you asked...

Does OpusFlow replace our external accounting software?

No, and it’s not designed to. OpusFlow handles everything up to the point of invoicing — project data, BOMs, hours, contracts, and administration — and then exports clean, structured financial data directly to your existing accounting package via API. Your accountant keeps working in the tool they already know. You just stop spending hours preparing the data they need.

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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.

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.

How does the CRM help with follow-ups and sales conversion?

Every lead in OpusFlow has a clear next action attached to it. Follow-up tasks are tracked automatically, so no prospect goes cold because someone forgot to call back. Combined with the pipeline overview, you always know which deals need attention and when, without relying on memory or manual reminders.

Does planning also take the available stock into account?

Yes! The planning module is linked to your stock, so you can reserve inventory for upcoming projects and always know exactly what is coming in and going out.

Can I take all my data with me to OpusFlow?

You can migrate a large part of your data to OpusFlow via a fixed Excel template. It is worth considering whether all your historical data still needs to be active in the system, as you can always choose to store older data elsewhere and start with a clean slate in OpusFlow.

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.

Can we track stock across multiple warehouses and vehicles?

Yes. OpusFlow monitors stock levels across your primary warehouses, service vehicles, and any forward staging locations in real time. Every movement — inbound receipt, outbound deployment, or internal transfer between locations — is recorded in an immutable timestamped log. Items can be tracked by barcode, supplier SKU, or your own internal identifier, so you always know exactly where each product is across your entire operation.

How does stock reservation work in OpusFlow?

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.

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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 has really helped us during a difficult time by offering an affordable solution when we needed it most.”
Verdasol
Mike Buderath - Manager
VERDASOL

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