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Knowledge base

  • Old - Delete After Updating

    Start here to begin setting up your CoreBridge system.

  • Getting Started

    Essentials of getting started with CoreBridge.

  • System Overview

    High level overviews for basic concepts in the system.

  • System Setup

    How to set up and organize a CoreBridge system.

  • Administration

    Information for managers, owners, and administrators.

  • Customers

    Creating and organizing customers and companies.

  • Sales

    Information on estimates and orders.

  • Financial

    Information regarding the financial aspects of CoreBridge, both set up and application.

  • Components and Assemblies

    Information for managing and understanding components and assemblies.

  • Integrations

    Information about CoreBridge's integrated partners.

  • Documents and Reports

    Understanding and using documents and reports.

  • Customer Portal

    Information for understanding the Customer Portal.

  • FAQ / Misc

    Important information that may not fit under another category.

  • Internal Information

    Information about internal processes or knowledge that should be internal facing only.