-
Employee Roles and Permissions in Settings
Employee Roles & Permissions allow the creation of designated roles that...
-
Editing a Locked Order
Orders are locked as they are Invoiced and Closed, preventing any further ch...
-
Using New Reports
The New Reports Module gives you an interactive way to explore your business...
-
Board Setup
By creating boards, you can customize your CoreBridge experience for your bu...
-
Boards Overview
Boards are a visual representation of order, estimate, and item level workfl...
-
Managing Employees
Setting up employee Access, Permissions, and Notifications are important par...