Getting Started

Welcome to the Rev.io PSA Help Center Logging into Rev.io PSA Page Navigation and Layout ✨AI-Powered: Ask Revii ✨AI-Powered: Reviize Tool Arrange Columns 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 - 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: Service Tab Customer Profile: Service Section - Tickets Tab Customer Profile: Service Section - Calendar Items Tab Customer Profile: Service Section - Assets Tab Customer Profile: Service Section - Contracts Tab Customer Profile: Service Section - Recurring Services Tab

Customer Profile: Billing Tab

Customer Profile: Billing Tab Customer Profile: Billing Section - Invoices Tab Customer Profile: Billing Section - Unposted Tab 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: Opportunities Tab

Customer Profile: Opportunities Tab Customer Profile: Opportunities Section - Quotes Tab Create/Edit Quotes Adding Quote Recipients

Assets

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

Service Module

Service Module Overview

Tickets: General

Ticket List View Create/Edit Tickets View Ticket: Details View Ticket: Stage Sending Tickets to Billing Linking Related Tickets

Tickets: Activity

Ticket Details: Activity Tab Add Ticket Activity View Ticket Activity Sending Emails from 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

Timesheet

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

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

Purchase Orders

Purchase Order List View Create/Edit Purchase Orders View Purchase Order: Details View Purchase Order: Stage

Providers

Providers List View Add/Edit Providers View Provider Details

Inventory Management

Inventory Management: Overview Inventory Views: Matrix Inventory Views: Reservations Using the Inventory Management Feature

Inventory History

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

Dispatch Board

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

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

Reports Module

Reports Module Overview

Reports Dashboard

Reports Dashboard: Getting Started Reports Dashboard: My Dashboards Reports Dashboard: Troubleshooting

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

Integrations Library

Integrations Library: Overview Integrations Library: Summary Tab Integrations Library: Marketplace Tab Integrations Library: Instances Tab Integrations Library: Executions Tab Integrations Library: Logs Tab Integrations Library: Attachments Tab Integrations Library: Troubleshooting QuickBooks Online Integration: Overview QuickBooks Online Integration: Configuration Pax8 Integration: Overview Pax8 Integration: Configuration Google & Outlook Integrations: Overview Google Integration: Admin Configuration Google Integration: User Configuration Outlook Integration: Admin Configuration Outlook Integration: User Configuration Slack & Teams Integrations: Overview Slack & Teams Integrations: Admin Configuration Slack & Teams Integrations: User Configuration

Quote Templates

Quote Templates List View Create/Edit Quote Templates

Roles & Permissions

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

System Settings

System Settings Overview System Settings: My Preferences System Settings: Company System Settings: Service System Settings: Inventory System Settings: Email Settings Validating Outgoing Email Addresses System Settings: System Tables - Overview System Settings: System Tables - Product Catalog System Settings: System Tables - Ticket System Settings: System Tables - Inventory Management System Settings: System Tables - Time Entry System Settings: Billing Config Create/Edit Bill Profiles Add/Edit Collection Templates Add/Edit Payment Methods Add/Edit Payment Processors System Settings: Metered Usage Add/Edit Rate Decks Add/Edit Rate Deck Groups System Settings: Macros Add/Edit Service Macros

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 List View Create/Edit Workflows Using Tokens on Workflows View Workflow Details Configuring SMS Workflow Notifications Configuring In-App Workflow Notifications Configuring Slack/Microsoft Teams Workflow Notifications

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

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

Customers

Video: Creating, Editing, and Finding Customers 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: Managing Tasks on Tickets Video: Linking Tickets Video: Sending Ticket Charges to Billing Video: Viewing Timesheet and Tech Utilization

Inventory

Video: Inventory - Product Catalog Video: Inventory Management - Configuration 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

Scheduling

Video: Managing the Calendar Managing the Dispatch Board

Billing

Video: Billing - Charges Generated from Quotes

Reports

Video: Configuring the Reports Dashboard

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: Creating and Managing Workflows Video: Creating Quote Templates Video: Quote Templates - Changing a Background 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

Customers

How To Guide: Creating, Editing, and Finding Customers 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: Managing Timesheets How To Guide: Linking Tickets How To Guide: Creating a Quote for Service How To Guide: Send Ticket Charges to Billing

Inventory

How To Guide: Inventory - Product Catalog How To Guide: Inventory Management - Configuration 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: Receiving Inventory on Purchase Orders How To Guide: Reserving Inventory for a Ticket

Scheduling

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

Billing

How To Guide: Billing - Charges Generated from Quotes

Reports

How To Guide: Configuring Reports Dashboard Initially

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: Managing Workflows How To Guide: Creating a Quote Template How To Guide: Quote Templates - Changing a Background 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 Roles & Permissions

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