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Installer Change Order (ICO)- An ICO is required for any changes made to the system design after the contract has been signed and must be completed before a milestone can be sent for approval. An ICO will not be required any time an HCO is generated (however, if the amount financed or the project has not changed an HCO and is not requiredcurrent). Any of the following changes will require an installer change order:

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  1. Navigate to the Project and make the necessary adjustments before generating the ICO

  2. After updating the project, return to the Operations phase and select the ICO task

    1. Click generate

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    2. A screen pops up where you can review the updated work order and compare it to the original

      1. Changes made to the project will be highlighted in blue

    3. Click generate to generate and re-attach the revised work order

  3. If a customer is attempting an installer change order and gets the following error

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