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 is already structured, filterable, and drillable within OpusFlow itself.
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.
Yes! The OpusFlow planning module gives you a real-time view of your team’s capacity and availability, so your schedule stays accurate at all times.
Yes. Field technicians clock in and out against specific projects directly from the OpusFlow mobile app. Those hours appear in real time in the back-office view, feed into project cost tracking, and route through your approval workflow before they’re finalized. No paper, no WhatsApp messages, and no end-of-month reconstruction from memory.
We keep it short. Two interviews, a decision, and an offer. We respect your time and we don’t drag things out. Most candidates go from first interview to offer within two to three weeks.
Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.
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.
A standard CRM tracks contacts and deals, and that’s about it. CRM software built for installation companies goes further: it links each customer to their projects, installations, and service history. That means your sales team, planners, and technicians all work from the same customer record, without switching between tools.
OpusFlow has a dedicated quotation and calculation module that gives every project a solid financial foundation. For PV installations, the built-in PV Designer lets you calculate directly from your installation plan, and the Battery Calculator helps you size and financially justify a battery storage system on the spot.
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
