Q: Is the content of the change order form standard?
A: No, every partner should have their own change order form but most changes are pretty standard/common across partners. There is a set of standard annotations for change orders, and complicated forms requiring custom annotations may require more time to set up.
Q: What is the relevance to the change order numbers that appear on the deal page?
A: If you go to My Roles > EPC > Change Orders, you will see all the change orders and each one is associated with an Id number. It is simply a tracking mechanism and helps to track the change order to the install agreement.
Q: What happens if I want to revert to the original agreement?
A: You can go into the Change Order list view and void all the change orders back to the original agreement that was signed.
Q: Which users have the privilege to be able to create a change order?
A: Users with company or super admin roles can create change orders. Additionally, any users with manager permissions who have the 'can create and update change orders' setting in their profile checked can create a change order.
Q: How does change orders affect automated commissions?
A: If change orders are done outside of Enerflo, it is difficult to automatically calculate commissions when the scope of the agreement has changed. With change orders done inside of Enerflo, changes to deals that may affect commissions are tracked.
Q: What if I don't have a change order form? Can Enerflo provide one for me?
A: Enerflo has a demo change order form that can be used, but change orders are legally binding documents, and we make no claims on our demo form being being a legally valid document. Partners must counsel with their own legal teams to verify legality.
Q: What is the purpose of the design image field?
A: The design image field is used to update the design image, should panel layout or system design change.
Q: If I need to create a second or third change order, how do I decide whether the "old" data on the form references the original deal, or the most recent signed change order?
A: If you use the Change Order link in the "Quick Links" section of the Install record, it will use the original deal as the "old" data. However, if you scroll down to the Change Orders section and click the plus sign, it will use the signed change order to generate the "old" data!
Q: The pricing on my change order is showing wrong, or the adders or products are not showing at all!
A: Products need to be configured for Docflo under products by going to My Roles > Installer > Products. Pricing for change orders pulls from the configuration done here. If products are not showing on the change order, reach out to Enerflo support. Our support team is able to update back-end V1 product settings that have are no longer seen on this page.