The Ultimate Change Order Software for Mechanical Contractors

Clearstory is the only Change Order Communication Tool purpose-built to align sheet metal, HVAC, and mechanical contractors and GCs on out-of-contract work in real-time to reduce risk for all stakeholders.

Purpose-Built for Mechanical & HVAC Contractors

From overtime to design changes to trade damage and more, there’s hundreds of out-of-contract work triggers for HVAC and mechanical contractors. Built for trust and transparency, Clearstory’s cloud-based Universal Change Order Log creates instant alignment with your GCs to replace the headaches and risks associated with paper T&M tickets and exchanging static, out-of-date logs back-and-forth via email.

Trusted by industry leaders

Streamline processes. Reduce risk.

Whether you’re documenting field-directed work or responding to design changes from your General Contractor, Clearstory will supercharge your workflows so your teams can stop wasting time on tedious manual efforts. Watch and see how easy it is to get started.

Benefits to power-up your business

Improve Cashflow

“After introducing Clearstory, our T&M write-offs were reduced by about 66%. Our GCs love the real-time Change Order Logs.”

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Gabrielle Lucatero
General Manager
Accurate Firestop

Reduce Lost Revenue

“Clearstory was eye opening. It was kind of that moment where it's like, I think you guys just solved a pretty major problem here, and did it fairly eloquently.”

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Rick Rice
Executive Vice President
Urata & Sons Concrete

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Strengthen GC Relationships

“Our GCs are wowed. They love having the live link and how the Change Order process is finally catching up with the times.”

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Clint Badger
Phoenix City President
Cherry Coatings

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Top-rated features for mechanical & HVAC contractors

Digital T&M Tickets
Cloud-Based COR Log
Instantly Price T&M Tickets
Change Order Templates
Customer Insights
Days Aging Report
Align on Allowance Usage

Digital T&M Tickets

Create T&M Tickets and capture electronic signatures with our ridiculously easy mobile app. Tickets are automatically logged with the home office, include time-stamped photos, and anyone on your team can edit and review.

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Cloud-Based COR Log

Clearstory’s cloud-based Change Order Log creates instant alignment between you and your customer. Upload CORs or use our templates to collaborate, track, and review Change Orders in real-time, whether your GC uses Clearstory or not.

Instantly Price T&M Tickets

Convert signed T&M Tickets into priced-out Change Order Requests using pre-populated labor, material, equipment and mark up rates. Combine signed T&M Tickets and submit accurate, professional CORs to your customer.

Change Order Templates

Protect revenue and prevent delays by submitting clean, professional, and error-free Change Order Requests that only take a few minutes to package and share with your customers.

Customer Insights

View the status of all Change Order Requests and T&M Tickets on any project at a glance. Access Days Aging and Labor Hours summaries and see average time between signature requests to signed tags and COR submittals to approved COs.

Days Aging Report

Never again wonder how long something has been “out there.” Clearstory’s Days Aging Report provides a comprehensive view of outstanding CORs across all projects. Quickly identify problem areas and drill into items to understand status.

Align on Allowance Usage

Tag CORs to allowance buckets as you submit them, track usage in real time, and keep your GC in the loop without extra emails or confusion. Clearstory helps specialty contractors move faster with accurate documentation and shared visibility that speeds up approvals.

Real-world Customer Success Stories

How Anderson Flooring Used Clearstory to Process and Close Change Orders Faster
“Clearstory is the single source of truth. There’s one version of the Change Order, and there’s one version of your Change Order Log- it’s one repository of all the changes in one project.”

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Raymond processes Change Orders in half the time
“Clearstory allows us to get our Change Orders processed and billed the same month the work is performed.”

How Shamrock Painting Saved 1,920 Hours of Processing Time Using Clearstory
"That's my take on Clearstory: everyone should be using this tool. It's been a huge time saver, we get paid in full, and we close out our projects seamlessly. It's been fantastic."

Want to see Clearstory in action?