Note: You can now create change orders at the project level, with or without financing, depending on project requirements.
Without financing: The project will need to be re-qualified.
With financing: Follow the below mentioned financing flow.
Follow the steps below to process a change order for a proposal financed by LightReach.
LightReach change orders can be created in two ways:
System Design Change Order
Add a New Quote Change Order
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 “Unfnalize”.
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.
