Within an Estimate or Order, CoreBridge has features that can be helpful in managing communication, viewing documents, and updating Order details.
To begin, navigate to Sales / Estimates or Orders followed by the desired Estimate or Order. Once opened, navigate to the five-icon menu at the top right.
Using the Menu
a. My Tasks (Checklist Icon)
- Provides a quick way to create a list of items that need to be completed in conjunction with that particular estimate.
- To create a Task, select the green +New Task button.
b. Observing (Eye icon)
- Set yourself or a team member to observe and track progress on the Order. To set yourself as the watcher, toggle the Yes/No switch. To select another team member as an observer, select Add Observer.
Note: to set a notification for an observer, navigate to Settings / Notifications / Notifications.
c. Emails (Letter Icon).
Use this feature to send pre-created email templates to customers.
To add a new template, select Manage Email Templates on the bottom of the drop-down bar or navigate to Settings / System / Email Templates / Orders.
Note: To use the templates, select the desired template. This will open a window to quickly send an email. Fill in the appropriate fields, then select Send Email.
d. Documents (Paper Icon).
Print, edit, or share documents with your team or customers.
To edit Documents, select Manage Documents on the bottom of the drop-down bar.
Note: The Documents menu is different on an Estimate. See below.
d. Documents (Paper Icon) on an Estimate.
- Estimate - this opens up the Estimate in a new tab as a PDF document that you can download or email.
- Manage Documents - This link opens Settings > Reports & Documents, where you can add additional documents to the list.
e. Additional Features (Ellipses).
Create New Order - start a new Order from scratch.
Clone - duplicate the Order.
Update Order Status - manually update the progress of the Order.
Enter Payment - choose a payment method to pay for the Order.
Create Credit Memo - create a document to return credit to the customer.
Bill of Materials - view a breakdown of the cost and price of each item.
Void - cancel the Order.
Note: The Additional Features menu is different on an Estimate. See below.
e. Additional Features (Ellipses) on an Estimate.
- Add New - begin a new Estimate.
- Convert to Order - move this Estimate to an Order.
- Bill of Materials - view a breakdown of the cost and price of each item.
- Mark Ready for Approval - changes the status on the Estimate to Awaiting Customer Approval.
- Mark Lost - changes the status to Estimate Lost.
- Void - cancels the Estimate.
- Clone - creates another Estimate with the same details.
