Overview
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?
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 |
Step by Step
Follow the below steps to complete a change order within the LightReach portal, and execute new contracts.
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.
Step 1: Void the initial contract.
Step 2. Proceed to void the current quote.
Step 3: Proceed to create a new quote, select & save.
Step 4:The new contract can now be sent.
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.