How to Process GoodLeap Change Orders
Follow the steps below to process a change order for a proposal financed with GoodLeap loans.
GoodLeap change orders can be created in two ways:
- System Design Change Order
- Add a New Quote Change Order
Follow these steps to update the system design:
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. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.
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.
Follow the steps below to create a change order with a new quote.
Step 1: Scroll down your proposal to find the financing section.
Step 2: Select your new product and click the “Add Loan” 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.
