GETTING STARTED: Owners and Admins

Start here to begin setting up your CoreBridge system.

GOING LIVE

Sales Module Solutions

The Sales Module is where all Customer information is stored, as well as where Estimates and Orders are created and managed. All crucial workflow tasks begin in the Sales Module.

Production Module Solutions

The Production Module makes it easy to see the current status of all workflow items using essential tools like Job Boards and Widgets.

Accounting Module Solutions

The Accounting Module allows you to clearly view and manage all payments. If you choose to integrate with one of our supported accounting softwares, you'll also be able to see all reconciliation and sync details within your Accounting Module.

Purchasing Module Solutions

The Purchasing Module helps keep track of items such as Purchase Orders, Vendors, and Inventory, allowing you to see where materials are needed and being used.

Reporting Module Solutions

CoreBridge offers a wide variety of reports that keep track of important information such as Current Orders, Sales Monitor, and Accounts Receivable Summary.

Management Module Solutions

The Management Module is where all employee information is tracked and maintained. It can also be used to track Sales Goals and see the current status of workflow items using Job Boards.

Customer Portal Solutions

The Customer Portal allows your customers to directly view and interact with their current, and previous, Estimates and Orders. The Customer Portal Module allows you to easily imitate and understand your customers experience through your CoreBridge system.

My Profile Module Solutions

All personal information, tasks, and notifications can be seen and managed from within the My Profile Module. My Profile also includes a Training Resources section complete with training lessons and associated resource content.

Settings Module Solutions

The Settings Module allows you to modify and manage features according to your needs and preferences.

CoreBridge Integrations

CoreBridge offers a wide variety of supported Integrations, allowing you to seamlessly connect with other software systems.

Other Solutions

General system information can be found here, along with answers to Frequently Asked Questions.