OpusFlow

Guides specifically made for each role within OpusFlow.

Guides per user role

Viewing my schedule/calendar

Filters & Templates: only show relevant information

Send general message (Ticket)

Learn how to send a message within projects by using a ticket.

Sending a message about a project (Ticket)

Learn how to use OpusFlow to view, execute and deliver your projects.

View, perform and deliver (Projects)

Install OpusFlow as an app on your Android device.

(Android) Add OpusFlow (App) to your home screen

Install OpusFlow as an app on your iOS device.

(iOS) Adding OpusFlow (App) to your home screen

Mechanic

(Commercial) Create a new customer and project

(Residential) Adding a new customer and project from the CRM

(Residential) Create a new customer and project

Create a quotation without an installation plan

Create an installation plan with our PV Designer

Sales

Fill out inspection form through the project

Fill out inspection form through the planning activity

Inspector

Organizing employees

Schedule hours

Schedule projects by team

Scheduling employees

Scheduling employees individually within groups

Planner

Preparing a project in the work preparation overview

Getting a stock mutation ready

View the stock

Drawing a string plan

Work Preparation

Implementing stock controls

View and approve mutations

Creating mutations, from BOM to execution

Warehouse organizing

Warehouse

Picking articles with a scanner (mutations)

Manual picking (mutations)

Orderpicker

Manage your users

Viewing Sales Overview

Here you can see where to find your dashbords and edit them.

Viewing Dashboards

Manager

How to view quotations

How to create an invoice

Administrative assistant

Website

Changelog

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Find answers and get help from Intercom Support and Community Experts

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Title

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Volume, requesters and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.