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FINANCIAL CONTROL AND SALES

Steer on cash, margin and sales with the figures from your own projects

In a timber frame company, money is tied up in running projects, quotes and orders. Beamcore works with what is already in the platform: invoices, instalments, quotes, purchasing, planning and post-calculation. That way you see in time where the money is going, whether a quote earns enough and which orders are coming.

CASH FLOW FORECAST

Your expected balance per week, 26 weeks ahead

The Cash flow forecast lists the expected balance per week for 26 weeks, with tiles, a chart and a table. Click a week to see which items are in it. If a week drops below zero, a warning appears at the top. The forecast only reads: nothing changes in your invoices or orders. It is included in every plan, without an add-on.

  • Incoming: open sales invoices on their due date, instalments still to be invoiced and accepted quotes without an invoice
  • Outgoing: open purchase invoices, orders without an invoice and your fixed monthly costs
  • You enter the opening balance, wages, fixed costs and payment terms yourself
  • An instalment without a date is shown separately and does not count in the balance

PROGRESS INVOICING

Instalment invoices that follow construction progress

For each project you set up an instalment schedule. Each instalment has a description, an amount or a percentage of the contract value, and a moment at which it is invoiced. When that moment is reached, Beamcore creates a draft invoice and you get a notification. You send it yourself. Progress invoicing is part of the Quotes and Invoicing add-on (59 euros per month).

  • Invoice on a date, at a percentage finished in production, after a transport is delivered or after an assembly step
  • Or manually with "Invoice now"
  • Partial payments of an accepted quote become instalments in one click
  • At most one invoice per instalment, an invoiced instalment is locked
  • The Instalments block is on the Finance tab of the project

MARGIN CHECK

A margin check on every quote

Every quote has a margin check: your quote next to the post-calculation of your own completed projects. Beamcore calculates the expected costs with the median cost per m² and warns you when the expected margin falls below your threshold. The customer never sees this. With the Project Finance and Post-calculation add-on (99 euros per month) you also see budget against actual per project.

  • Price, hours and timber per m² compared with earlier projects, with the difference in percent
  • You set the threshold yourself, 15% by default
  • Fewer than 3 usable projects or no m² in the quote: the result is "Unknown", Beamcore never invents a cost price
  • Everything comes from the existing post-calculation, hours and timber lists, with no extra input

ESTIMATE FROM DRAWING

From PDF drawing to draft quote

Choose a customer and upload a PDF floor plan or drawing. The AI counts the metres of external and internal wall and the m² of floor and roof. An employee checks the items, adjusts them where needed and turns them into a draft quote. You set your prices per unit once. This is part of the Quotes and Invoicing add-on.

  • The result is produced by AI and always checked by an employee
  • Add, change or remove items before you create the quote
  • Price and line total per item shown immediately
  • The PDF is deleted as soon as the quote has been created

DELIVERY PROMISE

A delivery time you can keep

On a quote or a project request you click Calculate delivery time. You enter the area, the number of elements and the type, and Beamcore immediately shows the earliest production week and delivery week. It also shows why: which weeks are already full and how busy each week is. Nothing is planned. This works with the Production add-on (99 euros per month per production line).

  • Production time from your own measured times, or from the estimates in your planning
  • Capacity of your production tables, including your days off
  • A week counts as full from 90% occupancy
  • Put the delivery time as text under the notes of a draft quote in one click

PURCHASE INVOICES AND PEPPOL

Purchase invoices checked against order and delivery note

A purchase invoice is compared with the order and with what was received according to the delivery notes: the three-way match. You see differences in quantity, price or amount immediately, and then approve or reject the invoice. If a supplier sends via Peppol, the invoice arrives automatically as an open purchase invoice to check. Purchase invoices are part of the Timber Stock add-on (139 euros per month).

  • Order recognised by order number, supplier by Chamber of Commerce number, VAT number or name
  • You set the tolerances yourself, by default every difference counts
  • Approving with a difference requires an explanation
  • The same invoice from the same supplier is never read in twice
  • Payment status from your accounting via the Accounting integration (29 euros per month) if your package supports it, or mark it as paid yourself

SALES PIPELINE

Your sales opportunities per stage, with follow-up

The sales pipeline shows your opportunities as a board with a column per stage: from lead to won or lost. Drag an opportunity to the next stage and add follow-up tasks with a date and an employee. The overview calculates the weighted pipeline value: the value of each opportunity times the chance that you win it. The pipeline is included in every plan, without an add-on.

  • Opportunities for an existing customer or as a new lead
  • A linked quote determines the value of the opportunity
  • Your own probability per quote, and sent quotes without an opportunity are counted separately
  • A notification on the day of a follow-up task
  • Lost always requires a reason

WHAT-IF

Run a scenario before you decide

Taking on an extra project, a table breaking down, running an extra shift or a delivery coming later? On the What-if page you choose a scenario and see the effect on your production capacity per week, your timber from stock and your expected income per month. Nothing is saved or planned. This works with the Production add-on.

  • Twelve weeks ahead
  • Timber with the Timber Stock add-on, income with the Quotes and Invoicing add-on
  • Without measured times or timber lists, Beamcore gives a warning instead of an estimate

ANONYMOUS BENCHMARK

Your own key figures next to comparable companies

The benchmark puts your own key figures next to the median and the middle range of comparable companies, grouped by number of employees. Taking part is off by default and you switch it on yourself. Companies that do not take part only see their own figures. The benchmark is included in every plan, without an add-on.

  • m² per hour, production lead time, OEE, rejects, margin and delivery time
  • A group figure only from 5 participating companies
  • No names, no individual values: nothing can be traced back to a company
  • Too little data shows a dash, never 0

WHY IT WORKS

Steering on figures you already have

01

From your own data

Invoices, quotes, purchasing, planning and post-calculation are already in Beamcore. You never enter anything twice.

02

See it in time

A week below zero, a margin that is too low or a full production week shows up before it becomes a problem.

03

You decide

Draft invoices, draft quotes and scenarios: Beamcore suggests, you send and choose.

04

Honest figures

If there is too little data, Beamcore says so. No cost price or estimate is invented.

Frequently asked questions

No. You enter the opening balance yourself. After that Beamcore works with your invoices, instalments, quotes, purchase invoices, orders and the fixed costs you enter.
No. As soon as an instalment is reached, Beamcore creates a draft invoice and you get a notification. You send it yourself.
The margin check needs at least 3 completed projects. Below that the result is "Unknown". Beamcore never invents a cost price.
No. The AI counts the metres and m² from the PDF. An employee checks and adjusts the items before a draft quote is created.
The cash flow forecast, the sales pipeline and the benchmark are included in every plan. Progress invoicing, margin check and estimate from drawing are part of Quotes and Invoicing, delivery time and what-if of Production, purchase invoices and receiving via Peppol of Timber Stock.

Get a grip on cash and sales in your timber frame company?

Book a demo and see how Beamcore takes your cash flow, margins and sales opportunities from your own projects.