CRMb for welding and metal fab shops
Know what the steel and the hours cost before the invoice goes out.
The shop and each truck keep their own count of tube, plate and wire. Shop hours and install hours go onto the same job. Plasma table programming stays in your table software.
The material and the hours go on the same job
Without CRMb, the material and the hours are added up after the job ships.
CRMb counts both while the job runs. Cut tube for a job and the shop's count drops, at the average of what you paid. The hours go onto that job at each person's rate.
Payroll and your year-end books stay where they are. CRMb reads your bank transactions, so a job's spending matches what left the account. It never moves money, and at month end your bookkeeper gets a clean export.
Rack stock
The shop and the truck count their own stock.
Load bar stock onto the truck for an install and both counts change.
- A reorder point warns you before the wire runs out
- Material on a job is priced at the average you paid
- A job trailer counts the same way
Job cost
Shop hours and install hours sit on one job.
A job stays open across shop days and the install day.
- Planned hours show next to the hours actually worked
- Labor cost and margin move while the job is open
- Each welder is costed at that person's rate
The invoice
The quote you took a deposit on becomes the invoice.
Your terms, the deposit and the pay link come across.
- The material logged on the job goes on the invoice in one tap
- It is billed at your selling price
- A flat price still shows the material in the job's cost
From the material in the rack to the invoice you send.
Know what the rack is holding
A report totals your stock in every location.
Order wire before the spool runs out
Set the count you never want to drop below.
Material goes on a job at average cost
Two prices for the same tube average out.
Turn a quote into a purchase order
Deliveries are counted in the location you name.
The job's labor cost comes from hours worked
Shop time and install time are priced per person.
Check the margin before you invoice
Every hour and every length of steel moves it.
The Punch connection
Your welders punch in at the shop and on site.
Punch is the companion time app. A welder punches in at the shop or the install, and lunch comes out. The rest goes onto the job at that person's rate, and the cost updates while the shift runs.
- The shop is a job site, so shop time counts too
- The same job sites and the same crew serve both apps
- Pay for CRMb and your Punch plan on the web costs 25 percent less
Problems it puts to bed.
You find out a railing job lost money after delivery.
The job shows its cost and margin every day it is open.
You run out of wire halfway through a weld.
A reorder point tells you before the spool empties.
Gas and abrasives never make it onto the invoice.
Log them on the job, and one tap adds them to the invoice.
Steel costs one price this month and more the next.
The job is charged the average across your purchases.
Questions
The ones you are actually asking.
- How does material from the rack end up on the invoice?
- You log it on the job as you use it. That location's count drops and the job is charged your average cost. One tap puts it on the invoice at your selling price.
- Does CRMb do CAD, nesting, or weld certifications?
- No. There is no CAD or nesting, no CNC or plasma table programming, and no heat numbers or certification records. Keep your drawings in your CAD software and your year-end books in QuickBooks.
- Can one job cover the shop build and the install day?
- Yes. A job stays open through fabrication and the install day. Hours from both go onto it, and margin moves the whole time.
- What will this cost me?
- CRMb is $39 a month for your first user, $29 for each user after, and $20 for Inventory and Purchasing. You get 14 days free, and no card is asked for. See pricing.
- Do my welders have to use Punch?
- No. A manager types in what a person worked, or marks a shift a no-show. Those hours still go onto the job at that person's rate.
Stays where it is today: CAD and nesting software, CNC and plasma table programming, heat numbers and material traceability, welder certification records, a dispatch board, payroll and year-end books.
See it on real punched hours.
14-day free trial. Your Punch data is already inside.