The Change Order feature allows you to generate a new contract (change order addendum) after an install agreement has already been signed. For example, change orders may be used if the system size needs to be changed, a storage system (battery) needs to be added, equipment needs to be changed or updated, or adders need to be added or removed.
Change orders are not used for updating customer information. If a customer's information needs to be updated, the current agreement will need to be voided and re-signed.
Here is a high-level overview of what the Change Order feature allows you to do:
From the Install Tracker, you can select the deal that needs to be modified. There is a Change Order button under Quick Links.
From there, a Change Order form appears. Users can change the starting PPW and the Panel/Panel count to update system size and system costs. You'll be able to see the impact of your changes to the costs live in the preview section, without saving the change order.
The "Don't Charge Customer" checkbox can be used to not charge the customer for a new adder or battery. Dealer fees will be automatically applied unless this box is checked.
Once all changes are complete, click Save and the annotated Change Order Form will come up for the customer to sign. If any changes need to be made, simply hit the Edit Change Order button. Enerflo provides a standard form when a partner is onboarded, but this can be updated with a custom document if desired.
To view all your Change Orders, navigate to Your Roles > EPC > Change Orders.
From there, you can see Pending Change Orders that have yet to be signed. Complete means the agreement has been signed. At any time, the change order can be voided if it is no longer needed.
In the Change Order Form view, the Actions menu in the top right corner allows you to view the Change Order Agreement, View the Install, or if the form had been saved, Void the form altogether.
Partners that have the Utility Doc feature enabled will be able to update the NEM signer. There will be a checkbox available to update the signer.
When the agreements are created, there will be an opportunity for the new NEM signer to re-sign the utility docs.
Customers are able to view change orders through their customer portal.
Pricing Overrides
Only admins, company admins, and ops can override values using the override pricing option, but all calculations are left to the user. Additionally the button is disabled when there's a pending, sent, complete, or voided change order.
Not Requiring Customer Signature
The Internal Change Order feature allows you to save a change order without requiring a customer signature or generating an agreement. This is useful in situations where adjustments need to be made (like when an installer adds an MPU and the sales rep agrees to absorb the cost out of commission, changing panel, inverter, or battery model, etc) without needing to inform the customer.
Creating an Internal Change Order
When creating a new change order, a toggle will appear above the signer form with two options:
Requires Signature (default) - behaves exactly like a standard change order, the signer form is visible, the customer will be required to sign, and it shows on the customer portal
Internal Only - hides the signer form, doesn't require a customer signature and the change order does not show on the customer portal
Once saved, the confirmation will display a new landing page, replacing the previous prompt for signing
Viewing an Internal Change Order
Viewing an internal change order is the same as viewing a standard change order. That is, it will be visible to view on the install tracker page under the change order list. However, since there is no signed agreement, there is no "View Agreement" option in the actions dropdown when viewing.
