How to Process SOLRITE-Financed Battery Proposal Change Orders

Note: You can now create change orders at the project level, with or without financing, depending on project requirements.

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.

​Step 3: Click “Generate HCO”.

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

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. Click “Create Quote”.

Step 6: Click “Finalize” on the finance card.

Step 7: Click “Send change order for signatures” on the finance card.

Step 8: Click “Yes" to proceed.

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

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”.

​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.

Once the contract is signed, the finance card will show the updated status.