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New CoreBridge EVO™ Interface
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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
View all (7)
Estimates and Orders
Payment Methods
Orders Overview
Estimate and Order Options
Creating an Estimate
Creating an Order
View all (11)
Customer Management
Company Options in Settings
Creating Companies
Additional Company Features
Updating the CRM List
Creating Contacts
View all (8)
General Settings
Creating Email Domains
Adding Email From Addresses
Creating and Editing Email Templates
Using Email Templates
File Management
View all (20)
Components
Components Overview
Understanding Cost-Plus vs. Market Based Pricing
Component Categories Overview
Using Component Categories
Materials Overview
View all (16)
Administration
Teams Overview
Employee Roles and Permissions in Settings
Location Details
Localization Settings
Creating Employees
View all (10)
Integrations
Integrations Marketplace Overview
CoreBridge's Integrated Merchant Service Providers
CoreBridge's Supported Accounting Integrations
CoreBridge Shipping
Financial Information
Payment Terms Settings
Credit Line Options
Accounting Options
Managing Chart of Accounts
Establishing Default GL Accounts
View all (14)
Documents and Reports
Available Documents
Using Documents
Reporting Overview
Available Reports
Purchasing
Creating Vendors
Managing Vendors