We have an email template and guides to help introduce Clearstory to them ahead of any trainings or use
Here is a brief email template you can send to your field users after you've invited them to Clearstory that explains how to get set up and where to learn the basic features:
We have recently implemented Clearstory to more effectively manage our change order and T&M work and collaboratively share with our General Contractors in real time.You should have received an email inviting you to join our team on Clearstory.
- Please download the Clearstory app on your ipad/phone and then
- follow the directions from the email to set up your account and get logged in.
If any time and material work is required for your projects, you will submit via Clearstory’s mobile app to eliminate having to fill out paper T&M tags, transport to office, scan, and avoid any sloppy handwriting, etc . You will be able to see a live T&M log for all your projects and will have the ability to obtain signatures digitally on your mobile device or tablet. If a representative is not available on-site for signature, you can request a signature via email to which the customer can sign remotely.We will be hosting training on the mobile app in the coming weeks that you will be required to attend. Stay tuned for this.Here are some additional resources about the tool in the interim.