Making the transition from system setup to daily business operations is an exciting milestone for any CoreBridge customer. The GoLive process ensures that your system is ready to support your business needs. This process involves several key steps such as completing training guides to ensure your team is confident and prepared, submitting your import request to bring over essential data, selecting your import options, and scheduling your official GoLive date. Each step is designed to help you move smoothly from practice mode to full production use of the CoreBridge system.
Note: As you work through training, you are working in your actual CoreBridge system - the same system you’ll use after GoLive. It’s important to enter accurate information in all Settings, as these will be saved and carried over into your live operations. You can also enter Customers, Orders, Estimates, Payments, and Reconciliations for testing purposes. Before going live, you’ll have the option to purge test transactions while keeping all completed Settings.
Table of Contents
- Complete Training Guides
- Create Components
- Adjust Pricing
- Test Pricing
- Train Staff on Estimates and Orders
- Setting Import Options
- Schedule GoLive Date
- Import Customers and Order History
- After GoLive
Complete Training Guides
Training Guides can be completed at your own pace and will guide you through the entire process of understanding your CoreBridge system.
Note: Please reach out if you have questions. You may email supportdesk@corebridge.net at any time. Or, join the Q&A webinars held every week on Monday and Thursday at 12:00pm CST. You can find the link to join the webinar on the Onboarding screen located in My Profile / Training Resources / My Training.
For more information on Onboarding Training, please see Onboarding Overview.
Create Components
Components are the building blocks used to create your products and services in CoreBridge. Components can include Machines, Labor, Material, or Assemblies. Having your Components set up in the system before going live is essential as they ensure accurate pricing, job costing, and production tracking.
Note: Components can continue to be added or adjusted going forward in your live system.
For more information on Components, please see the following articles:
Adjust Pricing
Each Component should have accurate cost and price data so the system can calculate job costs and pricing correctly. Establishing these numbers ensures that your Estimates and Orders reflect your actual expenses and desired profit margins. Taking the time to review and set accurate pricing for Components helps prevent undercharging or overcharging customers and gives you confidence that your system will produce consistent, reliable pricing.
For more information on Pricing, please see the following articles:
Test Pricing
Before going live, it’s important to test your pricing by entering practice Orders and Estimates. This process allows you to verify that your pricing structure reflects your actual costs and desired profit margins before you begin processing real customer orders. Testing before going live gives you the opportunity to fine-tune pricing, identify discrepancies, and make any necessary adjustments.
For more information on entering Estimates and Orders, please see Creating an Estimate / Order.
Train Staff on Estimates and Orders
Once you have your cost and pricing set on Components, it is important that your staff is well trained in how to enter Estimates and Orders, as these are the backbone of your business.
For more information on Estimates and Orders, please see the following articles:
Setting Import Options
Import Options allow you to quickly bring multiple customers into the system from a spreadsheet or other external source. The process uses default settings for consistency and field mapping to keep data organized. When information is not available through the import, the Default value will be applied.
For more information on Import Options, please see Customer Import Options
Schedule GoLive Date
Once the above steps have been completed, you will need to fill out the GoLive form, including the date you wish your system to GoLive. To fill out the form and begin, please see GoLive Form.
Note: You may also access this form from the Onboarding page.
For more information on how to schedule your GoLive date, please see How to Schedule GoLive.
Import Customers and Order History
CoreBridge offers a fee-based import service to bring your customer data from your old system into CoreBridge. If you wish to use this service, simply indicate it on your GoLive Form. After submission, a support agent will provide a secure upload link along with instructions on exporting your data. Your data must be uploaded to the CoreBridge Upload Folder by 4:00 PM Mountain Time at least one week before your GoLive date. We strongly recommend submitting it early to allow time for verification and to avoid delays. If you need assistance with this, or any part of the GoLive process, contact supportdesk@corebridge.net.
After GoLive
All new Orders, Estimates, and Customers will be entered directly into CoreBridge after you GoLive.
If you have questions at any point, please contact supportdesk@corebridge.net.