CRMb for electrical contractors

See what the wire and the labor cost while the job is open.

Every van carries its own count of wire, breakers and devices. Each electrician's hours go onto the job at their own rate. CRMb has no dispatch board, so your calls stay where you book them.

CRMb on Mac, iPad and iPhone: one part counted separately in the shop and in each van, a purchase order to a supplier, and a new part being added

Parts and hours both go onto the job

Without CRMb, the parts pulled off a van and the hours worked are totalled after the job is over.

CRMb tracks the parts and the hours while the job runs. Pull a device off a van and that van's count drops. The job is charged your average cost. Your crew's hours become the labor cost at each person's own rate.

CRMb does not run payroll or close your year-end books. It reads the transactions on your bank account, so a job's spending matches what you actually spent. It never moves money, and your bookkeeper gets a clean export each month.

Van stock

Your stock is counted van by van.

Move a spool from the shop out to a van and each count updates.

  • A reorder point gives you time to order more wire
  • Parts pulled for a job are charged at your average cost
  • A supply closet counts the same way
CRMb stock locations on iPad: the shop and each service van holding its own count, with a new location being added

Job cost

See the labor cost while the crew works.

A job past its planned hours shows it while the crew works.

  • You see the hours you planned and the hours worked
  • Cost and margin stay current as the job runs
  • You see what each electrician's hours cost
CRMb job detail on Mac: planned hours beside the hours the electricians worked, with labor cost and margin updating

The invoice

The quote your customer accepted becomes the invoice.

The invoice keeps your terms, the deposit and the pay link.

  • The crew's hours are already priced on the job
  • One tap puts the job's parts on the invoice at your selling price
  • Flat-rate jobs still show the part in the cost
CRMb invoice listing the parts used on the job, with terms, a deposit and a pay link

From the parts on the van to the invoice.

See what your stock is worth

A report totals the parts in the shop and on the vans.

Order more before the van is empty

Set the count that is too low, and CRMb warns you.

Parts go on a job at average cost

The same wire at two prices costs the job the average.

Turn a quote into a purchase order

What the supply house delivers is counted where you choose.

Worked hours set the job's labor cost

Each person is costed at the rate you pay.

See the margin before you invoice

Every hour worked changes that margin.

The Punch connection

Your electricians punch in at the job site.

Punch is the companion time app. An electrician punches in on site, and the lunch break comes out of the total. The hours left go onto the job at that person's rate.

  • Hours reach the job without anyone typing them
  • The job sites and crew show in both apps
  • Pay for CRMb and Punch costs 25 percent less on the web

Problems it puts to bed.

You find out a job lost money after you invoice.

You can check cost and margin any day the job runs.

Your crew leaves the job to buy wire the van ran out of.

CRMb tells you which parts are low in time to order.

Small devices and fittings get left off the invoice.

Whoever pulls the device puts it on the job, and one tap adds it to the invoice.

Wire costs one price this month and another the next.

Every order you enter goes into the average the job is charged.

Questions

The ones you are actually asking.

What happens to a part after my electrician uses it?
Your electrician adds it to the job. That van's count drops and the job takes your average cost. One tap then puts every part on the invoice at your selling price.
Does CRMb dispatch calls or track the panels you install?
No. CRMb has no dispatch board, no route planning, and no history for each panel. Keep scheduling calls where you do now (ServiceTitan, Housecall Pro, Jobber). Load calculations stay in your design software.
Can I schedule repeat visits for a commercial account?
Yes. You say how often the visit comes back and when it stops, and CRMb books the whole run. Your customer gets one email about the first visit. CRMb does not bill these visits.
What will this cost me?
$39 a month for your first CRMb user and $29 for each one after. Inventory and Purchasing add another $20 a month. The first 14 days are free, no card needed. See pricing.
Does my crew have to use Punch?
No. A manager can enter the hours someone worked, or mark the shift a no-show. Those hours count against the job at the rate you pay that person.

Stays where it is today: a dispatch board and route planning, serial-number history for each panel, load calculations and design software, warranty registration with the manufacturer, payroll, year-end books.