Hey Ressio Users,

We have exciting news: RessioCon '26 is confirmed and tickets are on sale now!

Join us October 7–8, 2026 at the Omni Shoreham Hotel in Washington, D.C. for two days of learning, connection, and hands-on time with Ressio.

Kick things off early with our Welcome Happy Hour on Tuesday, October 6th from 6–8pm. It's a great chance to meet fellow attendees and get settled before the main event.

Early bird pricing is available for a limited time. Click the button below to visit our event page to see the details and purchase your tickets before the price goes up.

Stay tuned, session details and speaker announcements are coming later this month. We'll be in touch as soon as they're live.

We can't wait to learn, build and connect with you! 

The Ressio Team

 Click HERE to learn more and purchase tickets.

We have several new features available in your account that we think you'll find useful. This month's update includes the new Web Clipper for creating selections and cost catalog items from a URL, improved file attachment visibility controls in QBO sync, and the ability to link due dates directly to your schedule.

🔗 Web Clipper: Build Selections and Cost Catalog Items from a URL

The Web Clipper makes it easy to pull content directly from the web into Ressio. Simply paste a URL from a vendor, and use the clipper to create a new selection or cost catalog item without ever leaving your workflow. It's a faster, simpler way to bring outside information into your projects and keep your cost catalog up to date.

Read more about Selections here and the about the Cost Catalog here.

👁️ File Attachment Visibility Controls for QBO Sync

You now have more control over which file attachments your customers can see when syncing with QuickBooks Online. These visibility controls let you decide exactly which files get shared, keeping your sync organized and tailored to each customer.

Read more here.

📅 Link Selections to Schedule Tasks

 You can now tie the due date of a To-do, Selection, or Bill directly to a Schedule Task. Choose an anchor date (Start or End) and a day offset, and the due date is automatically calculated. If the Schedule Task dates change, your linked due dates stay in sync. You will find this in the Advanced settings of each item.

Any questions, reach out to your Customer Success Coach or Manager. Cheers!

Builders Risk Insurance is now available directly inside Ressio through our partnership with ViCoverage powered by Vertical Insure. You can get a quote right from Project Details and bind coverage without leaving Ressio in just a few clicks. 

 The best part: Builders could save up to 25% compared to traditional coverage options, making it worth a quick quote before you commit.

Why use it:

• Get instant quotes tailored to your project

• Avoid delays that can cost you time and money

• Keep everything centralized in Ressio

See how much you could save. Takes 30 seconds. Our team will follow up within one business day. Reach out HERE.

How it works:

1. Open your project

2. Go to Project Setting → Insurance Tab

3. Click "Get a Quote"

Answer a few quick questions, receive your quote, and purchase coverage right away. Your Certificate of Insurance is emailed to you and stored in Ressio for easy access.

Want help getting started or deciding if this is right for your projects?
Reach out to your Customer Success Coach, we’ll walk you through it. 

To learn more, you can watch the video. You can also learn more on how to get started here or check out FAQ here. 

We’ve rolled out a new set of releases to improve time tracking, vendor collaboration, reporting visibility, and scheduling flexibility across your projects. These enhancements are designed to help your team stay organized, accurate, and efficient in day-to-day workflows.

🥪 Shift Breaks and Pause in Time Clock

 Time Clock now supports two ways to track breaks during a shift:

• 30-minute break for a fixed, timed break

• Pause for an open-ended break

What’s included:

• Start and end breaks from ongoing shifts

• Break time is automatically tracked and deducted

• Break details now appear in shift logs and CSV exports

• Guardrails prevent overlapping breaks (only one active at a time)

• Active breaks close automatically when a shift ends

👉 Read more here.

✅ Multiple Vendors Assignment to Specs

 Working with multiple vendors on the same scope/spec? You can now:

• Assign multiple vendors to a single spec

• Keep accountability clear without duplicating work

• Streamline communication and collaboration

Read more here.  

📊 New Reports in the Reports Tab

New reports have been added to the Reports tab:

• Warranty Claim

• List of applied actuals in budgets

• User Activity Summary

• QuickBooks Connection Report

Get better visibility into project issues, team activity, and your QuickBooks connection directly in Ressio.

To learn more here. 

📅 Schedule Enhancement

You can now copy and paste task names, descriptions, and entire tasks or phases to quickly duplicate and update your schedule.

✨ Time Clock Editing for Field & Team Members

 Field and team members can now view and edit time entries for other field/team members, giving your team more flexibility in managing time. Read more here. 

Hey Ressio Users,

This past week we rolled out updates focused on improving visibility, simplifying admin workflows, and making everyday actions faster across the platform. From a new Audit Log to enhancements in Company Overview and time tracking, these changes are all about giving your team clearer insight with less friction.

📈 Audit Log

 We’ve introduced a new Audit Log (Activity Timeline) to give you clear visibility into changes across estimates and specifications.

View a running history of updates like pricing changes, quantity edits, and deletions all tied to the team member and timestamp. Filter by user or date to quickly find what you need.

Why it matters:

• See every change in one place

• Know who made updates and when

• Filter activity for quick tracking

• Maintain better oversight throughout the project

• Available in both Estimates and specifications 

Read more here.

👀 Company Overview Updates

Your Company Overview is now more actionable, helping you quickly spot what needs attention across projects.

• Clearer visibility into overdue and upcoming items

• Improved project filtering for faster navigation

• Pagination to view more upcoming tasks without losing context

Read more here.

✅ Round Time Entries

 Round time entries to 15, 30, and 60 min increments when calculating shift cost in your budget and invoicing clients. Read more here. 

⬆️ Bulk Insert Estimate Parameters

 Update parameters in bulk using a CSV, saving time when making the same adjustment across multiple items. Read more here.

📃Cost Plus Invoice Toggles

 We've added new invoice row-data toggles to show vendors, employees, and shift descriptions, adding more details for clients on cost plus projects. Read more here.

⏱️ Void Approved Time Entries

 Void or reopen approved time entries before they sync to QuickBooks Online, making it easier to correct mistakes without creating accounting cleanup in QBO. Read more here. 

This week’s release are focused on making time tracking easier to review, proposals more visual, and your workflows more connected. Plus, faster access to key Plan Hub info in the field. 

⏱️ Time Clock: Billable Rate + Shift Total columns

 Time tracking is easier to review at a glance with two new columns added to Time Clock.

• New Billable Rate column for clearer cost context per shift

• New Shift Total column so admins can quickly see totals without extra clicks

• Helps speed up review/approval and reduces manual math during payroll/billing checks

• For QBO users, now choose when to push approved time shifts directly into QBO, reducing duplicate entry and keeping records in sync. Read more here. 

🖼️ Display Images Directly In Proposals 

Proposals are easier for clients to understand because images can now be shown right in the proposal experience.

• Display images in proposals to add visual clarity and professionalism

• Helps clients quickly understand what’s included (without downloading files first)

• Great for showcasing options, finishes, and supporting visuals alongside scope/costs

Read more here. 

🔁 Generate Unique QR codes in Plan Hub (files + selections)

 QR codes now uniquely link to specific Plan Hub files and selections so teams can pull up exactly what they need, fast, especially useful in the field. Read more here.

❗ See Expired Vendors When Creating Bills

 If a vendor is expired, an “Expired” label will appear next to their name in the vendor dropdown when creating a bill, making it easy to identify and manage outdated vendors.

Bill Extraction Toggle

When creating a bill and adding an attachment, turn bill extraction on or off on the bill. Read more here. 

✅ Choose to Include Weekends in the Schedule

 Toggle on or off to include weekends in your schedule. In the Schedule tab under Company Settings, find the toggle to turn it off or on. Don't forget to hit Save after making the change.  

👀 Quality of Life Improvements

• Notifying users of multiple schedule task assignments are now batched into a single notification to reduce noise

• New specifications page view option that keeps category & item headers visible while collapsing the rest of the information

• New budget columns show the difference between projected vs approved costs / price

Read more here.