Getting Started with Clearstory
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      2. Getting Started with Clearstory

      General Contractor Playbook

      In this playbook, we are going to walk you through the basics of getting Clearstory rolled out successfully on your next project.

      Table of contents

      1. Overview
      2. How to define your project Clearstory requirements
        1. Tier I project requirements
        2. Tier II project requirements
        3. Tier III project requirements
      3. How to Create a Project
      4. How to invite your Subcontractors
      5. Subcontractor Quick Start Guide
      6. How to send a Change Notification
      7. How to Navigate the COR Log
      8. How to Navigate the T&M Log

      1. Overview

      This Playbook is designed to provide Best Practice Guidance for using Clearstory with your Subcontractors. Learn how to set up your project, make Clearstory part of your project requirements and introduce the software to your Subcontractors.

      2. How to define your project requirements

      To easily get up and running, we have divided the project requirements for your Subcontractors into three different Tiers. Click the link below each tier to copy and paste instructions to bidders language, subcontract language and an Clearstory email intro to your Subcontractors.

      •  Tier II Project Requirements: Require your Subcontractors to:
        • Upload their CORs through Clearstory’s digital shared COR log. This will ensure you have all CORs and related documentation, in a single place, saving you hours of manual work.
        • Use Clearstory's mobile app to create digital Time and Material Tags throughout the project to verify labor, material and equipment spent on extra work.
          • Automatically updates an up-to-date log of all T&M Tags filtered by status and which ones have a corresponding COR.
          • Sign T&M Tags touch-free using our digital signature request feature.
        • Click here for a complete overview of the Tier II project requirements
      • Tier III Project Requirements: Require your Subcontractors to:
        • Use Clearstory's Change Order Request templates, for consistent, well documented CORs, that are easy to review and ready for an audit. Clearstory COR templates provide Subs & GCs with detailed cost information broken down by labor, material & equipment with pre-defined markup rates.
        • Use Clearstory's mobile app to create digital Time and Material Tags through out the project to verify labor, material and equipment spent on extra work.
          • Automatically updates an up-to-date log of all T&M Tags filtered by status and which ones have a corresponding COR.
          • Sign T&M Tags touch-free using our digital signature request feature.

      3. Create the project in Clearstory

      To get started you will first need to create a project in your account. You can learn how to do that with this guide: How to create a project

      4. How to invite your Subcontractors to the project

      Once the project is created you can invite your Subcontractors to a contract on the project. Learn how to do that with this guide: How to invite your Subcontractors

      5. Subcontractor Quick Start Guide

      We include this in the email template for the project requirements but want to share it again here. If Subcontractors have questions about getting set up this is a great starting point and resource. 

      Subcontractor Quick Start Guide

      If they still have questions, Clearstory team members are standing by and are happy to hop on a call with the Subcontractor. Below is a link you can send them to schedule a call.

      6. How to send a Change Notification

      If you have a design change to issue or want to send something out for pricing you can do that through Clearstory using the Change notification feature. Learn how to distribute changes to your Subcontractors by checking out this guide: How to send a Change Notification


      7. How to Navigate the COR Log

      As Subcontractors upload or create CORs within your project in Clearstory, Clearstory generates a real-time digital COR Log. Learn how to Navigate the COR Log by checking out this guide: How to Navigate the COR Log

      8. How to Navigate the T&M Log

      As Subcontractors generate T&M Tags or you as the GC authorize T&M work in the field, Clearstory generates a real-time digital T&M Log. Learn how to Navigate the T&M Log by checking out this guide: How to Navigate the T&M Log