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, prioritised lists, and data tables.

Yes. OpusFlow lets you create distinct user profiles with separate permission sets for internal team members, subcontractors, and any other user type you need. Subcontractors can be given access to only the specific modules and records relevant to their work, with no visibility into financial data, other clients, or internal processes. Access can be time-limited and revoked immediately when a project ends.

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.

Onboarding is not included in the subscription price. It starts from €1,500 depending on the complexity of your setup. Your sales consultant will walk you through the exact cost during contract signing.

The calculator is designed to be used by sales consultants on-site, not heat pump engineers. The 3D scan does the heavy lifting for room geometry, the input flow guides the consultant through the remaining variables, and the output is generated automatically from there. The plain-language recommendation is specifically written to be read straight to the customer without requiring the consultant to interpret technical data. Most teams are comfortable running a full assessment independently after a single walkthrough of the tool.

Yes! OpusFlow connects with a wide range of accounting software. We have extensive experience integrating with platforms like Exact, Holded and Quipu, and through our Zapier integration you can link virtually any financial package.

Yes. The solar design, battery recommendation, and heat pump sizing all feed into the same quotation flow within OpusFlow. The combined ROI can be presented as a single financial picture covering the full renewable energy installation, and the full output exports into one branded PDF proposal. Your consultant can cover all three in a single appointment and send a complete, itemised quote before leaving the customer’s home.