Most admin and system problems don’t announce themselves. Access that was set up two years ago and never reviewed. Leave tracked in a shared spreadsheet that three people edit. A new starter who spent their first week waiting for permissions. And a switch to a new platform that keeps getting postponed because no one wants to deal with the migration. These aren’t edge cases. They’re the default state for most growing installation businesses.
When the business was smaller, everyone had access to everything and it worked fine. Now there are fifteen people in the system, two of them are in sales, one is a subcontractor, and nobody is entirely sure what any of them can see. Changing it feels risky. Leaving it feels riskier. Without a clear role structure and a way to enforce it, access management stays on the list of things to sort out later.
Someone submits leave via WhatsApp. A manager approves it verbally. Someone else updates the shared sheet, if they remember. By the time the planning team needs to know who is available next week, the data is unreliable and at least one person has a conflict nobody flagged. Working hours are no cleaner. Overtime, break compliance, and contracted hours get checked manually at month-end, if they get checked at all.
The current system is painful, but at least the data is there. Moving to something new means deciding what to bring across, how to bring it, and what happens if something gets lost. Most businesses delay the switch for months or years because the migration feels harder than the problem it would solve. The longer they wait, the more data accumulates in the old system, and the harder it becomes to make the move.
OpusFlow’s Role-Based Access Control lets you define exactly what each user can see and do, down to the individual module, record type, and field. Group users into teams, assign permission profiles, and enforce them consistently across the whole account. When someone’s role changes, you update the profile and it applies immediately. No one-off exceptions, no forgotten access, and a full audit log of every login and data change for complete accountability.
OpusFlow’s leave management lets your team submit requests through a built-in calendar view, routes them through an approval workflow, and pushes approved leave directly onto the planning board. Hour registrations are logged against projects in real time, and working-hours compliance monitoring checks whether break and shift rules are being followed, flagging issues before they become a problem at month-end. No spreadsheets, no cross-referencing, no chasing.
OpusFlow is built on an open API, which means your existing data can be structured and imported without starting from scratch. The onboarding process is supported by the OpusFlow team, not handed off to an expensive third-party consultant. And because the platform is purpose-built for installation businesses, the data model already fits the way you work rather than needing months of configuration before it does.
Most admin and system problems don’t announce themselves. Access that was set up two years ago and never reviewed. Leave tracked in a shared spreadsheet that three people edit. A new starter who spent their first week waiting for permissions. And a switch to a new platform that keeps getting postponed because no one wants to deal with the migration. These aren’t edge cases. They’re the default state for most growing installation businesses.
When the business was smaller, everyone had access to everything and it worked fine. Now there are fifteen people in the system, two of them are in sales, one is a subcontractor, and nobody is entirely sure what any of them can see. Changing it feels risky. Leaving it feels riskier. Without a clear role structure and a way to enforce it, access management stays on the list of things to sort out later.
OpusFlow’s Role-Based Access Control lets you define exactly what each user can see and do, down to the individual module, record type, and field. Group users into teams, assign permission profiles, and enforce them consistently across the whole account. When someone’s role changes, you update the profile and it applies immediately. No one-off exceptions, no forgotten access, and a full audit log of every login and data change for complete accountability.
Someone submits leave via WhatsApp. A manager approves it verbally. Someone else updates the shared sheet, if they remember. By the time the planning team needs to know who is available next week, the data is unreliable and at least one person has a conflict nobody flagged. Working hours are no cleaner. Overtime, break compliance, and contracted hours get checked manually at month-end, if they get checked at all.
OpusFlow’s leave management lets your team submit requests through a built-in calendar view, routes them through an approval workflow, and pushes approved leave directly onto the planning board. Hour registrations are logged against projects in real time, and working-hours compliance monitoring checks whether break and shift rules are being followed, flagging issues before they become a problem at month-end. No spreadsheets, no cross-referencing, no chasing.
The current system is painful, but at least the data is there. Moving to something new means deciding what to bring across, how to bring it, and what happens if something gets lost. Most businesses delay the switch for months or years because the migration feels harder than the problem it would solve. The longer they wait, the more data accumulates in the old system, and the harder it becomes to make the move.
OpusFlow is built on an open API, which means your existing data can be structured and imported without starting from scratch. The onboarding process is supported by the OpusFlow team, not handed off to an expensive third-party consultant. And because the platform is purpose-built for installation businesses, the data model already fits the way you work rather than needing months of configuration before it does.
OpusAI agent is built into OpusFlow and has full context of your account, including your users, roles, projects, and data. Use it to search across the system in any language, surface information about team capacity or access configurations, create tickets or tasks from a quick instruction, or get a plain-language summary of activity across the platform. For whoever manages the system day to day, it removes the need to navigate to find answers and replaces it with a conversation.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
OpusFlow’s user management gives you a fully granular Role-Based Access Control matrix to work with. Assign permissions at the module and field level, group users into teams for resource planning and scheduling, and enforce modern security standards including Single Sign-On and Multi-Factor Authentication across the whole account. Every login and every data change is recorded in an immutable audit log. Onboarding a new starter takes minutes. Offboarding is immediate, with no risk of lingering access.
OpusFlow’s leave management module lets your team submit requests through a dedicated calendar view, with configurable leave types, per-employee balances, and a full approval workflow for managers. Approved leave appears instantly on the planning board so scheduling always reflects who is actually available. Hour registrations are logged against projects in real time, and working-hours compliance monitoring checks against configured shift rules, flagging breaches before they reach payroll or become an HR issue.
OpusFlow is not a quoting tool with a few extras bolted on. It is a full business platform built specifically for sustainable installation companies — with 25+ modules covering everything from your first customer contact to your final invoice. Here is what is included.
Everything you want to know before booking a demo.
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.
Yes. Dashboard configurations are role-based, so you can assign different views to different parts of the organisation. A warehouse manager sees stock and procurement metrics. A financial controller sees revenue and invoice data. A business owner sees the full picture. Nobody is presented with data that is irrelevant to their role, and sensitive metrics are only visible to the people who should see them.
Every ticket has a built-in conversation thread where your team and the customer can exchange messages directly. The full history is stored chronologically and cannot be edited or deleted, so there is always a clear, accurate record of what was said and when. No more hunting through email chains to piece together what happened.
Yes, through two routes. The 2BA integration gives you access to over a million supplier products — search, compare pricing, and link results directly to your stock articles, with a bulk sync option to keep pricing up to date across all articles from a given supplier. The ENF integration covers solar panels, batteries, and inverters specifically, auto-populating product specifications on import so you can add new hardware to your catalogue and set your own pricing without any manual spec entry.
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.
Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.
Yes. OpusFlow’s Multi-Entity Finance feature lets you manage multiple companies, labels, or subsidiaries from a single account. Each entity gets its own branding, invoice number sequences, payment terms, and accounting integration. Projects and quotes are automatically linked to the correct entity, so there’s no risk of invoices going out under the wrong logo or routing to the wrong general ledger.
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.
The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.
OpusFlow currently integrates with Google Workspace, Microsoft 365, Mollie for payment processing, the Dutch 2BA product catalog, Exact and Peppol for accounting and e-invoicing, and AEAT for the Spanish market. For tools not on this list, the open API allows you to build custom integrations and connect OpusFlow to virtually any platform in your existing stack.
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.
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.
You can configure leave types such as vacation, sick leave, and personal leave, each with their own rules and accrual settings. Employees submit requests through a calendar view that shows their own balances and any existing approved leave. Managers approve or reject via a dedicated workflow and approved leave is immediately reflected on the planning calendar. The module also surfaces working-hours compliance warnings in hour registrations, so break and shift rules are checked as hours are logged rather than after the fact.
Yes. OpusFlow lets you create distinct user profiles with separate permission sets for internal team members, subcontractors, and any other user type you need. Subcontractors can be given access to only the specific modules and records relevant to their work, with no visibility into financial data, other clients, or internal processes. Access can be time-limited and revoked immediately when a project ends.
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