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How to Invite Subcontractors to Your Project

In this article we are going to show you how to invite Subcontractors to your Clearstory project so they can send you CORs and T&M Tags via Clearstory.

  1. Getting Started
  2. Add Contracts and Invite Users
    1. Add Contracts with Procore
  3. Invite Additional Users to Contracts
  4. Manage Invites

 

Getting Started

To get started, click Projects, select your Project, and click My Contractor Users

 

Add Contracts and Invite Users

  • 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 click Create Contract. The users will receive an email with a link to join the project and create an Clearstory account if they have not already.

Best Practice is to name your contracts to match exactly what your internal systems names them for easy comparison to your internal financial tools. Examples:

26A - Electrical

or

10000-001 - Sitework & Underground Utilities

The contractor's company name with auto-populate after the project is connected to their company's account in Clearstory.

Add Contracts with Procore

 

You must first have your project integration connected to Procore. To learn how to connect your project to procore, see Procore Integration Overview

  • 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

This will allow CORs to identify related cost codes automatically when pushing COR information into Change Events (CEs) utilizing the Clearstory + Procore Integration

 

Invite Additional Users to Contracts


  • To Invite Additional Users click the icon
  • If you need to delete your contract, click the   icon

Make Note - You can only delete a contract if no users have accepted their invite. Once an invite has been accepted the option to delete the contract is no longer available.

Manage Invites

Once the invites are sent you can manage the invites you sent in the section below:

  • You can resend an invite by clicking on the "Mail" icon in the Action column.
  • You can delete an invite by clicking on the  icon in the Action column.