Both. Field technicians get a mobile-first experience. Their daily schedule, job brief, materials list, and digital forms are all on their phone before they leave the depot. They can submit checklists, capture photos, collect signatures, and log hours directly on-site. No paper, no Friday-afternoon catch-up.
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.
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.
Yes. Ticket types are fully configurable, so you can set up categories that match how your business handles after-sales — for example Warranty, Maintenance, or Complaint. Each ticket also carries a priority level, so your team always has a clear view of what needs attention first and can filter and manage the queue accordingly.
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.
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.
You can refer professional solar installers and companies working with renewable energy technologies, such as HVAC, battery storage, and EV charging. The ideal referral is an installer with 10+ employees who manages multiple projects and could benefit from running their operations more efficiently with OpusFlow.
Yes! You can connect OpusFlow with Google Calendar or Outlook 365. Appointments sync in both directions, so your planning is always up to date wherever you work.
Yes! You can build your own forms from scratch and save them as templates, so every installation type has exactly the right checklist.
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
