It’s rarely one big failure. It’s the quote that took too long to land, the wrong materials on site, the invoice that went out late with missing line items. These are the three places OpusFlow closes the gap for HVAC businesses.
HVAC quotes are complex. You’re combining heating, ventilation, and cooling components into one proposal, and every element needs to be right before it goes out. By the time the quote is ready, the customer has already moved on.
HVAC installations depend on every component arriving on time and in the right order. One missing part delays the whole job. When your materials aren’t tracked against your project in real time, you find out too late to fix it without cost.
The install goes well, but the invoice goes out days late with missing line items. Hour registrations from multiple technicians aren’t submitted on time. On a complex HVAC job with several site visits, these small gaps add up fast.
OpusFlow gives your consultant everything they need in one screen. Build a full system quote with itemised components, calculate costs against your material list, and send a branded proposal before leaving the appointment. Every quote links directly to the project record, the CRM contact, and the material list, so nothing gets lost between the visit and the install.
OpusFlow reserves materials the moment a contract is signed. Real-time stock levels across warehouses and vehicles mean you always know what’s available. Automatic reorder alerts make sure you’re never caught short on the next job either.
OpusFlow automates the parts that shouldn’t need human effort. Invoices inherit line items directly from finalised material lists. Hour registrations from every technician feed straight into project cost reports, so you always know where your margin is going on every job.
It’s rarely one big failure. It’s the quote that took too long to land, the wrong materials on site, the invoice that went out late with missing line items. These are the three places OpusFlow closes the gap for HVAC businesses.
HVAC quotes are complex. You’re combining heating, ventilation, and cooling components into one proposal, and every element needs to be right before it goes out. By the time the quote is ready, the customer has already moved on.
OpusFlow gives your consultant everything they need in one screen. Build a full system quote with itemised components, calculate costs against your material list, and send a branded proposal before leaving the appointment. Every quote links directly to the project record, the CRM contact, and the material list, so nothing gets lost between the visit and the install.
HVAC installations depend on every component arriving on time and in the right order. One missing part delays the whole job. When your materials aren’t tracked against your project in real time, you find out too late to fix it without cost.
OpusFlow reserves materials the moment a contract is signed. Real-time stock levels across warehouses and vehicles mean you always know what’s available. Automatic reorder alerts make sure you’re never caught short on the next job either.
The install goes well, but the invoice goes out days late with missing line items. Hour registrations from multiple technicians aren’t submitted on time. On a complex HVAC job with several site visits, these small gaps add up fast.
OpusFlow automates the parts that shouldn’t need human effort. Invoices inherit line items directly from finalised material lists. Hour registrations from every technician feed straight into project cost reports, so you always know where your margin is going on every job.
HVAC jobs often require multiple site visits, specialist technicians for different phases, and materials arriving in the right order at the right time. OpusFlow gives planners a drag-and-drop scheduling calendar with conflict detection and real-time push notifications to field crews the moment anything changes. On-site, technicians work from digital forms with conditional logic, photo capture, and on-screen signatures that sync to the project record instantly. Hours are logged per task from the mobile app, and that data feeds directly into project cost reporting, so you always know where your margin is going.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
OpusAgent is built directly into OpusFlow. Tell it what you need in plain language, show me all open HVAC jobs planned for next week, create a service ticket for the ventilation fault at customer Vermeer, build a report on install costs by technician this month, and it handles the rest. No navigation, no clicking through menus. OpusAgent has full context of every project, schedule, quote, and invoice in your account, so its outputs are specific to your business, not generic suggestions.
OpusFlow is not a quoting tool with a few extras bolted on. It is a full business platform built specifically for sustainable installation companies — with 25+ modules covering everything from your first customer contact to your final invoice. Here is what is included.
Everything you want to know before booking a demo.
OpusFlow runs a billing engine every night that checks all active contracts and automatically generates invoices for any that are due. There is no manual step required and no risk of a billing run being forgotten because someone was on holiday. The system also includes built-in safeguards that prevent a customer from ever being billed twice for the same period.
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. Field-captured photos linked to the project are displayed in a gallery within the portal, including installation progress images and final commissioning shots. It’s a straightforward way to keep customers informed and build confidence in the quality of the work being done.
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.
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. 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.
Yes. A single automation can span multiple modules — for example, when an installation is marked complete in project management, it can trigger an invoice in finance, create a follow-up task for the sales team, and send a completion notification to the customer portal simultaneously. Workflows aren’t limited to one department, and you can build approval chains that route between teams as part of the same sequence.
OpusFlow currently integrates with Google Workspace, Microsoft 365, Mollie for payment processing, the Dutch 2BA product catalog, Exact and Peppol for accounting and e-invoicing, and AEAT for the Spanish market. For tools not on this list, the open API allows you to build custom integrations and connect OpusFlow to virtually any platform in your existing stack.
No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.
OpusFlow is built for sustainable installers: think solar, heat pumps, air conditioning, climate control, and wind farms. General installation companies are equally at home on the platform. Thanks to its modular setup, you simply switch off what you don’t need and focus on what matters to your business.
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.
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.
OpusFlow is an all-in-one business management platform built specifically for solar, heatpump, battery, charging stations and other sustainable energy installation companies. It connects your sales, operations, planning, warehouse, and finance in one system so your whole team works from the same data, not separate spreadsheets messaging apps or other external apps or software.
Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.
Get a live customized demo focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization
