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Change orders are optional M1 and M2 tasks specific to PPA (EverFix/EverFlex) products.
Considerations
Changes to the amount financed are not allowed after M2 approval
Change orders cannot be used to switch to a different product. If a customer wants to switch to another product AFTER contract signing (i.e. from a RIC to PPA, EverOwn to EverOwn plus, etc.) the installer will need to cancel the workflow, void the contract, requote and re-sign.
If an HCO is required, it must be completed, before the ICO will generate
Installer Change Order (ICO)
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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 if the amount financed or the project has not changed and is current). Any of the following changes will require an installer change order:
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If credit is expired and the product used was a previously sunsetted product (i.e. Aug 15th) deal processing will need to manually extend credit in order for the customer to be able to action the ICO
Homeowner change order (HCO)
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A Homeowner change order is only needed when there is a change to the design or agreement that also changes the amount financed. Any of the following changes will require a homeowner change order:
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