New CoreBridge EVO™ Interface
The new face of your CoreBridge system is here! Dive in to how it works below.
Getting Started
- System Navigation Overview
- CoreBridge EVO™ Product Preview
- Modules Overview
- How to Set Up Dashboards and Widgets
- Customer Import Questionnaire
Estimates and Orders
View all (11)Customer Management
- Company Options in Settings
- Creating Companies
- Additional Company Features
- Updating the CRM List
- Creating Contacts
General Settings
- Creating Email Domains
- Adding Email From Addresses
- Creating and Editing Email Templates
- Using Email Templates
- File Management
Components
- Components Overview
- Understanding Cost-Plus vs. Market Based Pricing
- Component Categories Overview
- Using Component Categories
- Materials Overview
Administration
- Teams Overview
- Employee Roles and Permissions in Settings
- Location Details
- Localization Settings
- Creating Employees
Integrations
Financial Information
- Payment Terms Settings
- Credit Line Options
- Accounting Options
- Managing Chart of Accounts
- Establishing Default GL Accounts