Yes. A single automation can span multiple modules — for example, when an installation is marked complete in project management, it can trigger an invoice in finance, create a follow-up task for the sales team, and send a completion notification to the customer portal simultaneously. Workflows aren’t limited to one department, and you can build approval chains that route between teams as part of the same sequence.
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.
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.
No, and it’s not designed to. OpusFlow handles everything up to the point of invoicing — project data, BOMs, hours, contracts, and administration — and then exports clean, structured financial data directly to your existing accounting package via API. Your accountant keeps working in the tool they already know. You just stop spending hours preparing the data they need.
Yes. A single automation can span multiple modules — for example, when an installation is marked complete in project management, it can trigger an invoice in finance, create a follow-up task for the sales team, and send a completion notification to the customer portal simultaneously. Workflows aren’t limited to one department, and you can build approval chains that route between teams as part of the same sequence.
Generic tools aren’t built around the way installation businesses work. OpusFlow includes industry-specific features out of the box; PV system design, energy simulation, BOM-to-purchase-order automation, subsidy tracking, and field forms with on-site signatures. You don’t need to configure workarounds for things that should already be there.
Yes, and fast. We’re a growing company, which means the roles and responsibilities evolve quickly. If you perform well, you won’t have to wait years for the next step. Several people in the team have already moved into broader or more senior roles since joining.
For every successful referral, when the referral subscribes to OpusFlow for a minimum of 3 licenses and on an anual contract, both you and the referred installer receive €250.
The referred installer receives their award as a discount to their first years subscription, and you will receive the money via bank transfer as outlined in our terms and conditions.
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.
Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization
