Imagine running your solar, heat pump, or EV charging installation business without being bogged down by repetitive manual tasks. No more chasing customer confirmations, manually updating project statuses, or worrying about whether your team followed up on a lead. For many sustainable installation companies, inefficiency isn’t just an inconvenience. It’s a growth killer. When teams are overwhelmed with admin, they lose valuable time that could be spent on actual installations, customer relationships, and scaling the business. H2: See it in action: watch the webinar Want to see Automations Lite in action before you read further?
Watch our on-demand webinar where Simon, our product expert, walks through live demos, shares tips, and answers real customer questions.
🎥 Watch the full webinar now and get inspired to start building your own workflows.
Why automation is critical for sustainable businesses
In today’s renewable energy market, demand is booming. Solar panel projects, heat pump installations, and EV charger deployments are increasing rapidly, and so is operational complexity. Automation addresses three critical challenges every growing installation company faces:
Time savings: Eliminate repetitive tasks like sending appointment confirmations, updating project statuses, or managing follow-ups.
Structure and consistency: Standardize processes so every team member knows exactly what needs to be done and when.
Scalability: Grow your business without adding headcount or relying on manual work.
As Simon, one of our product experts, said during our recent webinar: “Automation isn’t just about saving time. It’s about doing things you otherwise couldn’t do. Following up on every lead, staying consistent with every customer interaction, automation makes that possible.”
In short, automation doesn’t just remove work. It enables growth. It helps sustainable businesses keep pace with market demands while delivering a seamless customer experience.
How it used to be in OpusFlow
OpusFlow has long been known for having one of the most advanced automation modules in the market. Our existing automation system could handle virtually anything, from complex installation scheduling to custom workflows built around specific business needs. But there was a catch. To implement automations, you needed our consultants.
While powerful, the system was too complex for most teams to configure on their own. This meant: Added cost, paying for consultant hours to set up automations.
Added time, waiting days or weeks to deploy new workflows.
Limited flexibility, needing external help every time you wanted to make changes.
For a fast-moving industry like renewable installations, that dependency slowed companies down.
Introducing automations lite: the most advanced, user-friendly solution
We knew we needed to rethink how automation works in OpusFlow. That’s why we built Automations Lite, a completely redesigned module that combines power and simplicity.
With Automations Lite, you can now:
Create and manage automations yourself without relying on consultants
Use an intuitive drag-and-drop interface to set up workflows in minutes
Access a library of pre-built templates tailored for sustainable installation businesses
Launch automations instantly without waiting on external setup
“Our goal was to take the most important automations, the ones relevant to almost every sustainable installer, and make them so intuitive that anyone can set them up,” said Simon during the webinar.
Automations Lite is not just a simplified version of our old module. It’s the most advanced automation experience in the market today, built specifically for the needs of sustainable companies.
How it works
Every automation follows a simple structure:
When something happens → Check a condition → Do something automatically
For example:
When a site visit is scheduled
Check if it’s a specific type of visit (installation, maintenance, etc.)
Do send a confirmation email to the customer and update the project status
This simple framework allows teams to automate countless workflows, from sales to installation to post-project follow-up, without needing any technical skills.
Use cases: real examples that save time and boost efficiency
Here are some of the most popular ways our clients use Automations. With Automations Lite, you can create these and many other workflows on your own, no outside assistance required.
1. Scheduling and customer communication
Automatically send confirmation emails when site visits or installations are scheduled
Update project statuses so your team always knows what’s happening
Notify account managers when changes occur to keep everyone aligned
Benefit: No more missed communications or manual status updates.
2. Lead follow-up
Send an email automatically after a missed call, letting the customer know you tried to reach them
Schedule reminders for your sales team to follow up on hot leads
Close out unresponsive leads with a polite final message
Benefit: Improved conversion rates and faster response times in a competitive market.
3. Installation workflow management
Create internal tasks automatically when a quote is approved
Trigger inventory checks or material orders when projects move to certain stages
Ensure every step of the installation process is tracked and completed
Benefit: Smooth, consistent project execution with fewer errors.
4. Post-project follow-up
Send customers a thank-you email after installation completion
Trigger a maintenance reminder six months later
Automatically request feedback to improve service quality
Benefit: Build stronger relationships and generate repeat business without extra manual work.
Measurable impact: what you can expect
During the webinar, we discussed how much time companies can save with Automations Lite. While exact numbers vary, the potential is huge:
Up to six hours saved per project, depending on complexity
More consistent communication with customers and suppliers
Greater visibility into team performance and workload
Most importantly, your team will finally have time to focus on what matters most: growing your business and delivering exceptional service.
Why this is a game-changer for sustainable installers
With Automations Lite, you’re no longer dependent on consultants or technical experts to automate your processes.
You can:
Launch new workflows instantly without delays
Save money by managing automations internally
Scale your operations without adding complexity
This shift gives sustainable installation companies a competitive edge in a rapidly growing market. Whether you’re managing dozens of solar installations or coordinating heat pump projects across multiple locations, Automations Lite adapts to your needs and grows with you.
Get started with automations lite
All OpusFlow customers get access to Automations Lite at no extra cost, with no changes or renewals to your current subscription.
Here’s how to get ready:
Review your current workflows and identify repetitive tasks and bottlenecks
Pick a starting point like scheduling confirmations or lead follow-ups
Build and launch using templates to go live in minutes
Measure and expand to scale automation across your business
👉 Try Automations Lite today and take the first step toward a more efficient, scalable, and profitable future.
Final thoughts
The renewable energy industry is moving fast and your business needs tools that can keep up. With Automations Lite, OpusFlow is putting the power of automation directly in your hands. No consultants, no delays, no barriers. Just simple, intuitive workflows that save time, cut costs, and help you deliver the best possible experience to your customers.
It’s time to leave outdated, manual processes behind, automate smarter and grow faster with Automations Lite.
Book a demo and explore OpusFlow
Want to see how Automations Lite can transform your business?
Book a free demo with our team and explore how OpusFlow can help you streamline operations, increase efficiency, and grow your sustainable installation business.
During the demo, you’ll:
Get a personalized walkthrough of Automations Lite
See how other OpusFlow modules work together to support your growth
Receive tailored recommendations for your business needs
🚀 Book your free demo today and take the next step toward a more automated, efficient future.