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.

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

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.

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. 

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.

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.

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 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.

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.

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.

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.

Do you charge per quote or per project?

No. One subscription covers everything, no matter how much you use it. You should never be penalised for growing your business.

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.

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 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.

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.

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.

Is it possible to add photos/files to my forms?

Yes! You can easily attach photos and files directly to your forms, straight from your phone or tablet on-site.

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 has really helped us during a difficult time by offering an affordable solution when we needed it most.”
Verdasol
Mike Buderath - Manager
VERDASOL

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