In this sprint, our team focused on improving stability, usability, and transparency while also releasing a major update for the Forms module.

Bug Fixes

• Cobalt PV-Designer Materials: Fixed an issue where materials did not display in Cobalt PV-Designer. All expected products now load correctly.

• iOS / iPhone Stability: Fixed a critical issue causing endless reloads on iPhones. iOS users can now use OpusFlow smoothly on Safari.

• Photo Download: Fixed download behavior: photos now download directly instead of opening in a new browser tab.

• Project Variables in V1 Emails: Fixed errors with project variables not displaying correctly in V1 email templates.

• Project Search by Contact: Fixed an issue where projects were not found when searching by contact name. Search now works as expected.

• Adding User to Planned Project: Fixed a bug preventing users from being added to existing planned projects.

New Feature: Discounts for Materials

Customers can now configure percentage-based discounts on materials they purchase from suppliers.

Discounts apply automatically in orders, templates, and reports.

Effective purchase prices are calculated instantly.

A full audit trail tracks all changes to discounts.

Discounts are customer-specific and controlled by user permissions.

Major Update: Advanced Forms Module

The Forms module has received a significant upgrade with four powerful new capabilities designed to give you more control and flexibility.

Repeatable Form Sections (Answer Sets): You can now enable the "Allow multiple answer sets" option on a form section. This lets users fill out the same set of questions multiple times within a single form, perfect for inspecting multiple pieces of equipment or logging recurring tasks. You can add up to 30 answer sets per section.

Blocking Questions: In addition to "Mandatory," you can now mark a question as "Blocking". This prevents a user from proceeding to the next question or submitting the form until that specific question is answered, ensuring critical information like a confirmation signature is never missed.

Granular Access Controls: You now have detailed control over who can use your form templates.

Control Editors: Specify exactly which users or user groups are allowed to edit a form template, protecting your official company forms.

Control Responders: Limit which user groups (Departments or Teams) are allowed to fill out a form based on a template, ensuring the right forms are used by the right people.

Instructional Blocks ("No Answer" Questions): You can now add a question that requires no answer. This is perfect for displaying important instructions, warnings, or guidelines to the user at a specific point in the workflow.

Impact for Users

More reliable planning & ticketing with critical bug fixes, especially for iOS users.

Faster inspections and data entry by using repeatable sections for multiple items.

Enhanced security and process control with granular permissions on who can edit and fill out forms.

Improved compliance and data quality by using blocking questions to ensure critical information is always captured.

Automations

🌟 New feature release: Automations Lite

We’ve introduced Automations Lite, a brand-new module designed to help you save time and work smarter. With Automations Lite, you can enable simple workflows in just three steps.

Key Highlights

• Step-by-Step Setup: Build automations by selecting a setting, trigger, and action.
• Turn on the automations you need and let them run in the background.
• Easily browse available templates by category.
• Automations run with your permissions, ensuring safe data handling.
• Triggers run in the background with 99.8% reliability.
• Easy Management: View all active automations and disable them anytime.

Why It Matters

Automations Lite empowers your team to:

• Save time on manual, repetitive tasks.
• Reduce mistakes and improve accuracy.
• Boost efficiency with simple, safe workflows.
• Increase adoption by making automation accessible to everyone.

What’s Not Included (Yet)

To keep things safe and simple, Automations Lite does not include:

• A custom automation builder.
• Complex multi-step workflows.
• Modifications to the underlying core logic of templates.
• Logging & history of automation runs – Coming soon, so you’ll be able to track executions and troubleshoot if needed.

👉 Click here to watch the webinar video on Automations Lite and see it in action.

General

🌟 Datagrids v3 is live! All major datagrids in OpusFlow are being replaced by a new, improved version featuring:

• A more modern layout and better mobile compatibility.

• A settings-style button for creating and managing filter templates.

• Improved search functionality:

1. Use "" to search exact phrases.

2. Use ; to search entries containing all listed words. (A tooltip explains these search symbols directly in the UI.)

• A new filter entry with options like “is today,” “is tomorrow,” “max days ago,” and “from now” for more powerful filtering.

• Resizable columns that auto-adjust based on the longest entry.

• Saved presets now remember column positions.

• You can now download tables in Excel format, not just CSV.

• The archive button has been added to the Projects and Articles datagrids — archive entries and choose to delete or reactivate them later.

• A new expand button is available in multiple datagrids (Projects, Quotes, Invoices, Stock Mutations, and Purchase Orders) to reveal more info at a glance.

Table spacing is now consistent across all datagrids, making data easier to read.

🌟 Header bar layout updated:The top bar layout across the platform has been redesigned. For example, changing your language now requires just one click on your profile picture.

Projects

🌟 A PDF generation button has been added to the top-right of the Project page. When you generate a PDF, it's automatically stored in the Documents tab of that project.

🌟 You can now assign the Project Manager field while creating a project. Once assigned, project managers can view all their projects in the My Projects tab.

🌟 A new automatic project naming system is live! Project names are now generated based on the project’s data. You can edit this manually or have OpusFlow support adjust the naming order to your preference.

🌟 Subproject visibility: If a project has subprojects, you’ll now see their information directly in the main (parent) project. Use the new “baby project” button at the top-left to view and navigate between them easily.

🌟 In the Contact tab of a project, you can now change a contact’s role just for that specific project — roles in other projects will remain unchanged. Ideal for users with different responsibilities across projects.

🌟 A new Reference column has been added to quotes, projects, and contacts. References are now consistent and unique across entities.

🌟Companies can now have sub-companies, offering more flexibility for large or multi-brand clients.

🌟 A new button has been added to the Installation Plan tab in the Project Module. It allows you to download a document showing energy production every 15 minutes.

🌟 You can now create a custom address without entering coordinates — just enter the street, number, city, etc., and the software will automatically determine the location.

🌟 Address search is now faster when creating a project. The Google address suggestion appears first, and if you prefer to enter it manually, just click “Custom Address” and input your own.

Stock

🌟 The Stock Check view now includes a search bar, with support for location-based search — something that wasn’t possible before.

🌟 ETA field added to Purchase Orders, and you can set ETAs per supplier for better forecasting.

🌟 In the Stock Mutations view, performance has been improved — stock checks, mutations, and PO actions are significantly faster.

🌟 In the Purchase Order datagrid, new lines have been added:

• PO Delivery Status

• PO Status

These fields improve visibility and stock management.

Management

🌟 New permission controls for Purchase Orders: You can now define PO access per button based on user role.

PV-Designer

🌟 You can now create sub-structure templates in PV-Designer v2, just like in the original version — helping standardize your designs.

🌟 Switzerland is now supported in PV-Designer v2! Includes localized solar radiation maps and adjusted snow zones for accurate planning in the region.

Forms

🌟 In Forms Templates, you can now add blocks from the Reusable Section. If you copy and modify it, you can change the content. But if you use it as-is, it becomes locked for editing.

CRM

🌟 Email Builder v2 is now live! OpusFlow's new email system makes sending and managing emails faster, easier, and more professional. Here's what’s included:

• A new Email tab in the Management module to manage all email templates—both automated and manual.

• Support for custom templates for quotes, invoicing, planning updates, and more.

• A new block-based editor for building emails—no design experience needed.

• Option to paste in your own HTML code if you prefer using an external editor.

• Quick-send buttons added to the Kanban view of the Project Module and within Planning entries for fast client communication.

• A new Email overview tab inside each project to track sent emails. (Note: Only emails sent with v2 are visible here.)

• You can now add variables to email subject lines, making your emails more dynamic and personalized.

👉 Click here to watch the interactive demo video and see how it works in action.

Finance

🌟 You can now add notes to finalized invoices. Previously, once an invoice was finalized, notes could no longer be added — now, you can include important comments even after finalization.

Quotes

🌟 When a customer declines a quotation, they can now select a reason. This helps you understand their decision and improve your quoting strategy over time.

🌟 In PV-Designer 2.0, ballast calculations are now included in the quotation automatically for more accurate planning and pricing.

Forms

🌟 Flowcharts are now supported in the Forms module! This means you can skip questions or jump to specific questions based on the respondent’s answer. This feature works with radio buttons and multiple-choice questions. Just click the “Advanced” button next to an answer and choose the path you want the form to follow — perfect for building dynamic, responsive forms.

Administration

🌟 In the Management PDF settings, you could already upload DOCX and PPTX files. Now, you can also upload DOCM files — macro-enabled Word documents — allowing you to use your own macros when generating PDFs.

🌟 In Settings → Permission Scopes, you can now enable fine-grained access control. Turn on Permission Scopes, and when the green indicators appear, you can configure permissions per user role.

Projects

🌟 A new toggle has been added to the Notes section on the project page, allowing mechanics to see specific notes that are relevant for them.

🌟 The Project Manager field is now available on the project level, making it easier to assign and track project responsibilities.

🌟 Introducing Project Duplication: You can now duplicate a project and choose exactly what to copy into the new project — such as forms, planning, or documents. To create a project duplicate, open the project page, go to Advanced, and click the Duplicate button.

PV-Designer

🌟 In PV-Designer 2.0, ballast values are now automatically included in the generated quotation, ensuring your material calculations are complete and accurate.

Stock

🌟 The Stock Overview now supports advanced threshold settings. For each item, you can:

• Set a minimum threshold (as before),

• Define a warning threshold, which will now trigger a Status alert when reached. 📈 The Status field now works correctly, and will visually reflect stock warning levels based on your settings.

🌟 You can now create future-dated mutations in OpusFlow. For example, if solar panels are arriving tomorrow, you can enter this in advance. A stock movement graph shows how inventory will change over time — e.g. "Today: 5 → Tomorrow: 10". Just click the graph icon in the stock item view to see future projections.

General

🌟 Press Ctrl + K in the environment to open a search bar. You can search for projects, contacts, articles, suppliers, warehouse locations, purchase orders.

🌟 The time and date picker has been redesigned to be more user-friendly, replacing the old round clock interface.

🌟 Hovering over a project name in the ticket overview now shows a pop-up with project information for quick reference.

Quotes

🌟 We’ve brought back the “Reset to Draft” button for quotes. You can use it as long as the quote hasn’t been sent to your client yet. Once it’s been sent, simply use the “Duplicate to New Draft” button to create a new editable version.

🌟 In Settings, new export options have been added: Quote and Quote line data can now be exported. This allows admins to download a full CSV of all quotations, including detailed information.

Projects

🌟 In the Projects module, three new columns have been added: Quote total, Approved, and Planning, improving project data visibility. In the Projects module, three new columns have been added: Quote Total, Approved, and Planning. The Planning column shows the upcoming planning entry that is closest in the future, giving you a quick overview of what’s coming next in each project.

PV-Designer

🌟 Launch of PV-Designer v2 🚀

PV-Designer v2 introduces a range of powerful new features designed to make solar planning even faster, smarter, and more flexible. Here's what’s new:

• New user interface: Enjoy a more spacious design workspace with easily collapsible menus for better focus and usability.

• Shadow analysis: Draw shadow-casting objects and instantly see how they impact solar production to generate a more accurate ROI.

• Add solar panels without drawing a roof: Unlike the previous version, you can now add solar panels directly — no need to draw the roof first.

• Upload a roof image: Upload a photo of the roof and use it as a base for your installation plan — ideal for planning in-progress or future builds.

Obstacle height feature: A new obstacle creation tool allows you to specify obstacle height, so you can assess its shadowing effect on the solar installation.

• Obstacle creation tool: You can now specify the height of obstacles in PV-Designer 2.0 to visualize their shading effect on your solar plan more accurately.

🎥 Want to see PV-Designer v2 in action? Click here to heck out the interactive demo video we've prepared to guide you through the new features.

Forms

🌟 You can now create reusable questions in the Forms module. Simply click "Reusable Question" after pressing the New button to create and save a question. You can then easily reuse it when building future forms.

🌟 In the Forms module, you can now attach a PDF template to a form. When the form is filled in, a PDF is automatically generated and added to your Documents.

Stock

🌟 New columns added to the Stock Overview: Weight, UOM (Unit of Measure), and HS Code, providing more detailed inventory data.

🌟 You can now set stock thresholds for different locations within the same warehouse. Previously, thresholds could only be set per warehouse.

Administration

🌟 You can now configure hourly cost per user instead of using a fixed rate for everyone. You can now configure hourly costs per user instead of using a fixed rate for everyone. Just go to the Management module → Users, open the user you're looking for, and set their individual hourly rate.

CRM

🌟 (specifically for Spanish customers) Custom fields in Spain are no longer deleted when changing the project type. This means previously entered custom data will now persist after a project type is modified.

Finance

🌟 You can now generate a UBO (Universal Business Object) file with invoices. This format is widely accepted across global accounting systems, streamlining financial processes.

Finance

🌟Added a new feature to display totals excluding prepayments in the invoice datagrid, providing clearer financial summaries.

🌟Implemented currency formatting for the quotation datagrid to ensure consistent and accurate financial representations.

🌟Introduced a Bill of Materials (BOM) view within the invoice dialog for projects linked with a BOM, allowing for better project cost visibility.

🌟Invoices are now exported with the invoice code included in the file name, simplifying document organization and retrieval.

PDF

🌟Enhanced PDFs by compressing images, reducing file size while maintaining quality.

🌟Added support for AVIF and WebP image formats, expanding the range of supported media types in PDFs.

🌟PDFs now correctly parse dates using local timezones, ensuring accurate time representation across different regions.

PV-Designer

🌟Launched an alpha version of PVDesigner 2.0, offering new features and improvements for early testing and feedback.

General

🌟Added Turkish as a language option, expanding accessibility for Turkish-speaking users.

🌟Resolved numerous incorrect translations to improve clarity and user experience.

🌟Tables now have the ability to be exported to Excel, providing users with powerful data analysis and reporting options.

Bug Fixes

🐛Resolved an issue allowing non-administrators to edit the type of a group, expanding user flexibility in group management.

API

🌟The API now supports defining custom names when creating new projects, enhancing project organization and identification.

Integrations

🌟Users can now change the General Ledger (GL) account per object type within Exact Online, allowing for more tailored financial tracking.

Stock

🌟Streamlined the process for creating stock mutations, making inventory adjustments more intuitive and efficient.

Forms

🌟Completed forms can now be reverted back to draft status, providing users with the flexibility to make additional changes before final submission.

Purchase Orders (PO)

🌟The purchase order interface received a visual redesign, and users can now directly book mutations through the PO screen, enhancing usability and efficiency.

Planning

🌟Manual planning entries now display their titles, making it easier to identify and manage planned activities.

General

🐛Fixed a bug where .webp images would crash PDF templates.

🌟Removed consultants from ticket assignee dialog for simplified management.

🌟Added more errors for Esdec integration to improve diagnostics.

PV-Designer

🌟Improved inverter calculations with PV Designer for enhanced accuracy.

Projects

🌟Added custom fields to the project datagrid for better customization.

🌟Added the possibility of changing the company/contact on a project for increased flexibility.

Finance

🌟Added ROI heatpump calculations to support financial decision-making.

Quotes

🌟Added quote approval/deny reasoning system for better communication and transparency.

My environment

🚀 Tickets: You can now easily filter out completed tickets in the ticket Datagrid.

In order to select which ticket type statuses are completed, navigate to **Settings > Tickets > Ticket **

Planning

🐛 Fixed a permission issue.

Administration

🚀 Invoices: You can now select an alternate billing address for your invoices. You can achieve this by clicking the edit icon (1) and selecting what company or contact address you want to edit the invoice to be used (2).

🐛 Quotes: Sorting on quote datagrid column "Status Change", "Signature sign date" and "Due date" now works as expected.

🐛 Invoices: You can now sort on ID in the invoice Datagrid

🐛 Invoices: The invoice dialog will now show if there is no company or contact.

Stock

🌐 Clarified buying price (incl.) with better translations.

General

🚀 Time registration: We've overhauled the Time Registration component to be a more feature fledged module! Start tracking time for any activity by navigating in the settings (Settings > Hour Registration) and setting up the module by creating an Hour Registration activity type:

You can then start time tracking a new activity immediately by using the time registration integration in the sidebar (1) and selecting what project and activity type you want to track (2):

Or you can view your Hour Registration Datagrid on the home page. You can still easily interact with the sidebar integration (1) and use a similar hotbar on the home page (2). The overview shown (3) allows you to easily view and edit hour registration entries. You can always add notes to an hour registration entry in the same Datagrid:

🌟 PDF: You can now generate a PDF using the following font families:

Wix Madefor Display

Aktifo

Reckless Neue

Futura Std Book

🌟 New users will by default have the theme stretch option enabled.

🌐 Improved several German translations.

🌐 A couple of Spanish translations have been improved.

🌐 Added various missing translations.

For more information feel free to contact our support 📞 +31(0)850806491

PV-Designer

Van der Valk substructure errors are now properly displayed.

🐛 BluBase will now properly work in the PV-Designer again.

CRM

🌟 Contacts: Added the identification field to the Contact Datagrid.

Forms

🌟 Autosave has been improved.

🌟 Form titles are now editable.

Administration

🌟 Quotes: By default, when sending a quote to a client, OpusFlow automatically attaches the Quote's generated PDF to the email. You can now override this default behaviour and disable the system from automatically adding the Quote PDF to the email attachments. Go to Settings > Quotation and deselect "Automatically add the quote PDF document to the email when sending the quote".

Management

🌟 Templates > PDF: toYear has been added to the PDF Templating shortcodes.

General

🌟 API: Added next line support for comment fields in the CreateProjectV3 API route:

So the following line:

This is line one of my comment\nThis is line two of my comment Becomes:

This is line one of my comment

This is line two of my comment

For more information feel free to contact our support 📞 +31(0)850806491

Projects

🌟 Added the possibility of updating the active company/contact of a project, contact update for residential projects and company update for commercial projects.

Invoices

🌟 Allow the use of special characters in the reference field.

Quotes

🐛 Discounted values now show the correct results.

🐛 Fixed a bug where you can't generate a v1 ROI with a monetary discount.

Stock

🌟 Added the possibility to enlarge a image of an article within the article details.

General

🌐 Translated the datagrid toolbar in all languages.

🌐 Fixed several translations.

For more information feel free to contact our support 📞 +31(0)850806491