Knowledge base

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  Start here to begin setting up your CoreBridge system.

• Getting Started

  Essentials of getting started with CoreBridge.

• System Overview

  High level overviews for basic concepts in the system.

• System Setup

  How to set up and organize a CoreBridge system.

• Administration

  Information for managers, owners, and administrators.

• Customers

  Creating and organizing customers and companies.

• Sales

  Information on estimates and orders.

• Financial

  Information regarding the financial aspects of CoreBridge, both set up and application.

• Components and Assemblies

  Information for managing and understanding components and assemblies.

• Integrations

  Information about CoreBridge's integrated partners.

• Documents and Reports

  Understanding and using documents and reports.

• Customer Portal

  Information for understanding the Customer Portal.

• FAQ / Misc

  Important information that may not fit under another category.

• Internal Information

  Information about internal processes or knowledge that should be internal facing only.