How Does The Migration From Our Current System Work? | OpusFlow

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How does the migration from our current system work?

OpusFlow is built on an open API, which gives your team or ours a structured way to bring existing data across from your current platform. The onboarding process is guided by the OpusFlow team directly, without the need for expensive third-party consultancy. Because the platform is purpose-built for installation businesses, the setup process is shaped around how your business already works rather than requiring months of configuration to get there. The best starting point is a demo conversation where we can map your current setup to what OpusFlow covers.

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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.

Why do I need a document management software?

Good document management gives every department access to the most up-to-date information at all times, so nothing gets lost between business processes.

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.

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.

What kind of customer support and training is provided?

Our onboarding process includes interactive video tutorials you can revisit at your own pace, plus personal support from our consultancy team whenever you need it. After onboarding, you’ll have access to a comprehensive knowledge base and can always reach our support team by phone or email. And whenever major updates roll out, we keep you informed through newsletters and updated tutorials.

What happens when I add or remove users?

Each user is charged or credited on a prorated basis, so you only pay for what you actually use. Annual contracts renew automatically, with the user count calculated based on your team size one month before renewal.

What can a customer actually see in the portal?

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.

What’s the difference between the automation engine and OpusAgent?

The automation engine runs predefined rule-based workflows in the background — you set the trigger and the actions once, and they fire automatically whenever the conditions are met. OpusAgent is the AI layer that lets you give instructions in plain language and get results on demand. They work well together: automations handle the predictable, recurring work, and OpusAgent handles the ad-hoc requests that would otherwise need manual effort.