you asked...

Do my consultants need technical training to use the calculation tools?

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.

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 a ticket linked to the original installation project?

Yes. Every ticket is linked directly to the parent project in OpusFlow, which means the moment a service request comes in, the person handling it has immediate access to the original Bill of Materials, installation photos, engineering models, and the full project history. There is no need to search through archives or ask a colleague — the context is already there.

Which 3D scanning tools does OpusFlow work with?

OpusFlow accepts scans from iPhone Pro (via LiDAR), Matterport, Polycam, and other scanners that export in OBJ, STL, GLTF, or GLB formats. The scan is processed directly in the browser — no file upload to a server is required, which keeps the process fast and keeps your customer data on-device during the calculation.

Can I participate in the OpusFlow referral program?

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.

Can purchase orders be generated automatically from a Bill of Materials?

Yes. Once a BOM is finalised, OpusFlow converts it into a formal purchase order in a single action, pulling through all line items, SKUs, and quantities automatically. You can select hardware directly from your pre-integrated supplier catalogs with agreed pricing already applied, so there is no manual transcription between the BOM and the PO, and no risk of ordering the wrong quantities or the wrong product.

Can customers track where their installation is in the process?

Yes. The customer portal displays a visual milestone tracker showing exactly where the project stands, from initial survey through to commissioning. The indicators update in real time as your team progresses the project in OpusFlow, so customers always have an accurate picture without needing to chase your team for an update.

Can I transfer data from my current software package to OpusFlow?

Yes, data migration is part of our onboarding process. Our import module lets us transfer almost any database from your current software, and your account manager will guide you through every step. Book a free demo to get started.

We run more than one company under the same group. Can OpusFlow handle that?

Yes. OpusFlow’s Multi-Entity Finance feature lets you manage multiple companies, labels, or subsidiaries from a single account. Each entity gets its own branding, invoice number sequences, payment terms, and accounting integration. Projects and quotes are automatically linked to the correct entity, so there’s no risk of invoices going out under the wrong logo or routing to the wrong general ledger.

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What can I expect?

"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA

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