Project management

Coordinate projects in one system
Use the project management module to make every project run smoothly. Manage all communications, documents and tasks within one landscape.

Why opusflow

Benefits for your company

OpusFlow’s Project Management module brings every job, task, and conversation into one place, so your team always knows what needs to happen next. No more switching between tools, chasing updates over WhatsApp, or losing track of where a project stands.
Find any project instantly
Filter projects by status, type or tag and get to the right project in seconds.
Less admin, more doing
Bulk updates, smart filters and saved views keep your team focused on real work.
Full insight in real-time
A drag-and-drop Kanban board gives your whole team a clear view of every project.
One source of truth
Files, updates and conversations live in one project workspace. Nothing gets lost.

SOUND FAMILIAR?

Too many tools. Zero overview.

Most installation companies lose control over projects because tasks get forgotten, updates live in WhatsApp chats, and no one really knows where a project stands until something goes wrong. This is exactly what OpusFlow solves.

Your solutions

No one knows what stage a project is in.

Your planner updated the schedule on Monday. The installer never saw it. The customer calls on Friday asking where their team is. When project status lives across three tools and a WhatsApp group, someone always has the wrong version of the truth.

“Can you handle the roof survey Tuesday?” gets buried under 47 other messages by Monday afternoon. No due date, no owner, no follow-up. The task existed for about six hours before it effectively disappeared.

A checklist was skipped. A permit was not submitted on time. A follow-up after installation never happened. None of it showed up on anyone’s radar until an unhappy customer was already on the phone.

One status. On track.

Every project has a live status visible to your whole team at a glance. No calls, no guessing.

Every task. Owner. Deadline.

Tasks are created directly on the project, assigned to a specific person, and flagged automatically.

See it coming. Fix it early.

Overdue tasks and stalled projects surface automatically before they become complaints.

Too many tools. Zero overview.

Most installation companies lose control over projects because tasks get forgotten, updates live in WhatsApp chats, and no one really knows where a project stands until something goes wrong. This is exactly what OpusFlow solves.

Your planner updated the schedule on Monday. The installer never saw it. The customer calls on Friday asking where their team is. When project status lives across three tools and a WhatsApp group, someone always has the wrong version of the truth.

One status. On track.

Every project has a live status visible to your whole team at a glance. No calls, no guessing.

“Can you handle the roof survey Tuesday?” gets buried under 47 other messages by Monday afternoon. No due date, no owner, no follow-up. The task existed for about six hours before it effectively disappeared.

Every task. Owner. Deadline.

Tasks are created directly on the project, assigned to a specific person, and flagged automatically.

A checklist was skipped. A permit was not submitted on time. A follow-up after installation never happened. None of it showed up on anyone’s radar until an unhappy customer was already on the phone.

See it coming. Fix it early.

Overdue tasks and stalled projects surface automatically before they become complaints.

Join over 3.000 installers using OpusFlow

Projects move themselves forward

When a project status changes, OpusFlow can automatically send follow-up emails, create new tickets or trigger next steps without any manual input. Set your workflow once and let the system handle the repetitive steps.

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.

Keep every task accountable

Set due dates, track status and get automatic reminders when tasks are overdue. Nothing falls through the cracks, even across large multi-team installations. Your project manager always has a live view of what is done and what is still open.

Smoother projects. Happier teams.

OpusFlow customers don't just manage projects better, they deliver them with confidence. See what changed for them.

VERDASOL
“OpusFlow has really helped us during a difficult time by offering an affordable solution when we needed it most.”
Verdasol

Mike Buderath - Manager

Your full project history, always within reach

Every email, status change, file upload and conversation tied to a project is logged and stored in one chronological overview. When a customer calls with a question, you have the full context in front of you in seconds. When a new team member joins a running project, they can get up to speed without pulling anyone away from their work.

FAQ

Everything you want to know before booking a demo.

What is the customer portal?

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.

Can I track the progress of a project at each stage?

Yes! At every stage of a project you have a clear overview of the status, budget, timeline and all relevant documents, so you always know exactly where things stand.

Does the CRM connect to quoting and project management?

It does. When a lead becomes a customer, their data flows directly into their first project and quote. There is no re-entering information, no copy-pasting between systems, and no risk of details getting lost in the handover from sales to operations.

What is three-way matching and does OpusFlow support it?

Three-way matching is the process of validating a purchase order against the warehouse goods receipt and the supplier invoice to confirm they all align before payment is approved. OpusFlow handles this automatically, flagging any discrepancies between what was ordered, what arrived, and what the supplier is billing. It removes a significant source of invoice errors and gives your finance team a clean, auditable trail for every purchase.

Why do I need a document management software?

Good document management gives every department access to the most up-to-date information at all times, so nothing gets lost between business processes.

Does OpusFlow have a time registration module?

Yes! All your employees can log their hours directly in OpusFlow via the mobile web app. Time registrations are linked to projects, so you always have a clear picture of project profitability including labor costs.

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.

What does contract management in OpusFlow actually cover?

OpusFlow lets you create service and maintenance contracts, send them to customers for digital signature, and then automate the entire billing cycle that follows. Once a contract is active, invoices generate and payments are collected on the schedule you define — without anyone on your team needing to trigger it manually. It is designed to turn one-off installation projects into predictable, recurring revenue without adding to your team’s workload.

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.

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.

Is a ticket linked to the original installation project?

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.

Does OpusFlow integrate with other tools we already use?

Yes. OpusFlow connects with Google Workspace and Microsoft 365 for calendar and email, external accounting packages via API export, wholesale product catalogues via 2BA, and payment processing via Mollie for automated SEPA billing. It also connects to Zapier for endless possibilities.

More integrations are added regularly and you can check out all possible integrations here. 

How does the chat inside a ticket work?

Every ticket has a built-in conversation thread where your team and the customer can exchange messages directly. The full history is stored chronologically and cannot be edited or deleted, so there is always a clear, accurate record of what was said and when. No more hunting through email chains to piece together what happened.

Can I take all my data with me to OpusFlow?

You can migrate a large part of your data to OpusFlow via a fixed Excel template. It is worth considering whether all your historical data still needs to be active in the system, as you can always choose to store older data elsewhere and start with a clean slate in OpusFlow.

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?

“OpusFlow gives us the tools to manage our company efficiently and recognize our team’s work. Every time we’ve needed support, the OpusFlow team has been there for us. The ERP is complete, adaptable, and essential for our continued growth.”
Laura Barranco - Head of Finance and Operations
SOLAR SG

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