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Building materials Tiles, cement, pipes, panels

From the site visit to the signed order

Building materials are sold project by project. BeatOS finds the projects, maps the people who decide, keeps every site visit on record and turns the quotation into a phased order in BeatOS ERP.

Book a demo for your team See a working day
  • Projects found early
  • Decision makers mapped
  • Phased deliveries
Two engineers in hard hats talking on a construction site, one holding a clipboard
Site visit · Skyline Towers

Project

Skyline Towers · 2 towers
Stage
Structure
Need
18,000 sq ft tiles
Signs
Purchase head
Quote due Fri

Stakeholders

Architect and contractor metPurchase head next
Site photos · geo-tagged
Projects found earlyLead Finder by area
Decision makers mappedArchitect to purchase
Site visits on recordPhotos and GPS
Quotes with GSTStraight to BeatOS ERP

BeatOS ERP for building materials

Projects, depots and billing, in one ERP.

The depots, the billing desk and the project sales team share the same orders, stock and credit.

Phased project orders

Quotations and orders per project, delivered and billed in phases.

  • Project-wise orders
  • Phased delivery
  • Price per project
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Stock across depots

Tiles, cement, pipes and panels by depot, size and shade.

  • Item variants
  • Depot stock
  • Transfers
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Purchase and landed cost

Buying from manufacturers with freight and unloading added to cost.

  • Purchase orders
  • Landed cost
  • Supplier bills
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GST invoices and e-way bills

GST invoices to site with e-way bills, and receivables by project.

  • E-way bill to site
  • Receivables
  • Margins by item
Explore →

See every module of BeatOS ERP →

A working day

One project, from found to delivered

Click a step to see what the project sales rep sees in BeatOS.

    Who decides

    Every project has four people to win.

    BeatOS keeps each one on the project record, with their role, the last meeting and what they said.

    Architect

    Specifies the product. Win the spec and the rest gets easier.

    Sample board shown

    Contractor

    Uses it on site, and can quietly switch brands if it slows the work.

    Demo on site

    Purchase head

    Compares prices and terms, and signs the order.

    Quote follow-up

    Owner or developer

    Has the final word on big orders, and on changing a supplier.

    Meeting planned

    The apps

    What building materials teams switch on.

    Lead Finder and CRM fill the pipeline; visits, quotations and orders close it, on one database.

    What changes

    From a diary of contacts to a project pipeline.

    Today

    • Projects found by chance, often after the supplier is chosen
    • Contacts in each rep's phone, lost when they leave
    • No record of who was met on site, or when
    • Quotations in Excel, follow-ups forgotten
    • Deliveries and billing tracked separately

    With BeatOS

    • New projects by area, while the spec is still open
    • Architects, contractors and buyers on the company record
    • Every site visit with photos, place and time
    • GST quotations with the next step already planned
    • Phased orders, deliveries and invoices in BeatOS ERP

    Project pipeline

    Every project, at its real stage.

    Managers see where each project stands, what it is worth and who has gone quiet.

    • Stages that match how projects really move
    • Value and expected month for each project
    • Stalled projects flagged after days without contact
    • Competitor prices on record per project
    Project pipelineLivePune West
    Found 3
    Green HeightsWakad · finishing₹ 9.2 L
    Lake View VillasBavdhan₹ 4.1 L
    Specified 2
    Skyline TowersArchitect approved₹ 8.3 L
    Sunrise PlazaSample board sent₹ 5.6 L
    Quoted 2
    Metro HeightsPrice talks₹ 12.4 L
    Royal EnclaveNo contact 11 days₹ 6.0 L
    Won 1
    Orchid ParkDelivery 2 of 3₹ 7.8 L
    ₹ 53.4 L in pipeline1 project stalled

    FAQ

    From building materials teams

    Dealers and projects both?

    Many teams sell to both. BeatOS handles dealer beats and project sales side by side.

    Book a demo →
    Where do the projects come from?

    Lead Finder searches companies, people and projects by industry and area, shows prospects near the rep, and merges duplicates before anything reaches the CRM.

    Can we record competitor prices on a project?

    Yes. Reps record competitor products and prices they see, and managers see them by area and by project.

    Do phased deliveries work?

    Yes. A sales order can have several delivery dates, each delivery is tracked against it, and invoices go out with e-way bills.

    Can reps save visiting cards from site?

    Yes. Card Scan reads a visiting card on the phone and saves the person as a contact under the project's company.

    Other industries

    Also running on BeatOS.

    Win more projects, earlier.

    See your projects, people and quotations in one pipeline.

    Book a demoReports we build