How to Invite Subcontractors to Your Project

Invite a New Subcontractor

Click Projects → Select My Contractor Users →  Click + Create Contract → Fill out the form and click Create Contract. 

1. Open your Project in Clearstory.
2. Select My Contractor Users.
3. Click + Create Contract.
4. Enter the Contract Name and the applicable contract information.
5. Add the subcontractor under Contractor Details.
6. Click Create Contract.

The subcontractor will receive an invitation to join your project and access the contract.

Naming Your Contract

We recommend using the same contract name you use in your internal project management or accounting system. This makes contracts easier to identify across systems.

For example:

26A - Electrical

10000-001 - Sitework & Underground Utilities

Invite a new user to an existing Contract

1. Find the subcontractor in My Contractor Users.
2. Click the Manage Users icon in the Actions column.
   
   
3. Click into the Invite Additional Contractors box. Enter the new email address(s) to invite. 
4. Click Invite
   
   

Check a Subcontractor's Invitation Status

You can quickly check the status of a subcontractor's contract invitations.

1. Find the subcontractor in My Contractor Users.
2. Click Manage Users

Use the status tabs to filter the subcontractor's contracts:

• Pending — The subcontractor has not yet accepted the invitation.
• Accepted — The subcontractor has accepted the invitation.
• Rejected — The subcontractor rejected the invitation.
• All — Shows all contract invitations.

If the subcontractor has several contracts, use Search by Contract to find a specific contract.

Resend or Delete an Invitation

If a subcontractor has not yet accepted an invitation, you can manage the pending invitation from My Contractor Users.

Use the options in the Actions column to:

• Resend the invitation using the Mail icon.
• Delete the invitation using the Delete icon.

Delete a Contract

You can delete a contract if no subcontractors have accepted an invitation to it.

Once a subcontractor has accepted an invitation to the contract, the contract can no longer be deleted.

Add Contracts with Procore

• You will create a specific contract for each contractor you invite. This way you can invite the same user to multiple contracts on one project. (i.e. you have one contractor with the Drywall Contract and the Acoustical Ceilings contract).
• Click Create Contract, enter the contract name, copy and paste the emails you want to add, and select from your list of Procore Commitments in the dropdown menu and click Create Contract