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  2. Getting Started with Clearstory

I Was Invited By My Subcontractor

Below are a few links to get you started after being invited by your Subcontractor

Manage CORs and COR Log

Review T&M Tags and T&M Log

Invite your Company Users and Subcontractors

 



How to Manage Change Order Requests and Navigate the COR Log

If you have received a Change Order Request, this video will show you how to easily review, edit, make comments, and update the status of your COR and navigate the COR Log.

 

For step by step instructions on how to manage your CORs, please follow this link:

How to Review, Add Comments, and Update CORs

For step by step instructions on how to navigate your COR Log, follow the link below:

How to Navigate the COR Log

 

 

How to Review Your Signed T&M Tags and Navigate T&M Log

If you received a signed T&M Tag, this video will show you how to review the T&M Tag and navigate the T&M Log.


For detailed instructions on how to Review your Signed T&M Tags, follow this link:

How to Review Your Signed T&M Tags

For detailed instructions on how to Navigate your T&M Log, follow this link:

How to Navigate the T&M Log



How to Invite Users in Your Company and Additional Subcontractors to a Project

To keep Change Order and T&M communication clear, you can add users from your company and additional subcontractors to your project.

 

Navigate to your projects to invite company users and subcontractors. 

Select My Company Users for your Company Users:

For details on how to invite other users, follow this link:

How to Invite Users in Your Company to a Project

 

Select My Contractor Users > Create Contract to invite other subcontractors:

For details on how to invite additional contractors, follow this link:

How to Invite Subcontractors and Contractors to Your Project