Fewer calls. Better reviews. Clients who actually feel informed.
Ressio's client portal gives homeowners a professional window into their project — schedules, daily logs, selections, approvals, and invoices — accessible via magic link. No app download. No password. No friction.
Add pantry shelves — upper cabinet run
A portal your clients will actually use
Most client portals require a login your clients forget, an app they won't download, and a setup process that never gets done. Ressio's magic link removes all of it.
Your project portal is ready — view your schedule, approvals, and invoices any time.
Magic link access — tap and you're in
Clients don't need an account, a password, or an app. You send a notification — they tap the link — they're in their portal. It works on any device, any browser, every time. One builder's client who had dementia was using it successfully within the first week.
- No account required — no password to set or forget
- Works on any device and any browser
- Access to everything you've shared — schedule, logs, docs, invoices
- You control exactly what each client can see
Change order · upper cabinet run
Selections and approvals — without the back-and-forth
Clients make selections, approve change orders, and sign off on proposals from their portal — without emailing back and forth or losing track of what was approved and when. Every action is timestamped. You have a record. No more disputes at closeout.
- Selections with client approval flow — tied to estimate and budget
- Change orders sent and signed via the portal
- Proposals e-signed without a Ressio account
- Full approval history on every project — timestamped
Public daily logs appear in the portal automatically · internal notes stay hidden.
Schedule and daily logs — clients see what you want them to see
Share your project schedule with clients selectively — specific phases, individual tasks, or the full timeline. Daily logs keep them informed without a phone call. You set what's public, what's private, and what clients can interact with.
- Share schedule phases or the full timeline — your choice
- Daily logs set to public appear in the client portal automatically
- Private notes and internal files stay hidden from clients
- Clients can message on tasks they're assigned to
Payment history
Invoices reviewed and paid — from the same portal
When you release an invoice, your client gets a notification and views it directly in their portal. Professional. Fast. No email attachments, no printing. Clients see their payment history alongside their project — everything in one place.
- Invoice release sends notification with magic link
- Client views invoice in their portal with project context
- Payment history visible alongside project timeline
- Supports Ressio payment processing for online collection
Your client is in their portal in three steps
Set up client visibility
In Project Settings, enable client access and choose what they can see — schedule phases, daily logs, documents, financials. You control the view for each client on each project.
Assign and notify
Assign your client to tasks, selections, or the project itself. Send a notification — they receive an email with a magic link and are in their portal in seconds.
Clients stay informed without calling you
They see their schedule, read daily logs, approve selections, sign change orders, and review invoices — all from one place on their phone. You get fewer calls. They get a better experience.
The portal connects to everything on the project
Ressio's client portal isn't a separate tool — it's a filtered view of the same project your team is working in. What you update in Ressio appears in the portal automatically.
No third-party portal tool required. The client portal is built into every Ressio project.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Frequently asked questions
Ressio's client portal is a filtered project view that clients access via a magic link — no account, password, or app download required. You control what each client sees: schedule tasks, daily logs, selections, change orders, invoices, and documents. Clients can approve items, leave messages, and sign documents directly from the portal on any device.
No. Clients access their portal via a magic link sent by email or text. There's no account to create, no password to set or forget, and no app to download. The portal works on any device and any browser.
You control exactly what clients see. You can share schedule phases and tasks, public daily logs, selection requests, change orders, proposals, invoices, and project documents. Internal notes, private files, and financial details you haven't released remain hidden.
Yes. Change orders and proposals can be released to clients directly from Ressio. Clients receive a notification, tap the magic link, and approve or sign in the portal — no Ressio account required. Every approval is timestamped and stored on the project.
Yes. Client visibility is set at the project level. You choose what's shared per project — which schedule phases, whether daily logs are public, which documents are visible. Different clients on different projects can have different visibility settings.
Yes. Selections are sent to clients through the portal for review and approval. Clients choose from options you've set, and their approval is recorded and tied back to the estimate and budget automatically.
Yes. Ressio supports online payment processing. When you release an invoice, clients can view and pay it directly from their portal — no separate payment link or third-party tool required.
Yes. The client portal is fully mobile-accessible. Clients can view their schedule, read daily logs, approve selections, sign change orders, and review invoices from their phone via magic link — no app download required.
One Connected System.
See Ressio in a free demo. No pressure, no lengthy sales cycle — just a real look at how it works for your business.