/
Change Orders

Change Orders

Owned by Deanna Collia
Last updated: Oct 10, 2023
3 min read

Background:

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)

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:

  • 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.

  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

       

    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

"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:

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)

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:

  • Changes to the system design that is outside of the allowable tolerance (-5%/ +10%)

  • Changes to the equipment

  • Changes to the contract agreement/homeowner information

The process for editing the project in order to generate the HCO is the same as the ICO and only needs to be completed once. After the project has been updated and the ICO is generated, go to the HCO task and click generate.

If the customer is attempting to do a change order and the wrong work order is populating, confirm that the correct quote has been applied. If not, and the customer wants to use a different project than the original, they would need to quote the project prior to generating a change order and utilize the HCO task

 

Shade study - If changes to the Project have occurred the installer will be required to upload the new Shade Qualification Report directly from the Project phase. If Sunroof is not available, other qualified Shade Study reports are listed in the Shade Study training guide