---
title: Feature guides | Ressio Knowledge Base
description: "Need help with a specific feature? Check out our \"How To's\" at your own pace!"
---

[Skip to content](https://help.ressiosoftware.com/feature-guides#main-content)

English

Show submenu for translations

[Contact us](https://help.ressiosoftware.com/kb-tickets/new)

![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://help.ressiosoftware.com/kb-tickets/new)
- [Go to ressiosoftware.com](https://www.ressiosoftware.com/)

[Go to ressiosoftware.com](https://www.ressiosoftware.com/)

 Hello. How can we help?

- There are no suggestions because the search field is empty.

1. [Ressio Knowledge Base](https://help.ressiosoftware.com/)
2. [Feature guides](https://help.ressiosoftware.com/feature-guides)

# Feature guides

 Need help with a specific feature? Check out our "How To's" at your own pace!

## Schedule

- [Schedule Overview](https://help.ressiosoftware.com/schedule-overview)
- [Manage Weekend Scheduling and Task Colors](https://help.ressiosoftware.com/manage-weekends-scheduling-and-task-colors)
- [Time Scheduling](https://help.ressiosoftware.com/hourly-schedules-and-time-based-task-management)
- [Marking schedule tasks complete](https://help.ressiosoftware.com/marking-schedule-tasks)
- [Resource Schedule Overview](https://help.ressiosoftware.com/resource-schedule-overview)
- [Timeline Overview](https://help.ressiosoftware.com/timeline-overview)
- [Creating a schedule template from an active project schedule](https://help.ressiosoftware.com/creating-a-schedule-template-from-an-active-project-schedule)
- [Task Manager Overview](https://help.ressiosoftware.com/task-manager-overview)
- [Schedule with Checklists](https://help.ressiosoftware.com/checklists-for-schedule-and-to-dos)

See less ▼

## Estimate

- [Audit Log (activity timeline) for Estimates and Specifications](https://help.ressiosoftware.com/audit-log-activity-timeline-for-estimates-and-specifications)
- [How to bulk import or update estimate parameters from a CSV](https://help.ressiosoftware.com/how-to-bulk-import-or-update-estimate-parameters-from-a-csv)
- [Creating Multiple Proposals Overview](https://help.ressiosoftware.com/creating-multiple-proposals-overview)
- [Craftsman Book Integration Guide](https://help.ressiosoftware.com/craftsman-book-integration-guide)
- [Markup vs. Margin in Estimate](https://help.ressiosoftware.com/markup-vs.-margin-in-estimate)
- [How to Apply Taxes in Ressio](https://help.ressiosoftware.com/how-to-apply-taxes-in-ressio)
- [The Ressio estimate - an overview](https://help.ressiosoftware.com/the-ressio-estimate-an-overview)
- [The 3rd level in the Ressio estimate](https://help.ressiosoftware.com/estimate-third-level)
- [Using Estimate Templates](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template)
- [Deleting Cost Items from the Estimate](https://help.ressiosoftware.com/deleting-cost-items-from-the-estimate)
- [How to change from cost details to sub items (or vice versa)](https://help.ressiosoftware.com/how-to-manage-cost-detail-sub-items)
- [Locking/Unlocking the Estimate](https://help.ressiosoftware.com/unlocking/locking-the-estimate)
- [Parameters in Estimates: How to Use Formulas for Automatic Calculations](https://help.ressiosoftware.com/parameters-estimate)
- [Hiding and Unhiding Columns in Estimate](https://help.ressiosoftware.com/hiding-and-unhiding-columns-in-estimate)
- [Drag and Drop Feature in Estimate](https://help.ressiosoftware.com/drag-and-drop-feature-in-estimate)

See less ▼

## Specs

- [How to Navigate the Specifications Page in Ressio](https://help.ressiosoftware.com/how-to-navigate-the-specifications-page-in-ressio)

## Budget

- [Handling Bills and Taxes in Canada](https://help.ressiosoftware.com/handling-bills-and-taxes-in-canada)
- [How Receipt Capture Works in Ressio](https://help.ressiosoftware.com/how-receipt-capture-works-in-ressio)
- [Homeowner budget visibility in cost plus projects](https://help.ressiosoftware.com/client-budget-visibility-cost-plus)
- [Creating and Approving Purchase Orders](https://help.ressiosoftware.com/creating-and-approving-purchase-orders)
- [Tracking Labor Actuals in the Budget](https://help.ressiosoftware.com/tracking-labor-actuals-in-the-budget)
- [Bills Overview](https://help.ressiosoftware.com/bills-overview)
- [Cost Code Overview](https://help.ressiosoftware.com/adding-cost-codes-to-ressio)
- [Viewing Budget Summary in Ressio](https://help.ressiosoftware.com/viewing-budget-summary-in-ressio)
- [Budget Overview](https://help.ressiosoftware.com/budget-overview)

See less ▼

## Invoices

- [Invoice Creation Overview](https://help.ressiosoftware.com/invoices-overview)
- [Managing Partial and Multiple Payments on Client Invoices](https://help.ressiosoftware.com/managing-partial-and-multiple-payments-on-client-invoices)

## Approvals

- [Export project approvals to Excel](https://help.ressiosoftware.com/exporting-the-approvals-table)
- [Cancelling / Discarding a Proposal](https://help.ressiosoftware.com/discarding-a-proposal)
- [Proposal Overview](https://help.ressiosoftware.com/proposal-overview)
- [Approvals Overview](https://help.ressiosoftware.com/approvals-page-overview)
- [Attaching Files in Approvals](https://help.ressiosoftware.com/attaching-files-in-approvals)

## Time Clock

- [Time Clock Shift Breaks and Pause Functionality](https://help.ressiosoftware.com/time-clock-shift-breaks-and-pause-functionality)
- [Time Clock for Admins](https://help.ressiosoftware.com/time-clock-for-admins)
- [Using the Time Clock](https://help.ressiosoftware.com/time-clock)

## Calendar

- [Company Calendar and Calendar Subscription ](https://help.ressiosoftware.com/company-calendar-and-calendar-subscription-)

## Daily Log

- [Daily Logs Overview](https://help.ressiosoftware.com/creating-daily-log-posts)

## Change Orders

- [Viewing & Approving a Change Order \[A Homeowner's View\]](https://help.ressiosoftware.com/viewing-approving-a-change-order-a-homeowners-view)
- [Ressio's Change Order Process](https://help.ressiosoftware.com/ressios-change-order-process)

## Messaging & Notifications

- [Messaging Across the Platform](https://help.ressiosoftware.com/how-to-send-message)
- [How to Message Vendors](https://help.ressiosoftware.com/how-to-message-vendors)
- [SMS Notifications - Overview](https://help.ressiosoftware.com/sms-overview)

## Client Portal

- [Previewing the Client Portal](https://help.ressiosoftware.com/previewing-homeowner-portal-as-a-contractor)
- [Client Welcome Information](https://help.ressiosoftware.com/client-welcome-information)
- [Client Portal Guide: A Handout for Your Customers](https://help.ressiosoftware.com/client-homeowner-handout)

## Settings

- [Templates Overview](https://help.ressiosoftware.com/templates-overview)
- [Proposal Templates](https://help.ressiosoftware.com/proposal-templates)
- [Adding a cover photo to a project](https://help.ressiosoftware.com/cover-photo)
- [Managing Client Access](https://help.ressiosoftware.com/managing-the-client-view)
- [Creating & Managing Company Holidays](https://help.ressiosoftware.com/creating-and-managing-company-holidays)
- [Understanding the Project Settings](https://help.ressiosoftware.com/understanding-the-project-settings)
- [Adding and Managing Customers](https://help.ressiosoftware.com/adding-customers-to-ressio)
- [Managing cost types & unit types](https://help.ressiosoftware.com/managing-cost-types)
- [Inviting Users and Managing User Permissions](https://help.ressiosoftware.com/users-and-permissions)
- [Company Overview Guide](https://help.ressiosoftware.com/company-overview-guide)
- [Custom Statuses](https://help.ressiosoftware.com/custom-statuses)

See less ▼

## Projects

- [How to use RFIs in Ressio](https://help.ressiosoftware.com/how-to-use-rfis-in-ressio)
- [Project Templates](https://help.ressiosoftware.com/project-templates)
- [Embedded Builders Risk Insurance Overview](https://help.ressiosoftware.com/embedded-builders-risk-insurance-overview)
- [How do I archive a project?](https://help.ressiosoftware.com/archiving)
- [How do I un-archive a project?](https://help.ressiosoftware.com/how-do-i-un-archive-a-project)
- [Managing project types](https://help.ressiosoftware.com/managing-project-types)
- [Navigating the Project Overview in Ressio](https://help.ressiosoftware.com/navigating-the-project-overview-in-ressio)

See less ▼

## Selections

- [Understanding the Price Difference Display for Selections](https://help.ressiosoftware.com/understanding-the-price-difference-display-for-selections)
- [Specifications Overview](https://help.ressiosoftware.com/specifications-overview)
- [Creating selections with choice groups by a space (or room)](https://help.ressiosoftware.com/creating-selections-with-choice-groups-by-a-space-or-room)
- [Creating & Releasing Selections](https://help.ressiosoftware.com/releasing-and-approving-selections)
- [Viewing & Approving a Selection \[A Homeowner's View\]](https://help.ressiosoftware.com/viewing-approving-a-selection-a-homeowners-view)

## Prospect management

- [Prospect management overview](https://help.ressiosoftware.com/prospect-management-overview)
- [Lead capture overview](https://help.ressiosoftware.com/lead-capture)

## Vendor Management

- [Assign Specifications to Multiple Vendors in Ressio](https://help.ressiosoftware.com/assign-specifications-to-multiple-vendors-in-ressio)
- [Adding and Managing Vendors](https://help.ressiosoftware.com/adding-vendors)
- [Vendor Welcome Information](https://help.ressiosoftware.com/vendor-welcome-information)
- [Managing Vendor COIs and Documents in Ressio](https://help.ressiosoftware.com/vendor-document-customization)

## Cost Catalog

- [Cost Catalog Overview](https://help.ressiosoftware.com/cost-catalog-overview)

## To-dos

- [To-dos Overview](https://help.ressiosoftware.com/to-dos-overview)

## Bid Management

- [Bid Request Overview](https://help.ressiosoftware.com/bid-management-overview)
- [Plan hub](https://help.ressiosoftware.com/plan-hub)

## Plan hub

- [Generating a Plan Hub QR Code for a Project](https://help.ressiosoftware.com/how-to-generate-a-plan-hub-qr-code-for-a-project)

## General

- [CRM and Lead Management in Ressio](https://help.ressiosoftware.com/crm-and-lead-management-in-ressio)
- [Working offline in Ressio](https://help.ressiosoftware.com/working-offline-in-ressio)
- [How to Filter, Use Tooltips, and View Subtotals in Ressio](https://help.ressiosoftware.com/how-to-filter-use-tooltips-and-view-subtotals-in-ressio)
- [Ressio's Mobile App Overview](https://help.ressiosoftware.com/ressios-mobile-app-overview)

## Proposals

- [How to Add Multiple Signers to a Proposal from the Estimate](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate)

## Files

- [File Management Overview](https://help.ressiosoftware.com/files-overview)
- [Utilizing the File Picker Feature in Ressio](https://help.ressiosoftware.com/utilizing-the-file-picker-feature-in-ressio)

## Ressio Payment Processing

- [How to Set Up Ressio Payments (via Payabli)](https://help.ressiosoftware.com/setup-ressio-payments)
- [Accept Online Payments on Ressio Invoices](https://help.ressiosoftware.com/accept-online-payments-on-ressio-invoices)
- [How Customers Pay Invoices in Ressio](https://help.ressiosoftware.com/how-customers-pay-invoices-in-ressio)

## Financial Tools & Services

- [Customer Financing with GreenSky](https://help.ressiosoftware.com/greensky-ressio-consumer-lending)

## Mason

- [Meet Mason, your new AI Project Assistant](https://help.ressiosoftware.com/meet-mason-your-new-ai-project-assistant)
- [Mason AI Company Assistant (Company-level Mason)](https://help.ressiosoftware.com/mason-ai-company-assistant-company-level-mason)
- [Mason Permissions: Team Member and Field Users](https://help.ressiosoftware.com/mason-permissions-team-member-and-field-users)
- [Mason Tools - Reference Guide](https://help.ressiosoftware.com/mason-tools-reference-guide)

## Reports

- [What You Need to Know About Reports](https://help.ressiosoftware.com/what-you-need-to-know-about-reports)

## Warranty

- [Warranty Overview](https://help.ressiosoftware.com/warranty-overview)

## Automations

- [Automations Library Overview](https://help.ressiosoftware.com/automations-library-overview)

- [Getting started](https://help.ressiosoftware.com/getting-started)
- [Feature guides](https://help.ressiosoftware.com/feature-guides#main-content)

    - [Schedule](https://help.ressiosoftware.com/feature-guides#schedule)
    - [Estimate](https://help.ressiosoftware.com/feature-guides#estimate)
    - [Specs](https://help.ressiosoftware.com/feature-guides#specs)
    - [Budget](https://help.ressiosoftware.com/feature-guides#budget)
    - [Invoices](https://help.ressiosoftware.com/feature-guides#invoices)
    - [Approvals](https://help.ressiosoftware.com/feature-guides#approvals)
    - [Time Clock](https://help.ressiosoftware.com/feature-guides#time-clock)
    - [Calendar](https://help.ressiosoftware.com/feature-guides#calendar)
    - [Daily Log](https://help.ressiosoftware.com/feature-guides#daily-log)
    - [Change Orders](https://help.ressiosoftware.com/feature-guides#change-orders)
    - [Messaging & Notifications](https://help.ressiosoftware.com/feature-guides#messaging-notifications)
    - [Client Portal](https://help.ressiosoftware.com/feature-guides#client-portal)
    - [Settings](https://help.ressiosoftware.com/feature-guides#settings)
    - [Projects](https://help.ressiosoftware.com/feature-guides#projects)
    - [Selections](https://help.ressiosoftware.com/feature-guides#selections)
    - [Prospect management](https://help.ressiosoftware.com/feature-guides#prospect-management)
    - [Vendor Management](https://help.ressiosoftware.com/feature-guides#vendor-management)
    - [Cost Catalog](https://help.ressiosoftware.com/feature-guides#cost-catalog)
    - [To-dos](https://help.ressiosoftware.com/feature-guides#to-dos)
    - [Bid Management](https://help.ressiosoftware.com/feature-guides#bid-management)
    - [Plan hub](https://help.ressiosoftware.com/feature-guides#plan-hub)
    - [General](https://help.ressiosoftware.com/feature-guides#general)
    - [Proposals](https://help.ressiosoftware.com/feature-guides#proposals)
    - [Files](https://help.ressiosoftware.com/feature-guides#files)
    - [Ressio Payment Processing](https://help.ressiosoftware.com/feature-guides#ressio-payment-processing)
    - [Financial Tools & Services](https://help.ressiosoftware.com/feature-guides#financial-tools-services)
    - [Mason](https://help.ressiosoftware.com/feature-guides#mason)
    - [Reports](https://help.ressiosoftware.com/feature-guides#reports)
    - [Warranty](https://help.ressiosoftware.com/feature-guides#warranty)
    - [Automations](https://help.ressiosoftware.com/feature-guides#automations)
- [FAQs](https://help.ressiosoftware.com/faqs#main-content)

    - [Vendors](https://help.ressiosoftware.com/faqs#vendors)
    - [Estimate](https://help.ressiosoftware.com/faqs#estimate)
    - [QuickBooks Online](https://help.ressiosoftware.com/faqs#quickbooks-online)
    - [Customers](https://help.ressiosoftware.com/faqs#customers)
    - [Files](https://help.ressiosoftware.com/faqs#files)
    - [Invoices](https://help.ressiosoftware.com/faqs#invoices)
    - [My account](https://help.ressiosoftware.com/faqs#my-account)
    - [Insurance](https://help.ressiosoftware.com/faqs#insurance)
    - [Time Clock](https://help.ressiosoftware.com/faqs#time-clock)
    - [Selections](https://help.ressiosoftware.com/faqs#selections)
    - [Templates](https://help.ressiosoftware.com/faqs#templates)
    - [Mason AI](https://help.ressiosoftware.com/faqs#mason-ai)
- [Troubleshooting](https://help.ressiosoftware.com/troubleshooting)
- [Integrations](https://help.ressiosoftware.com/integrations#main-content)

    - [QuickBooks Online](https://help.ressiosoftware.com/integrations#quickbooks-online)
    - [File Integrations](https://help.ressiosoftware.com/integrations#file-integrations)
    - [Sero](https://help.ressiosoftware.com/integrations#sero)
    - [Adaptive](https://help.ressiosoftware.com/integrations#adaptive)
    - [AI](https://help.ressiosoftware.com/integrations#ai)
- [Account](https://help.ressiosoftware.com/account)

[![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Logo%20Dock%20Icon-1.png?width=50&height=50&name=Logo%20Dock%20Icon-1.png)](http://ressiosoftware.com)

[www.ressiosoftware.com](http://www.ressiosoftware.com)

Copyright © 2026, Ressio Software