Yes. OpusFlow monitors initial response and resolution timelines against your configured targets and flags tickets that are approaching or past their deadline. Over time, the ticket data also surfaces patterns — recurring hardware issues, high-volume request types, or areas where response times consistently slip — giving your service management team the information they need to improve the process rather than just react to it.

The calculator is designed to be used by sales consultants on-site, not heat pump engineers. The 3D scan does the heavy lifting for room geometry, the input flow guides the consultant through the remaining variables, and the output is generated automatically from there. The plain-language recommendation is specifically written to be read straight to the customer without requiring the consultant to interpret technical data. Most teams are comfortable running a full assessment independently after a single walkthrough of the tool.

A standard CRM tracks contacts and deals, and that’s about it. CRM software built for installation companies goes further: it links each customer to their projects, installations, and service history. That means your sales team, planners, and technicians all work from the same customer record, without switching between tools.

OpusFlow intergrates with many other software including Zapier or Exact accounting. OpusFlow offers an API solution to connect to any other software to import or export data.

Yes. OpusFlow’s Multi-Entity Finance feature lets you manage multiple companies, labels, or subsidiaries from a single account. Each entity gets its own branding, invoice number sequences, payment terms, and accounting integration. Projects and quotes are automatically linked to the correct entity, so there’s no risk of invoices going out under the wrong logo or routing to the wrong general ledger.

Very. OpusFlow’s Role-Based Access Control lets you define permissions at the individual module, record type, and field level. You can restrict a user to read-only access on financial data while giving them full edit rights on projects, for example. Permissions are assigned via profiles that you can apply to multiple users at once, so updating a role type updates everyone assigned to it in a single action.

Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.