CRMb for sign shops

Know what a sign costs to build and install before you invoice.

Vinyl, substrate and LED modules are counted in the shop and on each truck. Shop hours and install hours land on the same job. Permits and proofs stay in the tools you use today.

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

One job, from the build to the install

A sign job runs for weeks. The face is built in the shop and the crew sets it on site, so the cost is hard to follow until the end.

CRMb keeps that one job open the whole time. Material leaves the count at the location it was stored in, at the average of what you paid. Shop hours and install hours go onto the job at each person's rate.

CRMb does not run payroll or close your year-end books. It reads your bank transactions, so what a job spent matches what left the account. Money never moves through CRMb, and your bookkeeper gets a clean export each month.

Shop and truck stock

Vinyl and substrate are counted where they sit.

Load LED modules onto the install truck and both counts change.

  • A reorder point warns you before a substrate runs out
  • Material used on a job leaves at your average cost
  • The vinyl rack and the truck count the same way
CRMb stock locations on iPad: the shop and each install truck holding its own count, with a new location being added

Job cost

Watch the labor cost from build day to install day.

One job holds shop days and an install weeks later.

  • Planned hours sit beside the hours your people worked
  • Cost and margin update while the job is open
  • Each person is costed at the rate you pay
CRMb job detail on Mac: planned hours beside the hours worked, with labor cost and margin updating

The invoice

The quote your customer accepted becomes the invoice.

Your terms, the deposit and the pay link carry over.

  • The deposit you took up front is already on it
  • One tap adds the job's materials at your selling price
  • A flat price still shows each item in the job's cost
CRMb invoice listing the crew's worked hours as line items, priced per person, beside the materials used on the job

From the sheet on the rack to the final invoice.

See what your material is worth

A report totals the stock in the shop and on each truck.

Reorder before the rack is bare

Name the count that is too low, and CRMb tells you.

Material is charged at your average cost

Two rolls of vinyl bought at two prices average out.

Turn a quote into a purchase order

What your supplier ships is counted where you say.

Shop and install hours both cost the job

Every hour is priced at that person's rate.

See the margin before you send the invoice

Every hour worked moves that number.

The Punch connection

Your crew punches in on install day.

Punch is the companion time app. The crew punches in at the site and lunch comes out. The hours left go onto the job at each person's rate.

  • Install hours reach the job without anyone typing them
  • Both apps share the same job sites and crew
  • A paid CRMb plan takes 25 percent off a Punch plan bought on the web

Problems it puts to bed.

You learn a sign lost money weeks after the install.

Cost and margin are there to check while the job is open.

The shop runs out of substrate in the middle of a build.

A reorder point warns you before the count gets that low.

Power supplies and modules never make it onto the invoice.

Whoever uses the part logs it on the job, and one tap invoices it.

Vinyl costs one price on one order and more on the next.

Every order you receive goes into that average.

Questions

The ones you are actually asking.

What happens to a roll of vinyl after my shop uses it?
Someone adds it to the job. That location's count drops and the job takes your average cost. One tap then puts it on the invoice at your selling price.
Does CRMb handle proofs, permits or the crane?
No. CRMb has no design or proofing software, no permit tracking, no crane scheduling with outside companies, and no history for each sign. Keep artwork and proofs in the tools you use today (Adobe Illustrator, shopVOX), and book the crane and the permit as you do now.
Can I set up repeat maintenance visits for a customer's signs?
Yes. You say how often a visit repeats and when it ends, and CRMb creates the series. Your customer gets one email about the first visit. CRMb does not bill them.
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 a person worked, or mark a shift a no-show. Those hours still land on the job at that rate.

Stays where it is today: design and proofing software, permit tracking, crane and equipment scheduling with third parties, service history for each sign, payroll, year-end books.