Can we export dashboard data?
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 […]
Can we filter dashboard data by time period or other criteria?
Yes. You can filter across custom date ranges to compare performance period over period, and apply multi-tier filters to isolate specific data points by project type, team, or any other relevant parameter. The data grid view also supports advanced sorting and grouping for deeper analysis when you need to go beyond the visual summary.
Can different team members see different dashboards?
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 […]
How current is the data shown on dashboards?
The data is live. Dashboards in OpusFlow reflect the current state of your system at the moment you are looking at them, not a snapshot from the last time someone ran an export or a report compiled overnight. When a project moves stage, an invoice is paid, or a stock level changes, the relevant dashboard […]
Do we have to build dashboards from scratch or does OpusFlow come with them ready to use?
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, […]
Is there a way to test the billing setup before it goes live?
Yes. OpusFlow includes a Dry Run mode that simulates a billing run without actually generating or sending any invoices. You can use it to verify that contracts are configured correctly and that the right amounts will be charged on the right dates before committing to a live run. It is the safeguard that lets you […]
Can we standardise contracts across the team?
Yes. OpusFlow uses reusable Contract Types that pre-fill pricing, billing frequencies, and contract durations. When a team member creates a new contract, they start from the correct template rather than building from scratch, which means pricing is consistent, billing terms are accurate, and nothing gets missed because someone forgot to include a clause.
How are payments collected once a contract is signed?
OpusFlow integrates directly with Mollie to handle SEPA Direct Debit payments. When a customer signs the contract, they authorise a direct debit mandate at the same time. From that point, payments are collected automatically on the billing schedule without any manual chasing, payment links, or follow-up required from your team.
How do customers sign contracts?
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 […]
How does the automated billing work?
OpusFlow runs a billing engine every night that checks all active contracts and automatically generates invoices for any that are due. There is no manual step required and no risk of a billing run being forgotten because someone was on holiday. The system also includes built-in safeguards that prevent a customer from ever being billed […]
What does contract management in OpusFlow actually cover?
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 […]
Can we track whether tickets are being resolved on time?
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 […]
Is a ticket linked to the original installation project?
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 […]
How does the chat inside a ticket work?
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.
Can we categorise and prioritise tickets?
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.
How can tickets be created in OpusFlow?
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 […]
Can we import products from supplier catalogs directly into OpusFlow?
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 […]
Can we track stock across multiple warehouses and vehicles?
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 […]
What happens if a product is on backorder and it affects an upcoming installation?
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 […]
What is three-way matching and does OpusFlow support it?
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 […]
Can purchase orders be generated automatically from a Bill of Materials?
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 […]
