CRMb for janitorial

You see what each building costs, supplies and hours together.

Each building's closet has its own count of liners, paper and chemicals. Every hour a cleaner punches is priced at that person's rate.

CRMb on Mac, iPad and iPhone: the same case of liners counted in the warehouse and in one building's closet, an order sent to a supplier, and a new item being set up

The cost of each building updates while the crew is still working

Someone types in the supplies and the hours after the crew leaves.

The crew logs the supplies before they leave. A case of liners comes off that closet's count at the average you paid. The hours they punched are priced at each person's rate. One tap puts the supplies on the invoice. A second tap puts the hours on it.

Payroll is not part of CRMb. The app reads your bank transactions, so a building's spending matches what left the account. It never moves money, and at month end you hand your bookkeeper one export.

Supply closets

Every closet keeps its own count.

Send a case of paper to a building. The warehouse count drops and that closet's count rises.

  • The warehouse, the vans and every building's closet are counted separately
  • A reorder point tells you when stock is low
  • What the crew uses is charged at the average you paid
CRMb on iPad listing the warehouse and each building's supply closet, with the count each one holds and a closet being set up

Nightly visits

Set a visit once and CRMb books the series.

You do not rebuild the schedule every week.

  • CRMb creates the whole series at once
  • One confirmation email goes out, covering the first visit
  • A manager can mark a shift a no-show
CRMb week schedule on iPad: each night's visits laid out across the week, every shift showing its cost and a daily total

The invoice

Each person's hours become a line on the invoice.

The hours and the supplies come from the job, so you do not retype them.

  • Each cleaner's hours get their own line
  • One tap puts the supplies used at the building onto the invoice
  • The quote's terms, deposit and pay link carry over
CRMb invoice listing each cleaner's hours at that person's rate, with the supplies used at the building

Supplies and hours go onto the same invoice.

You see what is left in each closet

Each closet's list shows what that building has on hand.

You choose when a supply counts as low

Set that level for each supply, and CRMb warns you before it runs out.

Order supplies and receive them into the closet you name

That closet's count goes up when you receive the order.

You schedule a nightly visit once

You set how often it repeats and when it ends.

Hours are priced at each person's rate

A supervisor's hour and a cleaner's hour cost different amounts.

Margin updates while the job is open

Planned hours, worked hours and margin sit together on the job.

The Punch connection

Punch records the hours your crews worked, and CRMb prices them.

Cleaners punch in through Punch when they reach the building. CRMb takes lunch out and puts the rest onto that building's job at each person's rate. The building's cost rises while the shift is still open.

  • Hours punched at the building are priced at each person's rate
  • Punch and CRMb use the same buildings and the same people
  • Once you pay for CRMb, a Punch plan you buy on the web costs 25 percent less

Problems it puts to bed.

A crew does not show up at a building.

A manager marks the shift a no-show, and no hours go onto that job.

A crew arrives and the closet is out of liners.

A reorder point warns you the liners are running low.

Supplies used at a building are left off the invoice.

The crew logs what they used, and it goes on the invoice with one tap.

One delivery of paper cost more than the last.

Enter what each delivery cost. The job is charged the average of those prices.

Questions

The ones you are actually asking.

How does a case of liners get from the closet onto the invoice?
The crew logs the case at that building. That closet's count drops, and the job is charged the average you paid. One tap moves the case onto the invoice at the price you sell it for. With a flat monthly rate, it still shows in that building's cost.
Does CRMb do dispatch, route planning, or equipment history?
No. There is no dispatch board in CRMb, no route planning between buildings, and no per-machine service record for your floor equipment. Keep assigning routes wherever you do that now (Swept, Janitorial Manager, Jobber). You count supplies, price hours and send invoices in CRMb.
Can CRMb handle my nightly and weekly accounts?
CRMb schedules them. Choose how often a visit repeats and when it ends, and CRMb builds the whole series. It does not invoice a visit on its own, so you send the invoice when you are ready.
What does it cost?
CRMb is $39 a month for your first user and $29 for each one after, plus $20 for Inventory and Purchasing. You pay for the people who open CRMb, not for every cleaner. Everyone else's hours still go onto the job. See pricing.
Does every cleaner need Punch?
No. A manager can enter each cleaner's hours, or record a shift as a no-show. With Punch, nobody types anything in. Either way the hours are priced at that person's rate. The free trial runs 14 days and asks for no card.

Stays where it is today: your dispatch board, route planning between buildings, the service history of each floor machine, equipment warranty registration, payroll, your accountant's year-end books.