OpusFlow Knowledge Base

Guides per user role

Guides specifically made for each role within OpusFlow.

36 articles

Viewing my schedule/calendar

Filters & Templates: only show relevant information

Send general message (Ticket)

Sending a message about a project (Ticket)Learn how to send a message within projects by using a ticket.

View, perform and deliver (Projects)Learn how to use OpusFlow to view, execute and deliver your projects.

(Android) Add OpusFlow (App) to your home screenInstall OpusFlow as an app on your Android device.

(iOS) Adding OpusFlow (App) to your home screenInstall OpusFlow as an app on your iOS device.

(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

Fill out inspection form through the project

Fill out inspection form through the planning activity

Organizing employees

Organizing employees

Organizing employees

Schedule projects by team

Scheduling employees

Scheduling employees individually within groups

Work Preparation

Preparing a project in the work preparation overview

Getting a stock mutation ready

Drawing a string plan

Implementing stock controls

View and approve mutations

Creating mutations, from BOM to execution

Warehouse organizing

Picking articles with a scanner (mutations)

Manual picking (mutations)

Manage your users

Viewing Sales Overview

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

Administrative assistant

How to view quotations

How to create an invoice