plan room

Vendor Portal for Home Builders

Give your subs what they need. Without the back-and-forth.

Ressio's vendor portal gives every subcontractor and supplier access to their schedules, specs, drawings, and documents — via magic link, no login required. They have what they need. You stop being the middleman.

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Your tasks

Documents

Subs see exactly what's theirs — no account, no back-and-forth.

A portal your subs will actually open

Vendor portals fail when they require an account nobody sets up. Ressio's vendor portal uses magic links — subs tap and they're in. No friction. No calls about how to log in.

Tasks and schedule — subs see what's theirs

Assigned schedule tasks appear in the vendor portal with dates, descriptions, and any attached files. Subs see their scope, their timeline, and what's expected — without seeing the full project schedule or anyone else's work. They can confirm acceptance and send messages directly on their task.

Documents and compliance — view, update, and upload

Subs can view, update, and upload compliance documents — certificates of insurance, licenses, and expiration dates — directly from their vendor portal. When a COI is about to expire, the sub receives an expiry reminder with a magic link. They upload the new certificate. You get notified. No chasing.

Specs and drawings — current version always accessible

Share specs and drawings with vendors through the vendor portal. Tag files to appear in the Plan Room and share via QR code. Subs access the current version from the job site — no calling to ask for the latest revision, no working from a printout from three months ago.

From vendor assignment to portal access in three steps

  1. Assign the vendor to tasks and documents
    Add the vendor to your project. Assign them to schedule tasks. Tag specs and files as vendor-visible. Their portal is configured — they just need the link.

  2. Notify — they're in
    Send a notification. The vendor receives an email with a magic link. They tap it and see their tasks, specs, and documents — no login, no setup, no support call.

  3. They confirm, communicate, and stay current
    Subs confirm task acceptance. Message the project team in context. Upload their COI when it expires. You see it all in Ressio — without picking up the phone.

Frequently asked questions

How does the Ressio vendor portal work?

The Ressio vendor portal gives subcontractors and suppliers access to their assigned tasks, specs, drawings, and compliance documents via magic link. When you assign a vendor to a task or notify them of a document, they receive an email with a link. One tap and they're in their portal — no account, no login, no app download required.

Do subcontractors need a Ressio account to use the vendor portal?

No. Vendors access their portal via magic link in an email notification. No account creation, no login, no app download required. The portal works on any phone or browser.

Can subs confirm task acceptance through the vendor portal?

Yes. When a sub receives a task notification, they can confirm acceptance directly from the portal. This gives you a documented record that the sub has acknowledged the task — before work begins.

Can subs upload compliance documents through the vendor portal?

Yes. Vendors can view, update, and upload compliance documents (COIs, licenses) directly from their portal. When a certificate of insurance is approaching expiration, the vendor receives an automatic reminder with a magic link to upload the renewal. You're notified when they complete it.

What do subs see in the vendor portal?

Subs see only what's relevant to them: their assigned schedule tasks with dates and files, vendor-tagged specifications and drawings, their compliance documents, and task-level messages. They don't see the full project schedule, financial data, or other trades' work.

Can vendors access drawings from the job site via QR code?

Yes. Files tagged for the Plan Room are accessible via URL or QR code — no login required. You can post a QR code in the site office and subs scan it to access the latest drawings from their phone.

Does the vendor portal show the current spec version?

Yes. The vendor portal always shows the current version of shared specs and drawings. When you update a file in Ressio, the vendor portal reflects the change automatically — subs are always working from the latest revision.

Can I communicate with subs through the vendor portal?

Yes. Subs can send and receive messages on their assigned tasks through the vendor portal. Messages go to the vendor channel and notify the relevant project team members in Ressio. The conversation is stored permanently on the task.