Skip to content
English
Contact us
Go to ressiosoftware.com
  • There are no suggestions because the search field is empty.

Client Portal Guide: A Handout for Your Customers

Share one of these two handouts with your homeowners to help them get the most out of their client portal.

We've created two versions so you can pick what fits best:

  Full Guide Top 5 Features
Best for Welcome packets, onboarding follow-up emails Quick intro at kickoff, printed leave-behind
Length Multi-page deep reference Single page
Download Full Guide ⬇️ Top 5 One-Pager ⬇️

Both are Word documents — add your logo and company details before sharing.

Before sharing, customize these fields:

  • [ YOUR LOGO HERE ]
  • [Builder Name]
  • [Phone Number]
  • [Email Address]

What's covered in the Full Guide:

A section-by-section breakdown of every homeowner-facing feature - Getting Access, Dashboard, Schedule, Approvals & Selections, Budget, Invoices, Daily Logs, Files, Messaging, Calendar, To-Dos, and Specs.

What's covered in the Top 5 One-Pager:

Focused on the features homeowners use most: Approvals & Selections, Budget Tracking, Project Schedule, Daily Logs & Updates, and a combined section covering Files, Specs, Messaging, and To-Dos.

A few tips before you share:

  • The magic link login means homeowners don't need a password or app. Saying this, if a homeowner wants to set a username & password, they can in their profile.
  • Responding to approvals and to-dos quickly helps keep the project on schedule