# 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. ## Find a feature Looking for a specific feature? See if we check the box. **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 [Learn more](/content/features/crm-lead-management/index.html) ### Estimating Spreadsheet-style flexibility built for speed [Learn more](/content/features/estimating/index.html) ### Proposals Convert estimates into polished client documents automatically [Learn more](/content/features/proposals/index.html) ### Customer Portal A single place to see, approve, and sign off on changes [Learn more](/content/features/client-portal/index.html) ### Selections & Approvals Capture every client decision — pending, approved, and on record [Learn more](/content/features/selections-approvals/index.html) ### Specifications Stay aligned on the latest project requirements [Learn more](/content/features/specifications/index.html) ### Change Orders Create, send, and collect approval in minutes [Learn more](/content/features/change-orders/index.html) ### Time Clock Track employee hours tied to specific projects and tasks [Learn more](/content/features/time-clock/index.html) ### Invoices Generate invoices from the project budget and send from Ressio [Learn more](/content/features/invoices/index.html) ### QuickBooks Integration Bills, expenses, and invoices sync automatically [Learn more](/content/features/quickbooks-integration/index.html) ### Scheduling Map the entire schedule in phases, tasks, and dependencies [Learn more](/content/features/scheduling/index.html) ### To-Do Lists Track and assign quick changes in actionable task lists [Learn more](/content/features/todo-lists/index.html) ### Daily Log A permanent, shareable record of what happened on site [Learn more](/content/features/daily-log/index.html) ### Mobile App Field crews clock in, view specs, and log progress from site [Learn more](/content/features/mobile-app/index.html) ### Vendor Portal Subs and suppliers get access to schedules, specs, and documents [Learn more](/content/features/vendor-portal/index.html) ### Purchase Orders Purchase from vendors and reconcile against bills as they arrive [Learn more](/content/features/purchase-orders/index.html) ## 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 ## Integrations ### Works with the tools you already use