Customer Module Overview

The Customer module is where you manage all of your customer accounts, contacts, assets, quotes, and opportunities. Customers are the central records in Rev.io that tickets, invoices, contacts, assets, and other activity are created against. Access the Customer module by clicking Customers in the sidebar.

Customers

The Customer List View displays all customer accounts in your Rev.io instance. From here you can search, filter, and access individual customer profiles, as well as create new customers.

Customer Profile

The customer profile is the central record for each customer in Rev.io. It is organized into four main tabs, each covering a different area of the customer relationship.

Overview Tab: Contains summary information, billing details, addresses, contacts, portal users, journal notes, and related accounts. See the Customer Profile: Overview Tab article for more information.
Servicing Tab: Contains tickets, calendar items, assets, projects, contracts, recurring schedules, and service information. See the Customer Profile: Servicing Tab article for more information.
Billing Tab: Contains invoices, unposted charges, payment history, payment accounts, ledger, collections, and recurring services. See the Customer Profile: Billing Tab article for more information.
Quotes Tab: Contains opportunities, quotes, and proposals. See the Customer Profile: Quotes Tab article for more information.

Assets

The Asset List View displays all assets across your Rev.io instance. Assets are physical or virtual items associated with a customer, such as equipment, software licenses, or managed devices.

Quotes

Quotes are records used to propose products and services to customers. Each quote can have one or more proposals attached, which are the documents sent to customers for review and signature.

Opportunities