you asked...

Can I add time estimates to my calculation?

Yes! You can create and save your own time standards in OpusFlow and apply them directly to any calculation.

more QUESTIONS?

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.

How do I prepare for onboarding?

Before your kick-off, we send you everything you need to get started with confidence. Think short knowledge articles and video tutorials so you and your team hit the ground running from day one.

Why do I need a document management software?

Good document management gives every department access to the most up-to-date information at all times, so nothing gets lost between business processes.

Can I define different teams and schedule them on projects?

Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.

Can automations work across different departments and modules?

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.

Is CRM software for installers hard to set up?

OpusFlow is designed for installation companies, not IT departments. Most teams are up and running quickly, and because everything (CRM, quoting, planning, service) lives in one platform, there is no complex integration work to do. Your data structure already matches the way installation businesses actually work.

Who can I refer to the OpusFlow referral program?

You can refer professional solar installers and companies working with renewable energy technologies, such as HVAC, battery storage, and EV charging. The ideal referral is an installer with 10+ employees who manages multiple projects and could benefit from running their operations more efficiently with OpusFlow.

How does the migration from our current system work?

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.

Schedule your free demo

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

What can I expect?

“The transition to OpusFlow has been a game-changer for Smart-NRG and I would highly recommend it to other solar installation companies for its all-in-one solution and cost-effective benefits.”
Smart-NRG
Bart Wansink - Director
Smart-NRG

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