Real-time Reporting. Fix Issues Before They Cost You.

Clearstory’s reporting tools give project teams and executives instant visibility into out-of-contract cost exposure by project or across the entire company. No spreadsheets. No chasing updates. Just answers you can act on.

#### 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

Real-Time Transparency That Drives Results

Clearstory’s dashboards automatically turn your project activity into live insights. Every T&M Tag created. Every COR status change. Captured instantly.

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.

$4M

In protected revenue-at-risk on a single project.

96.7%

Reduction in T&M Tag processing time.

100%

Fast, easy adoption across projects

“It used to take hours of digging through spreadsheets just to figure out how much T&M we were running. Now I can run a report by project or by customer in seconds. That kind of visibility helps us manage risk and make decisions.”

Alex Barger

Senior Project Engineer

Castle Contracting

FAQs

How does this help me get paid faster?
By showing exactly what’s submitted, aging, and outstanding — Clearstory helps you follow up faster and with facts.

How is this different from the reporting in our ERP?
ERPs are for finance. Clearstory gives teams live insight into actual T&M ticket and COR activity and workflows at a glance.

Can’t we use spreadsheets to track and collect data?
Spreadsheets don’t update themselves. Clearstory gives you live, auto-generated data — without any extra steps.

Will this help with GC accountability?
Absolutely. You’ll have clear, time-stamped data that shows exactly what’s been submitted, when, and how long it’s been waiting.