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 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.
