Create a Change Order document

Summary

OpenSolar gives you the ability to create a change order after a sale has already happened.

Generate a Change Order Document

Note: There must be 2 systems designed to be able to generate a change order document. 

• Go to Project > Info > Generate Document
• From the document template drop-down, select the "Change Order" option in the "Generic Documents" section:

• Select the Original system and payment option.
  Note: If the project is sold, this will be pre-selected with the system and payment option that is marked as sold. 
• Select the revised system and payment option, then click "Next"

• This will open a form with all the placeholder values used in the Change Order document. You can verify the values and update them as necessary. 

• Click Generate to generate the change order document. 

Customize the change order template

The Change order document is only supported via text editor or PDF drag and drop. 

You must have admin settings to access this section.

• Go to Control > Others > Document Template

• Create a new document template for the Prefill Template, and select "Change Order Contract". 

• For the Editor, select whether you want to use the text editor or your PDF drag and drop.
• Update the template 

• There are separate placeholder lists for "Original System" and "Revised System"
• Learn more about creating custom fields for blank text below
• Save  

How to create custom change order fields

You can add as many custom placeholders in your "Change Order" document. These custom placeholders appear as an empty field when generating the document. Format for custom placeholder

{{custom_placeholder_[any string]|label:[any string]|type:[any string]}}

custom_placeholder_[any string] = Address of the placeholder.

label:[any string] = This will appear as the label of the blank field that you fill with any data before the change order is generated. 

type:[any string] = This will reflect the type of the field that appears in the form before the change order document is generated. You can select text, number or richtext. 

For example

if you need to add "Notes" in the change order document, you can add a custom placeholder like this

{{custom_placeholder_notes|label:Notes|type:richtext}}