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.
No commitment. 30 minutes. We'll walk through your workflow.
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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.
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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
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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
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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
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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
From selection to signed approval in three steps
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.
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.
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.
Client approvals via magic link require no Ressio account — your client taps the link and approves from their phone.
What builders say about selections in Ressio
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.
Halm & Perkins
Custom builder
I had a client dispute a countertop selection six months after they approved it. I pulled it up in Ressio — date, price, exactly what they approved. That conversation ended very quickly.
[Customer name]
Custom home builder, [City State]
The client portal makes the selections process feel professional. Clients see the photo, the price, and what they're approving. No more 'I didn't realize that's what I was agreeing to.'
[Customer name]
Residential remodeler, [City State]
Frequently asked questions
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.
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.
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.
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.
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.
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.
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.
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.
Selections connect to your financial workflow
Change Orders
Selections over allowance automatically trigger a change order — client approval captured in the same flow.
Client Portal
Clients approve selections from their portal via magic link — no account required.
Specifications
Specs define what was agreed from the start — selections capture every decision made along the way.
Protect your margin. Document every decision.
30 minutes. Walk us through how you manage client selections today — we'll show you what Ressio's approval workflow looks like.
Usually responds within 1 business hour. No commitment required.