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Subcontractor Quick Start Guide

If you have signed up for an annual license with Clearstory this guide will walk you through all the steps to get your account completely set up.

Use this guide as a checklist to make sure you have set up each part of your account. To keep this guide simple we will link you to guides for updating each section.

Table of Contents:

Learn the features:

Sign up and create your account

Once you have signed up you will need to contact our sales team to "Activate" your account for our premium features.

To sign up: click on this link.

Once on this page, click on the "Sign Up" link and follow the workflow to verify your email, enter your name, company name and set your password.

Download our mobile app from the app store

To start creating Time and Material Tags you can download our mobile app from the app store.

Add your company's address

Once you are logged in to the web application add your company's address.

  • Navigate to Settings > Company Information.
  • Enter your company's address here so it shows up on all the T&M Tags, Change Order Requests and COR logs you share through out Clearstory.

Import your Company's logo

Your logo is used throughout the application to brand the documents you create and send through Clearstory. 

  • To learn how to add your logo check out this article here: How to add your logo.
  • To get to this page navigate to Settings > Logo.

Add your labor, material, equipment and other rates

By adding these rates to the system your users can easily select from a drop-down list while creating T&M Tags and Change Order Requests. You can create standard groups of rates for your company and apply them to projects as they pop up.

Add your company's mark up rates for Change Order Requests

With this feature, you can standardize the markup section you want for each Change Order Request created in Clearstory. We will also show you how to customize this per project.

Add your company's standard Terms and Conditions to T&M Tags and Change Order Requests

If you have standard verbiage that you want to show up on each T&M Tag and each Change Order Request you can add both in this section. 

Invite your company's users to your account

Now that some of your basics are set up, you can invite users to join your Clearstory account. This way you can invite them to projects and all track Tags and CORs together.

Add/Manage your customer's information

When you create projects in Clearstory you can manually add or invite your customers to join. You can manage your customer's information so it shows up properly on all T&M Tags and CORs from this section.

How to create a project

Now that your account is set up, your team members are invited and your customer information is in place you can get started creating Time and Material Tags and Change Order Requests. 

The first step here is to "Create a Project" 

Learn how to create a T&M Tag

With our mobile app your field users can begin creating Time and Material Tags.

Learn how to upload a COR

If you want to upload a COR that you created outside of Clearstory and track it on your COR log you can simply upload the PDF file you created. 

Learn how to Create a COR

If you want to create a Change Order Request in Clearstory using our create COR template you can create one from scratch or convert a T&M Tag instantly into a COR.

Learn how to navigate the COR log

Any Change Order Request you upload or create in Clearstory will automatically be added to your COR log. We pack a ton of features into this COR log. 

Learn how to send a shareable link

One of our most powerful features is the ability to send a link of your digital COR log to your customer. This way they can be up to date on all of your outstanding Change Order Requests in real-time and have the ability to download each COR PDF that you have sent historically.


Those are the basics! We encourage you to explore the rest of our knowledge base here for additional frequently asked questions and tips and tricks on how to leverage Clearstory to it's fullest.


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