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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 PPA to a RIC, EverFixed to EverFixed 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 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:
Changes to the system design
Changes to the contract agreement/homeowner information
The HCO must be in a “signed” status before the ICO will generate.
The installer will need to update the live project to match the building set plan. The ICO task will only become available after the live project has been updated.
Navigate to the Project and make the necessary adjustments before generating the ICO
After updating the project, return to the Operations phase and select the ICO task
Click generate
A screen pops up where you can review the updated work order and compare it to the original
Changes made to the project will be highlighted in blue
Click generate to generate and re-attach the revised work order
If a customer is attempting an installer change order and gets the following error
| Warning |
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"Document generation blocked! Please update the job to pass rules or issue a change order to continue. This product is only available to quote for sites that have been previously approved for credit." |
Check to make sure the credit isn’t expired. Navigate to the Qualifications phase and click on the green credit button corresponding to the product for the workflow. Locate the Expiration date under for the credit:
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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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