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.
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.
OpusFlow gives you full control over who sees what. With the User Management module you can restrict access per employee, down to individual modules and actions, so your data stays exactly where it belongs.
Yes! Within OpusFlow you can easily create a strip schedule, with tasks and subtasks on the vertical axis and time on the horizontal axis. This way you always have a clear overview of what needs to be done and when.
OpusFlow is designed for installation companies, not IT departments. Most teams are up and running quickly, and because everything (CRM, quoting, planning, service) lives in one platform, there is no complex integration work to do. Your data structure already matches the way installation businesses actually work.
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.
Yes. OpusFlow uses reusable Contract Types that pre-fill pricing, billing frequencies, and contract durations. When a team member creates a new contract, they start from the correct template rather than building from scratch, which means pricing is consistent, billing terms are accurate, and nothing gets missed because someone forgot to include a clause.
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.
Every lead in OpusFlow has a clear next action attached to it. Follow-up tasks are tracked automatically, so no prospect goes cold because someone forgot to call back. Combined with the pipeline overview, you always know which deals need attention and when, without relying on memory or manual reminders.
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
