Step-by-Step Change Order Process:
Design & Proposal Adjustments: If needed, modify the solar design, especially if you're adding or removing panels. Update the proposal accordingly, considering factors like adders.
Update Pricing:
Click on the 'pricing tab'.
Configure the new pricing and align with the appropriate loan products.
Remember to click 'save'.
For GoodLeap Loans:
Navigate to 'customer view'.
Click the "Change Order" button found in the GoodLeap financing info box.
Input the loan amount derived from the new proposal pricing. The system will automatically dispatch the loan document.
For Non-GoodLeap Financiers:
Log into the financier's portal.
Locate and select the relevant customer.
Follow the change order process specific to that financier's portal.
Ensure that the loan value you enter in the financier's portal is consistent with Pipe Solar's proposal pricing. Always use two decimal points for precision.
Finalizing Documents:
After the loan document is signed, return to the Pipe Solar proposal page.
Click the "Sign Docs" button and proceed with the standard document-signing workflow.
Finalize by signing the updated installation agreement.
By following this streamlined process, managing change orders in Pipe becomes a more straightforward and efficient task. Should you need further clarity or assistance, our support team is here to help!