Announcing: Clearstory Integration with PlanGrid

By: Greg Seldon  |  April 13, 2020


Clearstory Enhances Functionality with PlanGrid Integration

Let's face it, no one likes creating or receiving paper Time and Material Tags. With Clearstory's easy to use tools you can eliminate paper and professionally document your Time & Material Tags and Change Order Requests. 

But wouldn't it be nice if you could document directly on a plan sheet where the work occurred? Easily attach marked up pictures and drawings as back up documents for your Tags? 

Now you can by leveraging your data from PlanGrid. 

What is PlanGrid?

Seriously? PlanGrid is a leading construction productivity software. PlanGrid replaces paper blueprints, brings the benefits of version control to construction teams, and is a collaborative platform for sharing construction information like field markups, progress photos and issues tracking.

How the integration works

When creating a T&M Tags with Clearstory's mobile app you can:

  • Link the T&M Tags to a task in PlanGrid
  • Attach images from your PlanGrid project as supporting documentation
  • Attach Snapshots from your PlanGrid project as supporting documentation

Plangrid Integration


Once your T&M Tags and Change Order Requests are created you can link them to a PlanGrid task for reference. By clicking on the link in Clearstory it will launch you directly into the PlanGrid task in PlanGrid.

Plangrid task GIF


Do I need a developer to set it up?

Nope, you can set it up with just a few clicks. Click here to read our knowledge base article showing how it works and how you can set it up.


To get started, connect with one of our team members by requesting a live demo.


Greg Seldon
Greg Seldon

Greg Seldon is the Director of Sales at Clearstory. Prior to joining Clearstory, Greg ran procurement for Clark Construction’s West Coast division. After seeing Clearstory in action solving long-standing challenges, he joined the team to spread its reach across the industry.

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