Win more bids. Build the estimate once. Use it for everything.
Ressio estimates flow directly into your proposals, budget, change orders, and invoices. No re-entering data. No version confusion. Just one number that travels through the whole job.
No commitment. 30 minutes. We'll walk through your workflow.
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Estimating built for custom builders — not spreadsheets
A flexible two- or three-tier structure, reusable cost catalog, built-in markups, and a proposal that goes out in one click.
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Categories, cost items, and cost details — structured your way
Build estimates with the structure that fits how you work. Use NAHB, CSI, NARI, or your own custom divisions. Add cost items under each category, and optionally break them into a third tier of cost details for complex line items. Every project you build automatically becomes a reusable template.
- Two-tier (categories + cost items) or three-tier (add cost details) — your choice
- Pull from your cost catalog — start typing to auto-populate templated items with pricing
- Assign vendors and cost codes to individual line items
- Customize columns — show or hide fields based on what you need
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Markups that calculate themselves
Set your markup once — Ressio calculates builder cost, markup, and client pricing automatically as you enter quantities and unit costs. Adjust markups at the item level or across the whole project. No more manual math or formula errors in spreadsheets.
- Quantity × unit cost auto-calculates builder cost, markup, and customer price
- Customize cost types — Labor / Materials / Other
- Apply builder fee markups at any level — item or project-wide
- Lock the estimate once approved to freeze the original budget
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From estimate to proposal — in one click
When your estimate is ready, create a polished client proposal directly from it. Auto-populates with your line items, descriptions, and totals. Customize what the client sees, add your terms and conditions, and release via magic link for e-signature — all without leaving Ressio.
- Customize client visibility — show or hide quantities, costs, and markups
- Add terms and conditions and signature lines
- Release via email magic link — client signs without needing a login
- Approve on behalf of clients who've signed outside Ressio
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The estimate IS the budget — no reconciliation needed
Once your proposal is approved and the estimate locked, it becomes your live budget. Change orders, selections, and actuals all flow back to the same number. There's no separate budget to maintain, no spreadsheet to reconcile at month-end.
- Locked estimate becomes the original budget baseline
- Change orders created directly from estimate line items
- Selections and allowances tracked against the same structure
- Budget vs. actuals visible in real time — no manual reconciliation
From blank estimate to signed proposal in three steps
Build your estimate
Start from a template, copy from a past project, or build from scratch. Pull line items from your cost catalog. Add categories, cost items, quantities, and markups. Most estimates are done in under an hour.
Create the proposal
Click Create → New Proposal. Ressio auto-fills it from your estimate. Customize what the client sees, add your T&C, and adjust pricing or visibility as needed.
Release and get it signed
Send via magic link. Your client approves via email — no account, no login. Once approved, lock the estimate and your budget is set.
Estimates that connect to everything downstream
Your estimate doesn't end at approval. Ressio connects it to your budget, change orders, proposals, invoices, and QuickBooks — so one number runs the whole job.
Cost codes in Ressio connect directly to QuickBooks Online Products & Services — so your estimate and your books stay in sync automatically.
What builders say about estimating in Ressio
Adding Ressio to our proposal helped us win a $4M custom home project. Clients at that level notice when you have your process together.
Falconeiri
Custom builder
The estimate flowing straight into the budget was the thing that got me. I used to maintain two separate spreadsheets. Now there's just one number and it's always current.
Customer name TBD
Custom home builder, City, State
I built my first estimate in Ressio in about 45 minutes using my cost catalog. It would have taken me most of a day in my old system.
Customer name TBD
Residential remodeler, City, State
Frequently asked questions
Ressio estimates are built in a two- or three-tier structure: categories (divisions), cost items, and optional cost details. You enter quantities and unit costs, set markups, and Ressio calculates builder cost and client pricing automatically. Once complete, you create a proposal directly from the estimate and release it via magic link for client approval.
Yes. Cost codes in Ressio connect directly to QuickBooks Online Products & Services. When you sync, your estimate line items map to the correct QBO accounts — no double entry, no manual reconciliation.
Yes. Every project in Ressio automatically becomes a reusable template. You can also build dedicated estimate templates and apply them to new projects in one click. Templates can be customized — add your standard categories, cost items, and pricing, then pull them into any project.
The estimate is your internal cost structure — categories, line items, quantities, markups, and builder costs. The proposal is the client-facing document generated from your estimate. You control what the client sees (quantities, pricing, markups) and customize it with your terms, conditions, and signature line before releasing.
Change orders in Ressio are created directly from the estimate. When a cost item changes after the estimate is locked, Ressio flags it as a pending change. You create a change order from that flagged item, adjust client visibility, and release it for approval — all without leaving the estimate workflow.
Yes. Once your proposal is ready, release it via email. Your client receives a magic link and can approve and sign electronically without needing a Ressio account or login. You can also approve on behalf of a client who has signed a physical copy.
The cost catalog is your library of reusable cost items with predefined descriptions, unit types, and pricing. Start typing in any estimate field and Ressio pulls matching items from your catalog. It speeds up estimating significantly and keeps your pricing consistent across projects.
Yes. Once your proposal is approved, lock the estimate to freeze the original budget. Locking prevents unintended changes and establishes your baseline for tracking actuals. Any cost changes after locking flow through change orders — keeping your budget history clean.
Estimating works best when it's connected
Budgeting & Job Costing
Your locked estimate becomes your live budget. Track actuals against it in real time — no separate spreadsheet.
Change Orders
Create change orders in one click from flagged estimate items. Client approves via magic link.
Client Portal
Clients review and approve proposals from their phone — no login required.
Build your first estimate in Ressio today
30 minutes. Walk us through a current project and we'll set up the estimate structure together — so you leave with something real.
Usually responds within 1 business hour. No commitment required.