How to Upload a Change Order Request (COR)

Learn how to upload a Change Order Request for your General Contractor.

This guide will show you how to upload a Change Order Request (COR) created outside of Clearstory. Uploading your COR allows you to share it with your customer and have it recorded in Clearstory’s digital COR log.

1. Navigate to the Upload Page

   • In your Clearstory account, click "+ ADD NEW" at the top of the screen.
   • From the dropdown menu, select "Upload a Change Order Request."
   • (If you want to create a COR using a Clearstory template, select "Create a Change Order Request" instead.)
     
     
     

2. Select a Project

   • Choose the project you are uploading the COR to.
   • Important: If the project is missing from the dropdown, you may need to:
     • Accept the project invite.
     • Request an invite if you were not added.
     • Create the project first.
       
       

3. Confirm Email Recipients

   • The customer’s email will automatically populate in the "Email To" section.
   • You and your team members will appear in the "Email CC" section.
   • These recipients will receive the COR when you click send.
     
     

4. Enter COR Details

   • Change Order Request Number: Auto-generated by Clearstory based on previous CORs for the project. You can override this if needed, but sequential numbering is recommended.
   • Title: A brief summary of the COR. This title will appear in the email and COR log.
   • Total Cost: Enter the total requested amount for the COR.
   • T&M Tag Numbers: If the COR is based on Time and Material (T&M) work (e.g., Work Order, Extra Work Authorization, Ticket), list the associated tag numbers.
     • If using Clearstory’s mobile app, available tags will appear in the T&M Tag Number dropdown
   • Customer Reference Number: Enter a PCO, PCI, CE, or any reference number assigned by the General Contractor.
   • Include a COR Log Link: Check this box to add a direct link to the COR log in the email.
     
     

5. Attach and Send

   • Message: Add a custom message to be included in the email.
   • Upload COR File: Drag and drop your COR PDF file. (Only one PDF can be uploaded per request to maintain organization.)
   • Click Send: Once the form is fully completed, click Send to email the COR to your customer and log it in Clearstory.
     
     

COR Submission Confirmation

Once sent, the COR will be added to the digital COR log, and your customer will receive an email with a link to view the attached PDF.

Here is a sample of the email that is sent: