Most heat pump consultants are technically strong. The problem isn’t knowledge. It’s that the tools available to them either require a specialist to operate, produce outputs the customer can’t follow, or take so long that the sizing report arrives days after the momentum from the appointment has gone.
Your consultant takes the measurements, notes the room dimensions, and heads back. The heat loss calculation gets done later, by someone else, using a tool the sales team doesn’t have access to. A few days pass. The customer has had time to look at alternatives, ask a neighbour, or simply cool off. The sale that felt close at the end of the visit is now a follow-up that may never convert. None of that delay was technically necessary.
“This is the right heat pump for your home” is a claim. “This is the right heat pump for your home, and here’s the room-by-room heat loss calculation that proves it” is a reason to sign. Without a certified methodology behind the recommendation, customers push back, ask for a second opinion, or simply choose the competitor who showed their working. The recommendation is only as credible as the evidence supporting it.
Expanded description: The appointment ends and the real work begins. The calculation report has to be written up. The proposal has to be built. The CRM contact has to be created. The follow-up email has to be drafted. For a consultant doing three visits a day, that admin load compounds quickly and anything that gets left until tomorrow has a habit of never quite getting done.
OpusFlow lets your consultant import a 3D scan from an iPhone Pro or a compatible scanner and build the heat loss model directly from the room geometry. Every surface, thermal bridge, ventilation factor, and airtightness value is captured per room, calculated against the DIN EN 12831-1:2017 standard, and turned into a heat pump sizing recommendation before the appointment ends. No back-office involvement, no second visit, no waiting.
The output from OpusFlow’s heat pump calculator isn’t a spreadsheet, it’s a plain-language recommendation your consultant can walk the customer through in real time, alongside a whole-project energy simulation showing monthly performance, a Sankey diagram of the energy flow, and a 25-year economic view. Every number has a source, every recommendation has a rationale, and the customer leaves the appointment understanding exactly why that unit was chosen for their home.
When the assessment is complete, a single action generates a branded, DIN-compliant PDF covering the per-room breakdown, total heat demand, hardware recommendation, and installer details. OpusAI does the rest: instruct it to draft the proposal email, log the CRM entry, and summarise the project spec from your visit notes – in plain language, in seconds. The consultant focuses on the next appointment while the follow-up takes care of itself.
Most heat pump consultants are technically strong. The problem isn’t knowledge. It’s that the tools available to them either require a specialist to operate, produce outputs the customer can’t follow, or take so long that the sizing report arrives days after the momentum from the appointment has gone.
Your consultant takes the measurements, notes the room dimensions, and heads back. The heat loss calculation gets done later, by someone else, using a tool the sales team doesn’t have access to. A few days pass. The customer has had time to look at alternatives, ask a neighbour, or simply cool off. The sale that felt close at the end of the visit is now a follow-up that may never convert. None of that delay was technically necessary.
OpusFlow lets your consultant import a 3D scan from an iPhone Pro or a compatible scanner and build the heat loss model directly from the room geometry. Every surface, thermal bridge, ventilation factor, and airtightness value is captured per room, calculated against the DIN EN 12831-1:2017 standard, and turned into a heat pump sizing recommendation before the appointment ends. No back-office involvement, no second visit, no waiting.
“This is the right heat pump for your home” is a claim. “This is the right heat pump for your home, and here’s the room-by-room heat loss calculation that proves it” is a reason to sign. Without a certified methodology behind the recommendation, customers push back, ask for a second opinion, or simply choose the competitor who showed their working. The recommendation is only as credible as the evidence supporting it.
The output from OpusFlow’s heat pump calculator isn’t a spreadsheet, it’s a plain-language recommendation your consultant can walk the customer through in real time, alongside a whole-project energy simulation showing monthly performance, a Sankey diagram of the energy flow, and a 25-year economic view. Every number has a source, every recommendation has a rationale, and the customer leaves the appointment understanding exactly why that unit was chosen for their home.
Expanded description: The appointment ends and the real work begins. The calculation report has to be written up. The proposal has to be built. The CRM contact has to be created. The follow-up email has to be drafted. For a consultant doing three visits a day, that admin load compounds quickly and anything that gets left until tomorrow has a habit of never quite getting done.
When the assessment is complete, a single action generates a branded, DIN-compliant PDF covering the per-room breakdown, total heat demand, hardware recommendation, and installer details. OpusAI does the rest: instruct it to draft the proposal email, log the CRM entry, and summarise the project spec from your visit notes – in plain language, in seconds. The consultant focuses on the next appointment while the follow-up takes care of itself.
OpusFlow accepts 3D scans directly from iPhone Pro, Matterport, Polycam, and similar scanning tools, processed in the browser with no server upload required. From there, the heat loss calculation works room by room, capturing U-values for walls, floors, and ceilings, thermal bridges, ventilation rates, airtightness, and surface adjacency for every space in the building. The calculation follows the DIN EN 12831-1:2017 European standard throughout, so the output isn’t an estimate – it’s a certified heat demand figure your consultant can stand behind and your customer can verify.
OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.
Once the heat loss calculation is complete, OpusFlow recommends a heat pump size with COP estimates based on the actual radiator type in the building – underfloor, low-temperature, or standard – and generates plain-language advice your consultant can read directly to the customer without needing to interpret technical outputs. The whole-project energy simulation adds monthly performance charts, a Sankey energy flow diagram, and a 25-year economic view to the picture. One click produces a fully branded, DIN-compliant PDF report with a title page, per-room breakdown, total heat demand, and the final recommendation, ready to leave with the customer or send before you’ve driven away.
After every heat pump assessment, OpusAI can take the notes from your visit and turn them into a drafted proposal email, a new CRM contact, and a project spec summary from a quick voice note or a few typed lines, without manual data entry. Follow-up tasks are created automatically when a quote goes out, so the next touchpoint never gets forgotten. For consultants doing multiple assessments a day, the difference between a clean, consistent follow-up process and a pile of outstanding admin usually comes down to whether the tool handles it or the person does. OpusAI handles it.
Everything you want to know before booking a demo.
OpusFlow accepts scans from iPhone Pro (via LiDAR), Matterport, Polycam, and other scanners that export in OBJ, STL, GLTF, or GLB formats. The scan is processed directly in the browser — no file upload to a server is required, which keeps the process fast and keeps your customer data on-device during the calculation.
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. 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.
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. 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.
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. 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.
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.
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! 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.
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 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.
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.
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. The calculation follows the DIN EN 12831-1:2017 methodology, which is the recognised European standard for determining building heating load. It covers per-room heat loss including U-values, thermal bridges, ventilation, airtightness, and surface adjacency. The output is a DIN-compliant PDF report that includes a per-room breakdown, total heat demand, and the final hardware recommendation — suitable for use as supporting documentation with the customer or for your own internal records.
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