Recent Articles

• Sales Form Designer

  The Sales Form is the form shown when a Product or Modifier is added to an E...

• Using @ Mentions

  An @ Mention tags an Employee, a Role, or a Team in a comment on an Estimate...

• Resetting Your Password from the Sign-In Page

  Forgot Password on the CoreBridge sign-in screen sends a reset link when you...

• Document Settings

  Document Settings control the defaults for each printed and emailed document...

• Location Details

  Location Details stores the name, contact information, addresses, tax and ti...

• Estimate and Order Tools Menu

  The tools menu on an Estimate or Order provides access to Tasks, Chat, Creat...