OpusFlow is built on an open API, which gives your team or ours a structured way to bring existing data across from your current platform. The onboarding process is guided by the OpusFlow team directly, without the need for expensive third-party consultancy. Because the platform is purpose-built for installation businesses, the setup process is shaped around how your business already works rather than requiring months of configuration to get there. The best starting point is a demo conversation where we can map your current setup to what OpusFlow covers.

OpusFlow supports Single Sign-On (SSO) and Multi-Factor Authentication (MFA) for all users. Every login event and critical data action is recorded in an immutable audit log that cannot be edited or deleted. Role-based access control ensures users only interact with the data and modules relevant to their role. For businesses operating across multiple entities, each company can be managed with independent access configurations under the same overarching account.

No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.

Both options are available. OpusFlow ships with out-of-the-box dashboards pre-configured for the metrics most installation businesses need immediately — project pipeline velocity, revenue forecasting, team capacity, and live stock levels. If you need something more specific to how your business works, you can build custom dashboards using a drag-and-drop widget builder with charts, numeric counters, prioritised lists, and data tables.

You can configure leave types such as vacation, sick leave, and personal leave, each with their own rules and accrual settings. Employees submit requests through a calendar view that shows their own balances and any existing approved leave. Managers approve or reject via a dedicated workflow and approved leave is immediately reflected on the planning calendar. The module also surfaces working-hours compliance warnings in hour registrations, so break and shift rules are checked as hours are logged rather than after the fact.

Yes! You can design your invoices entirely in your own corporate identity. Logo, layout and colors, everything is on your terms.

The tools are designed to be used on-site by sales consultants, not engineers. The PV Designer handles string validation and technical checks automatically, flagging errors without requiring the user to understand the underlying rules. The battery and heat pump calculators guide the user through a step-by-step input flow and generate the recommendation from there. Most consultants are comfortable running a full calculation independently within their first few demos.