Two features help you when making a quote. With Begroting uit tekening (Estimate from drawing) the AI counts the dimensions from a PDF floor plan, so you quickly have a draft quote. The Marge-check (Margin check) then puts every quote next to the post-calculation of your completed projects. Both are part of the Offertes & Facturatie (Quotes & invoicing) add-on (€59 per month).
Making an estimate from a drawing
- Go to Offertes (Quotes) and click Begroting uit tekening (Estimate from drawing).
- Choose the Klant (Customer) and the Tekening (PDF) (Drawing, PDF), at most 30 MB. A floor plan with dimensions works best. Click Uitlezen (Read out).
- The AI counts the metres of outer wall and inner wall, the m² of floor and the m² of roof. This can take a few minutes; you get a notification when the dimensions are ready.
- Under Maten controleren (Check dimensions), check every item. Adjust the quantity where needed, and use Post toevoegen (Add item) or Post weghalen (Remove item).
- Click Concept-offerte maken (Create draft quote). The quote opens; you work it out further like any other quote.
The dimensions are produced by AI. An employee always checks them before a quote is made from them: only after Concept-offerte maken (Create draft quote) do they end up on a quote. You set your own prices with Prijzen per m² voor begroting (Prices per m² for estimates), as a price per unit excl. VAT. The prices never come from the AI. If there is no price for a type, that line goes on the quote with a price of 0.
The margin check
Every quote has the block Marge-check (Margin check). It is only visible internally: the customer does not see it, and it is not in the PDF or the email. Beamcore compares the quote with at most the last 50 completed projects of your company:
- The m² of the quote come from lines with the unit m², otherwise from the estimate from drawing.
- The expected costs are the m² of the quote times the median cost per m² of earlier projects. That is an estimate, not a post-calculation.
- The table puts Prijs per m² (Price per m²), Uren per m² (Hours per m²) and Hout per m² (m³) (Timber per m², m³) next to the median of earlier projects, with the difference.
If the expected margin is below the threshold, you see Lage marge (Low margin), otherwise Marge in orde (Margin OK). If there are fewer than 3 usable completed projects, the quote mentions no m² or it has no amount yet, the result is Onbekend (Unknown). Beamcore does not invent a cost price in that case.
Setting the threshold
On the quote, click Marge-drempel (Margin threshold) in the Meer (More) menu and fill in the Minimale verwachte marge (Minimum expected margin). Empty is the default of 15%. The threshold applies to the whole company.