you asked...

Does the consultant need technical training to run the heat loss calculation?

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.

more QUESTIONS?

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.

Which documents can customers view and download in the Customer portal?

Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.

Can I manage the employee skills and competences?

Yes! You can manage your employees’ skills and competences directly in OpusFlow and use them in your planning, so you always assign the right person to the right project.

Can I switch between monthly and annual billing?

Yes, the minimum is one year. You can also sign up for multiple years upfront if you want an even better rate.

Can different team members see different dashboards?

Yes. Dashboard configurations are role-based, so you can assign different views to different parts of the organisation. A warehouse manager sees stock and procurement metrics. A financial controller sees revenue and invoice data. A business owner sees the full picture. Nobody is presented with data that is irrelevant to their role, and sensitive metrics are only visible to the people who should see them.

Does the CRM connect to quoting and project management?

It does. When a lead becomes a customer, their data flows directly into their first project and quote. There is no re-entering information, no copy-pasting between systems, and no risk of details getting lost in the handover from sales to operations.

Is my data safe?

Yes! OpusFlow takes security seriously. Every environment has its own dedicated database, hosted and managed by AWS (Amazon Web Services), and we use Clerk for authentication, one of the leading platforms for securing cloud applications.

How current is the data shown on dashboards?

The data is live. Dashboards in OpusFlow reflect the current state of your system at the moment you are looking at them, not a snapshot from the last time someone ran an export or a report compiled overnight. When a project moves stage, an invoice is paid, or a stock level changes, the relevant dashboard metrics update immediately.

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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?

"With OpusFlow, we've streamlined processes significantly, reducing our reliance on external support."
Peter Feijen - Director of CMS Energiesystemen
CMS energiesystemen

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