Two things slow down finance and operations teams at every installation company. The first is fragmentation: when project data, timesheets, and invoices all live somewhere different, someone has to manually piece it together. The second is the approval bottleneck: when nothing moves until someone chases it, the whole workflow stalls and your cash flow feels it.
The project is done, but the invoice doesn’t build itself. Someone exports the BOM, opens the accounting template, re-types the line items, cross-references the quote, and hopes nothing changed in between. One mistake and the customer gets the wrong number. One missed line and a credit note lands three weeks later. It shouldn’t take this much effort to turn completed work into revenue.
Field teams log hours on paper, in a WhatsApp message, or from memory at the end of the week. By the time admin has chased, compiled, and cross-referenced it all against project records, half the month has gone. Labour costs per project stay a guess rather than a fact, and the margin report you send to management is already wrong before it’s read.
Someone asks for a revenue breakdown, a subsidy status overview, or a capacity report. You open four tabs, export three spreadsheets, stitch them together in Excel, and format the result. By the time it’s ready, the data has moved on. There’s no live view of what’s actually happening across the business, just a snapshot of last week that no one fully trusts.
OpusFlow generates invoices directly from your project’s BOM. Line items, pricing, and totals are already populated, and every contract runs on a billing schedule that fires automatically. Completed work turns into revenue without anyone lifting a finger, and every invoice carries the right number every time.
Field teams clock in and out against projects from their phones. Those hours feed directly into a live cost-per-project view, without any chasing, re-entry, or month-end scramble. Your labour margin is always current, and timesheets that need approval are flagged automatically before the deadline passes.
OpusAI has full visibility of every project, invoice, contract, and timesheet in your account. Ask it for a margin breakdown, a subsidy status summary, or a team capacity overview in plain language and you get the answer in seconds. No exports, no pivot tables, no waiting.
Two things slow down finance and operations teams at every installation company. The first is fragmentation: when project data, timesheets, and invoices all live somewhere different, someone has to manually piece it together. The second is the approval bottleneck: when nothing moves until someone chases it, the whole workflow stalls and your cash flow feels it.
The project is done, but the invoice doesn’t build itself. Someone exports the BOM, opens the accounting template, re-types the line items, cross-references the quote, and hopes nothing changed in between. One mistake and the customer gets the wrong number. One missed line and a credit note lands three weeks later. It shouldn’t take this much effort to turn completed work into revenue.
OpusFlow generates invoices directly from your project’s BOM. Line items, pricing, and totals are already populated, and every contract runs on a billing schedule that fires automatically. Completed work turns into revenue without anyone lifting a finger, and every invoice carries the right number every time.
Field teams log hours on paper, in a WhatsApp message, or from memory at the end of the week. By the time admin has chased, compiled, and cross-referenced it all against project records, half the month has gone. Labour costs per project stay a guess rather than a fact, and the margin report you send to management is already wrong before it’s read.
Field teams clock in and out against projects from their phones. Those hours feed directly into a live cost-per-project view, without any chasing, re-entry, or month-end scramble. Your labour margin is always current, and timesheets that need approval are flagged automatically before the deadline passes.
Someone asks for a revenue breakdown, a subsidy status overview, or a capacity report. You open four tabs, export three spreadsheets, stitch them together in Excel, and format the result. By the time it’s ready, the data has moved on. There’s no live view of what’s actually happening across the business, just a snapshot of last week that no one fully trusts.
OpusAI has full visibility of every project, invoice, contract, and timesheet in your account. Ask it for a margin breakdown, a subsidy status summary, or a team capacity overview in plain language and you get the answer in seconds. No exports, no pivot tables, no waiting.
OpusAI agent is built directly into the platform and has full context of everything in your account, every project, invoice, contract, and registered hour. Tell it what you need in plain language: generate a labour cost report for Q1, flag every invoice unpaid beyond 30 days, draft a subsidy status update for a specific client, or log a timesheet from a quick note. It handles the navigation and the action for you, so the routine work disappears from your team’s day entirely.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
Create service and maintenance contracts, send them for digital signature, and let OpusFlow handle the rest. Invoices generate automatically on the billing schedule you define, and payments are collected via SEPA Direct Debit through a built-in Mollie integration. Customers sign and authorise their bank mandate from any device, no password required. You stop chasing unpaid invoices and start building predictable, recurring revenue – without adding a single task to your team’s to-do list.
OpusFlow’s dashboards give you a real-time picture of your pipeline, outstanding invoices, project margins, and team capacity, all in one place. Drill down from a high-level total to the individual project or transaction underneath it. Filter by date range, department, or project type. And because the data updates live, the number you’re looking at right now reflects what’s actually happening, not what was true when someone last ran an export.
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.
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.
When a contract is ready to send, the customer receives a secure magic link by email. They can open it on any device, review the contract, sign digitally, and authorise their payment mandate — all without creating an account or needing a password. The whole process is designed to be as frictionless as possible so that signing does not become a reason for delay.
Yes. OpusFlow monitors initial response and resolution timelines against your configured targets and flags tickets that are approaching or past their deadline. Over time, the ticket data also surfaces patterns — recurring hardware issues, high-volume request types, or areas where response times consistently slip — giving your service management team the information they need to improve the process rather than just react to it.
Tickets can be created through several routes: logged manually by your team after a phone call, parsed directly from an incoming email, or submitted by the customer themselves through the Customer Portal. However a request comes in, it ends up in the same structured queue — so nothing gets handled informally through a personal inbox and nothing falls through the cracks.
OpusFlow tracks backorder status at the order line level and feeds the expected delivery date directly into project scheduling. That means a delay from a supplier surfaces in the planning view before it becomes an install-day problem, giving your team time to source an alternative or reschedule rather than discovering the shortage on the morning of the job.
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.
When a project is confirmed, OpusFlow reserves the required stock against that project automatically, based on the Bill of Materials. The reservation is hard — meaning those items cannot be allocated to another project, eliminating the double-allocation problem that causes install-day shortages. Stock levels across your warehouses, vehicles, and staging locations all update in real time so you always have an accurate picture of what is actually available.
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.
OpusAiis an agentic AI built into OpusFlow that can take action, not just answer questions. You can ask it to generate a labour cost report for a specific period, flag timesheets awaiting approval, summarise outstanding purchase orders, or pull a project margin breakdown for a client meeting. Because it has full access to your live OpusFlow data, the outputs are accurate and actionable, not generic summaries. It’s currently rolling out to early adopters, with a broader release to follow.
Yes. Field technicians clock in and out against specific projects directly from the OpusFlow mobile app. Those hours appear in real time in the back-office view, feed into project cost tracking, and route through your approval workflow before they’re finalized. No paper, no WhatsApp messages, and no end-of-month reconstruction from memory.
Yes! You can manage your employees’ skills and competences directly in OpusFlow and use them in your planning, so you always assign the right person to the right project.
There is no limit to the number of users you can invite to OpusFlow. Each user is billed at the agreed monthly or yearly subscription fee.
Yes! All your employees can log their hours directly in OpusFlow via the mobile web app. Time registrations are linked to projects, so you always have a clear picture of project profitability including labor costs.
Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.
Yes! Within OpusFlow you get a clear overview of your most important financial data, all in one place.
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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
