Change orders are a fact of life in contracting. Processing them correctly keeps your projects on budget, your financing in sync, and your customers informed about any scope changes.

Scroll down to the “Financing” section of the proposal and click “Unfinalize” on the finance card.

The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

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.

Click "Finalize" on the finance card.

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.

Add a new quote by selectingProducts, Product TypeorPricing.

Click “Create Quote.”

Your new finance card will be generated with the updated financing details. Click on “Finalize” to save your changes.

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.

💡 When a customer adds a battery to their solar project mid-install, the project manager creates a change order that automatically updates the financing — keeping everything in sync without manual calculations.