Frequently Asked Questions

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.

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General

CRM

Invoicing

Forms

Calculation & Quotation

Planning

Project management

Documents

SolarFlow

Human Resources

Onboarding

Frequently Asked Questions

General

Can I transfer data from my current software package to OpusFlow?

Do you have a mobile version?

What are the integration capabilities?

What kind of customer support and training is provided?

Can the software be accessed remotely? (Cloud)

Are there any industry-specific features or modules?

What is the process for managing user permissions and roles?

What type of companies can use OpusFlow?

CRM

Can I add my own price lists?

Can I link OpusFlow to my calendar?

Can I import data from my current CRM?

Invoicing

Can I determine my payment terms myself?

Can I create invoices in my own corporate identity?

Can I link my billing to my financial package?

Is there a dashboard for my financial data?

Forms

Is it possible to compose my own forms?

Is it possible to add photos/files to my forms?

Can I also fill out forms on my phone or tablet?

Calculation & Quotation

How can I calculate a project within OpusFlow?

Can I add time estimates to my calculation?

Can I make a calculation based on my installation plan?

Planning

Does the planning take capacity & availability into account?

Can I define different teams and schedule them on projects?

Can everyone in the company view the planning?

Does the planning also take the available stock into account?

Can you make a strip schedule in the planning module?

Project management

What is a project management software?

Why do I need a project management software?

Can I track the progress of a project at each stage?

Documents

Why do I need document management software?

How does a document management system work?

Is my data safe?

SolarFlow

Is SolarFlow an independent product?

What are the costs for SolarFlow?

Is SolarFlow suitable for both private and commercial PV installations?

Human Resources

For whom is OpusFlow HR suitable?

How long does it take to implement OpusFlow HR?

Onboarding

How do I prepare for onboarding?

Do I have to use the onboarding service?

Can I get assistance after onboarding?

Can I take all my data with me to OpusFlow?

How long does an oboarding take?