you asked...

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

Yes! At every stage of a project you have a clear overview of the status, budget, timeline and all relevant documents, so you always know exactly where things stand.

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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 many users can I add to the software?

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.

Is there a dashboard for my financial data?

Yes! Within OpusFlow you get a clear overview of your most important financial data, all in one place.

Can we build automations for our own specific workflows, or are we limited to templates?

Both options are available. OpusFlow ships with pre-configured automation templates built around common installation business workflows, which you can deploy immediately and adjust to fit your process. You can also build entirely custom automations from scratch using the rule builder, with full control over triggers, conditions, and chained actions. Most teams start with a template and modify it once they’ve seen how it works in practice.

Can customers track where their installation is in the process?

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.

How does OpusFlow help with planning and scheduling?

The planning module replaces whiteboards and group chats with a live drag-and-drop calendar. When a job changes, the whole team is notified instantly via smart automations. Conflict detection prevents double-bookings, and every scheduled job is linked directly to its project record so field teams have everything they need before they arrive on-site.

Which documents can customers view and download in the Customer portal?

Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.

What is a project management software?

Project management software helps you plan, organize and manage your projects from start to finish. OpusFlow is built specifically for sustainable installers, so every feature fits the way you actually work.

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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

What can I expect?

“OpusFlow gives us the tools to manage our company efficiently and recognize our team’s work. Every time we’ve needed support, the OpusFlow team has been there for us. The ERP is complete, adaptable, and essential for our continued growth.”
Laura Barranco - Head of Finance and Operations
SOLAR SG

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