Modules Overview

Modules are distinct sections within the system that allow you to manage different aspects of your business, such as Sales, Production, Accounting, and more. Each Module is designed to organize related tools and workflows in one place, making it easier to complete tasks and access important information. Navigation to these areas is controlled by user permissions, so team members will only see the Modules they are authorized to use.

Table of Contents

Available Modules
Dashboards
Sales Module
Production Module
Accounting Module
Purchasing Module
Reporting Module
Management Module
Customer Portal
My Profile Module
Settings Module
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Available Modules

Modules can be accessed from any screen.

a. This arrow expands or hides the Side Bar where the Module Menu is located.

b. This arrow opens the Module Menu dropdown.

Sales Module - The Sales Module is the central hub for your sales team. It allows you to create and manage Customer records, generate Estimates and Orders, and record or receive Payments.

Production Module - The Production Module provides visibility into Product Statuses as they move through each stage on your workflow Boards, making it easy to track progress and update details in real time.

Accounting Module - The Accounting Module is where you manage financial transactions, including Payments and Credit Memos. This Module supports Reconciliation, and offers a variety of financial reports to keep your books accurate and up to date.

Purchasing Module - The Purchasing Module gives you tools to create and manage Purchase Orders, maintain Vendor information, and organize Catalogs. It ensures your purchasing process remains efficient and traceable.

Reporting Module - The Reporting Module provides access to real-time reports that are critical for monitoring business performance. These reports help you evaluate trends, measure results, and make informed decisions.

Management Module - The Management Module contains the settings that govern how your business operates day-to-day, including employee access, team configurations, and product setup.

Customer Portal - The Customer Portal is an online platform that gives your Customers 24/7 access to key information. From any device, Customers can review Proofs, approve Estimates, request quotes, pay Invoices, and more. The Customer Portal Module gives you a preview of what Customers will see when they sign in to their portal.

My Profile Module - The My Profile Module is designed for individual Employees to manage their personal information, such as contact details or account settings, that were entered when their user profile was created.

Settings Module - The Settings Module is where administrators and owners configure system-wide features and defaults. This ensures the system is tailored to your company’s processes before it is put into daily use.

Dashboards

Dashboards are found in the Sales, Production, Accounting, Purchasing, and Management modules. You can add a variety of widgets to quickly review specific data as well as click, drag, and expand the widgets to customize the view. For more information on Dashboards and Widgets, please see How to Set Up Dashboards and Widgets and Widgets Overview.

Sales Module

a. Customers - The Customers in your system represent both individuals and businesses. You can manage them as standalone Contacts or as Companies, giving you flexibility in how you organize your Customer base. For more information, please see Creating Contacts and Creating Companies.

b. Payments - Manage Customer Payments, including entering new Payments and reviewing past transactions. For more information, please see Payment Methods.

c. Quick Price - A tool to quickly calculate the Cost of Products and services without linking them to a Customer.

d. Estimates - Create or edit the initial project price and scope, which can later be converted into an Order. For more information, please see Estimates Overview.

e. Orders - Create or edit the official project cost and scope that the Customer has approved. For more information, please see Orders Overview

f. Boards - Boards help track the Status of Line Items, Orders, Estimates, and destination types. For more information, please see Boards Overview.

g. Scheduling - Display multiple Calendars in one view to coordinate team commitments, manage deadlines, and schedule meetings more efficiently. For more information on Scheduling, please see Scheduling Overview.

h. Quick Products - Quick Products are a time saving tool that allow you to build completed items that can later be added to Estimates or Orders. For more information on Quick Products, please see Quick Products Overview.

i. Reports - Run Reports specific to Sales. For more information, please see Reports Overview.

Production Module

a. Boards - Track the Status of Line Items, Orders, Estimates, and destination types in one organized view. For more information, please see Boards Overview.

b. Settings - Configure options that drive your production workflow, including destination choices, Item Statuses and Substatuses, Tag Setup, and Time Clock Settings.

Accounting Module

a. Boards - Track the status of Customer Payments in a clear, organized view. For more information, please see Boards Overview.

b. Payments - Enter new Payments and review Payment History for your Customers. For more information, please see Payment Methods.

c. Credit Memos - Document Customer overpayments and keep account balances accurate.

d. Reconciliation & Sync - Review Reconciliations and ensure your financial data is properly synced. For more information, please see Reconciliation Overview.

e. Reports - View and gather information specific to your Accounting information. For more information, please see

Reports Overview.

f. Settings - Configure system options that shape your Accounting process, including Chart of Accounts, Default GL Accounts, Payment Methods, and more.

Purchasing Module

a. Boards - Track the progress of Vended Orders as they move through Production. For more information, please see Boards Overview.

b. Purchase List - Access a list of all past purchases made for your business.

c. Vendors – Add and manage third-party businesses that supply materials or services.

d. Vendor Catalogs - Create Catalogs for each Vendor to organize and manage their available items.

e. Vendor Catalog Items - Manage the individual items within each Catalog and link them to Materials in your system.

f. Purchase Orders - Review and manage purchase orders created within your system.

g. Settings - Configure options that control Purchase Order behavior and related settings.

Reporting Module

a. All Reports - Includes all available Reports. For more information, please see Reports Overview.

Management Module

a. My Business - Create and manage Employee and Team profiles with details, connectors, and locations. Update permissions, access levels, and notification settings as needed. Manage Time Tracking for your Employees and create Sales Goals for your Business. For more information, please see Creating Employees, Time Tracking for Managers, and Sales Goals.

b. Boards - Review management-level boards for a high-level view of activity. For more information, please see Boards Overview.

c. Quick Products - Build Quick Products for common assemblies or frequently used components. You can also organize them into categories for easier access. Items can be preset with details such as company, size, and more. For more information, please see Quick Products Overview.

Customer Portal

For more information on this Module, please see Customer Portal Module Overview.

a. Select Portal - This dropdown allows you to choose the Company whose perspective you would like to see.

b. Action Required - These are items that need an action completed to progress the order through the workflow.

c. Open Orders - In this section, your Customers can view any Orders that are currently being worked on.

d. Open Estimates - This section allows your Customers to view all Estimates that are currently being worked on.

Note: Completed Estimates will move to the Open Orders section.

e. Make a Payment - This section allows the Customer to see which Orders need to be paid.

f. History - Clicking on the History section gives your Customer the option of selecting one of three subsections including Order History, Estimate History, and Payment History. Selecting anything from the list will bring up more detailed information.

Note: This section and related subsections are optional and must be enabled in order to show in the Customer Portal.

g. My Profile - This section is for your Customers to fill out. They can choose to provide as much or as little information as they would like.

h. Sign Out - Clicking Sign Out will immediately sign your Customer out of their Customer Portal.

Note: If you click on this, it will sign you out of your system as well.

My Profile Module

a. My Profile - This section allows you to manage your personal information and date and time preferences.

b. Tasks - The Tasks section allows you to set up and manage a to-do list. For more information on Tasks, please see Tasks.

c. Time Tracking - This section allows you to review the time entries recorded each time you clock in and out. For more information on Time Tracking, please see Time Tracking.

d. Messages & Notifications - This section allows you to send and review your emails and notifications from within the system. For more information on Messages & Notifications, please see Messages and Notifications Overview.

e. Manage Notifications - Notifications are internal alerts to your inbox based on preset criteria. For more information on Notifications, please see Notifications Overview.

f. Files - This section allows you to store important documents like HR Forms, receipts, images, etc. For more information on Files, please see File Management.

g. Calendars - Calendars are shared within CoreBridge giving you the ability to collaborate and manage time and resources. For more information on Calendars, please see Calendars Overview.

h. Training Resources - This section provides valuable resources to help you learn how to use the system effectively. For more information on Training, please see My Training Overview. You can find additional information aligning with your training at supportdesk.corebridge.net.

i. Sign Out - This is a one click function that will log you out of the system.

Settings Module

The Settings Module allows you to set up and customize the features you need to run your business.

a. Accounting - This section contains all the specialized settings and information you need for the financial aspect of your business.

Accounting Options: Accounting Options
Chart of Accounts: Managing Chart of Accounts
Credit Line Options: Credit Line Options
Default GL Accounts: Establishing Default GL Accounts
Payment Methods: Payment Methods
Payment Terms: Payment Term Settings
Reconciliation Options: Reconciliation Overview
Taxability Codes: Taxability Codes
Tax Groups: Tax Groups
Tax Items: Tax Items

b. API - API Accounts and Tokens allow you to manage how partners outside of your system can access and share your data.

Note: Use these carefully and remove access immediately when someone leaves your employment.

API Tokens: Tokens grant outside partners access to your system.
API Users: This allows you to manage the users who have access to the API Portal.

c. Automations - Set up conditions that will trigger automatic notifications, calendar items, and other reminders.

Automations: Automations Overview

d. Boards - Boards are a visual representation of Order, Estimate, and Item Level workflow and can be viewed in various Modules, based on the settings you configure here. For more information, please see Boards Overview.

Board Setup - Board Setup

e. Components - Components are the building blocks used to create your products and services. For more information, please see Components Overview.

Materials: Materials Overview
Labors: Labors Overview
Machines: Machines Overview
Assemblies: Assembly Overview
Component Categories: Component Categories Overview
Shared Elements: Shared Elements Overview

f. Custom Fields - Custom Fields are an easy way to customize your CoreBridge system to more efficiently meet the needs of your business. For more information, please see Custom Fields.

g. Customer Portal - The Customer Portal can be tailored for your business to help you provide quality customer service. For more information, please see Customer Portal in Settings.

h. Dashboards - Customizing your Dashboards can help you view useful data and analytics at a glance. For more information, please see Dashboards and Widgets.

i. Import Options - This allows you to decide how imports from outside POS/MIS will interact with your data. For more information, please see Customer Import Process.

j. File Management - Organize files and set up defaults to help ensure you have all of the folders and files your business will need. For more information, please see File Management.

k. Integrations - Set up third-party applications and systems.

l. My Business - This section allows you to manage your business details by setting up roles and permissions for employees, creating default permission groups for different job types, and organizing data by physical location. For more information, please see Employee Roles and Permissions, Location Settings, and Location Details.

m. Notifications - Notifications are automated internal messages based on events that happen within your system. This section allows you to define the conditions that generate these notifications. For more information, please see Notifications Overview.

n. Purchasing - In this section, you can define which fields are required on Purchase Orders and set up industry options to use when creating Vendor profiles.

o. Reports & Documents - In this section, you can set up standard documents such as estimates, work orders, and invoices, configure the reports your center will use, and organize report templates into groups. For more information, please see Documents Overview and Reports Overview.

p. Sales - This section lets you customize system settings for managing companies, customers, and orders—such as defining lists, categories, and groups, setting estimate and order defaults, controlling numbering, and configuring fees, pricing tiers, and task options.

Company Options: Company Options in Settings
CRM Lists: Updating the CRM List
CRM Options: Updating the CRM List
Estimate and Order Options: Estimate and Order Options
Line Items Categories: Line Items Overview
Note Groups: Creating an Estimate or Order
Numbering Options: Numbering Options allow you to set up the numbering scheme for subsequent Estimates, Orders, Invoices, etc.
Order & Line Item Fees: Manage Order and Line Item Fees.
Pricing Tiers: Pricing Tiers are the discount tiers a company can be given, if any. A pricing tier allows you to set prices based on your negotiated rates with Contacts.
Reason Lists: Enter various reasons for voiding items or applying credits or tax exemptions.
Task Types: Add items to select when setting up CRM tasks.

q. System - This section allows you to configure calendars, emails, and localization settings - including setting up event categories, custom and email domains, email templates, time zones, and how your company’s information and communications appear across the system.

Calendars: Calendars Overview
Calendar Categories: Calendars Overview
Custom Domains: Integrate your company's URL with your CoreBridge account.
Email Domains: Creating Email Domains
Email From Addresses: Setting up Email From Addresses
Email Templates: Email Templates
Localization: Localization Settings
Time Zones: Localization Settings

r. Workflow - This section lets you define how Products are delivered, set up Statuses and Substatuses to track workflow, create color-coded tags, and configure Time Clock settings for tracking paid and unpaid activities.

Destination Options: Select the default for how Products will arrive to Customers.
Destination Types: Select the default for how Products will arrive to Customers.
Statuses: Statuses Overview
Substatuses: Statuses Overview
Tag Setup: Tag Set Up
Time Clock Settings: Time Tracking for Managers