you asked...

Does the planning take capacity & availability into account?

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.

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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 all three calculations — solar, battery, and heat pump — be combined into a single quote?

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.

Can we filter dashboard data by time period or other criteria?

Yes. You can filter across custom date ranges to compare performance period over period, and apply multi-tier filters to isolate specific data points by project type, team, or any other relevant parameter. The data grid view also supports advanced sorting and grouping for deeper analysis when you need to go beyond the visual summary.

Can I manage my full sales pipeline in OpusFlow’s CRM?

Yes. OpusFlow includes a visual Kanban pipeline where you can track every lead from first contact to signed contract. You can filter by installation type, assign deals to team members, and open a full project record directly from the board. Nothing gets lost, and your whole team always has the same overview.

What are the integration capabilities?

OpusFlow intergrates with many other software including Zapier or Exact accounting. OpusFlow offers an API solution to connect to any other software to import or export data.

How long does an onboarding take?

Where a traditional ERP implementation can take months or even years, OpusFlow is designed to get you up and running in just a few weeks. The platform works intuitively, which means less time spent on training and significant cost savings from the start.

Can we manage subcontractors and external users separately from internal staff?

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.

Can customers see photos from their installation in the Customer Portal?

Yes. Field-captured photos linked to the project are displayed in a gallery within the portal, including installation progress images and final commissioning shots. It’s a straightforward way to keep customers informed and build confidence in the quality of the work being done.

Schedule your free demo

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?

"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA

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