When a project design changes, Solo helps you track those updates, understand what changed, and send the right information to your financing partner.
This guide walks you through how change orders work, when action is required, and where to view updates.
🔍 How Solo Tracks Design Changes
Any time you update a proposal or system design, Solo automatically records the change.
- Every update is saved as part of the project history
- Changes can be shared with financing partners when needed
- Key actions (like submitting a credit application) will automatically send updates
💡 Tip: Even small edits (like saving a proposal) are tracked and can trigger update notifications.
🔄 Change Orders vs. Minor Updates (True-Ups)
Not all changes require customer approval.
- Change Order
- Requires a new customer signature
- True-Up
- Minor adjustment, no signature required
👉 Solo sends the updated design details, but your financing partner decides which type it is.
✍️ How to Submit a Change Order
In some cases, you can submit a change order directly from Solo.
For LightReach
You can submit a change order if a design fails validation.
- Look for the “Change Order” button on the quote screen
- Selecting it will:
- Void the current quote
- Prompt you to send updated documents if needed
If your change is unrelated to design validation, you’ll need to submit it directly in the LightReach portal.
For GoodLeap
You can submit a change order from within Solo in supported workflows.
- Click “Change Order” in the credit application flow
- Solo will:
- Send updated design details to GoodLeap
- Let GoodLeap determine if a new signature is required
- Automatically resend documents if needed
⚠️ Important: Where You Start Matters
If a change order is started outside of Solo, it will not sync back into the platform.
👉 To keep everything aligned, always initiate change orders from within Solo when possible.
🔁 Sending Updates to Financing Partners
Changes are not automatically sent every time you edit a design.
To ensure your updates are shared:
- Use the Change Order button when required
- Or rely on configured webhooks for automatic updates
💡 This is especially important for lenders like GoodLeap, where updates must be manually submitted.
🧾 Viewing What Changed (Design History)
Solo makes it easy to compare versions of your design.
You can:
- View previous and current designs side by side
- Track changes to:
- Layout
- System size
- Equipment
- Production estimates
📍 To access:
- Go to the Customer Profile
- Open the Proposals tab
- Click View on a proposal
- Select Design History
🔗 What Happens with External Changes?
If a change order is completed outside of Solo:
- Solo will not automatically capture the updated design
- The system only tracks changes initiated within Solo
🔌 Integrations & Automation
Solo supports integrations to help keep systems in sync.
- Most proposal data can be shared via API
- Common webhooks include:
- Contract Signed
- Proposal Updated
💡 Note: Some updates only trigger when a contract is re-signed.