Why do Subcontractors use Clearstory

Clearstory offers an all-in-one Change Order solution that accelerates your process by automating manual tasks, streamlining organization and improving customer communication.

Do you offer a free pilot period?

Yes! Schedule a demo with our sales team and we can set you up with a free, full-access pilot to try out all of the Clearstory software features on any current project.

Doesn’t my job costing or accounting software do this?

Clearstory is not a replacement for your internal job costing or accounting software. Through our API or existing integrations we connect with your internal system and help you supercharge workflows and communication that happen outside those systems.

What if my General Contractor isn’t using Clearstory

Clearstory is designed to be used by Specialty Contractors independently of their GCs. Invite your GC to a project so they can add review comments, and sign T&M Tags, but they are not required to create an account.

Change Order Analytics and Insights for General Contractors

You’re Flying Blind Without Clean COR Data

Without real-time visibility, you can’t spot performance issues early or see when projects start drifting off course. The data you need to measure progress, hold teams accountable, and protect profit just isn’t there.

No view of exposure across projects

Can't identify underperforming trades

No data to guide financial decisions

Track What’s Stuck With Days Aging and Risk Reports

Spot stalled Change Orders and bottlenecks before they derail billing or owner relationships. See what’s slowing down, who’s responsible, and where to take action.

Days Aging Report identifies how long CORs sit by project or contract to pinpoint delays
Contractor Aging Report tracks how long subcontractor CORs have been open and when to follow up
T&M Hours Over Time monitors T&M labor trends across projects to catch cost spikes early

Measure Health With Roll-Up and KPI Reporting

Operational leaders need a quick, executive-friendly view of how change is impacting the business.

Set KPIs for COR value, unsigned T&M Tags, and aging status
Customize thresholds and get color-coded health updates
Automatically send roll-up KPIs to leadership to spot projects at risk without logging in

See Subcontractor Performance With Contractor Insights Reports

Gain a real-time view of subcontractor COR and T&M activity with a suite of reports built for visibility and accountability. See open pricing, approvals, and contract status across trades so nothing slips through the cracks.

Identify CORs missing PCO numbers to clean up records fast
View one-page trade snapshots with pricing, T&M, and outstanding items
Summarize COR and contract status across all trades for billing meetings or owner updates
View open pricing exercises and instantly see who has and hasn’t responded
Export to Excel in one click for reporting, billing, or GC communication

Keep Owners Informed and Financials Aligned

Connect field changes with owner reporting so budgets and exposure stay transparent. Quickly summarize contract status, track allowances, and share clean, professional reports upstream.

Share clear summaries of COR exposure and change activity with owners
Track project allowances and contingencies by scope and cost category
Export or share reports instantly for full transparency.

See Exactly Where Every Project Stands

Make faster, data-driven decisions with real-time project insights

Spot financial risk early and stay ahead of exposure

Lead every project with clear visibility, and eliminate end-of-project surprises

What General Contractors are Saying about Clearstory Reporting and Analytics

“One of the immediate benefits from Clearstory was key visibility into what CORs we had received that had not yet been approved or processed.”

Ryan Carson

Senior Director of Cost Management Clayco

“We can look at a specific partner and compare their Change Order performance across several different projects and how their final costs may differ from their projected costs.”

Aaron Croteau

Senior Project Manager Balfour Beatty

“When you can see the big picture very quickly with dashboards and insights, it allows more room to do the other things that we have to do, so I think Clearstory is a must.”

Lana Sarchiapone

Senior Engineer Turner Construction

FAQs

Can I share data outside my team or project?

Yes. Clearstory makes it easy to share clean, standardized reports and summaries with leadership, finance, or owners. From quick snapshots to detailed KPIs, everyone stays up to date.

Do I need to change how my teams work to get real-time data?

Not at all. Clearstory pulls COR data from what your teams already do every day. There’s no extra data entry, and no new processes to learn. Your dashboards populate automatically.

How does this help my leadership or finance team?

Executives and finance leads can finally see clean, standardized data across every project without chasing PMs for updates. Roll-up dashboards show portfolio health, aging CORs, and risk by trade, giving leadership instant clarity to guide conversations.

How is this different from my PM software dashboards?

Clearstory gives you visibility into pending and unapproved COR exposure, helping you spot issues before they hit your budget. It’s the difference between reporting history and managing outcomes.