If site improvements are included in the Final Proposal, sales members now have the option to easily self-service and take adders out of their commission, instead of passing the cost on to the homeowner.
FEATURE DETAILS:
Feature is only visible for contacts created after 11/15/22
Option to deduct the cost of adders from sales commission is entirely optional, NOT mandatory
When desired, sales members can use this option to avoid a change order on the Final Proposal & avoid having the homeowner sign new documents
If a sales member does NOT want to take the cost of an adder out of their commission, handle it like a normal change order & help your homeowner sign new documents with the new price tag to keep the project moving forward
PROCESS EXPLAINED:
Palmetto will call out site improvements or 'adders' like re-roofs, electrical upgrades or trenching during the Site Approval process when we review the Virtual Site Survey
Sales members will be notified of adders when the Final Proposal is returned for your customer, example below
When adders are included on the Final Proposal, sales members can:
Avoid a change order by deducting the adder from your sales commission
Navigate to 'Set Pricing' for the Final Proposal
From the pricing page, check the box for 'Deduct cost from sales commission'
Select 'Save and Review Proposal'
Order the Final Proposal by selecting “Select and Continue”
Project keeps moving forward, cost of additional work will be deducted from the sales member commission - be sure to still inform your homeowner of the additional work needed so they're not surprised on day of install!
OR
Pass the cost to the customer by getting new documents signed with the new price
Review the new proposal with the customer, explaining the changes
Order the Final Proposal by selecting “Save and Continue”
New HIC and Loan Documents (if applicable) will be automatically sent to the customer for signature
Once new documents are signed and approved, project keeps moving forward
