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CoreBridge Legacy
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Getting Started
- Import Questionnaire
- User End License Agreement (EULA)
- My Training Overview
- Onboarding Overview
- Import From Resource Overview
- Reviewing Imported Data
- CoreBridge Resale Process
- Administration Sign-in
- GoLive Checklist
- Customer Import Options
- How to Schedule GoLive
- Customer Import Process
- Welcome to CoreBridge Training
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System Overview
- How to Set Up Dashboards and Widgets
- Time Tracking for Employees
- Widgets Overview
- Tasks
- System Overview
- File Management
- Calendar Categories
- Messages and Notifications Overview
- Keyboard Shortcuts
- My Profile Overview
- Calendars Overview
- Filter Icon
- Monitors Overview
- Scheduling Overview
- Modules Overview
- How to Use Calendars
- System Setup
- Administration
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Financial Setup
- Managing Chart of Accounts
- Establishing Default GL Accounts
- Payment Method Settings
- Reconciliation Overview
- Integrated vs. Non Integrated Credit Card Transactions
- Credit Line Options
- Cost Based Pricing
- Pricing Tiers
- Market Based Pricing
- Custom Pricing Tables
- Payment Term Settings
- CoreBridge Financial Rounding
- Account Mapping With Accounting Integration Software
- Bill of Materials
- Cost vs. Price
- Accounting Options
- Labor Cost Worksheet
- Understanding Margin vs. Markup
- Understanding Cost-Plus vs. Market Based Pricing
- Enabling Automatic Reconciliation
- Writing Off Bad Debt
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Sales
- Quick Products Overview
- Estimate and Order Tools Menu
- Line Items Overview
- Estimate and Order Options
- Tag Set Up
- Creating an Estimate/Order
- Statuses Overview
- Boards Overview
- Board Setup
- Board Side Panel Overview
- Using Tags
- Orders Overview
- Estimates Overview
- Board Filters
- Creating a Recurring Template
- Simple Items
- Clipboard Feature
- Order and Estimate History
- Multi Quantity Estimates
- Full Unlock Feature
- Converting Overpayment to In-Store Credit
- Destinations Overview
- Order and Line Item Fees
- Status Setup
- Using Statuses
- Financial
- Customers
- Customer Portal
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Components and Assemblies
- Assembly Overview
- Creating Materials
- Cloning a Material
- Labors Overview
- Creating Labors
- Cloning a Labor
- Machines Overview
- Components Overview
- Materials Overview
- Component Categories Overview
- Managing Component Categories
- Creating Machines
- Shared Elements Overview
- Creating Shared Elements
- Linked Components
- Form Designer Overview
- Form Designer: Documents
- Machine Cost Worksheet
- Materials with Variants Overview
- Variants Overview
- How to Request a Custom Assembly
- Creating Materials with Variants
- Materials Import Template
- Component Defaults for Assemblies
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Integrations
- Fiserv AUS - A CoreBridge Integrated Merchant Services Provider
- Fiserv US - A CoreBridge Integrated Merchant Services Provider
- Nexio - A CoreBridge Integrated Merchant Services Provider
- Listen360
- Google Calendar
- Microsoft Calendar
- Google Gmail
- Microsoft Outlook
- QuickBooks Online Summary Sync
- Xero Summary Sync
- CoreBridge Tax Lookup
- TaxJar
- Avalara
- SanMar
- S&S Activewear
- CoreBridge's Integrated Merchant Service Providers
- Xero Detail Sync
- QuickBooks Online Detail Sync
- Stripe - A CoreBridge Integrated Merchant Services Provider
- CoreBridge's Supported Accounting Integrations
- LoyaltyLoop
- Support Expectations for Accounting Integrations
- Integrations Marketplace Overview
- API Overview
- Documents and Reports
- FAQ / Misc
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Getting Started
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New CoreBridge EVO™ Interface
- Getting Started
- Estimates and Orders
- Customer Management
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General Settings
- Creating Email Domains
- Adding Email From Addresses
- Creating and Editing Email Templates
- Using Email Templates
- File Management
- Tag Setup
- Using Statuses
- Line Item Statuses
- Subtatuses
- Scheduling Overview
- How to Use Calendars
- Adding Calendars
- Calendar Categories
- Boards Overview
- How to Use Calendars
- Board Filters
- Board Side Panel Overview
- Board Setup
- Components
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Administration
- Teams Overview
- Employee Roles and Permissions in Settings
- Location Details
- Localization Settings
- Integrations Marketplace Overview
- CoreBridge's Integrated Merchant Service Providers
- Creating Employees
- Managing Employees
- CoreBridge's Supported Accounting Integrations
- Sales Goals
- Time Tracking for Managers
- Locations Overview
- Business Settings
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Financial Information
- Payment Terms Settings
- Credit Line Options
- Accounting Options
- Managing Chart of Accounts
- Establishing Default GL Accounts
- Taxability Codes
- Tax Items
- Tax Groups
- Machine Cost Worksheet
- Payment Settings
- Reconciliation Overview
- Taking Payments
- Creating Subaccounts
- Refunds
- Automatic Reconciliation and Sync
- Documents and Reports
Modified on: 2026-05-04 13:48:34 -0600