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Accrual vs. Cash
CoreBridge uses accrual accounting. Income is recorded when an Order is invo...
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Custom Fields
Custom Fields let you capture information that is unique to your business on...
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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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Using @ Mentions
An @ Mention tags an Employee in a comment on an Estimate or Order. Type @ p...
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Using eChecks
Enabling eChecks in CoreBridge lets you process bank payments on an order wh...
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Discounts
Discounts in CoreBridge provide flexibility for adjusting pricing on Estimat...