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CoreBridge Legacy
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
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
Location Settings
Creating Email Domains
Setting up Email From Addresses
Company Options in Settings
Employee Roles and Permissions in Settings
Notifications Overview
Locations Overview
Automations Overview
Location Details
Localization Settings
Application of Employee Roles
Administration
Sales Goals
Managing Employees
Time Tracking for Managers
Managing Widgets in Settings
Creating Employees
Teams Overview
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
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
Taxability Codes
Tax Items
Tax Groups
Discounts
Credit Memo Overview
Multi Order Payment
Company In-Store Credit
Refunds
Payment Methods
Using eChecks
Using In-Store Credit
Taking Payments
Chargeback and Credit Card Fraud Prevention
Customers
Creating Companies
Creating Contacts
Adding Company Notes and Flags
Updating the CRM List
Adding Contact Notes and Flags
Additional Company Features
Additional Contact Features
Customer Portal
Inviting Customers to the Customer Portal
Interactions with the Customer Portal
Customer Portal Module Overview
Customer Portal Options
Entering Payments in the Customer Portal
Customer Portal Overview for Endusers Direct Link
Customer Portal Overview for Endusers Sign-in Invitation
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
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
Available Documents
Merge Fields Overview
Using New Reports
Adding Documents
Report Conversion Guide
Available Reports
New Reports FAQ
Reporting Filters
Drill Down in Reporting
Sorting Options in Reporting
Using Documents
FAQ / Misc
Email Templates
Custom Fields
Troubleshooting Your CoreBridge System
New CoreBridge EVO™ Interface
Getting Started
System Navigation Overview
CoreBridge EVO™ Product Preview
Modules Overview
How to Set Up Dashboards and Widgets
Customer Import Questionnaire
Review Customer Data
GoLive Checklist
Estimates and Orders
Payment Methods
Orders Overview
Estimate and Order Options
Creating an Estimate
Creating an Order
Clipboard Feature
Estimates Overview
Destinations Overview
Quick Products Overview
Customer Management
Company Options in Settings
Creating Companies
Additional Company Features
Updating the CRM List
Creating Contacts
Additional Contact Features
Opportunities Pipeline
Merging Customers
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
Components Overview
Understanding Cost-Plus vs. Market Based Pricing
Component Categories Overview
Using Component Categories
Materials Overview
Creating Materials
Labors Overview
Labor Cost Worksheet
Creating Labors
Machines Overview
Creating Machines
How to Request Custom Products
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
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
Available Documents
Using Documents
Reporting overview
Open navigation
Reporting overview
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Modified on: 2026-05-04 13:48:34 -0600