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.
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.
A standard CRM tracks contacts and deals, and that’s about it. CRM software built for installation companies goes further: it links each customer to their projects, installations, and service history. That means your sales team, planners, and technicians all work from the same customer record, without switching between tools.
Both options are available. OpusFlow ships with out-of-the-box dashboards pre-configured for the metrics most installation businesses need immediately — project pipeline velocity, revenue forecasting, team capacity, and live stock levels. If you need something more specific to how your business works, you can build custom dashboards using a drag-and-drop widget builder with charts, numeric counters, prioritised lists, and data tables.
Yes! By default every user can view the planning. You decide yourself who sees what through the user permissions settings.
OpusFlow supports Single Sign-On (SSO) and Multi-Factor Authentication (MFA) for all users. Every login event and critical data action is recorded in an immutable audit log that cannot be edited or deleted. Role-based access control ensures users only interact with the data and modules relevant to their role. For businesses operating across multiple entities, each company can be managed with independent access configurations under the same overarching account.
No. We care more about the right mindset than sector knowledge. You’ll learn the industry quickly by working with the product and the team every day. What we do look for is curiosity, ownership, and the drive to get things done.
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.
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.
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