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Introducing CRMb: the office side of Punch, now in beta

7 min read

Punch has always been about one thing done well: turning the hours your crew works into payroll-ready records you can trust. But the hours are only half of running a business. There's the other half — the clients, the schedule, the parts on the truck, the quotes, the invoices, the question of whether a job actually made money.

That other half now has a home, and it's built on the exact same data your crew already punches. It's called CRMb, and it's in beta today.

If you run CRMb alongside Punch, the numbers that decide whether you keep the lights on — what a job costs, what you'll make, who has room for more work — are real instead of a guess. This post is about what CRMb does, and specifically what it does for you as a Punch user.


What CRMb is

CRMb is the operations app for a service business: contractors, landscapers, cleaners, trades, restaurants — the same teams Punch was built for. It brings your clients, your schedule, your projects, your inventory, and your billing into one place.

The important part: CRMb and Punch share one workspace. Same team, same job sites, same login, same data. There's nothing to connect and nothing to import. A business already running on Punch that opens CRMb finds its whole crew, every job site, and every punched hour already there.

Here's what lives inside:

  • Clients — every customer, with every job, quote, and invoice tied to them, and open vs. won value at a glance.
  • Scheduling — drag people onto the calendar and watch the labor cost add up as you build the week. Publish it to the crew, post open shifts anyone can claim, and catch double-bookings before they happen.
  • Pipeline — track jobs as a board, table, timeline, or sprint, and drag deals from lead to won with a value on every stage.
  • Inventory — live on-hand counts across every warehouse, truck, and van, with reorder-point alerts, barcode scanning, and parts that land on a job at real average cost.
  • Purchasing — build a purchase order from your supplier list and receive it into stock at the price you actually paid.
  • Quotes & invoices — a real editor, public share links a client can open anywhere, and one tap to pull a job's labor and materials straight onto the bill.
  • Reports — revenue, profit on labor, margin by job, receivables, and inventory value — built on the hours your crew actually worked.

Every feature is on every plan. CRMb is billed by team size, in your local currency, never per seat.


Why this matters for Punch users

This is the whole point, so it's worth being specific. When your crew punches in on Punch, that time doesn't just sit in a timesheet. In CRMb, it becomes the truth the rest of your business runs on.

Your margin is a fact, not a guess

The hours your crew clocks become the real labor cost on every CRMb job. Not an estimate, not a memory of how long you thought it took — the actual punched time, loaded with overtime, priced at each person's rate. So when CRMb tells you a job made 34% or lost money, it's telling you the truth. You find out which jobs are quietly bleeding while there's still time to do something about it.

The invoice already knows the hours

You worked the job. Your crew punched it. So when it's time to bill, CRMb pulls those punched hours onto the invoice as line items, priced per person, and drops the job's materials in beside them. Nothing worked goes unbilled. Nothing gets typed twice. The number you invoice and the number you costed come from the same real hours.

The same job sites, already fenced

The geofenced job sites your crew punches into in Punch are the sites CRMb schedules, bills, and reports against. One site list, set up once, working in both apps. Drop a pin once; it's everywhere.

A schedule that checks itself

You plan the week in CRMb. Your crew punches the real day in Punch. CRMb lines the two up, so you can see who ran long, who ran short, and who never showed — planned against actual, automatically. Approved time off from Punch shows right on the CRMb calendar, so you never schedule someone who isn't there.

Capacity you can actually trust

CRMb puts scheduled hours next to hours really punched, per person, so "who has room for another job this week" is a number you can see instead of a hunch. Boards move themselves as the hours get punched against them, so nothing on your screen is ever out of date.

That's the thread through all of it: Punch already knows the truth about your team's time. CRMb puts that truth to work everywhere a decision gets made.


Run CRMb, take 25% off Punch

Because the two apps are built to work together, running both costs less. An active CRMb subscription automatically takes 25% off your Punch subscription on the web, for as long as both stay active. You don't enter a code — CRMb applies it for you.


Now: run more than one business from one login

Alongside the CRMb beta, Punch itself got a change a lot of you have asked for. If you run more than one organization — a second company, a separate crew, a side operation — you can now switch between them from a single login, on the web and in the app. Each org keeps its own team, job sites, pay periods, and billing; you jump between them without signing out. Add another organization when you're ready, and it starts its own trial with everything unlocked.


Getting the beta

CRMb is in beta now, and it's the same polished, native experience you know from Punch:

Every new workspace starts with a 14-day free trial, no card required, with every feature turned on. If you already run Punch, your people, your pay, and your job sites are waiting for you the moment you open it.

See everything CRMb does →


Frequently asked questions

Do I need Punch to use CRMb?

No — CRMb works on its own. But it's built to pair with Punch, and that's where it's strongest. If your crew already punches in on Punch, every hour they work flows straight into CRMb as real job cost and billable time, with nothing to set up.

How do the punched hours become invoices?

Your crew punches shifts in Punch against a job site. In CRMb, one tap pulls that job's punched labor onto the invoice as line items, priced at each person's rate, alongside the materials the job used. You review it and send. The hours you bill are the hours that were actually worked.

Is there really nothing to connect or import?

Right. CRMb and Punch share the same workspace — the same team, job sites, and time data live in one place. Opening CRMb on a Punch account shows your whole business already there. No export, no sync setup, no re-entering people.

What does CRMb cost, and how does the Punch discount work?

CRMb is billed by team size, in your local currency, with every feature on every plan and a 14-day free trial. While you hold an active CRMb subscription, Punch automatically takes 25% off your Punch subscription on the web — applied for you, for as long as both stay active.

What platforms is CRMb on?

Today, in beta: Mac (a direct download from crmb.io that updates itself) and iPad and iPhone (via TestFlight). It's the same native build quality as Punch.

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