You can migrate a large part of your data to OpusFlow via a fixed Excel template. It is worth considering whether all your historical data still needs to be active in the system, as you can always choose to store older data elsewhere and start with a clean slate in OpusFlow.
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.
Very. OpusFlow’s Role-Based Access Control lets you define permissions at the individual module, record type, and field level. You can restrict a user to read-only access on financial data while giving them full edit rights on projects, for example. Permissions are assigned via profiles that you can apply to multiple users at once, so updating a role type updates everyone assigned to it in a single action.
Where a traditional ERP implementation can take months or even years, OpusFlow is designed to get you up and running in just a few weeks. The platform works intuitively, which means less time spent on training and significant cost savings from the start.
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.
OpusFlow is built for sustainable installers: think solar, heat pumps, air conditioning, climate control, and wind farms. General installation companies are equally at home on the platform. Thanks to its modular setup, you simply switch off what you don’t need and focus on what matters to your business.
Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.
Yes. OpusFlow connects with Google Workspace and Microsoft 365 for calendar and email, external accounting packages via API export, wholesale product catalogues via 2BA, and payment processing via Mollie for automated SEPA billing. It also connects to Zapier for endless possibilities.
More integrations are added regularly and you can check out all possible integrations here.
Yes! You can easily attach photos and files directly to your forms, straight from your phone or tablet on-site.
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