lists, tabs under the title start with All plus the object name. Use the gear View settings control to filter and save views — see Saving list views.

What happens next

1. Using Bolt
2. Saving list views
3. Send your first quote

Good to know

• On other pages, Bolt can sit beside your work as a companion panel. Home is the full-page Bolt view.
• Day-to-day metrics live under Reporting, not a sidebar Dashboard. The admin Dashboard is a separate page for admins only.