Getting Started

Welcome to the Rev.io PSA Help Center Logging into Rev.io PSA Page Navigation and Layout Data Backup and Recovery ✨AI-Powered: Revii ✨AI-Powered: Ask Revii ✨AI-Powered: Revii Data Analytics ✨AI-Powered: Reviize Tool Error Definitions Arrange Columns

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Global Search Help & Support Recently Viewed Clock In/Out Notifications Center: Send Notifications Notifications Center: Notifications Inbox Enabling SMS Notifications

Onboarding Configuration

Onboarding Checklist Step One: Configure General Company Settings Step Two: Enable Inventory Management (Optional)Step Three: Configure the Product Catalog Step Four: Configure Quote Templates Step Five: Configure Time Entry Reasons Step Six: Customize Ticketing (Optional)

Customer Module

Customer Module Overview

Customers

Customer List View Add/Edit Customers Managing Customers in Rev.io Billing for Use in Rev.io PSA Customer Information Section

Customer Profile: General

Customer Profile: Header Adding Tags to Customer Profiles Customer Profile: Stage Customer Profile: Quick Actions Quick Actions: Add Payments Quick Actions: Add Charges Quick Actions: Add Credits Quick Actions: Create Invoices

Customer Profile: Overview Tab

Customer Profile: Overview Tab Customer Profile: Overview Section - Summary Tab Customer Profile: Overview Section - Billing Information Tab Customer Profile: Overview Section - Addresses Tab Customer Profile: Overview Section - Contacts Tab Contact Profile Add/Edit Contacts Managing Contacts in Rev.io Billing for Use in Rev.io PSA Customer Profile: Overview Section - Portal Users Tab Create/Edit Portal Users View Portal User Details Customer Profile: Overview Section - Journal Tab Create/Edit Journal Notes View Journal Details Customer Profile: Overview Section - Related Accounts Tab

Customer Profile: Service Tab

Customer Profile: Servicing Tab Customer Profile: Servicing Section - Tickets Tab Merging Tickets on the Customer Profile Customer Profile: Servicing Section - Calendar Items Tab Customer Profile: Servicing Section - Assets Tab Customer Profile: Servicing Section - Projects Tab Customer Profile: Servicing Section - Contracts Tab Customer Profile: Servicing Section - Recurring Schedules Tab Customer Profile: Servicing Section - Service Information Tab

Customer Profile: Billing Tab

Customer Profile: Billing Tab Customer Profile: Billing Section - Invoices Tab Customer Profile: Billing Section - Unposted Tab Rebill Customer Customer Profile: Billing Section - Payment History Tab Customer Profile: Billing Section - Payment Accounts Tab Add Payment Account Manage Autopay Customer Profile: Billing Section - Ledger Tab View Transaction Details Customer Profile: Billing Section - Collections Tab Customer Profile: Billing Section - Recurring Services Tab Add/Edit Recurring Services

Customer Profile: Quotes Tab

Customer Profile: Quotes Tab Customer Profile: Quotes Section - Opportunities Tab Customer Profile: Quotes Section - Quotes Tab Customer Profile: Quotes Section - Proposals Tab

Assets

Asset List View Add/Edit Assets Add/Edit Assets: Import from Catalog View Asset: Details View Asset: Stage

Quotes

View Quote Details Managing Quotes Adding Services, Products, and Packages to Quotes Adding Proposals to Quotes Adding Proposal Recipients Sending Proposals to Recipients

Opportunities

Opportunity List View Add/Edit Opportunities View Opportunity Details

Service Module

Service Module Overview

Tickets: General

Ticket List View Create/Edit Tickets View Ticket: Details View Ticket: Stage View Ticket: SLA Timers Linking Related Tickets Transferring Tickets to Different Customers Sending Tickets to Billing Creating Tickets from Incoming Emails

Tickets: Activity

Ticket Details: Activity Tab Add Ticket Activity View Ticket Activity Capturing Signatures on Tickets Sending Emails from Tickets

Tickets: Items Serviced

Ticket Details: Items Serviced Tab Add Assets to Tickets

Tickets: Parts & Labor

Ticket Details: Parts & Labor Tab Add/Edit Parts & Labor Items View Parts & Labor Item Details Deleting Parts & Labor Items

Tickets: Time Logs

Ticket Details: Time Logs Tab Create/Edit Time Logs View Time Logs Marking Time Logs as Billable Deleting Time Logs Tracking Time on Tickets

Tickets: Tasks

Ticket Details: Tasks Tab

Tickets: Workflow

Ticket Details: Workflows Tab

Tickets: Purchase Orders

Ticket Details: Purchase Orders Tab

Tickets: Addresses

Ticket Details: Addresses Tab

Timesheet

View Timesheet: Header View Timesheet: Weekly Grid View Timesheet: Daily View View Timesheet: Time Management Section

Time Entry List

Time Entry List View

Contracts: General

Create/Edit Contracts View Contract: Details View Contract: Stage

Contracts: Contract Rates Tab

Contract Details: Contract Rates Tab Add/Edit Contract Rate Items View Contract Rate Item Details

Contracts: Billing Parameters Tab

Contract Details: Billing Parameters Tab

Contracts: Documentation Tab

Contract Details: Documentation Tab

Contracts: Ticket History Tab

Contract Details: Ticket History Tab

Contracts: Parts & Labor History

Contract Details: Parts & Labor History Tab

Contracts: Time Logged Tab

Contract Details: Time Logged Tab

Inventory Module

Inventory Module Overview

Product Catalog

Product Catalog List View Add/Edit Products View Product: Details Product Details: Adjust Inventory Modal Product Details: Features Tab Product Details: Purchasing Tab Product Details: Purchasing Tab - Add/Edit Providers Product Details: Admin Tab

Packages

Packages List View Add/Edit Packages

Purchase Orders

Purchase Order List View Create/Edit Purchase Orders View Purchase Order: Details View Purchase Order: Stage Emailing Purchase Orders Receiving Items on Purchase Orders Completing Purchase Orders

Providers

Providers List View Add/Edit Providers View Provider Details

Inventory Management

Inventory Management: Overview Using the Inventory Management Feature Inventory Views: Matrix Inventory Views: Reservations Inventory Views: Serial Numbers View Serial Number Details: Inventory & Product Details View Serial Number Details: Movement History

Inventory History

Serial Number Lookup

Serial Number Lookup View Serial Number Details

Scheduling Module

Scheduling Module Overview

Calendar

View the Calendar Create/Edit Calendar Items View Calendar Item Details Deleting Calendar Items Marking Tasks as Complete/Incomplete

Task List

Task List View

Dispatch Board

Dispatch Board: Overview Dispatch Board: Ticket Panel Dispatch Board: Dispatch Window Dispatch Board: Timeline

Projects Module

Projects Module Overview

Projects: General

Project Management List View Add/Edit Projects View Project: Details View Project: Stage Project Details: Overview Tab Add/Edit Project Milestones Add/Edit Project Phases Project Details: Work Tab Add/Edit Project Work Project Details: Files Tab

Projects: Billing

Project Billing: Overview BETA Creating and Applying Deposit Invoices for Projects BETA Managing Final Invoices for Projects BETA

Billing Module

Billing Module Overview

Invoice Management

Invoice Management: Create Invoices Invoice Management: Email Invoices Invoice Management: Process Payments Invoice Management: History Invoice Management: History Details

Collections

Collections List View View Collection Step Details View Collection Batch History Details Configuring Collections

Unbillable Usage

Unbillable Usage Report

Analytics Module

Analytics Module Overview

Dashboards

Dashboards: Overview Dashboards List View View Dashboard Details

Charts

Charts: Overview Charts List View View Chart Details Add/Edit Charts Chart Type Options

Datasets

Datasets: Overview Datasets List View View Dataset Details Add/Edit Datasets

SQL Lab

SQL Lab: Overview SQL Lab: Query Editor

Saved Queries

SQL Lab: Saved Queries

Commerce Hub

Commerce Hub Overview

Partners

Commerce Hub: Partners View Partner Profile Details

Admin Module

Admin Module Overview Managing Permissions, Roles, and User Groups

API Management

API Management: Overview API Keys List View Create API Keys Delete API Keys Accessing the Rev.io Developer Portal

Audit Logs

Audit Logs: Overview View Audit Log Details

Bulk Tools

QuickBooks Desktop Export: Overview QuickBooks Desktop Export: Exporting Data from Rev.io QuickBooks Desktop Export: Importing into QuickBooks Desktop QuickBooks Desktop Export: Troubleshooting

Custom Fields Manager

Custom Fields Manager: Overview Custom Fields Manager: Custom Field Builder Tab Add/Edit Custom Fields Custom Fields Manager: Layouts Tab

Customer Portal

Customer Portal Configuration

FTP Sites

FTP Sites List View Add/Edit FTP Sites View FTP Site Files

Integrations Library

Proposal Templates

Proposal Templates List View Create/Edit Proposal Templates Managing Proposal Templates

Roles & Permissions

Roles & Permissions List View Add/Edit Roles View Role Details Available Permissions Managing Global Administrators

System Settings

User Groups

User Groups List View Add/Edit User Groups View User Group Details

User Management

User Management List View Add/Edit Users View User Details Making Users Active/Inactive Resetting User Passwords

Workflows

Workflows Overview Workflows: Action Library Create/Edit Workflow Actions Workflows: Flow Builder Create/Edit Flows Workflows: Visual Map Workflows: Notifications Create/Edit Workflow Notifications Using Tokens on Workflow Notifications Configuring In-App Workflow Notifications Configuring SMS Workflow Notifications Configuring Slack/Microsoft Teams Workflow Notifications Configuring SLA Workflow Notifications Configuring Billing Email Notification Workflows

Rev.io Community

Rev.io Community: Overview Logging into the Rev.io Community for the First Time Resetting Your Rev.io Community Password Create/Edit Rev.io Community Profile Updating Rev.io Community Notification Preferences

Rev.io Mobile App

Rev.io Mobile App Overview Rev.io Mobile App: Logging In Rev.io Mobile App: Calendar Rev.io Mobile App: Tickets Rev.io Mobile App: Ticket Details Rev.io Mobile App: Customers Rev.io Mobile App: Customer Details Rev.io Mobile App: Notifications

Customer Portal

Customer Portal: Overview Logging Into the Customer Portal Customer Portal: Navigation Customer Portal: Tickets Customer Portal: Open A Ticket Customer Portal: View A Ticket Customer Portal: Invoices Customer Portal: Invoices - Make a Payment Customer Portal: Invoices - Payment Accounts Customer Portal: Invoices - Payment History

Video Training Library

Video Training Library Overview

General

Video: Getting Help in Rev.io PSA Video: Getting Started Guide for Admins Video: Getting Started Guide for General Users Video: Getting Started Guide for Technicians Video: Sending and Receiving In-app Notifications Video: Customer Portal Overview Video: Rev.io Community Overview

Ask Revii

Video: Creating and Managing Customers using Revii Video: Managing the Service Ticket Lifecycle using Revii

Customers

Video: Opportunity Management Video: Customer Lifecycle - Opportunity to Quote to Activation Video: Parent Child Customer Relationships Video: Customer Account - Overview Tab Video: Customer Account - Service Tab Video: Customer Account - Billing Tab Video: Managing Customer Contacts Video: Managing Assets

Service

Video: Creating Quotes Video: Creating Tickets Video: Managing Tickets - Activity Tab Video: Managing Parts & Labor on Tickets Video: Managing Time Logs on Tickets Video: Using Multiple Ticket Timers Video: Merging and Linking Tickets Video: Transferring Tickets Video: Managing Tasks on Tickets Video: Invoicing Parts & Labor Charges from Tickets Video: Viewing Timesheet and Tech Utilization

Inventory

Video: Inventory - Product Catalog Video: Inventory Management - Configuration Video: Inventory Management - Bulk Updating Products Video: Managing Inventory Video: Inventory Management - Adding/Removing Stock Manually from Product Catalog Video: Purchase Orders - Provider Configuration Video: Creating and Editing Purchase Orders from a Ticket Video: Receiving Inventory on Purchase Orders Video: Reserving Inventory for a Ticket Video: General Stock Purchase Orders Video: Managing Packages

Scheduling

Video: Managing the Calendar Managing the Dispatch Board

Projects

Video: Managing Projects

Billing

Video: Managing Billing Video: Understanding Charges Created via Quotes Video: Correcting Billing Errors

Reports

Video: Analytics - Dashboards

Admin

Video: Configuring Company Information Video: Creating Users Video: Managing Roles & Permissions Video: Creating User Groups Video: Assigning Roles and User Groups to Users Video: Creating Bill Profiles Video: Configuring System Tables Video: Optional Ticket Customizations & Configuration Video: Creating and Managing Workflows Video: Managing Quote Templates Video: Quote Templates - Changing a Background Video: Configuring Collection Templates Video: Integrations - Managing the Google Calendar Integration Video: Integrations - Outlook Calendar Admin Setup Video: Integrations - Outlook Calendar User Setup

How-To Guides

How-To Guides Overview

General

How To Guide: Rev.io Community Overview How To Guide: Managing In-App Notifications How To Guide: Customer Portal Overview

Ask Revii

How To Guide: Creating and Managing Customers using Revii How To Guide: Managing the Service Ticket Lifecycle using Revii

Customers

How To Guide: Customer Lifecycle - Opportunity to Quote to Activation How To Guide: Creating, Editing, and Finding Customers How To Guide: Opportunity Management How To Guide: Parent Child Customer Relationships How To Guide: Customer - Overview Tab How To Guide: Customer - Service Tab How To Guide: Customer - Billing Tab How To Guide: Managing Assets

Service

How To Guide: Creating Tickets & Using the Ticket List How To Guide: Managing Tickets - Activity Tab How To Guide: Managing Tickets - Parts & Labor Tab How To Guide: Managing Tickets - Tasks How To Guide: Managing Tickets - Time Logs and Time Tracking How To Guide: Using Multiple Ticket Timers How To Guide: Merging and Linking Tickets How To Guide: Transferring Tickets How To Guide: Managing Timesheets How To Guide: Creating a Quote for Service How To Guide: Billing - Charges Generated from Quotes How To Guide: Invoicing Parts & Labor Charges from Tickets

Inventory

How To Guide: Inventory - Product Catalog How To Guide: Inventory Management - Configuration How To Guide: Inventory Management - Bulk Updating Products How To Guide: Managing Inventory How To Guide: Inventory Management - Adding/Removing Stock Manually from Product Catalog How To Guide: Purchase Orders - Provider Configuration How To Guide: Creating and Editing Purchase Orders from a Ticket How To Guide: General Stock Purchase Orders How To Guide: Receiving Inventory on Purchase Orders How To Guide: Reserving Inventory for a Ticket How To Guide: Managing Packages

Scheduling

How To Guide: Managing the Calendar How To Guide: Dispatch Board

Projects

How To Guide: Managing Projects

Billing

How To Guide: Managing Billing How To Guide: Understanding Charges Generated from a Quote How To Guide: Correcting Billing Errors

Reports

How To Guide: Analytics - Dashboards

Admin

How To Guide: System Settings - Company Information How To Guide: Creating a User How To Guide: Managing Roles & Permissions How To Guide: Creating a User Group How To Guide: Assigning Roles and Groups to Users How To Guide: Billing Configuration - Bill Profile How To Guide: System Settings - System Tables How To Guide: Optional Ticket Customization & Configuration How To Guide: Managing Workflows How To Guide: Creating a Quote Template How To Guide: Quote Templates - Changing a Background How To Guide: Configuring Collection Templates How To Guide: Outlook Calendar Integration - Admin Configuration How To Guide: Outlook Calendar Integration - User Configuration How To Guide: Google Calendar Integration - Admin Config and User Setup

Video: Managing Projects

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