Fewer calls. Better reviews. Clients who actually feel informed.
Ressio's client portal gives homeowners a professional window into their project — schedules, daily logs, selections, approvals, and invoices — accessible via magic link. No app download. No password. No friction.
No commitment. 30 minutes. We'll walk through your workflow.
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A portal your clients will actually use
Most client portals require a login your clients forget, an app they won't download, and a setup process that never gets done. Ressio's magic link removes all of it.
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Magic link access — tap and you're in
Clients don't need an account, a password, or an app. You send a notification — they tap the link — they're in their portal. It works on any device, any browser, every time. One builder's client who had dementia was using it successfully within the first week.
- No account required — no password to set or forget
- Works on any device and any browser
- Access to everything you've shared — schedule, logs, docs, invoices
- You control exactly what each client can see
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Selections and approvals — without the back-and-forth
Clients make selections, approve change orders, and sign off on proposals from their portal — without emailing back and forth or losing track of what was approved and when. Every action is timestamped. You have a record. No more disputes at closeout.
- Selections with client approval flow — tied to estimate and budget
- Change orders sent and signed via the portal
- Proposals e-signed without a Ressio account
- Full approval history on every project — timestamped
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Schedule and daily logs — clients see what you want them to see
Share your project schedule with clients selectively — specific phases, individual tasks, or the full timeline. Daily logs keep them informed without a phone call. You set what's public, what's private, and what clients can interact with.
- Share schedule phases or the full timeline — your choice
- Daily logs set to public appear in the client portal automatically
- Private notes and internal files stay hidden from clients
- Clients can message on tasks they're assigned to
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Invoices reviewed and paid — from the same portal
When you release an invoice, your client gets a notification and views it directly in their portal. Professional. Fast. No email attachments, no printing. Clients see their payment history alongside their project — everything in one place.
- Invoice release sends notification with magic link
- Client views invoice in their portal with project context
- Payment history visible alongside project timeline
- Supports Ressio payment processing for online collection
Your client is in their portal in three steps
Set up client visibility
In Project Settings, enable client access and choose what they can see — schedule phases, daily logs, documents, financials. You control the view for each client on each project.
Assign and notify
Assign your client to tasks, selections, or the project itself. Send a notification — they receive an email with a magic link and are in their portal in seconds.
Clients stay informed without calling you
They see their schedule, read daily logs, approve selections, sign change orders, and review invoices — all from one place on their phone. You get fewer calls. They get a better experience.
The portal connects to everything on the project
Ressio's client portal isn't a separate tool — it's a filtered view of the same project your team is working in. What you update in Ressio appears in the portal automatically.
No third-party portal tool required. The client portal is built into every Ressio project.
What builders say about the Ressio client portal
Ressio is so easy that a 70-year-old couple — one of whom has dementia — have been able to approve selections and change orders, follow the daily log, and send messages. That's the magic link.
Halm & Perkins
Custom builder
Our clients never used the portal in our old software. They'd just text me. Since switching to Ressio they actually use it — because they don't have to log in or remember a password.
Customer name TBD
Custom home builder, City, State
I had a client dispute a cost from six months earlier. I pulled it up in Ressio in about ten seconds — date, approval, everything. The portal keeps a record of every single thing they agreed to.
Customer name TBD
Residential remodeler, City, State
Frequently asked questions
Ressio's client portal is a filtered project view that clients access via a magic link — no account, password, or app download required. You control what each client sees: schedule tasks, daily logs, selections, change orders, invoices, and documents. Clients can approve items, leave messages, and sign documents directly from the portal on any device.
No. Clients access their portal via a magic link sent by email or text. There's no account to create, no password to set or forget, and no app to download. The portal works on any device and any browser.
You control exactly what clients see. You can share schedule phases and tasks, public daily logs, selection requests, change orders, proposals, invoices, and project documents. Internal notes, private files, and financial details you haven't released remain hidden.
Yes. Change orders and proposals can be released to clients directly from Ressio. Clients receive a notification, tap the magic link, and approve or sign in the portal — no Ressio account required. Every approval is timestamped and stored on the project.
Yes. Client visibility is set at the project level. You choose what's shared per project — which schedule phases, whether daily logs are public, which documents are visible. Different clients on different projects can have different visibility settings.
Yes. Selections are sent to clients through the portal for review and approval. Clients choose from options you've set, and their approval is recorded and tied back to the estimate and budget automatically.
Yes. Ressio supports online payment processing. When you release an invoice, clients can view and pay it directly from their portal — no separate payment link or third-party tool required.
Yes. The client portal is fully mobile-accessible. Clients can view their schedule, read daily logs, approve selections, sign change orders, and review invoices from their phone via magic link — no app download required.
The portal is part of a connected project
Schedule
Share schedule phases with clients selectively — they see their timeline without seeing everything.
Proposals & Estimates
Clients e-sign proposals via magic link — no Ressio account needed.
Budgeting & Financials
Clients review invoices and approve change orders — all from their portal.
Give your clients a portal they'll actually use
30 minutes. We'll show you how the magic link works and what your clients will see — so you can picture it before your next project kicks off.
Usually responds within 1 business hour. No commitment required.