Getting Started with Clearstory
Rolling out Clearstory at your company? Here is what you need to get set up.
Quickstart Guides
Account Setup
- How to Add Your Logo and Use the Cropping Tool
- Add Your Company's Information
- Input and Manage Your Company's Labor, Material, Equipment and Mark Up Rates
- What is the Best Way to Enter My Material Lists and Rates?
- How to Customize Your Change Order Request (COR) Mark Up Section
- How to Add Standard Terms and Conditions to a Time & Material Tag (T&M Tag) or Change Order Request (COR)
- How Do I Manage My Customer's Information?
- How to Update Your Profile
- How to setup your Time Zone
- How to Accept a Project Invite from Your General Contractor
How to Manage AI Settings
Users and Permissions
GC Project Rollout
- General Contractor Playbook
- Tier II Project Set-Up Guide for General Contractors
- Tier I Project Set-Up Guide for General Contractors
- Tier III Project Set-Up Guide for General Contractors
- How to Require Your Sub-tier Subcontractors to Send their Change Order Requests (CORs) via Clearstory
- What does my Specialty Contractor see and do when they're invited to a project in Clearstory?