Clearstory + Sage 100 Contractor

The Fast & Easy Way to Process Change Orders.

Clearstory + Sage 100 Contractor Mappings

Clearstory + Sage 100 Contractor
Integration Feature

This feature sends Jobs from Sage 100 Contractor to an ERP project in Clearstory. This allows users to link Clearstory Projects to Sage 100 Contractor Jobs.

Integration Feature

This feature sends Cost Codes from Sage 100 Contractor to Clearstory for each Project. These values are used during the Clearstory Change Order Export Process, allowing Sage 100 Change Orders to be created with Job Costing information already applied.

Integration Feature

This feature sends Cost Types from Sage 100 Contractor to Clearstory for each Project and Cost Code. These values are used during the Clearstory Change Order Export Process, allowing Sage 100 Change Orders to be created with Job Costing information already applied.

Integration Feature

This feature sends Change Orders from Sage 100 Contractor to Clearstory for each project. The Clearstory user uses this list to select Sage 100 Change Orders to add items to and to calculate the next Change Order Number.

Integration Feature

This feature sends Clearstory Change Orders to Sage 100 Contractor with Jobs, Cost Codes, and Cost Types already applied. This saves time and improves accuracy compared to manually keying these items.

The Fast & Easy Way to Process Change Orders.

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Improve the Quality of Documentation

Eliminate handwritten T&M Tags in the field, confusing COR cover sheets, and error-prone COR logs. Bring clarity to all stakeholders on every project.

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Speed Up Processing Times

With our automation tools, T&M Tags and CORs can be processed in seconds - eliminating surprises and speeding up time to resolution.

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Improve Communication Between Stakeholders

Real-time messaging and mark-ups, along with a shareable cloud-based COR log, enables Sub to GC and GC to Owner communication, so everyone is always on the same page.

Important Notes:

  • This integration is built, sold, and supported by Clearstory using App Xchange.
  • A subscription to Clearstory is required for this integration (not sold by Trimble). If you are not a customer, and do not have any sales conversations in motion, we can help with an introduction to their change order automation experts. Let’s talk.
  • On-prem users: App Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.

Helpful Resources:

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Category

Change Orders Change Orders