Planning

Your smartest planner yet
Increase the number of projects with efficient planning by executing more billable hours, smart proposals for planning data and better service to customers.

Why opusflow

Benefits for your company

Installation businesses live and die by their schedule. One wrong assignment or a last-minute change can unravel a full week. OpusFlow gives your team a live, conflict-aware calendar where AI reschedules weeks, flags overdue jobs, and keeps every crew member in sync.
Assign the right team, every time
AI matches installers to every job by skill and location. Less travel, more installs done.
Automated client reminders
Automated reminders reach clients before every appointment. No manual follow-up needed.
Google & Microsoft 365 sync
Your team’s Google and Outlook calendars sync live into OpusFlow. No more double-checking.
Track hours. See the real picture.
Field teams log hours on-site. See actual vs. budgeted time live in your dashboard.

SOUND FAMILIAR?

Planning an install week shouldn't feel like firefighting.

Most installation businesses are still running their schedule on a whiteboard, a shared spreadsheet, or a WhatsApp group. It works until it doesn’t. And when it breaks, it breaks loudly.

Your solutions

Your schedule is one change away from unravelling

A job gets cancelled, a technician calls in sick, a client wants to reschedule. Suddenly your WhatsApp group is on fire, half the team is in the wrong place, and you’re rebuilding the week from scratch at 7am.

Without real visibility on team capacity, your best installers end up overloaded while others sit with gaps. You only find out there’s a conflict when someone calls in from the road.

No confirmation, no reminder, no update. Clients call the office the morning of the install to ask if someone is still coming. Your team spends the first hour of the day answering questions that shouldn’t need answering.

Chaos. Controlled.

OpusFlow’s live calendar updates across your whole team the moment anything changes. One update. Everyone informed. No WhatsApp required.

The right person. Every time

Capacity overlays show exactly who’s available, skilled, and closest to the job. Assign with confidence before the day even starts.

Everyone Informed. Always.

Automated reminders go out before every appointment. Clients arrive prepared, and your phone stays quiet.

Planning an install week shouldn't feel like firefighting.

Most installation businesses are still running their schedule on a whiteboard, a shared spreadsheet, or a WhatsApp group. It works until it doesn’t. And when it breaks, it breaks loudly.

A job gets cancelled, a technician calls in sick, a client wants to reschedule. Suddenly your WhatsApp group is on fire, half the team is in the wrong place, and you’re rebuilding the week from scratch at 7am.

Chaos. Controlled.

OpusFlow’s live calendar updates across your whole team the moment anything changes. One update. Everyone informed. No WhatsApp required.

Without real visibility on team capacity, your best installers end up overloaded while others sit with gaps. You only find out there’s a conflict when someone calls in from the road.

The right person. Every time

Capacity overlays show exactly who’s available, skilled, and closest to the job. Assign with confidence before the day even starts.

No confirmation, no reminder, no update. Clients call the office the morning of the install to ask if someone is still coming. Your team spends the first hour of the day answering questions that shouldn’t need answering.

Everyone Informed. Always.

Automated reminders go out before every appointment. Clients arrive prepared, and your phone stays quiet.

Join over 3.000 installers using OpusFlow

The planner that runs itself.

Tell OpusAI what needs to change and it handles the rest. Reschedule a week, flag overdue installations, auto-create follow-up tasks. No clicking through menus. No rebuilding your calendar by hand. Just type what you need, and it’s done.

Works with the tools your business already runs on

OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.

Your whole team's calendar. One place.

OpusFlow connects directly with Google Workspace and Microsoft 365. Your team’s personal calendar events appear right inside your planning view, so you can see who’s genuinely available before you assign a job. No more tab-switching. No more scheduling over a dentist appointment or a training day. Just a complete, honest picture of your week before it starts.

Integration. Calendar in planning | OpusFlow

Built with installers. Proven in the field.

OpusFlow is trusted by installation businesses across Europe. Here's what better planning looks like in practice.

AMPERA
"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."

Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme

The right person, at the right place, at the right time.

OpusFlow lets planners filter and assign technicians based on competences/skills (e.g. certified for heat pumps vs. solar) and location (grouping jobs geographically to cut travel). The system shows real-time capacity and availability, so you never overbook. AI data assistant even suggests the best match automatically.

OpusAgent. Planning of tasks to the right people

FAQ

Everything you want to know before booking a demo.

Can I define different teams and schedule them on projects?

Yes! You can easily put together teams in OpusFlow and schedule them directly on projects, all from within the planning module.

Can I manage the employee skills and competences?

Yes! You can manage your employees’ skills and competences directly in OpusFlow and use them in your planning, so you always assign the right person to the right project.

Does the planning take capacity & availability into account?

Yes! The OpusFlow planning module gives you a real-time view of your team’s capacity and availability, so your schedule stays accurate at all times.

Can customers track where their installation is in the process?

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.

Can purchase orders be generated automatically from a Bill of Materials?

Yes. Once a BOM is finalised, OpusFlow converts it into a formal purchase order in a single action, pulling through all line items, SKUs, and quantities automatically. You can select hardware directly from your pre-integrated supplier catalogs with agreed pricing already applied, so there is no manual transcription between the BOM and the PO, and no risk of ordering the wrong quantities or the wrong product.

Can you make a strip schedule in the planning module?

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.

How does OpusFlow help with planning and scheduling?

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.

Are there any industry-specific modules?

Yes! OpusFlow is an ERP system built specifically for sustainable installers. Beyond the full ERP suite, it includes industry-specific tools like a PV Designer and Battery Calculator. All designed to work together in one platform.

How does stock reservation work in OpusFlow?

When a project is confirmed, OpusFlow reserves the required stock against that project automatically, based on the Bill of Materials. The reservation is hard — meaning those items cannot be allocated to another project, eliminating the double-allocation problem that causes install-day shortages. Stock levels across your warehouses, vehicles, and staging locations all update in real time so you always have an accurate picture of what is actually available.

Can everyone in the company view the planning?

Yes! By default every user can view the planning. You decide yourself who sees what through the user permissions settings.

Can I link OpusFlow to my calendar?

Yes! You can connect OpusFlow with Google Calendar or Outlook 365. Appointments sync in both directions, so your planning is always up to date wherever you work.

Does planning also take the available stock into account?

Yes! The planning module is linked to your stock, so you can reserve inventory for upcoming projects and always know exactly what is coming in and going out.

Still have questions?

Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.

Schedule your free demo

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

What can I expect?

“The transition to OpusFlow has been a game-changer for Smart-NRG and I would highly recommend it to other solar installation companies for its all-in-one solution and cost-effective benefits.”
Smart-NRG
Bart Wansink - Director
Smart-NRG

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