Yes. The heat pump calculator sits inside the same quotation flow as the PV Designer and battery calculator, so your consultant can cover solar design, battery sizing, and heat pump assessment in a single appointment and present a combined proposal with a full renewable energy picture — including a joint ROI calculation — in one branded PDF. No switching between tools, no separate follow-up visits.
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.
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.
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.
A document management system brings all your communication and information flows together in one place. All data and documents are stored in a single database, and you decide yourself who has access.
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.
When a project reaches the invoicing stage, OpusFlow pulls the line items directly from the project’s Bill of Materials and generates the invoice automatically, with correct quantities, pricing, and totals already populated. For service contracts, you set a billing frequency at the start and the system generates and sends invoices on schedule without anyone triggering it manually. A built-in dry-run mode lets you simulate a billing cycle before it goes live.
Yes. You can upgrade from monthly to annual at any time. Once your annual contract ends, you’re free to switch back to monthly if you prefer.
Yes, data migration is part of our onboarding process. Our import module lets us transfer almost any database from your current software, and your account manager will guide you through every step. Book a free demo to get started.
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
