In the Elios platform, change orders allow you to update a proposal after it has been finalized, There are two ways to create a change order:
System Design Change Order
Add a New Quote Change Order
This guide walks you through how to process a change order using both methods, step by step.
Follow these steps to update the system design:
Step 1: Scroll down to the “Financing” section of the proposal and click “Unfinalize” on the finance card.
Step 2: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.
Step 3: 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 4: Click "Finalize" on the finance card.
Step 5: The button on your finance card will turn back to yellow indicating the change order has been accepted. The homeowner will have to sign the finance docs again. Click “Send Finance Docs” to initiate the process.
Follow the steps below to create a change order with a new quote.
Step 1: Add a new quote by selecting Products, Product Type or Pricing.
Step 2: Click “Create Quote.”
Step 3: Your new finance card will be generated with the updated financing details. Click on “Finalize” to save your changes.
Step 4: The button on your new finance card will turn back to yellow indicating the change order has been accepted. The homeowner will have to sign the finance docs again. Click “Send Finance Docs” to initiate the process.