Very. OpusFlow’s Role-Based Access Control lets you define permissions at the individual module, record type, and field level. You can restrict a user to read-only access on financial data while giving them full edit rights on projects, for example. Permissions are assigned via profiles that you can apply to multiple users at once, so updating a role type updates everyone assigned to it in a single action.
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.
Yes. You can upgrade from monthly to annual at any time. Once your annual contract ends, you’re free to switch back to monthly if you prefer.
OpusFlow tracks backorder status at the order line level and feeds the expected delivery date directly into project scheduling. That means a delay from a supplier surfaces in the planning view before it becomes an install-day problem, giving your team time to source an alternative or reschedule rather than discovering the shortage on the morning of the job.
Yes. OpusFlow’s advanced data grids support export functions so you can pull the underlying data out when you need it — for an external accountant, a board presentation, or any reporting that happens outside the platform. That said, for most reporting needs the live dashboard removes the need to export at all, since the data is already structured, filterable, and drillable within OpusFlow itself.
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.
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.
Yes. Once a BOM is finalised, OpusFlow converts it into a formal purchase order in a single action, pulling through all line items, SKUs, and quantities automatically. You can select hardware directly from your pre-integrated supplier catalogs with agreed pricing already applied, so there is no manual transcription between the BOM and the PO, and no risk of ordering the wrong quantities or the wrong product.
OpusFlow is an all-in-one business management platform built specifically for solar, heatpump, battery, charging stations and other sustainable energy installation companies. It connects your sales, operations, planning, warehouse, and finance in one system so your whole team works from the same data, not separate spreadsheets messaging apps or other external apps or software.
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
