In the GreenSky platform, change orders allow you to update a proposal after it has been finalized. This guide walks you through how to process a change order step by step.
Follow these steps to update the equipments:
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 equipment updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage. Select the new equipment.
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 “Sign Installer Documents” to initiate the process.