you asked...

Do I need technical knowledge to build automations?

No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.

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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.

Can we export dashboard data?

Yes. OpusFlow’s advanced data grids support export functions so you can pull the underlying data out when you need it — for an external accountant, a board presentation, or any reporting that happens outside the platform. That said, for most reporting needs the live dashboard removes the need to export at all, since the data is already structured, filterable, and drillable within OpusFlow itself.

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.

What does contract management in OpusFlow actually cover?

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.

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.

Is the customer portal branded to our company?

Yes. The customer portal carries your branding, so the experience your customer has is consistent with the rest of your communications. It reinforces your company’s identity rather than surfacing OpusFlow’s.

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.

How does a document management software work?

A document management system brings all your communication and information flows together in one place. All data and documents are stored in a single database, and you decide yourself who has access.

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What can I expect?

“OpusFlow has granted us significant control over our business, a capability that is truly unique and unmatched by any other solution in the market.”
Herik Super - Process Manager
Dijkman

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