Step-by-step guides for CRMb

Live margin on every active job.

• 7 steps·Updated 09/04/2026

  Dashboard walkthrough

  A tour of the Dashboard — your home screen for the state of the business, rebuilt from your real jobs, punches and invoices every time you open it.

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Shifts with live, OT-aware labor cost.

• 13 steps·Updated 09/04/2026

  Scheduling a week

  Planning the crew's week — drafting shifts, publishing them to the team, and watching what they cost before you commit.

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Clients, jobs, and the deal pipeline.

• 9 steps·Updated 09/04/2026

  Clients overview

  A tour of Clients — where every customer's contact details, job site, jobs, and billing history live in one place.

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• 6 steps·Updated 09/03/2026

  Send a quote to a client

  How to put together a quote for a client, get it in front of them for approval, and turn it into an invoice once they say yes.

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Your geofenced work locations.

• 2 steps·Updated 09/04/2026

  Job sites overview

  The addresses your crews punch in at, with the geofence that keeps Punch honest.

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Board, sprints, and jobs on real hours.

• 13 steps·Updated 09/04/2026

  Pipeline tasks

  A step-by-step guide to creating, assigning, and completing a task on the Pipeline board.

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Who's free and who's slammed.

• 4 steps·Updated 09/04/2026

  Capacity overview

  A tour of Capacity — who's scheduled, who's over- or under-committed, and where open work still needs an owner.

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Job costing and profit, for real.

• 3 steps·Updated 09/04/2026

  Reports overview

  A tour of Reports — money, labor, inventory, and work rolled up into one place, ready to export.

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Every bank charge, on a job or in overhead.

• 9 steps·Updated 09/04/2026

  Accounting overview

  A tour of Accounting — turning your bank activity into clean books, one transaction at a time.

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Parts, materials, and stock on hand.

• 6 steps·Updated 09/04/2026

  Add an inventory item

  How to add a new item to your catalog, give it a starting count, and read the stock, pricing and movement history on its page.

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Suppliers and POs, received into stock.

• 6 steps·Updated 09/04/2026

  Create a purchase order

  How to order stock from a supplier, send the order, and receive what arrives into inventory at cost.

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Your roster, pay, and invites.

• 6 steps·Updated 09/04/2026

  Add a team member

  How to bring someone onto your team — whether they'll sign into CRMb and Punch themselves, or you're adding them to the roster for scheduling and pay.

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