Onboarding Checklist
Getting started with a new platform can involve many configurations and learning opportunities, but we believe that focusing on the basic/required configurations first is the best way to ensure success and start using Rev.io quickly.
In this checklist, you will find a step-by-step guide for exactly which configurations are necessary to get started using Rev.io. These basic configurations have been divided into six steps, two of which are optional depending on your business needs. We recommend completing this list in order as some items build on each other.
You’ll find plenty of other configuration options to explore later, but if they’re not included in this checklist, they'll likely work as-is until you get accustomed to using the platform. Once you’re comfortable with the basics, you can expand your setup at your own pace. Ready to begin? Click Step One below to get started!
| NOTE: Integrations are not included in this checklist as they are not required, but you will get that information during your kickoff call with our onboarding team. Most are easily configured without assistance, but a few require back-end configuration by our team. You can always access the Integrations Library section in our documentation for more information about the available integrations. You can also use the ✨Ask Revii button available at the bottom of every page to get more information on any topic. |
| Step | Process & Est Time to Complete |
| Step One: Configure General Company Settings | 1. Company Email Settings (~10 minutes) 2. Address & SMS Settings (~2 minutes) 3. Bill Profile (~5 minutes) 4. Roles & Add Users (~5 minutes each) |
| Step Two: Enable Inventory Management (Optional) | 1. Inventory Management (~1 minute) 2. Location Types & Locations (~5 minutes) |
| Step Three: Configure the Product Catalog | 1. Providers (~2 minutes each) 2. Products (~2 minutes each) |
| Step Four: Configure Quote Templates | 1. Quote Templates (~10 minutes each) |
| Step Five: Configure Time Entry Reasons | 1. Time Entry Reasons (~1 minute each) |
| Step Six: Customize Ticketing (Optional) | 1. Ticket System Tables (~5 minutes) 2. Ticket Technicians User Group (~5 minutes) 3. Service Defaults (~1 minute) 4. Ticket Macros (~1 minute each) 5. Ticket Workflow Notifications (~5 minutes each) |