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Find a Customer's Payment History
Use Search Payments to see the payments recorded for a company, open one pay...
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Full Order Life Cycle
An Order starts as an Estimate. Approve & Convert to Order creates the O...
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Workflow Overview on Boards
CoreBridge manages the progress of your Estimates and Orders through a board...
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Employee Training Paths
Training provides the lessons each employee completes on the Onboarding scre...
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Job Tracking Activities
Job Tracking Activities provides the activity names selected when time is re...
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Statement Document Defaults
Statement Document Defaults set the starting page, language, layout, and con...