Most projects don’t fall apart in one moment. They drift. A task nobody picked up, an invoice that waited two weeks, a service contract left to expire quietly. OpusFlow closes those gaps before they become a real problem.
When project data is spread across spreadsheets, inboxes, and shared drives, getting a real answer means calling a colleague. That slows everything down, and it gets worse the more jobs you’re running at once.
The installation is done, but the admin is just getting started. Hours need logging, forms need submitting, invoices need raising. Without a clear process, it waits. And every week it waits costs you money.
You finish the job, hand over the system, and the relationship quietly fades. Maintenance agreements get lost in filing, renewal dates get missed, and the recurring revenue you should be earning never materialises.
OpusFlow’s Project Lifecycle Tracker puts a visual progress bar on every job in your overview. Lead, survey, quote, planned, installed, commissioned — all visible at a glance, no record-opening required. Ask OpusAI for a full pipeline summary and you have it in seconds.
When a project moves to installed, OpusFlow triggers the next steps automatically. Hours logged by your field team feed directly into the project record, invoices generate from the BOM, and follow-up tasks are created and assigned without anyone having to remember to send them.
With Contract Management built in, you create the agreement, set the billing schedule, and send it for digital signature in minutes. Once signed, invoices generate on schedule and payment is collected via SEPA Direct Debit. No spreadsheets, no chasing, no missed renewals.
Most projects don’t fall apart in one moment. They drift. A task nobody picked up, an invoice that waited two weeks, a service contract left to expire quietly. OpusFlow closes those gaps before they become a real problem.
When project data is spread across spreadsheets, inboxes, and shared drives, getting a real answer means calling a colleague. That slows everything down, and it gets worse the more jobs you’re running at once.
OpusFlow’s Project Lifecycle Tracker puts a visual progress bar on every job in your overview. Lead, survey, quote, planned, installed, commissioned — all visible at a glance, no record-opening required. Ask OpusAI for a full pipeline summary and you have it in seconds.
The installation is done, but the admin is just getting started. Hours need logging, forms need submitting, invoices need raising. Without a clear process, it waits. And every week it waits costs you money.
When a project moves to installed, OpusFlow triggers the next steps automatically. Hours logged by your field team feed directly into the project record, invoices generate from the BOM, and follow-up tasks are created and assigned without anyone having to remember to send them.
You finish the job, hand over the system, and the relationship quietly fades. Maintenance agreements get lost in filing, renewal dates get missed, and the recurring revenue you should be earning never materialises.
With Contract Management built in, you create the agreement, set the billing schedule, and send it for digital signature in minutes. Once signed, invoices generate on schedule and payment is collected via SEPA Direct Debit. No spreadsheets, no chasing, no missed renewals.
Your planning team shouldn’t start every morning figuring out who can cover a changed job. OpusFlow’s planning calendar gives you a drag-and-drop view across your entire team, with daily, weekly, and monthly views, real-time conflict detection, and push notifications that go straight to the field the moment anything changes. Multi-day jobs stay linked as a continuous block. Your planners can see team capacity at a glance, spot bottlenecks before they become a problem, and make adjustments without a single phone call.
With Google Workspace and Microsoft 365 now connected, your external meetings and OpusFlow appointments sit side by side on the same calendar. Planners can see when colleagues are busy, without anyone needing to share their schedule manually. Everything your team needs to see is in one place.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
Every installation is a potential service contract. With OpusFlow’s Contract Management, you create the agreement, set the billing schedule, and send it to the customer via a secure magic link. No portal login needed, no paperwork to chase and chase again. Once your customer signs and authorises a SEPA Direct Debit, the billing runs itself.
OpusFlow generates invoices automatically on the dates you’ve set and collects payment via Mollie, with built-in safeguards that make sure no customer is ever billed twice for the same period. Reusable contract templates keep your whole team consistent, and a dry run mode lets you simulate a billing cycle before anything goes live. For project managers handing off completed installations, it’s the cleanest possible close.
You shouldn’t have to open a project record to know whether it’s been installed or just planned. OpusFlow’s Project Lifecycle Tracker puts a visual progress bar directly on your project overview, so every job’s journey through your configured stages is visible at a glance. Lead, survey, quote, planned, installed, commissioned: all there, without a single click into the individual record.
Combine that with Kanban boards for task management, a full activity timeline per project, and OpusAI available to surface insights across your entire pipeline in plain language. Ask it which jobs are overdue, which are running over budget, or flag everything waiting on a form submission. Your project managers always know what’s on track, what’s stuck, and what needs their attention right now.
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.
OpusFlow lets you create service and maintenance contracts, send them to customers for digital signature, and then automate the entire billing cycle that follows. Once a contract is active, invoices generate and payments are collected on the schedule you define — without anyone on your team needing to trigger it manually. It is designed to turn one-off installation projects into predictable, recurring revenue without adding to your team’s workload.
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.
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.
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. Ticket types are fully configurable, so you can set up categories that match how your business handles after-sales — for example Warranty, Maintenance, or Complaint. Each ticket also carries a priority level, so your team always has a clear view of what needs attention first and can filter and manage the queue accordingly.
Yes. OpusFlow monitors stock levels across your primary warehouses, service vehicles, and any forward staging locations in real time. Every movement — inbound receipt, outbound deployment, or internal transfer between locations — is recorded in an immutable timestamped log. Items can be tracked by barcode, supplier SKU, or your own internal identifier, so you always know exactly where each product is across your entire operation.
Three-way matching is the process of validating a purchase order against the warehouse goods receipt and the supplier invoice to confirm they all align before payment is approved. OpusFlow handles this automatically, flagging any discrepancies between what was ordered, what arrived, and what the supplier is billing. It removes a significant source of invoice errors and gives your finance team a clean, auditable trail for every purchase.
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. Field-captured photos linked to the project are displayed in a gallery within the portal, including installation progress images and final commissioning shots. It’s a straightforward way to keep customers informed and build confidence in the quality of the work being done.
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.
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.
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.
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.
No. One subscription covers everything, no matter how much you use it. You should never be penalised for growing your business.
You can migrate a large part of your data to OpusFlow via a fixed Excel template. It is worth considering whether all your historical data still needs to be active in the system, as you can always choose to store older data elsewhere and start with a clean slate in OpusFlow.
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