A change order is only required in the event that pricing changes on the lease. However, Palmetto may also request a change order in the event of unique circumstances; including typos on the customer information (name/address/etc) or if a non-customer email was used during the closing process.
What triggers a change order?
Change Type | Definition | Business Rule |
Customer Name / Add or Remove Customer | Any change to the applicant(s) or names | New Contract Signature Required |
Address | Property address | New Contract Signature Required |
Pricing, Payment, or Rate | Payment | New Contract Signature Required |
System Quantity | Modifying the equipment quantity | New Contract Signature Required |
Steps to Complete a Change Order
Follow the below steps to complete a change order within the LR portal, and execute new contracts. The high level steps are below. Note that:
Palmetto support can provide guidance on change orders. However...
Palmetto support cannot manipulate pricing changes or execute price-related change orders on the Installer behalf. Sensitive information such as quote selection is the responsibility of the Installer.
1) First, void the initial contract (if applicable). Then, proceed to void the current quote.
2) Process the changes (detailed below)
Name and Property Change Process
Click Here
Click Here
Price, System Details and Equipment Brand Change Process
Click Here
Click Here
After completing your changes, click on "Save & Get Pricing"
3) Create a new quote, select & save. The new contract can now be sent.
4) Important things to note
Once a contract is sent, pricing and equipment are locked in.
Changes to pricing or equipment, and any resulting pricing changes, will not go into effect unless a change order (new contract) is executed.