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Requesting a Palmetto LightReach Change Order

In this article: 

 


When will a change order be needed? 

In the Solo proposal, a change order may be needed when changes are made to a proposal that affect the system production (changes to shade, tilt, or azimuth, or if a new array is added). These changes may trigger a check for design validation, and the job will follow the normal design validation flow:

  • If the changes made are still within Palmetto LightReach's accepted variance range, the design will pass validation and no change order will be needed.
  • If the changes made are outside of Palmetto LightReach's accepted variance range, the design will fail validation. Then a change order button will appear on the proposal. This must be clicked from the Solo proposal for the change order to process correctly.

Changes to modeled production, system size, customer information, and other common scenarios may require a change order per the Palmetto LightReach process.

View all applicable change events and notes in the Palmetto LightReach knowledge base HERE. For additional questions or assistance, contact the Palmetto LightReach support team via the chat option in the Palmetto LightReach knowledge base.

Note: The information above is referring to changes made to a design before submitting the initial application.


Design Change Orders (After Qualifying)

If you've already qualified for a Palmetto LightReach quote and need to make changes to the design, you can do so from the Solo proposal. On the same proposal that contains the approved Palmetto LightReach quote, make the desired adjustments to your Solo design.

Once you've adjusted the design to the homeowner's needs, please contact our Customer Support team. We will be able to assist you in having the change order button appear, so you can properly process your changes through the proposal. 


It is important that this process is done through the Solo proposal that the application was submitted from. If the quote is voided and adjusted from only the Palmetto LightReach portal, the customer will become out of sync with the Solo proposal which may cause errors.

 


Pricing Change Orders (After Qualifying)

Pricing change orders will need to be done through the Palmetto LightReach portal. Follow the Palmetto LightReach Change Order process HERE. This will allow you to void the current quote and contracts in Palmetto LightReach, which will remain synced with Solo. From there, you'll need to re-apply with the updated options or pricing from the Solo proposal. 

If you're having trouble re-applying, please contact our Customer Support team.