- Marius
- Dashboard
- Clients
- Quotes
- Invoicing
- Payments
- Sites
- Installation sheets
- Teams
- Staff
- Library
- Archives
- Bin
From the first estimate to the final account.
Seven stages, one database. Each picks up what the previous one entered: margin is lost in the handovers, not in the quoting tool taken on its own.
Library
Your items and assemblies, with cost price, calculated margin and price history. This is the reference data everything else leans on.
Estimating
Hierarchical quote — sections › assemblies › items, dimensions per assembly, parametric formulas. Marius prices in conversation when that beats typing.
Quote
Waste, negotiation and architect coefficients, options, versions, deposit as a percentage or as a net or gross amount. PDF identical to the preview, sent by email.
Job
The accepted quote opens the job: supervisor, assigned teams, scheduled visits, geolocated address.
Installation
MetalField in the installer’s pocket: schedule, clock-in, instructions prepared at the office, annotated photos, client signature on screen.
Invoicing
Deposit, interim applications, final invoice, multi-quote, credit notes. Once issued, an invoice can no longer be edited — only its payments can.
Retention
Payments, client exposure, overdue invoices. Retention stays alive until it is released or time-barred, with its date attached.
What it costs you today.
Margin shows up at the end
The quote comes out of a spreadsheet whose cost prices are a quarter old. The job’s real margin surfaces six months later, when nobody can do anything about it.
Applications are built from memory
Progress is reconstructed from the site manager’s emails and the installer’s photos. You apply late, and now and then you apply twice for the same line.
Retention sits there
Five per cent of the contract, tied up for a year. With no register, nobody claims release on the due date: the money stays with the client until it is time-barred.
Every tool has its own truth
The quoting spreadsheet, the time book, the invoicing package, the folder of job files. Four different turnover figures, and a monthly meeting to reconcile them.
Four applications, one database.
The office, the AI, the field and the dashboard are not four tools wired together: they are the same database seen from four places. A price corrected in the library is corrected everywhere, immediately.
The office application
Thirty-five screens for estimators and administration: quotes, invoices, credit notes, clients, jobs, library, teams. This is where the day happens.
Marius, the AI assistant
It prices in conversation, searches your history, fills the fields left blank and opens the right screen. By text, by voice, or from a photo taken on site.
MetalField, the field app
An installable app on the installer’s phone that works with no signal and syncs on return. Clock-in, installation sheet, photos, signature.
The dashboard, for the director
Turnover for the month, pipeline, payments in, win rate, performance per estimator. Turnover is always read from invoices, never from quotes.
What each module actually holds.
The detail, so you can decide before the demo whether your case is covered. If it isn’t, tell us: the question is an honest one and the answer will be too.
Quotes
Estimating as a metalwork firm does it, not as a general invoicing package imagines it.
- Sections › assemblies › items, with dimensions per assembly (length, width, height, thickness, depth)
- Parametric formulas: the price recalculates when a dimension changes
- Waste, negotiation and architect coefficients, discount, main-contractor levy
- Optional items, configurable validity, full version history
- Automatic monthly numbering and international addresses
- Import lines from another quote, merge several quotes into one invoice
Invoicing & credit notes
The five ways a construction contract gets invoiced, with the audit trail that goes with them.
- Whole-quote invoice, deposit, interim application, final invoice, multi-quote
- Editing locked the moment an invoice is issued: only payments stay editable
- Credit note tied to an invoice or standalone, applied against the original
- Deposit expressed as a percentage, as a net amount or as a gross amount
- Factur-X format, PDF strictly identical to the preview, sent by email
- Payment tracking, client exposure, chasing on overdue invoices
Retention
The module nobody asks for in a demo and everybody wishes they had had.
- Created as a percentage or an amount, tied to the invoice it came from
- Deducted from the net before VAT or from the gross, depending on the contract
- Statuses Pending, Requested, Released, Time-barred, each with its date
- A view of what is due for release, and release requested through a credit note
- Statistics: amounts tied up, average delays, breakdown per client
Jobs, scheduling & installation
Everything between the signed quote and the final invoice.
- Job created straight from the quote, automatic reference, GPS coordinates
- Supervisor, assigned teams, priority, statuses Planned / Live / Done / On hold
- Schedule in month, week and day views; visits dragged to a new slot
- Google Maps routing and click-to-call the contact from the phone
- Installation sheets: instructions prepared at the office, ticked off one by one on site
- Annotated photos, actual hours, outstanding items, client signature, closing email
Library & assemblies
The reference data every quote that follows depends on for its accuracy.
- Items by category (steel, stainless, aluminium, brass, glazing, paint, labour…)
- Cost and sale price, calculated margin, overheads, supplier, stock
- Price history over 24 revisions, mandatory reason for change, trend curve
- Assemblies: composition in items, default dimensions, validated and compiled formulas
- Broken formulas flagged, bulk import from Excel
- Semantic and hybrid search across assemblies and items alike
Companies, roles & security
What your finance director and your IT person are going to want to check.
- Several companies per account, strict data isolation, independent numbering
- Seven roles crossed with every module and four scopes: all, team, own documents, none
- Modules switched on or off per company, applied without a restart
- Microsoft Azure AD or local account sign-in, expiring tokens
- Systematic soft delete and a bin you can restore from
- Hosted on Azure France Central: the data does not leave France
French e-invoicing is coming. Here is the calendar.
Two dates apply to any company invoicing in France, and neither is negotiable. This is not a sales argument: it is the law, and it applies whether or not you change software.
- 1 September 2026
Receiving becomes mandatory
Every VAT-registered business must be able to receive an electronic invoice, whatever its size. Your public clients and your main contractors will start sending them that day.
- 1 September 2027
Issuing becomes mandatory for SMEs
Small and medium businesses must in turn issue their invoices electronically, through an approved platform. A PDF sent by email will no longer count as an invoice.
Today MetalSales issues invoices in the Factur-X format, locks them against editing the moment they are issued, keeps numbering on the server and carries current legal wording — including the construction reverse charge. Connecting to an approved partner platform is our 2026-2027 project: we will tell you where it stands rather than sell you a ticked box.
The questions directors actually ask us.
How long before my teams genuinely use it?
We apply the studio’s method: two weeks reading your quotes and your routines, then a staged rollout. In practice an estimator prices their first quote in the tool during the first week. What takes time is building your library of assemblies — and that is exactly what makes everything downstream worth having.
We have ten years of clients and items elsewhere. Do we lose them?
No. Clients and items import from CSV, assemblies in bulk from Excel. Duplicates are spotted and merged, and a client kept under an old name is found through its aliases. Older documents go into the archives, where they stay readable and searchable.
Who sees what? I don’t want everyone reading every margin.
Seven roles — administrator, manager, estimator, team leader, administration, installer, technician — crossed with each module and with four scopes: every document, the team’s, their own, or none. An installer sees their schedule and their sheet, not the cost price of steel.
We run three companies in the group.
Multi-company is native. Data is walled off company by company, quote and invoice numbering is independent, and document templates and enabled modules are per company too. You switch companies from the selector in the sidebar.
Where is our data, and what do we take with us if we leave?
The data is hosted on Azure in France Central and stays there. Your clients, items and payments export to CSV, your dashboard figures too, and every quote, invoice and credit note exists as a PDF. The Bleez connector pushes invoices and credit notes through to your accountant. You leave with your data.
Will the AI send invoices on its own?
No, and that is a rule of the product rather than a setting. Marius prepares draft invoices but never issues one: issuing stays a human act. Every sensitive action waits for your confirmation on screen, and it only ever sees your own company’s data.
Our installers have no signal on half the sites.
MetalField is an installable app that works offline and syncs when the network comes back. Clock-in is recorded even when GPS is refused or unavailable: the position is a bonus, not a condition.
What about our accountant?
Invoices and credit notes go through to accounting via the Bleez connector, with a record of what has already been exported. Payments export to CSV. And turnover is always read from invoices: quotes are the order book, never the revenue.
See MetalSales on your own quotes.
Thirty minutes, no slides. Bring two recent quotes and one interim application: we rebuild them in front of you, and you judge on your own numbers.