CRMb for insulation
Know how much material each truck is carrying.
The warehouse and each truck keep their own count, and your crews' hours become the job's labor cost. Your takeoffs stay in the software you use.
Material and hours are recorded while the job is open
Without CRMb, the batts and bags loaded onto a truck are written down later, and so are the hours.
In CRMb, material pulled for a house comes off the truck's count, at the average of the prices you paid. Crew hours go onto the job at each person's rate. Material logged on the job goes onto the invoice in one tap.
CRMb does not handle payroll. It reads the transactions in your bank account, so what a house cost you comes from real spending, and it never moves money. Your bookkeeper pulls a clean export when the month closes.
Truck stock
Every truck carries its own count.
Move a pallet to a truck and the warehouse count drops as the truck's count rises.
- The warehouse and each truck count separately
- A reorder point warns you before stock runs out
- Material used on a house comes off the truck
Purchasing
A purchase order puts the material where you need it.
You choose the warehouse or a truck when the material arrives.
- Send a purchase order to your supplier
- That location's count goes up when the order arrives
- You can turn a quote into a purchase order
Job cost
See when a house goes past the hours you planned.
You see a house pass its planned hours while the crew works.
- Each house shows the hours you planned and the hours worked
- The margin updates as your crew works the house
- You see each person's labor cost
From the material you receive to the invoice you send.
Truck stock is counted apart from the warehouse
Move material between them and both counts update.
Reorder before a truck runs out of batts
Set a reorder point on what your crews use fastest.
A job takes the average of the prices you paid
You enter what each delivery cost.
A quote the customer accepts becomes the invoice
The deposit, terms and pay link come with it.
Every hour is priced at the rate of the person who worked it
The hours come from Punch or a manager.
Know a house's margin before you send the invoice
It moves as hours go onto the job.
The Punch connection
Hours reach the job without anyone typing them.
Crews punch in at the house on the Punch app. Lunch is taken out, and the rest is charged to the house at each person's rate.
- The house's cost moves while the shift is still open
- You set up job sites and crew once for both apps
- With a paid CRMb plan, Punch bought on the web is 25 percent off
Problems it puts to bed.
You find out what a house cost after the crew leaves.
The cost shows while the crew is still working.
Nobody knows how many R-38 batts are left.
Each location holds its own count, and a reorder point tells you when to order.
Material used on a house does not always reach the invoice.
The crew logs it on the job, and one tap adds it to the invoice at your price.
The pallets cost more this month than last.
The job's cost uses the average of the prices you paid, not the last pallet's price.
Questions
The ones you are actually asking.
- How does a bag of insulation reach the invoice?
- The crew records the bag on the job, and the count on their truck drops by one, at the average price you paid. One tap adds it to the invoice at the price you charge. On flat-price work, the bag still counts in the house's cost.
- Does CRMb handle routing, dispatch or material takeoffs?
- No. CRMb has no dispatch board, no routing and no takeoff tools. Keep dispatch and routing in whatever you use today (Jobber, Knowify), and your takeoffs in the software you measure them in. CRMb schedules your crews and records what each house used and what it cost.
- Can CRMb schedule repeat visits for a builder?
- Yes. Choose how often the visit comes back and when it stops, and CRMb builds the series. Your customer gets one confirmation email covering the first visit. CRMb does not invoice those visits for you.
- What does CRMb cost for an insulation crew?
- The first CRMb user is $39 a month, each one after is $29, and Inventory with Purchasing adds $20. You only pay for the people who log in, and every crew's hours still count in job costs.
Stays where it is today: your dispatch board, route planning, R-value takeoffs and energy modeling, manufacturer warranty paperwork, payroll runs, year-end books.
See it on real punched hours.
14-day free trial. Your Punch data is already inside.