Yes. Once the design and calculation are complete, OpusFlow’s automation engine can send a templated follow-up email the moment the quote goes out. OpusAI goes further: instruct it in plain language to draft a personalised proposal email, create the CRM contact record, and summarise the system spec from your notes — all without manual data entry. The calculation work closes the deal on-site. OpusFlow handles everything that comes after it.
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. The CRM is used by companies installing solar panels, heat pumps, EV charging stations, air conditioning systems, and more. You can tag and filter customers by installation type, which means your pipeline and customer records always reflect the specific products and services your business offers.
Yes. The calculation follows the DIN EN 12831-1:2017 methodology, which is the recognised European standard for determining building heating load. It covers per-room heat loss including U-values, thermal bridges, ventilation, airtightness, and surface adjacency. The output is a DIN-compliant PDF report that includes a per-room breakdown, total heat demand, and the final hardware recommendation — suitable for use as supporting documentation with the customer or for your own internal records.
Yes. Every ticket is linked directly to the parent project in OpusFlow, which means the moment a service request comes in, the person handling it has immediate access to the original Bill of Materials, installation photos, engineering models, and the full project history. There is no need to search through archives or ask a colleague — the context is already there.
Yes! OpusFlow is an ERP system built specifically for sustainable installers. Beyond the full ERP suite, it includes industry-specific tools like a PV Designer and Battery Calculator. All designed to work together in one platform.
Every ticket has a built-in conversation thread where your team and the customer can exchange messages directly. The full history is stored chronologically and cannot be edited or deleted, so there is always a clear, accurate record of what was said and when. No more hunting through email chains to piece together what happened.
There is no limit to the number of users you can invite to OpusFlow. Each user is billed at the agreed monthly or yearly subscription fee.
OpusAiis an agentic AI built into OpusFlow that can take action, not just answer questions. You can ask it to generate a labour cost report for a specific period, flag timesheets awaiting approval, summarise outstanding purchase orders, or pull a project margin breakdown for a client meeting. Because it has full access to your live OpusFlow data, the outputs are accurate and actionable, not generic summaries. It’s currently rolling out to early adopters, with a broader release to follow.
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