New CoreBridge EVO™ Interface
The new face of your CoreBridge system is here! Dive in to how it works below.
Getting Started
Estimates and Orders
Customer Management
- Company Options in Settings
- Creating Companies
- Additional Company Features
- Updating the CRM List
- Creating Contacts
General Settings
Components
- Components Overview
- Understanding Cost-Plus vs. Market Based Pricing
- Component Categories Overview
- Managing Component Categories
- Materials Overview
Administration
Financial Information
- Payment Terms
- Credit Line Options
- Accounting Options
- Managing Chart of Accounts
- Establishing Default GL Accounts