Document Management

All your documents in one place
OpusFlow Documents helps you manage information, files, documents and more. All in one system.

Why opusflow

Benefits for your company

OpusFlow’s Document Management module brings every file your business produces into one organised, secure system, linked directly to the right project from the moment it is created.
Instant access
Find every project document in seconds from one central place. No folders, no searching.
No more chaos
Forget about Drive links, WhatsApp threads or other attachments. It all lives in OpusFlow.
One click, done
Download, view or share any document instantly. Fast and simple for your whole team.
You control access
Set who sees what across your team and partners. Your files stay private and secure.

SOUND FAMILIAR?

Documents are scattered. Zero control.

Installers lose time by hunting for the right file, resending documents that already exist, and apologising to clients because something slipped through the cracks. OpusFlow puts an end to that.

Your solutions

A colleague leaves and half your project history goes with them.

When someone moves on, so does their filing logic, their inbox threads, and the documents only they knew how to find. You are left rebuilding from scratch and hoping nothing critical is missing.

There are three versions of that contract sitting in different folders, and nobody is quite sure which one the client actually signed. So you send one, the client references another, and the conversation turns into a mess nobody has time for.

You end up emailing large attachments, chasing delivery confirmations, and re-sending things that got buried. There is no clean way to hand over documents without it becoming a back-and-forth.

Files stay. People go.

Documents are stored against the project, not the person. When someone leaves, nothing gets lost.

Updates are sent. Always.

Every document is stored and updated centrally, so your whole team is always working from the same file.

Share. One click.

Documents can be shared instantly from within the project, with full control over who sees what.

Documents are scattered. Zero control.

Installers lose time by hunting for the right file, resending documents that already exist, and apologising to clients because something slipped through the cracks. OpusFlow puts an end to that.

When someone moves on, so does their filing logic, their inbox threads, and the documents only they knew how to find. You are left rebuilding from scratch and hoping nothing critical is missing.

Files stay. People go.

Documents are stored against the project, not the person. When someone leaves, nothing gets lost.

There are three versions of that contract sitting in different folders, and nobody is quite sure which one the client actually signed. So you send one, the client references another, and the conversation turns into a mess nobody has time for.

Updates are sent. Always.

Every document is stored and updated centrally, so your whole team is always working from the same file.

You end up emailing large attachments, chasing delivery confirmations, and re-sending things that got buried. There is no clean way to hand over documents without it becoming a back-and-forth.

Share. One click.

Documents can be shared instantly from within the project, with full control over who sees what.

Join over 3.000 installers using OpusFlow

Automatic file creation and project linking

Every document you upload is automatically linked to the right project. OpusFlow creates and organises files across employees, projects, customers, and suppliers from a single action. Your team always finds the most up-to-date version without asking anyone.

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.

Digitise and sync your document flow

Move away from paper and scattered digital files by bringing all your documents into OpusFlow. Quotations, contracts, forms, correspondence and invoices are digitised and stored centrally, accessible from any device. Your whole team works from the same source of truth, reducing miscommunication and keeping every department aligned.

Documents | OpusFlow

All documents together. Less chaos. More done.

OpusFlow customers don't just save time on documents, they stop losing them altogether. Here is what they say.

SOLAR SG
“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

All document types, all in one system

Upload PDFs, images, zip files and more without worrying about file size limits. OpusFlow supports every document type your installation business produces, from technical drawings to delivery notes. Everything is stored in a single, searchable environment.

FAQ

Everything you want to know before booking a demo.

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 field teams log hours from their phones?

Yes. Field technicians clock in and out against specific projects directly from the OpusFlow mobile app. Those hours appear in real time in the back-office view, feed into project cost tracking, and route through your approval workflow before they’re finalized. No paper, no WhatsApp messages, and no end-of-month reconstruction from memory.

Can we track whether tickets are being resolved on time?

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.

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. 

Can we track stock across multiple warehouses and vehicles?

Yes. OpusFlow monitors stock levels across your primary warehouses, service vehicles, and any forward staging locations in real time. Every movement — inbound receipt, outbound deployment, or internal transfer between locations — is recorded in an immutable timestamped log. Items can be tracked by barcode, supplier SKU, or your own internal identifier, so you always know exactly where each product is across your entire operation.

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 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.

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.

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.

What is a project management software?

Project management software helps you plan, organize and manage your projects from start to finish. OpusFlow is built specifically for sustainable installers, so every feature fits the way you actually work.

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.

We run more than one company under the same group. Can OpusFlow handle that?

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.

How does a document management software work?

A document management system brings all your communication and information flows together in one place. All data and documents are stored in a single database, and you decide yourself who has access.

Can customers see photos from their installation in the Customer Portal?

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.

Does OpusFlow work for field technicians too, or just office teams?

Both. Field technicians get a mobile-first experience. Their daily schedule, job brief, materials list, and digital forms are all on their phone before they leave the depot. They can submit checklists, capture photos, collect signatures, and log hours directly on-site. No paper, no Friday-afternoon catch-up.

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?

"I saw the system and immediately knew OpusFlow was what I needed. I've tried competitor software at the expo as well, but none of them, even to this day, come close to what OpusFlow can do."
Cedric Boone
hivolta

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