Client Portal for Home Builders | Ressio

Client Portal for Home Builders

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.

Book a demo See how it works ↓

Client Portal Hartwell

Baumann Family Kitchen Reno

You have 1 item to approve:

My to-dos

Budget

Schedule

Branded with your logo and colors · You control what each client sees.

Trusted by

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.

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.

Approvals

1 to approve

Kitchen tile · approved May 28, 2:14 PM — signed, timestamped, on the record

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.

Shared with client

You choose what shows

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.

Invoice #1042

Due: Jun 20

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.

Your client is in their portal in three steps

  1. 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.

  2. 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.

  3. 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.

Frequently asked questions

How does Ressio's client portal work?
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.

Do clients need to create an account to use Ressio?
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.

Can clients approve change orders and sign proposals in Ressio?
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.

Can clients make selections and allowance choices in Ressio?
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.

Can clients pay invoices through Ressio?
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.

Is the Ressio client portal available on mobile?
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.