Getting Started with Clearstory

Rolling out Clearstory at your company? Here is what you need to get set up.

• General Contractor Quick Start Guide
• Subcontractor Quick Start Guide
• Add Your Company's Information
• How to Invite Co-Workers to Join Your Company's Account
• Input and Manage Your Company's Labor, Material, Equipment and Mark Up Rates
• How to Add Your Logo and Use the Cropping Tool
• 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
• Clearstory Pilot Program for Subcontractors
• How to Accept a Project Invite from Your General Contractor
• How to Customize Your Change Order Request (COR) Mark Up Section
• How to Review, Add Comments, and Update CORs
• What is the Best Way to Enter My Material Lists and Rates?
• Best Practices for Introducing your General Contractor to Clearstory
• Specialty Contractor Quick Start Guide
• 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
• General Contractor Playbook
• How to Require Your Sub-tier Subcontractors to Send their Change Order Requests (CORs) via Clearstory
• Using Role Permissions
• How to create an Office
• What does my Specialty Contractor see and do when they're invited to a project in Clearstory?
• Rollup Reporting
• Best Practices for Rolling Out New Software - Enterprise Edition
• How to Sign Up for Clearstory
• I Was Invited By My General Contractor or Customer
• I Was Invited By My Subcontractor
• How to setup your Time Zone
• How to Create and Manage Divisions within Your Company
• Best Practices for Updating your Company Rates on Active Projects
• How to Load Existing Changer Order Request (COR) Log Into Clearstory