Depending on the project stage, the process for making changes is different.
If you need to submit a change order, the steps will depend on if the project has already received Notice-to-Proceed (NTP).
If the project has not yet received NTP:
On the project card, look at the signed contract checklist item.
Click "Edit System Details" or click on the uploaded contract to begin updating.
Update the system details and/or upload a new contract.
Your customer will be able to review and approve the changes to their loan.
Once the customer approves, they will receive new loan documents instantly.
If the project has already received NTP:
On the project card, select the "Submit a Change Order" button.
Indicate whether the loan modification fee will be paid by the customer or the installer.
Update the system details and/or upload a new contract.
Your customer will be able to review and approve the changes to their loan.
Once the customer approves, they will receive new loan documents instantly.