How to Create a Change Order with GoodLeap Lease/PPA?

Follow the guide below and watch the video to master the process effortlessly.

To get started, select the customer and navigate to their project details from the proposal. Click "Update Production", then enter the Aurora Design ID and Aurora Project ID. Click "Save" to fetch production details from Aurora. If the tolerance exceeds 5%, click "Create Change Order", and confirm by selecting "Yes" to proceed to the change order proposal.

The change order proposal will automatically duplicate the original proposal, including the updated Aurora design details. Unfinalize the finance option, update the annual production value in the solar details section, and click "Save". Finally, select the preferred finance option and rate, then click "Create Quote". There's no need to re-qualify—simply finalize the proposal by clicking "Finalize".

GoodLeap change orders can be created in two ways:

1. System Design Change Order
2. Add a New Quote Change Order

Step 1: Scroll down in your proposal to find your finance card

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 4: Scroll back up to make your design updates.

Step 5: Post the completion of your updates, scroll back down to your finance card and click “Finalize”.

Step 6: The button will turn back to yellow indicating the change order has been accepted.

Step 1: Scroll down your proposal to find the financing section.

Step 2: Select your new product and click the “Add Product” button.

Step 3: A new quote will be added next to your original quote.

Step 4: Click “Finalize” on your new quote.

Step 5: Your old quote is automatically unfinalized, and the new quote displays a "Send Change Order" button.

Step 6: Click “Send Change Order”.

Step 7: The "Send Change Order" button will be disabled once the change order is sent, indicating a successful request.