Anyone can take part in this referral program, whether you are an existing customer or not. Simply complete the referral form with your own details and the referral information and we’ll take care of the rest.

Our onboarding process includes interactive video tutorials you can revisit at your own pace, plus personal support from our consultancy team whenever you need it. After onboarding, you’ll have access to a comprehensive knowledge base and can always reach our support team by phone or email. And whenever major updates roll out, we keep you informed through newsletters and updated tutorials.

Yes. The customer portal carries your branding, so the experience your customer has is consistent with the rest of your communications. It reinforces your company’s identity rather than surfacing OpusFlow’s.

Yes. OpusFlow lets you create distinct user profiles with separate permission sets for internal team members, subcontractors, and any other user type you need. Subcontractors can be given access to only the specific modules and records relevant to their work, with no visibility into financial data, other clients, or internal processes. Access can be time-limited and revoked immediately when a project ends.

Yes! Within OpusFlow you can easily create a strip schedule, with tasks and subtasks on the vertical axis and time on the horizontal axis. This way you always have a clear overview of what needs to be done and when.

The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.

Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.