Recent Articles

• Managing File

  The Files side panel stores attachments on a record, such as artwork and pro...

• Support Ticket Status and Following Up

  This article explains how CoreBridge Support ticket status works and how yo...

• Component Defaults for Products

  Component defaults pre-select the Material, Machine, Labor, or Modifier valu...

• Updating Sales Tax Rates on Open Estimates

  When a sales tax rate changes, the Tax Item rate can be updated in System Se...

• Using Checkbox Visibility Formulas in EVO

  A Shown when formula controls whether a field or Group appears on the Sales ...

• Identifying and Switching Between Multiple Franchise Systems

  If your account has access to more than one franchise system, CoreBridge sho...