IGS Solar 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 “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.
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 and click "Patch Utility".
Step 2: Enter the Escalator and KWH Rate details and click “Create Quote”.
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 will be finalized.
Note: You can now request a change order even after the agreement is sent/signed by clicking “Unfinalize.” Once changes are made, you’ll receive a notification in the tab where you can review them. After viewing the changes, the sales rep must log in to the IGS portal to update the data, and then return here to mark it as Adjusted. To re-sign the contract, click “Finalize” on the Finance card.