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 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.

When a project reaches the invoicing stage, OpusFlow pulls the line items directly from the project’s Bill of Materials and generates the invoice automatically, with correct quantities, pricing, and totals already populated. For service contracts, you set a billing frequency at the start and the system generates and sends invoices on schedule without anyone triggering it manually. A built-in dry-run mode lets you simulate a billing cycle before it goes live.

Yes! You can design your invoices entirely in your own corporate identity. Logo, layout and colors, everything is on your terms.

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.

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

OpusFlow lets you create service and maintenance contracts, send them to customers for digital signature, and then automate the entire billing cycle that follows. Once a contract is active, invoices generate and payments are collected on the schedule you define — without anyone on your team needing to trigger it manually. It is designed to turn one-off installation projects into predictable, recurring revenue without adding to your team’s workload.