Construction Selections & Client Approvals Software

Every client decision captured. Every approval documented. No disputes at closeout.

Ressio keeps the full record of client selections — what's pending, what's approved, and exactly what it looked like when they said yes. Connected to your estimate and budget so approved selections update your numbers automatically.

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Choices

Choose 1 · 0 selected · $0⋮

• Baseline Option $22,400
  Stainless or black appliances, with a 30" electric refrigerator, top-freezer refrigerator, built-in dishwasher, and basic microwave. Reliable and cost-effective.

• Upgrade #1 $25,000
  Energy-efficient stainless appliances, featuring a 30" gas range, French door refrigerator, quiet dishwasher, over-the-range microwave, and front-load washer/dryer.

• Upgrade #2 $28,000
  Premium stainless appliances with a 36" range, counter-depth refrigerator, panel-ready dishwasher, convection wall oven, and smart laundry pair.

Recommended Vendor / Showroom:

Ferguson Bath, Kitchen & Lighting Gallery. Contact: Sarah Daniels — Appliance Specialist. (404) 555-2398 · sarah.daniels@ferguson.com

What to Do:

Schedule an appointment with Sarah. Bring your current floor plans and inspiration. Select major appliances: range, refrigerator, dishwasher, hood, microwave.

Client selections that protect your margin

Selection disputes cost builders money and relationships. Ressio creates a clear record of every choice — so the client can't forget what they approved, and you can prove it.

Selections

Selections organized by category and status

All client selections live in one view — countertops, fixtures, flooring, appliances. Each item shows its current status: pending client decision, approved, or declined. You see what's still waiting for a decision and what's locked in at a glance.

• Status per selection: pending, approved, declined
• Organized by category to mirror your estimate structure
• Due dates per selection to keep approvals on schedule
• Filter and sort by status, category, or due date

Client portal Magic link

Quartz · Calacatta $5,200

3 cm slab, polished edge. Includes template, fabrication, and install.

Approve / Decline

Every approval timestamped & stored on the project.

Client approves via portal — timestamped and on record

Release a selection to your client and they see it in their portal via magic link. They review the details, see the price, and approve or decline — all documented with a timestamp. No verbal approvals that get disputed later. No 'I never said yes to that' at closeout.

• Release selections to client portal with one click
• Client approves or declines via magic link — no login required
• Every approval timestamped and stored on the project
• Client sees selection details, photos, and pricing before approving

Budget impact

Selection approved · Quartz $5,200

• Countertops allowance $4,500
  Selected $5,200 Over allowance +$700

Change order CO-014 created Audit: Jun 28 · $5,200

Approved selections flow to the budget automatically

When a client approves a selection, the approved amount updates your estimate and budget automatically — no manual entry. If the selection is over the allowance, a change order is triggered. Your financial picture stays accurate as decisions get made.

• Approved selections update estimate and budget automatically
• Selections over allowance trigger change order workflow
• Full audit trail — approval date and amount on every selection
• Connected to budget actuals — margin stays visible in real time

Baumann Family Kitchen Reno

Approvals

Unified approvals view — everything pending in one place

The Approvals tab shows every document waiting for action across the project — selections, change orders, proposals, purchase orders, and bids — all in one view. Filter by type and status. Nothing gets missed because it was buried in a separate tab.

• Unified view: selections + change orders + proposals + POs + bids
• Filter by document type, status, and project
• Pending, approved, and declined status at a glance
• Full history on every document in the approval chain

Customer story

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

Jeremy Sloane

• 3–5 Active projects
• 10+ hrs Time saved weekly
• 10 / 10 Would recommend

Read the story

From selection to signed approval in three steps

1. Create and organize selections
   Add selections to your project — organized by category, with descriptions, photos, pricing, and due dates. Each selection tracks against the relevant estimate allowance.
2. Release to the client
   Release the selection and your client receives a notification with a magic link. They view the details in their portal and approve or decline. The decision is documented automatically.
3. Budget updates — automatically
   Approved selections update your estimate and budget in real time. Over-allowance selections trigger a change order. Your financials stay accurate as choices are made — not at closeout.

Selections connected to your full financial workflow Ressio selections connect directly to your estimate, budget, and client portal — so every decision is documented and every approved amount flows into your numbers automatically.

Frequently asked questions

• What is selection software for construction?
  Selection software for construction is where a builder records the client's choices, such as countertops, fixtures and flooring. In Ressio, you release each selection to the client, who approves or declines through a magic link with no account needed. The approved amount then updates the estimate and live budget.

• How do client selections work in Ressio?
  Selections are organized by category in the project with a status for each item (pending, approved, declined). You add the selection details, photos, and pricing, then release it to the client. They receive a magic link, review the selection in their portal, and approve or decline. The approval is timestamped and stored automatically.

• Do clients need a Ressio account to approve selections?
  No. Clients receive a notification with a magic link. They tap the link and see the selection details in their portal — no account, no login, no app download required.

• How do approved selections connect to the budget?
  When a client approves a selection, the approved amount automatically updates the relevant estimate line item and live budget. If the selection exceeds the allowance, Ressio triggers the change order workflow to capture the overage.

• Can I see which selections are still pending client approval?
  Yes. The selections view shows all items with their current status — pending, approved, or declined — so you can see at a glance which decisions are still outstanding and follow up before they delay the schedule.

• What is the Approvals tab in Ressio?
  The Approvals tab is a unified view of all documents pending action across a project — selections, change orders, proposals, purchase orders, and bids. Filter by type and status to see exactly what needs attention without hunting through separate tabs.

• Can I add photos and descriptions to selections in Ressio?
  Yes. Each selection can include a description, photos, and the pricing details the client will see before approving. This helps clients make informed decisions and reduces back-and-forth questions.

• Do selections connect to change orders in Ressio?
  Yes. When a client approves a selection that exceeds the original allowance, Ressio triggers the change order workflow automatically. The overrun is documented and the client approves the additional cost through the same process.

• Can I set due dates on selections in Ressio?
  Yes. Each selection can have a due date to keep approval decisions on schedule. Due dates are visible in the selections view and can be used to filter and prioritize follow-ups.

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.