Ressio

Still running on spreadsheets and group texts?

Your spreadsheets aren't the problem.
Coordination is.

Spreadsheets work great — until you have more than one job, more than one person, and more than one thing changing at once. The moment coordination becomes the work, you need one place where your office, your field, your subs, and your clients are all looking at the same thing.

No commitment. Just your workflow, no pitch deck.

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FOUR MOMENTS WHERE SPREADSHEETS LEAK MARGIN

The risk isn't the spreadsheet — it's what happens when things change.

You update the schedule, send a text to the framer, and update the GC sheet. Three days later, someone shows up on the old timeline. You have no audit trail, no confirmation — just a costly miscommunication.

Schedule slip — who knows?

With Ressio: update the schedule once. Your client, subs, and team see it instantly. Every change is logged.

A client approves a change verbally. You get busy. Three weeks later they don't remember saying yes — and nothing's in writing. You eat the cost or damage the relationship.

Client scope creep with no paper trail.

With Ressio: change orders are created from the estimate, sent to the client in their portal, and documented the moment they approve.

You sent the countertop selection via email. The client replied. You confirmed. Now someone's asking what they chose — and you're digging through threads to find a reply from last month.

Selection buried in email from 4 weeks ago.

With Ressio: every selection lives in the client portal with a timestamp and approval. Find anything in seconds.

Where do I stand on this job? You do the math, then re-do the math, then spend half a day reconstructing actuals to answer a question you should already know in real time.

Budget check at month-end takes half a day.

With Ressio: your budget is live. Every approved change order, every invoice, every cost is tracked automatically.

WHAT RESSIO REPLACES

One workflow instead of five tools

Most builders on spreadsheets are actually running spreadsheets + email + QBO + group texts + whatever their subs use. Ressio ties it together.

FeatureRessioSpreadsheets
Estimates that flow into everything else

Selections, change orders, job costing, invoices — no re-entry

No-login client portal (magic links)

Clients tap a link — no account, no password, no ignored portal

Change order approvals with timestamp

Every approval documented before work starts

Live job costing

Know your margin on every job, in real time

Schedule updates everyone can see

One update — subs, client, and team all notified

AI-powered job summaries (Mason AI)

Stop spending 30+ min/day writing updates manually

QuickBooks Online sync

No double entry between your job costing and your books

Dedicated 1:1 account manager

A real person who helps you grow — not a help center

Included Partial / Add-on Not available
WHAT RESSIO REPLACES

One workflow
instead of five tools.

Estimates that become everything else.

Build your estimate once. It flows into selections, change orders, job costing, scheduling, billing, and invoices — no re-entering data at every stage.

Magic links — clients and subs actually respond.

No logins. No portals they forgot the password to. Clients and subs tap a link, see what's relevant to them, and respond. Approvals happen faster.

Mason AI — less time writing, more time building.

Auto-generate client updates and job summaries, drafted for you. If you're spending more than 30 minutes a day writing updates, Mason gives that time back.

Vendor visibility across every job — without chasing.

Know the status of every job, every sub, and every open item without making a single phone call. Your whole job dashboard, real-time.

FROM BUILDERS WHO MADE THE JUMP

What builders say after their first 30 days

I kept telling myself spreadsheets were fine. Then I had three jobs going at once and I spent half a day just updating everyone on a schedule change. That was the moment.

[

[Customer name]

Owner, Custom home builder

The change order thing alone was worth it. I had a client dispute a cost from two months earlier. I pulled it up in Ressio in about ten seconds — date, approval, everything. No spreadsheet would have done that.

[

[Customer name]

Owner, Residential remodeler

I was worried it would be complicated to set up. We started with just one job. Within a week the whole team was using it. Now I can't imagine going back.

[

[Customer name]

Owner, Design-build firm

THE RESSIO SWITCH PROGRAM

Switching is
easier than you think.

We've helped hundreds of builders move off Buildertrend, CoConstruct, and other platforms — without losing a single project. Our onboarding team handles the migration so you don't have to.

  1. 1

    Free data migration

    We import your projects, contacts, and files from Buildertrend at no cost. Most migrations complete within 48 hours.

  2. 2

    Dedicated onboarding specialist

    A real human walks your team through setup, templates, and workflows — not a video playlist.

  3. 3

    Go live in days, not months

    Most teams are fully operational within 5 business days. We stay close until you're confident.

  4. 4

    Ongoing support at no extra charge

    Phone, chat, and email support is included on every plan. No tiered support walls.

10 minutes to see if
coordination is your bottleneck.

Walk us through how you're running jobs today — schedule, selections, change orders, budget — and we'll show you exactly what Ressio does differently. No pressure, no pitch deck.

Book your demo

No commitment required.