Clearstory’s Integration with Viewpoint Vista

By: Cameron Page  |  November 13, 2023

Clearstory is excited to announce our latest integration with Vista by Viewpoint, one of the leading construction management and financial software providers. 

Now General Contractors, Specialty Contractors, and Owners can push data between Clearstory’s Change Order Communication Tools and Universal COR Log into their already existing Vista project management workflows.

Improved Forecasting and Change Order Visibility

Clearstory is purpose-built to reduce Change Order Risk for all stakeholders with a shared, Universal COR Log and powerful workflows to help surface costs faster and reduce surprises. 

This integration allows Vista customers to effortlessly push Change Order Requests they create or receive in Clearstory directly into a PCO or itemized PCO in Vista. 

Beyond reducing data entry, this now gives companies clear visibility into what Change Order items have and have not yet been entered into their Vista budget, giving them the ability to ensure forecasts contain all COR exposure on their projects. 

Clearstory and Vista integration benefits include:

  • Up-to-Date Forecasting: Push sent or received CORs from Clearstory directly to Vista, providing immediate visibility into which CORs are included in Vista financials and which have not yet been forecasted. Instantly highlight whether or not financial forecasts account for all COR exposure that’s been sent or received. 

  • Seamless Data Flow: Eliminate error-prone, manual data entry with a streamlined sync of CORs in Clearstory to PCOs in Vista. Organize and manage Change Orders with markup and review tools in Clearstory’s collaborative Universal COR Log, and effortlessly push information to Vista. 

  • Streamline PCO Processes: Send data instantly to existing Vista PCOs or create a new Vista PCO directly from Clearstory if one does not exist. 

  • Instant Implementation: The best part is that this integration (powered by Ryvit) can be set up in minutes, not days or weeks. 

A Powerful Integration and Fewer Blind Spots

The most powerful aspect of this integration is reducing risk when it comes to collecting and forecasting Change Order Requests. By pushing sent or received CORs from Clearstory into Vista, users can see exactly which CORs are included in Vista financials and ensure the companies they are working with are aligned on what is outstanding. This eliminates surprises, ensures Vista forecasting is complete and accurate, and keeps Subcontractors, General Contractors, and Owners all on the same page.

Get Started

You will be shocked at how easy this is to set up. Schedule time with our team using the following link to see a live demo and discuss next steps for supercharging your process. Book a demo today. 

Cameron Page
Cameron Page

Cameron leads Clearstory as the founder and CEO. After 10 years as a Project Manager at Devcon, a leading design-build GC, he knew there should be a better way to track and communicate on Change Orders. He started Clearstory with a mission to help the entire construction industry get extra work processed and closed faster in order to reduce risk, waste less time, and strengthen relationships.

Ready to see a Demo?

Contact us to schedule a 30 min call to see if Clearstory is right for you and your team.