No. One subscription covers everything, no matter how much you use it. You should never be penalised for growing your business.

Customers have access to real-time project milestone tracking, all commercial documents linked to their project, scheduled appointment and survey dates, photo galleries from the installation, and a communication thread with your team. Everything relevant to their project is in one place, presented clearly without exposing any of your internal data or other customers’ records.

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. 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 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.

Yes. Ticket types are fully configurable, so you can set up categories that match how your business handles after-sales — for example Warranty, Maintenance, or Complaint. Each ticket also carries a priority level, so your team always has a clear view of what needs attention first and can filter and manage the queue accordingly.

Yes. The solar design, battery recommendation, and heat pump sizing all feed into the same quotation flow within OpusFlow. The combined ROI can be presented as a single financial picture covering the full renewable energy installation, and the full output exports into one branded PDF proposal. Your consultant can cover all three in a single appointment and send a complete, itemised quote before leaving the customer’s home.