Happier clients. Fewer calls. Faster final payment.

Ressio gives everyone managing homeowner and client relationships a professional portal, a clean change order process, and a frictionless path to final payment — so you can focus on delivering the job instead of managing the relationship.

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Hartwell Custom Home Build

Approvals

All approvalsChange ordersProposalsPurchase ordersBid requestsSelections

The client experience tools that set you apart

In residential construction, the client experience is your brand. How you communicate, how you handle changes, how you present information — all of it shapes whether clients refer you, leave you a review, and pay you promptly. Ressio gives you the tools to consistently deliver an experience that earns all three.

Client portalMagic link

Give clients a portal — and end the update call cycle.

Homeowners are emotionally invested in their projects and anxious when they feel out of the loop. The Ressio client portal gives clients a branded, real-time window into their project — schedule milestones, pending approvals, shared documents, and project photos — so they always know what's happening without calling you to find out. When clients feel informed, they trust you more and escalate problems less.

• Branded client portal with your company logo and colors
• Live schedule milestone view so clients can see progress in real time
• Project photo gallery updated automatically from daily logs
• Shared document hub for contracts, plans, permits, and warranties

SelectionsStatusCategory

Run selections like a pro — and stop chasing decisions.

Selection decisions are one of the biggest sources of project delay in residential construction. Clients can't decide, forget what they picked, or change their mind after the order is placed. Ressio's selections workflow gives clients a clear, organized place to review their options with photos and pricing, make decisions, and sign off digitally — with a full timestamp and approval record that protects you if anything is disputed later.

• Selection items presented with photos, descriptions, and pricing options
• Clients review and approve from any device — mobile-friendly by design
• Due dates and automated reminders prevent decisions from stalling the schedule
• Full audit trail: what was selected, by whom, and when — immutable

Please assign a customer to release change order

Price

Current price: $1,250.00

Change order: $1,250.00
New price: $2,500.00

Handle change orders before they become disputes.

Change order disputes are one of the most common causes of final payment holdback in residential construction. They usually happen because the process was informal — a verbal agreement, a text, a handshake. Ressio makes it fast to create a formal, priced change order, send it to the client for digital review and signature, and have the approved CO automatically update the contract and budget. The paper trail is automatic.

• Create change orders from any scope item in minutes
• Client receives a detailed breakdown with pricing before approving
• Digital signature with timestamp — legally valid and irrefutable
• Approved COs update the contract total, budget, and billing schedule automatically

INV-0015 $33,996.32

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Your client can pay online

Get paid on time — including that final payment.

Final payment is the hardest check to collect in construction, partly because clients use it as leverage and partly because the process of requesting it is awkward. Ressio's payment collection tools make it easy: send a professional invoice from the client portal with a one-click payment link, set up automatic reminders, and give clients ACH and credit card options so there's no friction in paying. When the experience has been great, the final check follows.

• Invoice sent directly through the client portal with embedded payment link
• Credit card and ACH payment options — clients pay the way they want
• Automatic payment reminders for overdue invoices
• Payment receipt confirmation delivered to client automatically

Customer Portal

A branded, real-time project portal with live schedule updates, documents, and photos — so clients always feel informed.

Selections & Approvals

Organized selection workflows with photos, pricing, and digital approval — with an immutable audit trail.

Change Orders

Fast, digital change order creation with client-facing pricing, e-signature, and automatic contract and budget updates.

Messages & File Sharing

Project-level messaging and document sharing with clients — organized by job, not scattered across email and text.

Warranty Tracking

Post-completion warranty item tracking so you can manage client issues professionally and protect your reputation.

Collect Payments

Client-facing payment portal with credit card and ACH options, automatic reminders, and QuickBooks sync.

Frequently asked questions

What does the client portal show homeowners?

The client portal is designed to give clients a clear, professional view of their project without exposing your internal financials. Clients can see their project schedule and milestone progress, pending and completed selections, shared documents and plans, the project photo gallery, and any open change orders awaiting their signature. You control exactly what's visible and can adjust access at any time.

How does the selections workflow prevent scope creep?

Every selection in Ressio is presented with a specific price and presented to the client for formal digital approval before it's ordered or installed. If a client picks a tile that's $8/sq ft over the allowance, they see that overage and approve it explicitly — so there's no confusion later about who authorized the upgrade. The approval record is timestamped and permanent.

Are Ressio change orders legally binding?

Ressio's change orders include a digital signature mechanism that captures the client's consent with a timestamp and audit trail. Legally, the enforceability of a digital signature depends on your jurisdiction and contract terms, but in most US states, digital signatures are valid under the ESIGN Act and UETA. We recommend consulting your attorney about your specific contract language, but Ressio's change orders are designed with documentation best practices in mind.

Can I communicate with clients through Ressio instead of email and text?

Yes. Ressio includes project-level messaging that lets you communicate with clients through the portal — keeping all project-related conversation attached to the job record rather than buried in personal email threads. Clients receive notifications when you send a message, and their replies are captured in the same thread. This is especially useful for reference if there's ever a question about what was discussed.

How does warranty tracking work after the project is closed?

After project completion, Ressio lets you create a warranty record tied to the closed job. Clients can submit warranty items through the portal, you can track the status of each item, assign them to the appropriate trade, and close them out when resolved. This gives you a professional post-completion service process and protects you from items being reported informally and then disputed later.

What payment methods can clients use?

Clients can pay invoices through the Ressio portal using credit card (Visa, Mastercard, Amex) or ACH bank transfer. You can set which methods are available for your account. Payments process through Ressio's secure payment infrastructure and sync automatically to QuickBooks. You can also configure automatic payment reminders so overdue invoices are followed up without you having to make the call.