How to Process Concert Finance Change Orders

Concert Finance change orders can be created in two ways:

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

Follow these steps to update the system design:

Step 1: Scroll down to the “Financing” section of the proposal and click “Unfinalize” on the finance card.

Step 2: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 3: 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 4: Click "Finalize" on the finance card. 

Step 5: The button on your finance card will turn back to yellow indicating the change order has been accepted. The homeowner will have to sign the finance docs again. Click “Send Finance Docs” to initiate the process.

Follow the steps below to create a change order with a new quote.

Step 1: Add a new quote by selecting your rate.

Step 2: Click “Create Quote”.

Step 3: Your new finance card will be generated with the updated financing details.

Step 4: Click “Finalize” on your new finance card.

Step 5: The button on your new finance card will turn back to yellow indicating the change order has been accepted. The homeowner will have to sign the finance docs again. Click “Send Finance Docs” to initiate the process.