The customer portal is a branded, self-service environment where your customers can track their installation progress, access documents, view appointment dates, and submit service requests — without needing to call or email your team. It’s available 24/7 and runs directly from OpusFlow, so everything your customer sees is always up to date.

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.

Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.

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.

Yes. OpusFlow includes a visual Kanban pipeline where you can track every lead from first contact to signed contract. You can filter by installation type, assign deals to team members, and open a full project record directly from the board. Nothing gets lost, and your whole team always has the same overview.

Yes. The calculation follows the DIN EN 12831-1:2017 methodology, which is the recognised European standard for determining building heating load. It covers per-room heat loss including U-values, thermal bridges, ventilation, airtightness, and surface adjacency. The output is a DIN-compliant PDF report that includes a per-room breakdown, total heat demand, and the final hardware recommendation — suitable for use as supporting documentation with the customer or for your own internal records.

You can refer professional solar installers and companies working with renewable energy technologies, such as HVAC, battery storage, and EV charging. The ideal referral is an installer with 10+ employees who manages multiple projects and could benefit from running their operations more efficiently with OpusFlow.