# Magic Links for Construction

No passwords. No app downloads. Tap a link — you're in.

Ressio's magic links and QR codes give clients, subs, and vendors frictionless access to exactly what they need — on any device, from any location. The portal that actually gets used.

[Book a demo](/content/book-a-demo/index.html) [See how it works ↓](/content/features/magic-links#feature-deep-dive/index.html)

### Magic links for clients — portal access from their phone

Clients receive notifications with a magic link. One tap and they're in their project portal — seeing their schedule, approving selections, reviewing invoices, and signing change orders. No account, no password, no app. A 70-year-old homeowner can use it. A client with dementia can use it. Everyone can use it.

- Client receives email notification with magic link
- Taps link — instant access to project portal
- Approve selections, sign change orders, pay invoices from the portal
- Works on any phone, tablet, or browser — no app required

### Magic links for subs — task details and confirmations without a login

Subs receive task assignment notifications with a magic link. They see their task dates, scope, and attached files — and can confirm acceptance — without a Ressio account. The 'how do I get in?' call becomes a thing of the past.

- Sub receives task notification with magic link
- Views task details and attached files from the link
- Confirms task acceptance directly from the notification
- Sends messages on the task without logging in

### QR codes for the Plan Room — drawings on demand from the site

Generate a QR code for your Plan Room, a specific spec section, or a search term. Post it in the site office, on a door, or on the plans themselves. A sub scans it with their phone and sees the current drawings — always the latest revision, no login required.

- Generate QR codes for specific Plan Room URLs
- QR codes link to specific sections or search terms
- Always shows current version — revisions update automatically
- Post anywhere — site office, plans, doors, spec binders

### Magic links for notifications — everything triggers a link

Every notification in Ressio — task assignment, invoice release, proposal for approval, selection request, schedule update — includes a magic link. The recipient doesn't need to log in to act. They tap the link and they're exactly where they need to be. Access is contextual, not general.

- Every notification includes a magic link to the relevant item
- Link goes to the specific task, document, or approval — not a homepage
- Works for clients, subs, vendors, and team members
- Link access controlled — expires or restricts based on permissions

## Customer story

### How Sloane got 10+ hours a week back after leaving Procore

Jeremy Sloane  
Founder · Sloane Construction  
3–5 Active projects  
10+ hrs Time saved weekly  
10 / 10 Would recommend

### Trigger a notification in Ressio

Assign a task, release an invoice, send a selection request, or notify a vendor. Ressio generates the notification with a magic link automatically.

### Recipient taps the link

Client, sub, or vendor receives the email. One tap. They're viewing exactly what they need — the task, the invoice, the selection, the document. No login. No friction.

### They act — you see it in Ressio

Client approves, sub confirms, vendor uploads a COI, payment is collected. All recorded in Ressio automatically. No follow-up call needed to confirm they received it.

## Frequently asked questions

### What is a magic link in Ressio?

A magic link is a unique, secure URL included in every notification Ressio sends to clients, subs, and vendors. The recipient clicks the link and is taken directly to the relevant project item — a task, invoice, selection, or document — without needing a Ressio account, password, or app.

### Are magic links secure?

Yes. Magic links in Ressio are unique per recipient and per notification. Access is controlled by Ressio's permission system — the link grants access only to the specific item it was generated for, not to the full platform. Links can be set to expire based on your permission configuration.

### Can clients approve change orders and sign proposals via magic link?

Yes. When you release a change order or proposal, the client receives a magic link. They tap it, review the document in their portal, and approve or sign electronically — no Ressio account required.

### How do QR codes work in Ressio?

Ressio generates QR codes for specific Plan Room URLs, sections, or search terms. You print the QR code and post it on the job site — in the site office, on doors, or in spec binders. Subs scan it with their phone and access the current drawings and documents from the Plan Room without a login.

### Can multiple people use the same magic link?

Magic links are generated per notification and per recipient. Each stakeholder receives their own unique link for their specific access level — clients see the client portal, subs see the vendor portal. Plan Room QR codes are shareable and can be scanned by multiple people.

### Do magic links expire?

Magic link behavior depends on the notification type and permission settings. Task and document access links are generally persistent. Invoice payment links remain valid until the invoice is paid. Contact your Customer Success Manager for details on specific link expiration settings.

### Do subs need to create accounts to use magic links?

No. Subs receive magic link notifications via email. They tap the link and see their task details, documents, or portal — without creating a Ressio account or setting a password. Subs can confirm tasks, send messages, and upload documents entirely through magic link access.

### How does magic link access differ from a client having a full Ressio account?

Magic link access is contextual — clients and subs can view and act on specific items they've been given access to. They can't browse the full platform, create projects, or access other projects. Full Ressio accounts (for your internal team) have broader navigation and administrative access.

## One Connected System.

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