In this article, you’ll find step-by-step instructions on how to process change orders for each finance integration on SubcontractorHub.

Step 1: Scroll down in your proposal to find your finance card.

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a change order.

Step 4: Scroll back up in your proposal to find the financing section.

Step 5: Select your new financing option and pricing. Click the “Create Quote” button.

Step 6: A new quote will be added next to your original quote.

Step 7: Click “Finalize” on your new quote.

Step 8: Now your new quote will accepted for the financing of your proposal.

There are two types of change orders for SOLRITE proposals- installer change order and homeowner change order.

If an installer change order is initiated, there are conditions which must be taken into account when updating the proposal:

An installer change order can only change the solar installation design, solar panel type, panel quantity, inverter type and inverter quantity.
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Follow the steps below to process a change order for a proposal financed by SOLRITE.

​Step 1: Go to the “Customers” tab and click on the “Proposals” button in the “Actions” section.

Step 2: Click “View Detail” on the proposal card that is in Closed Won Documents Signed.

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Step 3: Click “Generate ICO” or “Generate HCO”.

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Step 4: The system will ask you if you are sure you want to create a Change Order. Click “Yes”.

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Step 5: A new proposal card will be created with which to make the necessary changes and update the pricing. Scroll down to the financing section of the proposal. It is not necessary to qualify the homeowner again, since their prequalification status will be visible next to “Finance Options”.

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Step 6: Choose the Escalator Rate and Pricing from the corresponding drop-down menus.

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Step 7: Click “Create Quote”.

Step 8: Click “Finalize” on the finance card.

Step 9: Click “Send change order for signatures” on the finance card.

Step 10: Click “Yes" to proceed.

Follow the steps below to complete the homeowner change order signing process.
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Step 1: The contract will be sent to the sales rep via email to sign. Open the document and check the disclosure box, then click “Continue”.

Step 2: Sign the document and click “Finish”.

Step 3: The contract will be sent to the customer once the sales rep completes the signing process. Direct them to open the email and click “Review Documents”.

Step 4: Check the disclosure box and click “Continue”.

Step 5: Sign the document and click “Finish”.

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Step 6: The contract will be sent to the channel partner next. Direct them to open the email and click “Review Documents”.

Step 7: Check the disclosure box and click “Continue”.

Step 8: Sign the document and click “Finish”. Once all parties have signed, the contract will convert into a project. The project ID will remain the same as before the change order was initiated.

Follow the steps below to complete the installer change order signing process.

Step 1: The contract will be sent to the channel partner to sign. Open the email and click “Review Documents”.

Step 2: Check the disclosure box and click “Continue”.

Step 3: Sign the document and click “Finish”. Once all parties have signed, the contract will convert into a project. The project ID will remain the same as before the change order was initiated.

Please note that the change order will appear as a new proposal on the Proposals page. This is a copy of the original proposal. The original proposal will remain on the customer’s Proposals page.

Change Order Request from Podio

A change order request can be sent from Podio and will be displayed directly on your proposals. This includes displaying a message at the top of your proposal indicating the requirement for a change order. Additionally, a tooltip message is shown, providing detailed information regarding the specifics of the change order.

​Once the change order request is updated and approved, the messages will no longer be displayed, signifying that the change order update has been successfully fulfilled.

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GoodLeap change orders can be created in two ways:

Follow these steps to update the system design:

Step 1: Scroll down in your proposal to find your finance card.

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 4: Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.

Step 5: Post the completion of your updates, scroll back down to your finance card and click “Finalize”.

Step 6: The button will turn back to yellow indicating the change order has been accepted.

Follow the steps below to create a change order with a new quote.

Step 1: Scroll down your proposal to find the financing section.

Step 2: Select your new product and click the “Add Product” button.

Step 3: A new quote will be added next to your original quote.

Step 4: Click “Finalize” on your new quote.

Step 5: Your old quote is automatically unfinalized, and the new quote displays a "Send Change Order" button.

Step 6: Click “Send Change Order”.

Step 7: The "Send Change Order" button will be disabled once the change order is sent, indicating a successful request.

Follow the steps below to process a change order for a proposal financed with Goodleap loans.

GoodLeap change orders can be created in two ways:

Follow these steps to update the system design:

Step 1: Scroll down in your proposal to find your finance card.

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 4: Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.

Step 5: Post the completion of your updates, scroll back down to your finance card and click “Finalize”

Step 6: The button will turn back to yellow indicating the change order has been accepted.

Follow the steps below to create a change order with a new quote.

Step 1: Scroll down your proposal to find the financing section.

Step 2: Select your new product and click the “Add Loan” button.

Step 3: A new quote will be added next to your original quote.

Step 4: Click “Finalize” on your new quote.

Step 5: Your old quote is automatically unfinalized, and the new quote displays a "Send Change Order" button.

Step 6: Click “Send Change Order”.

Step 7: The "Send Change Order" button will be disabled once the change order is sent, indicating a successful request.

Follow the steps below to process a change order for a proposal financed with Enfin.

Step 1: Scroll down in your proposal to find your finance card.

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 4: Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.

Step 5: Post the completion of your updates, scroll back down to your finance card and click “Finalize”.

Step 6: The button will turn back to yellow indicating the change order has been accepted.

Follow the steps below to process a change order for a proposal financed by Mosaic.

​Step 1: Scroll down in your proposal to find your finance card.

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 4: Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.

Step 5: Post the completion of your updates, scroll back down to your finance card and click “Finalize”.

Step 6: The button will turn back to yellow indicating the change order has been accepted.

Follow the steps below to process a change order for a proposal financed by LightReach.

LightReach change orders can be created in two ways:

Follow these steps to update the system design:

Step 1: Scroll down in your proposal to find your finance card

Step 2: Click “Void Contract”.

Step 3: Click “Yes” to continue.

Step 4: Click “Unfinalize”.

Step 5: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 6: Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.

Step 7: Post the completion of your updates, scroll back down to your finance card and click “Finalize”.

Step 8: The button will turn back to yellow indicating the change order has been accepted.

Follow the steps below to create a change order with a new quote.

Step 1: Scroll down your proposal to find the financing section.

Step 2: Select your new product and click the “Create Quote” button.

Step 3: A new quote will be added next to your original quote.

Step 4: Click “Finalize” on your new quote.

Step 5: The finalize button will turn yellow and read “Unfinalize”. You can now send out the new contract docs for your customer to sign digitally, completing the change order process.