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Creating an Order
Creating Orders in CoreBridge is essential for mastering the software's ...
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Creating an Estimate
An Estimate is a formal quote created in CoreBridge that outlines the produc...
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Using Email Templates
Email Templates can be used to quickly send pre-created emails to customers....
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Estimate and Order Tools Menu
Within an Estimate or Order, the tools menu gives you quick access to Tasks,...
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Combining Duplicate Customer Accounts (Available in Evo)
CoreBridge Legacy does not include a Merge action for combining two custome...
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Document Options
Document templates control the layout and information included on printed an...
