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.

COR & T&M Reporting and Analytics for Specialty Contractors

No Data Means No Leverage

Managing T&M Tickets and Change Order Requests on paper, email, and separate workflows means zero visibility and zero structured data, making it impossible to see where you have critical revenue at risk.

No visibility of open or aging items

Delayed approvals & missed payments

Lack of actionable documentation

See Where Your Money is Aging

Clearstory’s Days Aging Report rolls up COR exposure across every project, showing revenue sitting at 30, 60, 90, and 120+ days. One glance tells you where to focus. No spreadsheets, no guesswork.

Aggregated COR aging data across your entire project portfolio at a glance
Instantly spot which jobs have the most at-risk revenue for a pulse on cash flow risk and approval velocity
Filter by customer, region, or project to drill into trouble spots and improvement opportunities

Your Project Health in One Snapshot

Clearstory’s Roll Up Reporting shows you the financial health of every project across your business. Build custom KPIs like aging CORs, unsigned T&M Tags, or total exposure, then get a color-coded status update delivered straight to your team’s inbox.

Track company-wide metrics like CORs outstanding, aging, or at risk
Monitor flow and see how many T&M Tags are submitted, unsigned, or stuck
Automatically send project health snapshots to PMs and executives by email every week or month

T&M Labor Tracking Without the Spreadsheet Scramble

Clearstory automatically rolls up all T&M Tags on a project into a clean, exportable report that shows labor hours by type and approval status over time. Straight time, double time, overtime. It’s all there, ready to use.

Get a real-time view of T&M labor by type and status across the entire project
See how hours are trending week by week and spot where they’re getting stuck
Export to Excel in one click for reporting, billing, or GC communication

Smart Dashboards, Purpose-Built for Specialty Contractors

Real-time COR and T&M Tag status tracking

Smart filters for projects and GC customers

Ball-in-court visibility keeps approvals moving

How Castle Contracting Accelerated Approvals and Protected Revenue-at-Risk with Clearstory

Clearstory’s Customer Insights have helped Castle Contracting identify and protect revenue-at-risk, streamline communication with GCs, and proactively correct bottlenecks to streamline payments.