The customer portal is a branded, self-service environment where your customers can track their installation progress, access documents, view appointment dates, and submit service requests — without needing to call or email your team. It’s available 24/7 and runs directly from OpusFlow, so everything your customer sees is always up to date.
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 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.
OpusFlow accepts scans from iPhone Pro (via LiDAR), Matterport, Polycam, and other scanners that export in OBJ, STL, GLTF, or GLB formats. The scan is processed directly in the browser — no file upload to a server is required, which keeps the process fast and keeps your customer data on-device during the calculation.
Yes! By default every user can view the planning. You decide yourself who sees what through the user permissions settings.
Yes! You can add price lists, product prices and discounts directly in OpusFlow, so your team always works with the right figures when building a quote.
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.
Yes. Field technicians clock in and out against specific projects directly from the OpusFlow mobile app. Those hours appear in real time in the back-office view, feed into project cost tracking, and route through your approval workflow before they’re finalized. No paper, no WhatsApp messages, and no end-of-month reconstruction from memory.
Yes, data migration is part of our onboarding process. Our import module lets us transfer almost any database from your current software, and your account manager will guide you through every step. Book a free demo to get started.
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
