you asked...

Is my data safe?

Yes! OpusFlow takes security seriously. Every environment has its own dedicated database, hosted and managed by AWS (Amazon Web Services), and we use Clerk for authentication, one of the leading platforms for securing cloud applications.

more QUESTIONS?

Frequently Asked Questions

Below are the answers to the questions we are most frequently asked about the OpusFlow software solution. Is your question not among them? Feel free to contact support.

Is it possible to add photos/files to my forms?

Yes! You can easily attach photos and files directly to your forms, straight from your phone or tablet on-site.

How do I prepare for onboarding?

Before your kick-off, we send you everything you need to get started with confidence. Think short knowledge articles and video tutorials so you and your team hit the ground running from day one.

What is the process for managing user permissions and roles?

OpusFlow gives you full control over who sees what. With the User Management module you can restrict access per employee, down to individual modules and actions, so your data stays exactly where it belongs.

Can we build automations for our own specific workflows, or are we limited to templates?

Both options are available. OpusFlow ships with pre-configured automation templates built around common installation business workflows, which you can deploy immediately and adjust to fit your process. You can also build entirely custom automations from scratch using the rule builder, with full control over triggers, conditions, and chained actions. Most teams start with a template and modify it once they’ve seen how it works in practice.

How does the migration from our current system work?

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.

Can we standardise contracts across the team?

Yes. OpusFlow uses reusable Contract Types that pre-fill pricing, billing frequencies, and contract durations. When a team member creates a new contract, they start from the correct template rather than building from scratch, which means pricing is consistent, billing terms are accurate, and nothing gets missed because someone forgot to include a clause.

Can I link my billing to my financial package?

Yes! OpusFlow connects with a wide range of accounting software. We have extensive experience integrating with platforms like Exact, Holded and Quipu, and through our Zapier integration you can link virtually any financial package.

Schedule your free demo

Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

“OpusFlow has really helped us during a difficult time by offering an affordable solution when we needed it most.”
Verdasol
Mike Buderath - Manager
VERDASOL

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