FAQs (EN)

Emails

• Does the system track "Structured Communications" for payments?
• How do I verify if an email was successfully delivered?
• What do the different "Types" mean in the list?
• What information is included in the Email Details view?
• How do I see the content of a sent email?
• How do I know which filters are currently applied?
• See all 10 articles

Invoices

• How do I quickly identify credit notes in my main invoice list?
• Can I mark a credit note as "Paid"?
• How do I finalize a proforma credit note?
• Can I change the VAT rate on a credit note?
• How do I add products or services to be credited?
• What dates need to be set for a credit note?
• See all 36 articles

Quotes

• How do I save my changes while in Edit Mode?
• Can I see a preview of the quote while editing it?
• What information is stored in the "Client details" section of a quote?
• How can I visually identify a refused quote?
• How do I "Refuse" a quote if a client does not want to proceed?
• What happens after I confirm a duplication?
• See all 29 articles

Catalog

• Can I add internal notes to a product?
• What types of "Units" can I assign to a product?
• Are there any validation rules for pricing?
• Can I export my catalog data?
• What happens if there are errors during an import?
• What fields are required for a successful import?
• See all 13 articles

Planning

• Is there a way to track client communication regarding a specific Intervention?
• How do I attach technical documents or manuals to an Intervention?
• Can I add technical notes or descriptions to an Intervention?
• How do I distinguish an Intervention from an Appointment on the calendar?
• Can an Intervention span multiple days?
• What information is required to set up an Intervention?
• See all 20 articles

Clients

• Where can I see the history of quotes and invoices for a client?
• How do I export my client list?
• My import failed. What do I do?
• How do I update existing clients in bulk via import?
• How do I import clients from an Excel file?
• Can I add multiple contact person to one clients(Person or Organization)?
• See all 13 articles

Company Settings

• What information is shown in the Purchase History?
• Where can I find the invoices for my subscription payments?
• Can I assign purchased Bricks to a specific user?
• How can I track how my company is spending its Bricks?
• How do I buy more Bricks if I run out?
• Can I manage multiple users on the free plan?
• See all 60 articles

My Account

• How do I update my personal information?
• How do I change my password?
• What are the requirements for a new password?
• Why do I need to enter my current password to change it?
• What should I do if I don't remember my current password?

Payment & Billing

• What payment methods are accepted?
• Can I pay in my local currency?
• Why is the final price different from the pack price?
• Can I purchase as a business?

Plans and Pricing

• What subscription plans are available on Cobria?
• What are the costs for each plan?
• How do I switch between Monthly and Annual billing views?
• What are "Bricks" and how many do I get?
• What is the benefit of upgrading to a paid plan (Essential, Pro, or Ultimate)?
• Why is the Planning and Catalog module not working?
• See all 13 articles

Menu

• What is the "Welcome to Cobria" pop-up?
• What features are available in the main menu sidebar?
• What is the "Bricks Wallet" displayed in the bottom left corner?
• Who is Max?
• How do I ask Max for help?
• How do I change the language of the platform?
• See all 9 articles

Setting Up Your Organization

• What is the difference between "Create a new company" and "Join an existing company"?
• Which organization option should I choose?
• Can I go back if I selected the wrong option during setup?
• What information is required to create a company profile?
• How does the VAT Number validation work?
• How long does the account creation process take?
• See all 9 articles

Help with Register

• How do I sign up for a new Cobria account?
• What are the password requirements for a new account?
• I already have an account. How do I switch to the login screen?
• I’ve filled out the registration form, but I can't log in yet.
• I didn't receive the activation email. What should I do?
• Does the activation link expire?
• See all 7 articles

Help with Login

• How do I log in to my Cobria account?
• What is the "Remember me" checkbox for?
• How do I create a new account?
• I forgot my password. How can I reset it?