Using HCSS + Clearstory to Convert HeavyJob Time Cards into T&M Tickets and Change Orders

Everyone for joining today. We're really excited to, to have this discussion. My name is Cameron Page. I'm the founder and CEO of ClearStory. We launched ClearStory about two thousand eighteen. My background is commercial construction, and, you know, it was based on my experience of why I started Clerestory, and our intent was always to partner with with companies like HCSS. So really excited to showcase this integration today and take things off. Morning, afternoon, everyone. My name is Michaela Halliwell. I'm the product manager at HCSS for our platform API and data. I've been with HCSS about a year now. And as you can see, HCSS APIs are the name of the game for me. So I'm really excited to be able to showcase what we can do and show off the partnership that we're very proud of with ClearStory. Hey, good afternoon everyone. Good morning, my name is Ian Sanborn. I'm an enterprise sales here at HCSS. Actually, I've been working with Ben and his team for well over the past year as they've taken on HeavyJob and now ClearStory. Been here about two and a half years. I grew up building power plants for GE, spent a bunch of years with Primavera and now enjoying my time at HCSS. Right. And my name is Ben Keating. I'm the business applications manager at Strike. We're in charge of our time ticketing our time tracking and ticketing system. So that's one of the applications or two of the applications that we support. And yeah, you're going to get started here. Awesome. Well, I wanna give everyone just a quick overview on, like, what how what the order of operations is for what we're gonna cover today. Most of you you know, we've we've looked at the attendee list. Most of you are probably familiar with but we thought it'd be good to do a quick overview on HCSS and then also a quick overview on ClearStory, which probably many of you are are less familiar with. Then we're going to, I think, kick it over to Ben, actually, and do a quick overview of Strike, some of the challenges they had before ClearStory and HCSS, and what it looks like using both tools together in the integration. Then we'll walk you through a couple slides that show you step by steps for how the integration works, like, the workflow is behind it. And then probably what everyone's most excited about, and I promise we'll get to quickly, is the, the actual demo of the integration. And it'll be great to have both Ben and Ian on to to chime in as Chris, goes through that. And then I think we'll be, you know, well ahead of the top of the hour to handle some questions, and we'd love to hear from you guys. It's gonna be great to have Ben on so he can share some of his insights from actually rolling out the tool the integration in the real world. But let's kick things off. Chris, wanna jump to the next slide? Yep. So I'll take this one. Thanks everyone. So as I said, I'm with HCSS and enterprise sales and really what I've been doing over working with Ben over the last year is taking what we know about how customers have used us for the past thirty six years in doing heavy civil construction, linear construction, infrastructure construction, and extending our applications so that they can be used far and wide. And when we find things that can be complimenting what our existing infrastructure, what our existing software suite can do, we like to partner with those organizations. So I first heard about ClearStory in June of last year and I was already working with Ben and his team on implementing HeavyJob. And as soon as I saw what it could do, I was super excited. They gave me a login. I was able to get HeavyJob connected to ClearStory without any kind of training in about five minutes. So I was blown away by the simplicity of it and really glad to be part of this conversation as it goes forward. Go ahead, Chris. So for those of you, I'm sure most of you know, HCSS, I see a lot of my colleagues here in the participants list. We've been around for thirty six, thirty seven years, depending on how you count it. Started off with HeavyBid on the estimating space, really grew into the operation space once we saw that all of our customers, they were helping bid jobs when they won those jobs and had to go execute them. We wanted to give them a way to capture that day to day information of what they're using for equipment, what the personnel looks like, are they getting good productivity because that would further enhance the credibility and the accuracy of their estimates, which was and remains our flagship product. So if you look at those operations products really concentrating on the people that are on the job site, and then we added the fleet piece to it because personnel and equipment go hand in hand on the job site. If the equipment's down, if it's not functioning well, that can really impede your ability to execute and perform. So we've added Equipment360, telematics, and all of these things are intertwined. So it is truly a unified suite. We have a bunch of out of the box integrations that work seamlessly. And I think when you see ClearStory connected to HeavyJob, you're gonna see an extension of that seamless architecture that we really try to use when we're going after both new customers and explaining to existing customers how they can compliment what they're already using within the HCSS family. So I refer to this as the like soccer deployment slide. When I was joking around yesterday, did say it looks like we're running a four forty two, but I think we might have too many men on the field. But this just goes to show all the different personas that are encompassed within sort of the user base of HCSS. So whether you're an office based person, either for estimating or in back office for field support, drafting, payroll, any of those kinds of roles on the left hand side, you're you're in constant communication and collaboration with the folks in the middle. The ones at the coal face, the ones turning wrenches, the ones bending iron. So those are your safety managers, your site managers, field engineers. And if you look across the industry, roles take on different names, but we all know who they are, right? They're the guys that are day in and day out recording what they're doing, how they're doing it, how long it took them, what issues came up, what pitfalls they've come into, what workarounds, but also how to document exactly what they've done so that your business could not only record your cost and productivity, but also so you can hopefully get paid. So we know, and I think Ben will go into this, we start talking about strikes specifically is that when you're executing day in and day out work, got to make sure you're still paying your people for doing the work. But if you can't accurately document and get approvals on the work you're doing on behalf of others, whether it's big bid work, whether it's field service work, work order management, you've got to be able to justify what you've done so that you can submit invoices, so you can get paid, so you can drive revenue. And that's what we hope to extend with this partnership with ClearStory. And then on the right hand side, of course, equipment managers can't work without your equipment. The ability to raise maintenance requests, to cite things that may be faulty with the equipment, to do your daily inspections and get that feedback from the equipment team so they can add it to existing work orders. They can create dedicated new work orders and also they can keep track of just how the equipment's operating after it leaves the shop, after it's been repaired, restored, what have you. So it's all seamless, it all works together, you guys can do additional reading on your own. And then industries we serve, we grew up in heavy civil, but really if you look at these and look for the commonalities among these different industries, it's about moving lots of dirt. So whether you're moving dirt because you're gonna put in a highway or you're gonna be doing some mine or quarry work, or you're doing remediation on a DOE site, all of that's about moving large amounts of earth and you need people and equipment to do so. And we have great estimating crew based tools to figure out how long that's gonna take. If you're doing linear assets, so you're laying highway, you're laying rail, you're laying underground communication lines, or even you're stringing up transmission lines, the idea of collecting that daily productivity of linear assets is something that we do really, really well. Again, we grew up doing trenching and piping, but those same techniques, those same ways of determining how you're making progress extend to other industries. And then lastly, I would say if you're doing self perform crew based work, no matter what industry you're in, if you're collecting that daily quantities, you're collecting costs for your people and you want to drive revenue from that work, that is your core competency, we can help you in what you do. So I'm going turn it over to Mikaela, she's going talk a little bit more about the APIs. Yeah, great. So now that you all got the lowdown on HCSS, what is the HCSS API? Well, if you don't know what an API is, it's okay. You don't need to. But an API is essentially a tooling set that allows different software systems to talk to each other. And in this case, ClearStory. So it allows us to talk to our own products behind the scenes. It allows our products to talk to your ERP or accounting system, and in this case, allows HCSS and ClearStory to talk to each other and send different pieces of data. It's essential to our to our infrastructure, making sure that data flows between systems, making sure that processes go faster. Some of the key features that I'd like to highlight that HCSS APIs offer, We do offer real time data within HCSS or your ERP or your CRM, you name it. We also APIs make it available for you to facilitate connections and integrations between different different tooling sets or different software management systems, or in this case, as we're very proud of with ClearStory. APIs also provide you a lot of customization options, flexibility to create custom reports, workflows, allowing you to tailor systems to meet your specific needs. And it's also very efficient to use APIs. By automating different repetitive tasks, you can reduce double entry, save time, improve overall productivity. So the story of our data is something that we love to tell, and now we have the opportunity to showcase how our partnerships are extending the functionality of HCSS products. So in summary, we're very excited to show what ClearStory has built alongside us and the functionality that's going to be available because of these APIs. So I'm going to pass it over to Cam and he's going to dig into really what ClearStory is and who they are. So Cam, all you. Yeah. Thank you. And before I dive into us, you know, I do I do wanna say that, you know, our integration strategy is largely led by customers. So our customers tell us the tools they wanna integrate with. And, you know, a few years ago, we had customers using both HCSS and ClearStory. And really, was customers that kinda connected us with HCSS. And, you know, HCSS has been around for a long time and, you know, integrations weren't always possible the way, you know, software was delivered back in the, you know, years ago. So I know this is a somewhat of a newer strategy for HCSS, but I've got to say, you guys have been awesome to work with. We partner with a lot of different companies, and it's super clear that HCSS is passionate about their customers and delivering value and then partnering with us to help deliver the value. So I just gotta say it's been great working with you guys. We launched the integration in the beta version about a year ago, and we've been working really closely with companies like Strike, but but, you know, many others who have been giving us feedback, and we've been able to work seamlessly with HCSS and continuously improve it. So it's been a really cool partnership. So so, again, excited to have this conversation today. So quickly about us, I'll go through a few quick slides. You know, we launched in two thousand eighteen, and we were really more so born out of the commercial construction industry because that's that was my background. And I worked as a senior project manager for a company called DevCon Construction for about a decade. And my biggest challenge as a general contractor project manager was I wanted to understand where I stood on out of contract work at any point in time. And the challenge was that to do that, there was a bunch of manual workflows I would have to go through. And so that was really the idea behind ClearStory was how can we connect stakeholders so we can all be aligned on what's outstanding when it comes out of contract work? And so we'll kinda quickly walk you through some slides that show sort of our point of view and how we how we solve that problem. And our our high level philosophy is that when T and M tickets and change orders accumulate on projects, risk increases for all stakeholders. So a lot of times, you know, we think about this internally for us. But as a general contractor, if change orders are stacking up and maybe I'm not aware of it, that's gonna impact my trade partners and specialty contractors I've hired. It's also likely gonna impact my client. And so our whole focus is how can we reduce that outcome so that at the end of the job, there are no outstanding change orders, and we can close out faster and move on to the next one. So why that happens is sort of what we call the change order gap. So everyone in the industry has invested in their own internal financial system of record, whether that be an ERP or a project level budgeting tool. That's where we house our forecast, our costs, and project our profit, you know, for our company. And a big part of what impacts that forecast and that profitability is changes in out of contract work, and that's where the change order gap lies. How do you align with the different stakeholders you're working with on what's outstanding? And so it's not just a challenge of alignment, which most companies use a change order log to send back and forth to understand what's outstanding. It's also about surfacing cost faster, and a lot of our tools work together to replace some of the manual documents that exist today. Primarily paper T and M tickets out on the job site. Obviously, there's common pitfalls of those. They're hard to read. They're slow to get back to the office. They have to be manually priced. And then once they're repriced, reviewing all the documentation is another series of back and forth emails. So that change order gap is really where we focus. We focus on speeding up the processing time for those documents. We focus on creating alignment and transparency around what's outstanding. And then we offer a suite of tools to help streamline the the review process, and track revisions and things like that. Chris, you can jump to the next slide. And, really, what we're trying to do is and and, again, the reason why we partner with companies like HCSS, is we're trying to help get data that's floating between companies into your system of record as as fast as possible. And so, again, the the kind of key areas that we focus on are, change order requests. So instead of emailing those back and forth, you can submit them through ClearStory, and they're logged automatically from both parties. We become your change order log on your project where both parties can align on on what's outstanding. And then we have a bunch of workflows like our digital T and M tags, which I think would would be the really big highlight of today. That's, like, a key point of integration we have with HCSS and definitely Ben's use case. Then one of the other big features we have is what we call change notifications where you can distribute pricing exercises, design changes. You can also authorize T and M work out of that tool. You can set deadlines of when costs are due and track who's responded and things like that. But all of our tools work together to help get data into your system of record so you can ensure when it comes to out of contract work, your forecast is accurate, as possible. So, again, how it works is, you know, a lot of, what we'll focus on today with the integration is really for self perform, contractors. So the the the focus of the integration, today is gonna be around creating digital T and M tickets and the and the process of taking that from a time card information to a T and M ticket to a signature, and they'll also show you how you can automatically price those in our software. But a big way, like, a general contractor uses our software is they will invite their subcontractors to ClearStory to a project, and they'll have their subcontractors upload or use our workflow tools to track out a contract work. And that way, the general contractor in real time can see what's outstanding. Then the g GC can also use this upstream with their client. And I think Ben will be able to touch on some of the work they've done with their clients and and the impact they've they've seen using it upstream. So I just wanna point that out that there's a lot more to our our software. And before we, you know, jump into the demo, we'll quickly walk you through how it works sort of as a stand alone with ClearStory, the workflow behind it. So go ahead and click start clicking through this, Chris. I'll give the voice over. So the easiest way to get started with our software is actually not use any of our workflow tools and just simply use us as your change order log across all your projects. Because most companies track change order logs in Excel, it's hard to get a sense of what your customers are seeing across all your projects. And we solve that problem by becoming, slow down for a second there, Chris. We solve that problem by becoming your kind of standard change order log across all your projects. And what's powerful about it is you can send a shareable link to your customer and tell them, hey. For the rest of this project, this is gonna be my digital change order log. It'll always be up to date, and all the files associated with everything I've sent will live here as well. And so it's a good way to keep your customer up to date on on what's outstanding. And then through integration, with either ERPs, project financial software, but also HCSS, you can use us to compare what's in your system of record and make sure what your client sees matches what you're forecasting internally. What's cool about that is you can get started in, like, five minutes with our software and and to have your change order log, go through us. But then as Crystal clicked through here, I'll just quickly walk you through some of the workflow tools. So what a lot of people gravitate towards initially is solving, T and M work. You know, as a general contractor, this was the bane of my existence is my my superintendents would sign off on extra work authorizations out on the job site, and I wouldn't find out about it until months later. And so that's that was one of the big problems that we wanted to solve. So our mobile app is super easy to use. You can document labor, material, equipment. If you upload your rates into our system, those are all drop down selects, so it's super easy for foreman to create. You can request digital signatures, either directly on device if you're standing there with a site supervisor, or you can send them via email just like DocuSign. And then once the tag is signed, you know, one of the simple but really powerful benefits is that it's instantly logged back in the home office in a T and M log so you can see across your your entire company. And the final step is that if you have your labor material equipment, your change order labor material equipment rates stored in our software, you can automatically price those T and M tickets into change order requests, submit them through our software. They're automatically logged. So workflow for many companies that's that can take thirty, sixty days can be done in a matter of minutes. So it's a pretty powerful, workflow that we've built out. We're not gonna focus on, like, all of ClearStory today, but we did just wanna use that opportunity to kind of show you guys end to end how our software works. A lot of the focus today will be on time cards created in HCSS and how those roll into T and M tags in in ClearStory. But let's kick it over to Ben. And Ben would love to hear some background on on Strike and and go from there. Thanks, Cameron. So, so Strike is a midstream oil and gas pipeline and facilities construction company. If you're not familiar with us, that's what we do. We do a full range or a myriad of services that we provide, including construction. There's also maintenance and integrity. We also do cathodic protection as well and other specialty services that really just span the lifecycle. And I say oil and gas, but we're also working alternative energy as well. So I'm not going to spend more time on that. I'd rather get into some of the challenges that we're facing. And before I dive into these, I really want to say that when we entered into, we currently have a ticketing system that we leverage. But when we entered into it and went to market for this, we were looking to really move away from paper tickets and some of the issues we face with paper tickets and move to a more digital landscape. And we also did a step change in a bit. Instead of, you you sign the paper ticket, that sort of thing, and it feeds in where they key the data in, we wanted to move that logging closer to the business. So, we'll get into that here in a little bit about moving that work to the field. But ultimately, we wanted to replace paper, move to more digital, get the time right, and eliminate some of the back and the forth conversations or communications issues with legibility. Is this time right? Is it not right? That sort of thing. And the sooner we get it digitized, the quicker our clock starts as well. So I have in here as well issues with client signatures. It's more a cross of issues around that. So it's not just as the client there, that sort of thing. It's also about have we put in the ticket? Do we have the information? Are we storing those? Do we have a stack of tickets in the truck? For us, we needed to make a ticket for each, or excuse me, all of the time against a cost code. So if we have multiple cost codes on a job, we needed to create separate paper tickets for that information. And at this point, we are capturing the time in the field on those paper tickets. We also may need to get a wet signature on those tickets. So we wanted to kind of transition away from the wet signatures into more digital signatures, and also just getting the time right. So that was really ultimately when we set out to do this project and switch over to HeavyJob that's what we were looking to do. There's also too some of the challenges around multi phase time cards. I mentioned a minute ago that we need to create a paper ticket for each of the or all the time against a time card. With HeavyJob, we don't need to do that. So we can actually have a multi phase time card, and we'll get into the benefits. But we can stage that time card out, and we no longer actually need to create a paper ticket for that. The integration with ClearStory is going to handle that for us. But anyway, multi phase time cards and the ability to do that is something else we're looking for and HeavyJob helps us handle that. So you can move into the next slide, I'll get into the benefits of that. With that Multi Job Time Card, if you're familiar with HeavyJob, you know there's the feature called Copy Time Card that's really nice. What that allows you to do is really copy over a lot of the relatively static data on a job. We're talking about crews and equipment. Some of those things don't change for a few weeks, sometimes months at a time. So, that, you can copy that static data over, and then the folks can focus on the more dynamic data that's in that, or the nature of the work for that day. So what we did, the work we did, the number of hours, was the crew there, not there, That sort of thing. And with this integration now with ClearStory, we can still copy and replicate the multi job time card, and yet each of the cost codes that are flagged as T and M and HeavyJob will flow or integrate into ClearStory as a separate ticket that we have. And that's beneficial for us because now we can log or write. That ticket may be for a certain client engineer, a certain superintendent. We may have a separate WBS code that we need to assign that time to. Could be for a different location on the job. But with the integration, I get the benefits of having a single time card, yet the integration will actually split that out into separate tickets. The other part of that too with us, we actually leverage a HeavyJob to do our payroll. So we know the time is going to get there quickly and accurately and everyone's going to fill out their time card because they want to get paid. And what that helps us do is actually get the time right and get it right the first time. And it really accelerates our ability to move it over into a ticket from the revenue side of the fence. The other part of this is I mentioned being closer to the work so they can we wanted that time entry to be with the folks that are closest to the work as opposed to handing it off. With the utilization of HeavyJob, we're able to do that now. And the other part of that is I can capture what I used to have a wet signature. I can capture a digital signature on the ticket in the field on my mobile device, my tablet, my iPad, whatever it may be. We can actually capture that at that point in time. If the client reps are not there, we also have the ability with ClearStory to digitally send them a ticket for signature that they can sign remotely at their desk if they're back at the office. So we're starting to get quicker signatures by moving to a more digitized phase. And the other part of that is the quality of the data that's entered. It feeds from HeavyJob into ClearStory, and then we actually integrate with ClearStory as well in their APIs and pull that down into our invoicing system. So the time I can actually track kind of that cost all the way to revenue, kind of the full cycle, I'm accounting for every single minute, every single dollar from a cost perspective to a revenue perspective. And so, for us, that's very valuable. We're leveraging HeavyJob to do capture the utilization of the work. And I think you're going to demo some of this stuff maybe later, Chris. I don't know. I don't mean to throw a wrench in it. But one of the other parts too with HeavyJob, they do have cost adjustment or attendance codes that you can leverage within HeavyJob. We like to track all of our time in HeavyJob. So even if we're not working, we want to track that time as well. We want to know what types of costs, it's really colors of money, but what types of costs are hitting our job? Does that equating to productive units or budgeted units? And with ClearStory integration, you can configure which attendance codes you want to flow into ClearStory on your ticket from a revenue perspective. So you may actually have some billable attendance codes, like standby time or guaranteed time or something like that. You can configure that in ClearStory, and it'll actually pull over and show as a separate line item on your ticket. And that creates that transparency that Cameron's talking about. So that way, when the client reps are looking at it, they can see, hey, there was some standby time on this particular ticket. It's two hours, whatever the time may be. Or if there was weather delay or something like that, we want to show that to them so that they understand what type of time is on that ticket. And with this integration, we're able to do that now, which is really nice. And it really minimizes the amount of disputes and the back and forth, the opportunity for disputes, having that digital signature in the field as well, The client reps are closer to the work if they're there, so they can sign off on the work. And again, that's going to minimize opportunities for disputes the further they get from the actual work. The other part of this too is just the admin entry. We've kind of did a shift in that, where instead of just doing the data entry now, they're also able to assess the quality of the data entered. Did we cite the right client purchase order number or internal work order number? Are we having the right data on the actual ticket? So even though we log the time in HeavyJob, you do have some leeway within ClearStory to make some adjustments if you need to, if there's some other metadata that you want to add to that particular ticket that's pertinent to the client, whether it's a AFE number, a WBS number, a location tag, whatever the case may be, ClearStory allows for that. So that's working well for us. Yeah. It's awesome, Ben. Just staying here for a second, Chris, too. I I you mentioned, you know, Michaela talked about HCSS' APIs, and we have a very similar API strategy as well. And, Ben, I, you know, I I've forgotten that you had built a whole another push to your back end ERP, using our API. So it's pretty cool. We're taking data from HCSS, moving it to ClearStory, customer signing it. And then do you wanna maybe just expand and touch on the the integration that you guys built on your own using our API? Yeah. I I can definitely do that. We we actually pull in all tickets now regardless if they're signed or not. So even though and we just to take a step back, we log time as straight time. That way our invoicing system can calculate overtime and the appropriate overtime rules, because that can be based on the location, the contract that we have with a particular client, Whatever the case may be, those rules can be applied at that time. So, yes, we built building on the APIs that you expose. We actually pull down those tickets routinely. I think we have it. I don't know what the timing is that we have for it. But all of those tickets we pull in, we track the status changes from ClearStory into our system. That also gives us further visibility when we do our reporting internally about understanding that aging ticket timeline and our ability to shrink that timeline from when the actual ticket was created to when it gets signed. We're trying to get that as little as possible. That way we can invoice for that particular time. Yeah. Awesome. So when we you know, now I'll dive into a quick workflow and how the integration works, and then we'll kick it over to Chris and do the demo. But before I do that, you know, one of our company, like, core values is keep it simple. And, like, when we were early on talking about this integration and thinking about, like, what are the two main benefits that we think this is gonna drive for for mutual customers? And it's always better hearing from the actual customer because Ben obviously expanded on quite a few more benefits that that he's he's seeing. But, the two ones we thought of actually work together, and that's kinda what I'll focus on with the workflow is the first one is, you know, you're already having your crews fill out time cards in HCSS HeavyJob, and they have that amazing feature where you can create a copy. Right? So, like, a lot of the data entry is already significantly reduced down. But, traditionally, whenever there's a T and M ticket that needs to get signed, that's then going to another creation process where the foreman's having to either fill it out on paper. Maybe there's a separate tool that's a digital PDF form that they're filling it out, but there's more data entry. So the really cool thing about this integration, you'll see that any items that are coded and marked as T and M in the HCSS time card automatically get created in ClearStory. And that's where the second big benefit of the integration comes in. And, Ben, it'd be good to hear kind of your your thoughts on this too. But what we've created is basically what we call it's a bit of a mouthful, but we call it a time card T and M log. And so, basically, every item from any time card across all your projects that has that T and M flag on it is listed there as a line item. And what that means is that all those line items need to have an associated T and M ticket not only created for it, but ideally signed for it. And so we basically tie out those two business processes together. Because like Ben mentioned or maybe as Ian had mentioned, when you're doing T and M work, which is obviously very common for all of us, you're paying your crews to go do that work that day, and then it's your process to go get recouped for that cost and obviously make make a fee on it. And there's two challenges there. One is the speed in which you do that, which hopefully you'll see how much we reduce that. But the second is just making sure you've captured it all. So, Ben, I'd be curious to see if you could touch on that from your perspective. Yeah. A hundred percent there. So that's another challenge we have is that time sitting on a paper ticket somewhere. How do I, you know, how do I know? Where's the visibility there that I can get, you know, as a PM or something like that to understand where that time is? Because we put our time into HeavyJob from a we have to put it in there to get paid on it. That time if it's on a T and M ticket is going to go to ClearStory automatically. So they're worried that way I know when the clock starts, that time is no longer stranded. It's not sitting on a paper ticket somewhere in truck or you know, underneath the seat on the dash, wherever it may be. And not that our crews do that, but you know, it happens, you know. But, you know, at the end the day, does provide a level of that that visibility that we're talking about that this integration helps provide for us. So that way, we really get a true sense of kind of that aging ticket. We know exactly when it was logged, when that time was logged, and that clock can start almost immediately. Yeah. That's great to hear. I mean, that's that's the way we envisioned it. And and I'll I'll walk you through just kind of the clicks here, and then we're gonna kick it over to Chris to do the demo. So and we've already touched on this. We can go relatively fast, but I'll let you click through this, Chris. So, obviously, the first step is creating a time card in HDSS. And then once a user on any of the line items within a time card and this is kind of where Ben mentioned the multi I think you called it multi phase or multi Costco time cards. However many items in there are marked T and M on differing cost codes. For each Costco, a T and M ticket will be created in in ClearStory. So you might have one time card with three different T and M items on it. We'll create three T and M line items in that log I mentioned, to go have a ticket created against it. All the user has to do is click a button, and we pull in that data from HCSS, and it fills out the title, description. It fills in all the labor line items, all the material items, all the equipment line items, you know, whatever you set up and configured to have pushover will automatically push over. And that's where Ben mentioned, like, we do give the user the ability, your foreman, the ability to add additional notes, add one off items that maybe aren't part of the time card, add maybe subcontractor information, take photos of the work. So there's a bunch of ways you can further enrich the T and M ticket, but the baseline data all comes over automatically. So it saves that that foreman the time from having to go fill it in and transcribe it from the time card. And then once the ticket's created in ClearStory, it works the the demo today will focus on the website of things, but the our mobile app works exactly the same way. You can use it on a tablet or phone, both iOS and Android. And that's where our workflow for getting a signature comes in. They can sign directly on the device if the site superintendent is there from the client. If you work in the Bay Area, all the site superintendents leave at two thirty to beat traffic, so you might not see them on-site. So that's where our digital signature request workflow comes in. So if they're for some reason not there or not available, you can email it to them for signature request as well. And then it goes into our workflow where, you know, Ben's workflow, they push it to their ERP, and that's how they do their invoicing. Many of our customers using the integration then take that ticket in ClearStory and convert it to a change order request, using our automated workflow so you can further save save data entry. Anything I I missed there, Ben or Ian? K. With that in mind, Chris, why don't we hand it over to you, and let's jump into the to the demo. Yeah. Absolutely. So I'm gonna start here in HeavyJob and kind of that time card creation that you are all familiar with. With the integration, what we do is we map a project in ClearStory to HeavyJobs, so we've got a one to one relationship there. I'm gonna go ahead and here and choose I'll go ahead and choose two Costcos, and what I would imagine a lot of the workflow that the participants in the webinar are using is or having is whether it's a cost code that's defaulted as T and M or a cost code that's not. And with the ability to flag your cost codes as T and M on the go, whether it be in the mobile or the web, you can simply use that workflow to create more T and M tags. I'm gonna go ahead and focus on my extra work cost code here. So some of the items that we pull over in the Clear Story, would be today's quantity. We also pull over public facing notes. I'm gonna go ahead and type notes here. That way you can visually see where this pulls over. Let's go ahead and choose three individuals. Alright. And go ahead and give everybody eight hours here. Now with the hours, we do account for nonwork hours. So if there's a scenario where you've got drive time, training, etcetera, we account for the, for the nonwork hours. We also account for any sort of cost adjustments, whether that is, you know, your travel, your per diem, etcetera. Those will all be accounted for as well too. We'll pull over material and equipment. Again, anything that is in that cost code that's flagged as T and M, we'll pull in a ClearStory on a T and M ticket. And what triggers this is when we click submit. So now I wanna get you guys kinda grounded here in in ClearStory. What we're currently looking at is our time card T and M log. As Cam had mentioned, this is available on both web and mobile. But what this log is is really your individual time cards or individual cost codes from HeavyJob that have been flagged as T and M. They'll be broken down into their own cost code. But where this log gets really powerful is ultimately the statuses. So we can quickly see what has or has not been converted into a T and M tag. And again, this is available on both the web and the mobile. I'm gonna go ahead and pull my top item here. And that wrench that we had mentioned, By clicking this wrench, I can now convert that cost code from the time card into a T and M tag. So on my project name, I've got my cost code and the date of work performed. Our title will default as the cost code description and the cost code. In our description of work here, we'll see the foreman who was on-site, the cost code, the cost code description. Here's my today's quantity as well as my notes that I had mentioned, and here's my labor effort. I did not add any material or equipment just for simplicity of this onto this T and M tag, but that pulled over directly from from HeavyJob. Now this being available on the mobile, your foreman or super in the field would have access to pull this up on their mobile app and capture signatures. Looking at the the web workflow, so if I put my PM hat on, I can actually sign on our behalf, and then I can request a signature form from my customer. So via email, I've just created this team or through the web, I've just created this tag, and I've requested their signature via email. I can see here that I am awaiting signature for this item. And kind of continuing the workflow. So if we put our our future hat on and we fast forward to once this T and M tag has been signed, I'm gonna pull this item number twenty six here. This is an item that I'd previously gotten signed. And I guess before I go there, our T and M log is what we're looking at now. So we have all of the T and M tags that are either company wide or if I start filtering down to get project specific, I can quickly hone in on those T and M tags. I've got a summary at the top that really gives me my exposure. But moving into kind of that next process of taking that T and M tag and turn it converting that into a change order request, I can do that with a few clicks of a button. So I'm gonna go ahead and select this wrench for the T and M tag that I wanna convert into a change order. All of our information is gonna be here prepopulated again. Because I've came in on the front end and actually uploaded my rates to be project specific, I've got my rates that are associated with each of these individuals. So with a few clicks, I can actually turn this into a, into a change order request. We do have below the line items as well too, so your tax, overhead, profit, bond, etcetera. If there's any sort of additional adding that needed to be done, we can do that either on the web, on the on the tag stage or the the change order stage to make sure that you've got this in a place where you want it to be, before you fire it off to your customer. And with another click of the button, I'm gonna preview this, and I can go ahead and send it. I'll give you a a quick overview of what this looks like. Your company logo will appear here. They use some some free marketing space to display ClearStory for today. But I have my my change order request here at the top, and that's gonna be followed by my T and M tag, my labor effort there, and it's gonna be signed by both myself as well as my customer. And just to pause here, Chris, I think just to you know, we're we're going through this fast, but what I would just point out is that, you know, what what Chris just did was he created a T and M tag. He submitted it for signature. You know, we kinda skipped the signing process, but we can we can walk you guys through that. But then as soon as it was signed, this you know, before it was signed, this PDF was automatically created. So you didn't have to, like, export it out of the system and save it somewhere and then email it. And then because the rates were loaded into our system, we automatically priced it as a change order request, and we packaged it with the T and M tag. So one of the things that we we didn't demo here is that if you're just getting a a ticket signed every single day for a week's worth of work, at the end of the week, you can go in, grab five tags and bulk select on the T and M log, and you can automatically convert all of those five tags into one change order request. And we'll we'll automatically create the full PDF package of the change order request cover sheet. You can also insert your own cover sheet, if you have something different that you're you're required to use or maybe you have a company letterhead. You can also attach additional backup files, but every TNAG along with the pictures automatically gets attached as well. So there's no more, like, exporting the PDF to a file folder, opening it in Bluebeam, stitching together all the documentation. Like, we automatically do that, which I think sometimes we kinda understate just how much time that saves. So I just really wanted to to pause for a second and point that out, Chris. But but go ahead and click submit, we can keep going here. Perfect. Go ahead and submit, and then that will actually bring us into our live change order log as well too. So we do have a a T and M log as well as a a live change order log. And the change order log is shareable with your customer. They don't necessarily need to be a ClearStory customer. You can actually, invite them to your project when you start the project. Kim, is there anything else in the product you'd like to point out, or should we move towards the q and a? I think if you just click on the dashboard real quick, I can just touch on how our tools work together. And, Ben, if there's anything we missed in the demo that you wanted to point out or that you thought would be useful for the the folks listening, that'd be that'd be helpful as well. But what what I'll mention is just, like, a few quick things is, one, our cloud based change order log, like Chris mentioned, there's a sent side and a received side. So if you're working with downstream subcontractors, you could invite them to a project in ClearStory, and every change order request you submit on the project or they submit to you will automatically be logged. If you're using ClearStory upstream, you're gonna be working off the sent log, which is where Chris is today, and this is every change order request you've sent to your client. What's cool about sending change orders through our software is, like, we can tell you when the counterparty has opened it, for example, which is really important because if they've missed the change order request that you sent, that could be a risk for them that they're not aware of. And so, again, giving that ability to see that insight is just really powerful. This is the same log that you can share to them with a with a shareable link. If they're a ClearStory user, they can log in and see what's been sent to them, but they don't have to be a user for you to use our software with them. It works just like DocuSign where they'll get email. They can sign something and and move on with their life, or they can create a free account, log in, and see what's been sent to them. And then we have the T and M blog. We won't touch on it today, but we also have change notifications where, again, if you're working with downstream subcontractors and you wanna pre authorize the T and M work, you can send them a change notification, and it'll open the T and M tag for both of you to to view and watch. And then we won't click on it right now, but we have a suite of analytics so you can kind of visualize your change order risk. Because you're submitting documents through our software, we have a really powerful days aging report. We also have a bunch of downstream and upstream reporting that you can leverage as well. And I'll pause there. Ben, was there anything we missed, or we we cover the basics? Just a subtlety as, you can actually if you do set up your clients in the in the system, you can set them and toggle them to some some clients may have a person that needs to review and approve the tickets whereas other you may have a different rep that can approve or review the change order. Obviously, you can enter them in each time. But I find I like I think a nice feature is, you know, my change orders are going to go here. My tickets are going to go here. And you can set that up. I mean, just some minor things. It's more around the configuration of when you set up a job, you know, that sort of thing that I'm just I'm just letting the folks know that, you know, the tool does allow a few options like that. Yeah. For sure. And that was really helpful. Yeah. We have a pretty robust permissioning system, so you can sit decide who gets to see the change order log, who gets to the DNMO log, stuff like that. I think the last thing to touch on too is just the setup. So, Chris, maybe jump back over to that slide. But Ian or Ben or whoever wants to chime in, it'd be helpful to from your perspective, obviously, we're gonna tell everyone that's really easy to use, but you guys actually used it yourselves, and it'd be good to hear from you guys just how easy the setup was. Ian, do you wanna do you wanna go first or second? Yeah, I'll go first because mine's probably shorter. I mean, from a presales perspective, a lot of times when you're talking to potential customers and you say, we have this integration, as a former consumer, I'm always, show it to me. I want to see it. So I would say setting this up to sort of demonstrate the capability so you can see what happens, you can see how it works. It literally, as I said, it took me five minutes, maybe ten minutes. The guys gave me access, I figured it out. As I always say, when I make excuses, I'm a mechanical engineer. I'm not a CS guy. I was able to get it. Obviously to set it up so that you have it tuned for your particular needs to actually make it production worthy as banking get into take some time. But I would say it is very straightforward. So it's the kind of thing, if you want to spin it up for a couple of projects to test it out, I don't think you'll regret it. It doesn't take a lot of headache to get set up. And I think the value pop is really straightforward and easy to understand. Obviously tuning it to make it work for across all your projects, across the different use cases, that's always gonna take some work with your team, with the ClearStory team to get it right for you. Yeah. And to add to that, Ian, too, like, we are all about piloting. You know, we have the luxury of, like, being pretty confident in our software and, like, that the fact that it's gonna deliver value. So for us, like, we love getting customers just into a pilot. Like you said, the integration is super easy to set up. ClearStory in general is also really easy to set up, so it gives us the ability to run those pilots pretty efficiently. So if anybody's listening and wants to take on, like we offer a free pilot. So it is time bound. We don't give it away for free forever. But and and then I think you started on a pilot with us. Yeah. Yep. Yep. They're pretty easy to get set up as well. One of the things we didn't touch on, we talked about earlier in the week in one of our conversations, as projects or jobs are set up in HeavyJob, they are available to pull into ClearStory as well. You know, and you have the leverage to determine which jobs you want to map into ClearStory, which ones you don't want to map into ClearStory. But, you know, with a quick, honestly, a swipe of a slider, I think it is. It'll actually pull that job detail over the address, the information. Any of the information you have in HeavyJob, a lot of that's going to pull over in the ClearStory. And that job is set up. And then you can auto link it in literal literally a matter of minutes. Yeah. Cam, Chris, think this is bunch of stuff queuing up. Yeah. There's some really good questions in here, which I'm very excited to answer. And if we don't get to answering them in the next ten minutes, I will make sure that we email you guys and and respond to your questions. A lot of these I can kinda take, but I'm sure, Ian, you'll and and even Ben, you'll need to chime in on a few of these. The first one, it was from an anonymous attendee, I don't know your name. But it says, if our DOT has required a force account form, can ClearStory export slash match their form format? So I'm happy that question got asked. The way we do it today is somewhat manual. But, basically, in that PDF creation workflow, we give you guys the ability to slip in whatever cover sheet you want. Obviously, that would mean that you would need to fill it out. So one of the things our engineers are, like, hard at work on today and focused on it is creating a forms library within ClearStory so that, you know, the inputs would all be done in the ClearStory side, but the output, we could we could match the DOT. So we're working with a few customers today with a few initial DOTs to start start testing that out. So whoever asked, like, please reach out to us and we'd love to see what that form looks like. Yeah, I Googled it pretty quickly. I would say yours is definitely sexier. It looks pretty straightforward. So I think for a lot of these, and I'll is the core information is almost always the same. It's just how is it arranged on the page? What order are the columns in? Do you have to have headers? Do have to have a custom numbering system? But I think as you have different customers, if you go towards a standard template and and ClearStory can help you guys with that, I think that that will if you I'm I'm I'm just looking at the different one. It's pretty straightforward. So No. They they totally are same data. It's just how we're gonna arrange on the page. Yeah. No. They totally are. And we also empathize with our customers that you have to go then sell your DOT on using a different template. So our approach and and many of our customers do that, by the way. So, like, it's just your level of what you wanna take on. But our approach has been, let's remove friction. So that is something we're looking into to to actually do, because I think it could be a big opportunity for us. So we'd love to hear from you if you do that. The next one was we do not track or manage materials HeavyJob, only labor and equipment. How would we get the material data to ClearStory? So that's kinda what Ben mentioned about, like, further enriching the T and M ticket in on the ClearStory side. And the way the setup works is you will import your labor rates, material rates, clear and, equipment rates into ClearStory. And using a, unique ID, we match them together. So if you import your material list into ClearStory, it's available on a drop down select for your foreman to select from. If they then select that item, it'll automatically pull in the pricing item when you go to create the change order request. And if for some reason they type in something custom or manual, you know, a one off, it'll still pull in the data, but it obviously, there won't be any rate to associate. So you could just type in the rate at the time of creating the change order request. There's a lot of flexibility to it. Next question. How do you submit an agency's l and m breakdown sheet? Is that possible, or do that need to be made custom? We sometimes have that required by clients, more so on public side. And I kind of relate that back to my previous answer. Although we make it very easy to attach supplementary documents to your change order request package. So if there was a labor sheet that you needed to attach, you you could very easily add that in. Jennifer Giladi, if that is Giladi, we're we're we're also in the East Bay. I think you guys are in the East Bay. How customizable is the T and M report? How are rates and markups calculated? Don't It's about rates I think there's another question about where the rates are stored. So I think kind of articulating HeavyJob customers of course know that they have their cost rates, right? In HeavyJob, you guys also have rates. So I think kind of articulating what the distinction is, or if it's a distinction without a difference and sort of how those are applied when you use ClearStory. That's right. Yeah, we store your change order rates. Whereas I believe in HCSS you store the actual cost rates, right? We can store T and M rate sets, but for most of our customers are using the cost rates for, yeah, as Dan's chiming in offline. We do store both, but primarily it's the cost rates for you to do Yep. Your costing. Yep. Got it. How customizable is the team report? How are rates and markups calculated? So we, the actual PDF that we create is not super customizable. So it's kinda like what Ian was mentioning. It is I will say it is very clean, crisp, and professional. The the rates and markups, can be configured in a number of different ways. What you can do with all of your rates, including markups, is create groups of rates. Those certain types of projects have certain markups. You can preset those in your ClearStory account. And then when you create a project, you can select those from a drop down so that that rate markup section applies to every change order request. And then furthermore, it can be customized individually for a project. So if the contract has bonding or OSIP or, you know, whatever those markups are, you can custom configure it on on the project level as well. Next question was just to confirm if a cost code is retroactively marked as T and M in HeavyJob, ClearStory will still create a T and M ticket. I believe so. I see Ian nodding. Yeah. I think if you go back I've got this one. Go back and flag it. Go ahead. Yeah. So so there's the concept of once you've created a T and M tag out of a out of a time card from the time card T and M log, you have a time card created. I'm sorry. You have a T and M tag created. If there was any sort of update that you wanted to do once the tag has been created, you can delete the tag, you can unlink that time card, and then you can create a new tag out of the revised or updated information from that time card. Yeah. I think Chris, what he's saying is, like, say you submitted the time card, and then whoever's reviewing the time card said, hey, guys, that should have been T and M. And they go back and revise and flag it retroactively. ClearStory will pick it up on the next API run. Yes. Which anywhere between one to two minutes. Yep. Awesome. Another question from Jennifer. What about Caltrans capable of FTP protocol? So some of the customers that initially drove us integrating with HCSS are also Caltrans contractors. We don't today integrate with the FTP protocol, although we are having conversations with our friend at Nice Touch about potentially integrating there or working together somehow. So I'd be happy to do a a sidebar and give you an update on just kinda, like, where that that conversation is. Let me keep jumping down here. How much is the cost to have ClearStory added to our HeavyJob? So it is a separate license, so you would just need a license with us. Our pricing model is similar to HCSS where it's based on price per user. And I would say the cost is similar to, like, another module you would buy with HCSS, maybe a little bit less, to be honest. But we're happy to walk you through, like, what that pricing looks like. But it is a user price, annual license, you know, pretty similar to how it's structured with HCSS. How does the end user receive the notifications of a pending T and M ticket? Email, question mark. And does that email have a link to the T and M ticket? Yeah. So if you're if you're familiar with DocuSign, it's super similar. It's you know, you get an email. There's a big link that says, sign T and M ticket. They click it. It opens a landing page. And, again, the really important thing to stress here is, like, they don't need to be a ClearStory customer to sign a T and M ticket. The second it's signed, you create a distribution list for who should receive a signed copy, which again sounds really small. But, again, as a former project manager, I would not have visibility into what's been signed. Right? So the fact that the signed ticket gets routed, you can set up like Ben mentioned, you can set up who it gets routed to. The project manager can always be aware that their superintendent signed a ticket, which is really important. And so, yeah, the email has the link. The other thing I will say is if your customer is also using ClearStory and the foreman has the mobile app, when you submit them and and, DocuSign works the same way. When you submit them a ticket to sign, they'll get a they'll get a pop up notification on their phone, and they they can tap it and sign that way as well. So it's it's pretty seamless. Mike Khan, does ClearStory transmit to Caltrans EWV system? Similar answer to what I had with Jennifer. We not today, but we are talking with with Arnold at at Nice Touch about potentially potentially figuring out a way to partner. Labor and equipment will be automatically upload uploaded to the T and M tag from HCSS. The material will be submitted manually on ClearStory Correct. Example, class two a b, lumber, drain rock, asphalt, etcetera. That's correct. That that is how you can set it up. But I believe if you do your material on the time card, that'll that'll pull in as well. Is that right, Chris? Yeah. As as long as it's by Christina, and that'll pull over with that cost card. Yeah. And then Candice asked the question, in ClearStory, are the charge out rates set by job or customer, or can you do either? And I guess I think the answer would be either. So, basically, the way a lot of our customers use it is, again, they'll create those groups of rates in their master account. And what's really cool about that is, you can create multiple offices. So if you're a bigger company and you have many offices, each office can create their standard rate groups, and that can be based on every customer you work with. So what you can do is you can also set a default rate for each office. So, like, automatically by default when you create a project, these rates pull in, But the admin or the project manager can quickly change that rate for the project from a drop down select. Or if there's, like, a custom one off set of rates that you've negotiated for a project, you can also import those on the, on the project level. I know we're out of time. I'm gonna try and squeeze, like, one more in. And then, like I said, we'll we'll email everyone and make sure we get these questions answered. So, Chris, make sure we somehow capture these. But, how can we capture subcontractors with our allowed markup and labor? So on the change order request page, Kristen, touch it, but there's a subcontractor section on that page. You can manually enter subcontract items. Or if you're having your subs use ClearStory, you can automatically pull in line items you received. And not only does all the data pull into those line items, but then you can also pull in all the subcontractors change order files automatically as well. And then you can set up individual subcontractor markups, as well. So a lot lot of flexibility there. Does the change order log track all changes made to the original ticket before it is built? Yes. So there's a live paper trail that shows all the transactions that starting from the ticket and and the change order requests as well. Can you add materials to the T and M before uploading into the change order as we do not have our materials in HeavyJob? So it seems like a pretty common question. The answer is yes. Both on the ticket side and the change order request side too, so just keep that in mind. And then Howard, another Caltrans question. Is clear story capable of pulling in rates from Caltrans when they update every four zero one? So what a lot of our customers do is they just upload the Caltrans rates on four zero one, and then they're stored in their account. Because Caltrans is once a year, you know, it's it's fairly easy to do, and then you could just save that as a group of rates in your system. But, again, we're we're working on ways to kinda maybe further further streamline that that partnership. We're based in California, so many of our customers are are here as well. So, just keep that in mind. But, and we're also, for what it's worth, have a good relationship with Equipment Watch and and are, you know, planning to work with them in the future as well. And I think I raced through all the questions. We're two minutes over. I think we poll landed the, the plane on time. But really appreciate everyone hopping on. And I think I think that's that's a wrap. Awesome. Well, thank you everybody for attending. And, if you if you would like to get a hold of us, there is some contact information on the screen. We all we're also going to be sending a recording of this out as well too. So thanks for joining, and look forward to hearing from you. Awesome. Thank you all.