It is rarely one big failure. It is the quote that took three days instead of one, the missing inverter that pushed the job a week, the subsidy application that nobody updated. These are the three places OpusFlow closes the gap.
Your consultant visits the site, goes back to the office to design in one tool, calculate savings in a spreadsheet, and build the proposal in a third. By the time it lands in the customer’s inbox, they have three other quotes and the moment has passed.
BOMs get manually copied into supplier portals. Line items get missed. Purchase orders are created days after they should be. Your installer arrives on-site and the inverter is in a warehouse 40 kilometres away.
Subsidy applications tracked in a spreadsheet no one updates. Approval stages missed. Disbursements delayed. At month-end, invoices still get built manually from emails, photos, and memory and then re-checked before they go out.
OpusFlow’s PV Designer, energy simulation, and ROI model work together in a single screen. Your consultant designs the layout, runs a 25-year savings projection with real irradiance data, and sends a branded proposal before leaving the appointment.
The moment a project BOM is finalised, OpusFlow converts it into a purchase order automatically. Stock is reserved against the project on contract confirmation. If something is backordered, that date feeds directly into your planning calendar before it becomes a problem.
OpusFlow tracks every subsidy application, conditional approval, and disbursement in a structured workflow — inside the same system as the project. Invoices inherit line items directly from the BOM. A human reviews and approves before anything goes out. That is a feature, not a limitation.
It is rarely one big failure. It is the quote that took three days instead of one, the missing inverter that pushed the job a week, the subsidy application that nobody updated. These are the three places OpusFlow closes the gap.
Your consultant visits the site, goes back to the office to design in one tool, calculate savings in a spreadsheet, and build the proposal in a third. By the time it lands in the customer’s inbox, they have three other quotes and the moment has passed.
OpusFlow’s PV Designer, energy simulation, and ROI model work together in a single screen. Your consultant designs the layout, runs a 25-year savings projection with real irradiance data, and sends a branded proposal before leaving the appointment.
BOMs get manually copied into supplier portals. Line items get missed. Purchase orders are created days after they should be. Your installer arrives on-site and the inverter is in a warehouse 40 kilometres away.
The moment a project BOM is finalised, OpusFlow converts it into a purchase order automatically. Stock is reserved against the project on contract confirmation. If something is backordered, that date feeds directly into your planning calendar before it becomes a problem.
Subsidy applications tracked in a spreadsheet no one updates. Approval stages missed. Disbursements delayed. At month-end, invoices still get built manually from emails, photos, and memory and then re-checked before they go out.
OpusFlow tracks every subsidy application, conditional approval, and disbursement in a structured workflow — inside the same system as the project. Invoices inherit line items directly from the BOM. A human reviews and approves before anything goes out. That is a feature, not a limitation.
Your sales consultants shouldn’t need three tools, a spreadsheet, and a follow-up email to close a job. OpusFlow gives them everything in one screen: a PV designer that calculates string configurations and energy yield on the spot, a simulation engine that models 25-year savings using real irradiance and consumption data, and a quoting tool that turns that design into a branded, itemised proposal before the appointment is over. Every quote links directly to the project, the CRM contact, and the BOM, so nothing gets lost between the visit and the install.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
Getting a job planned, staffed, and executed without friction is harder than it sounds when you’re running multiple installs at once. 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.
The back office is where margin quietly disappears if the system isn’t tight. OpusFlow automates the parts that shouldn’t require human effort: invoices inherit line items directly from finalised BOMs, subsidy applications move through structured approval workflows, and hour registration data flows into payroll and project cost reports without manual transcription. Recurring service contracts generate invoices automatically and collect payment via SEPA Direct Debit. Every status change, document, and financial event is timestamped and auditable – so month-end reporting is a dashboard view, not a week of reconciliation.
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.
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.
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.
Yes. Once the design and calculation are complete, OpusFlow’s automation engine can send a templated follow-up email the moment the quote goes out. OpusAI goes further: instruct it in plain language to draft a personalised proposal email, create the CRM contact record, and summarise the system spec from your notes — all without manual data entry. The calculation work closes the deal on-site. OpusFlow handles everything that comes after it.
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.
Solar yield calculations are based on real localised irradiance data, factoring in the exact orientation, tilt, and shading conditions entered during the design. The ROI model incorporates current energy tariffs, applicable subsidies, and hardware degradation curves to build a 25-year projection. For the Dutch market, additional levers are available including feed-in cost modeling and salderingsregeling phase-out scenarios. The methodology is consistent across every consultant, so the numbers your team presents reflect the same underlying model every time.
The tools are designed to be used on-site by sales consultants, not engineers. The PV Designer handles string validation and technical checks automatically, flagging errors without requiring the user to understand the underlying rules. The battery and heat pump calculators guide the user through a step-by-step input flow and generate the recommendation from there. Most consultants are comfortable running a full calculation independently within their first few demos.
Yes! With the PV Designer you can design both private and commercial roofs and generate a full calculation and Bill of Materials directly from your installation plan.
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