Ressio Features | One Connected Platform for Custom Builders
Everything you need to run a residential construction company
From the first estimate to the final punch list — every tool your team needs, built to work together in a single platform.
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Sales Operations Finance Project Mgmt Client Mgmt Mason AI
The tools teams reach for every day
The core of Ressio — each with a dedicated deep dive.
CRM & Lead Management
Track prospects from first contact to signed contract
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Estimating
Spreadsheet-style flexibility built for speed
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Proposals
Convert estimates into polished client documents automatically
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Customer Portal
A single place to see, approve, and sign off on changes
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Selections & Approvals
Capture every client decision — pending, approved, and on record
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Specifications
Stay aligned on the latest project requirements
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Change Orders
Create, send, and collect approval in minutes
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Time Clock
Track employee hours tied to specific projects and tasks
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Invoices
Generate invoices from the project budget and send from Ressio
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QuickBooks Integration
Bills, expenses, and invoices sync automatically
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Scheduling
Map the entire schedule in phases, tasks, and dependencies
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To-Do Lists
Track and assign quick changes in actionable task lists
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Daily Log
A permanent, shareable record of what happened on site
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Mobile App
Field crews clock in, view specs, and log progress from site
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Vendor Portal
Subs and suppliers get access to schedules, specs, and documents
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Purchase Orders
Purchase from vendors and reconcile against bills as they arrive
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The AI that works across your whole business
Ask about any project, draft an estimate, or post a daily log — Mason turns your Ressio data into answers, updates, and action.
Everything Ressio can do
Every capability in the platform.
CRM & Lead Management
Track leads from first contact to signed contract. Keep prospect status, notes, and next steps in one place.
Estimating
Build project estimates in a spreadsheet-style grid with quantities, units, markups, allowances, and categories.
Cost Catalog
Save reusable cost items and pricing so estimates can be built faster and more consistently.
Estimate Templates
Start from saved estimate structures for common project types instead of rebuilding every estimate from scratch.
Estimate Formulas & Parameters
Use variables, formulas, and pricing logic directly inside the estimate.
Bid Requests
Send scopes to subs and vendors for pricing from inside the project.
Bid Management
Track who was invited, who responded, what they quoted, and which bid should move forward.
Scope of Work Builder
Create clear scopes tied to estimates, bids, POs, and approvals.
Proposals
Turn estimate data into a polished client-facing proposal with pricing, descriptions, terms, and attachments.
Magic Links
Let clients and vendors review items from a direct link without app downloads or login friction.
Budget Tracking
Track estimated, committed, actual, and invoiced costs as the project moves forward.
Job Profitability Tracking
Compare costs, revenue, and budget movement so builders can see where the job stands financially.
Cost-Plus Billing
Bill clients from actual costs plus markup or fee, with bills and expenses feeding into invoices.
Bills
Enter or sync vendor bills and assign them to the right project and cost category.
Invoices
Generate invoices from project budgets, costs, or billing rules and send them from Ressio.
Online Payments
Let clients pay invoices by card or ACH, with payment status tied back to the invoice.
QuickBooks Integration
Sync bills, expenses, invoices, and related financial data with QuickBooks Online.
Change Orders
Create, send, approve, and track scope or price changes in one workflow.
Purchase Orders
Create POs for vendors and reconcile them against bills as costs come in.
Time Clock
Track employee hours by project and task for reporting, approvals, and payroll workflows.
Scheduling
Build project schedules with phases, tasks, dates, and dependencies.
Calendar View
See scheduled work by day, week, or month.
Task Management
Track action items across projects with owners, due dates, notes, and status.
To-Do Lists
Create quick tasks for team members, clients, or vendors.
Daily Logs
Record work completed, crews, deliveries, weather, notes, photos, and files.
Files & Documents
Store project files, contracts, plans, permits, photos, and attachments in the job.
Plan Hub
Centralize plans and drawings so the team can find and share the current set.
Specifications
Track project requirements, materials, finishes, and details in one place.
Selections
Manage client choices, allowances, options, and decisions from pending to approved.
Messages
Keep project communication tied to the job instead of scattered across texts and email.
Customer Portal
Give homeowners one place to view project information, updates, approvals, files, selections, and invoices.
Client Dashboard
Show clients project status, updates, open items, and key job information.
Client Budget View
Let homeowners see approved financial information while builders control what is visible.
Client-Facing Allowance Pricing
Show clients the prices they need to approve without exposing internal-only costs.
Client Approvals
Capture sign-off on selections, proposals, invoices, and change orders.
Approval History
Store what was approved, when, and by whom.
Client Files
Share contracts, plans, permits, photos, and documents with homeowners.
Client Specifications View
Let homeowners review confirmed materials, finishes, and specs.
Client Messaging
Keep homeowner communication inside the project record.
No-Download Client Access
Clients can review, approve, pay, and communicate from a link on phone, tablet, or computer.
In-App AI Assistant
Ask questions or request actions inside Ressio without leaving the product.
Project Q&A
Ask Mason about schedules, budgets, specs, selections, files, tasks, and communication.
Company-Wide Q&A
Ask across multiple projects for broader reporting, comparisons, and status checks.
Project Risk Summaries
Identify blockers, risks, and issues on a job from available project data.
Weekly Job Summaries
Generate short summaries of recent project activity for internal or client updates.
Voice-to-Daily-Log
Turn a field voice note into a structured daily log entry.
Estimate Generation
Draft estimate content from project inputs for review and editing.
Bid Request Generation
Create bid requests from scopes or project details.
Change Order Drafting
Draft change orders from scope changes, then review before sending.
Automations Library
Run prebuilt AI workflows without writing a new prompt each time.
Customer story
Why Epic calls Ressio a major upgrade from CoConstruct
Andy Kolp Owner · Epic Building Company
3–5 Active projects 3–5 hrs Time saved weekly 10 / 10 Would recommend