OpusAI is a conversational AI assistant built directly into OpusFlow. Because it has full context of your entire account, every project, schedule, invoice, and BOM, you can ask it to do real work. Generate a margin report, reschedule a week, draft a proposal email, flag overdue jobs, or create a purchase order. In plain language, in seconds.
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.
When a project reaches the invoicing stage, OpusFlow pulls the line items directly from the project’s Bill of Materials and generates the invoice automatically, with correct quantities, pricing, and totals already populated. For service contracts, you set a billing frequency at the start and the system generates and sends invoices on schedule without anyone triggering it manually. A built-in dry-run mode lets you simulate a billing cycle before it goes live.
Yes. The customer portal displays a visual milestone tracker showing exactly where the project stands, from initial survey through to commissioning. The indicators update in real time as your team progresses the project in OpusFlow, so customers always have an accurate picture without needing to chase your team for an update.
Before your kick-off, we send you everything you need to get started with confidence. Think short knowledge articles and video tutorials so you and your team hit the ground running from day one.
Yes! You can design your invoices entirely in your own corporate identity. Logo, layout and colors, everything is on your terms.
The planning module replaces whiteboards and group chats with a live drag-and-drop calendar. When a job changes, the whole team is notified instantly via smart automations. Conflict detection prevents double-bookings, and every scheduled job is linked directly to its project record so field teams have everything they need before they arrive on-site.
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.
The tools are designed to be used on-site by sales consultants, not engineers. The PV Designer handles string validation and technical checks automatically, flagging errors without requiring the user to understand the underlying rules. The battery and heat pump calculators guide the user through a step-by-step input flow and generate the recommendation from there. Most consultants are comfortable running a full calculation independently within their first few demos.
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
