Creating a company in CoreBridge is one of the first steps to creating orders, managing your business, and efficiently communicating with clients. Company profiles are one of the basic building blocks of the system and are needed to run your business.
Creating a Company
To create a company profile navigate to Sales / Customers / Companies.
1. Select the Green Plus icon.
2. Input Company Details:
a. Company Name
b. Primary Company Phone number.
Note: When entering phone numbers, do not enter any parentheses or dashes as this may cause errors. Only enter in the numbers, and the system will automatically fix the formatting. Click the Cell Phone icon to indicate the number is a cellular device.
c. The Company Email best used for contacting the Company.
Note: Default Location for this business will show here if applicable. If you have only one location it will be selected automatically and won’t be visible here. If you would like to add another location, contact supportdesk@corebridge.net to discuss upgrade options.
3. Input a Primary Contact or select one from a list of existing contacts.
a. First and Last Name
b. Their Title within the Company
c. The primary Email that is best used for contacting the Primary Contact.
d. The primary Phone number that is best used for contacting the Primary Contact.
Note: The email and phone number best used by the Company may be different than the Primary Contact.
e. If this contact is also the Billing Contact, check the box below.
Note: A contact can be the primary contact for multiple companies as needed. You can also add more contacts to the company and adjust who the primary contact is once the account has been created.
4. Input Roles.
a. If you select Custom Teams, you can add employees to Roles from this screen. If you choose a preselected Team, the Roles and employees will be auto-filled which cannot be edited at the company level.
b. These can be edited under Settings / My Business. Select which of your employees or Teams will fill the default Roles every time this company places an order or estimate.
c. Use the dropdown to select the name of your employee that will fill this role.
Note: Please contact sales@corebridge.net to include the ability to create and use Employee Teams in your package.
5. Input Customer Information:
a. Status - The lifecycle of the Customer. This will automatically update as the Customer progresses, but can be manually changed using the dropdown.
Note: A newly inputted Customer will automatically be set as a Lead. Once this Customer is used in an Estimate, the status will update to Prospect. Once the Estimate had been converted into an Order, or a new Order has been created using this Customer, the status will update to Customer.
b. Company Origination - How the company heard about you.
c. Industry - Which industry this company is affiliated with.
Note: You can choose to make Origin and Industry required under Settings / Sales / Company Options.
6. Input Accounting Details.
a. Pricing Tiers - Allows you to set prices based on your negotiated rates with this company.
b. Payment Terms - Define the deposit and early payment credit rules for this company.
Note: Setting anything other than Cash as a Payment Term will give you the option to set credit limit and credit line options. This can be managed at Sales / Customers / Companies / Company Details under the Accounting Details heading.
c. Tax Group - Allows you to charge a combined, single rate by grouping agencies—typically local, county, and state/province, national, etc.
d. Tax ID - Keeps a record of the business's Tax Identification if needed to verify things such as tax exemptions.
Note: You can make this field required from Settings / Sales / Estimate Options or Order Options.
e. Tax Exempt - Choose whether or not you want this company’s estimates/orders to always be Tax Exempt by default, and if so, add a Tax Exempt Reason.
f. Tax Exempt Reason - Select from a precreated list of Tax Exempt Reasons that can be managed at any time in Settings / Sales / Reason Lists.
Note: This option will only be present if Tax Exempt has been selected.
g. Expiration Date - The date that the Tax Exemption is no longer valid.
Note: This option will only be present if Tax Exempt has been selected.
h. Require PO on All Orders in WIP status or later - Decide if you want to require Purchase Order numbers to be entered on all orders that are a Work in Progress or further along in the workflow before the Order may be Invoiced.
Note: You can also make this setting a default from Settings / Sales / Company Options.
7. Input a Billing Address.
a. Input the address that will be used for all billing.
Note: You can make this a required field in Settings / Sales / Company Options.
b. Any company can have a separate billing and shipping address by unchecking the box underneath Billing Address.
8. Upload any needed Files.
9. Select Save & Continue.
Note: All test Companies and Orders created before launching will be removed before going live.
Note: You can require certain fields to be required by changing the settings in Settings / Sales / Company Options.
Anything marked as required will then have a red asterisk on the page for creating a new company and the fields will need to be entered before you will be able to save.