Overview

Rev.io PSA is a professional services automation (PSA) application that provides the functionality you need to manage your core processes and successfully run an efficient and profitable business.

Rev.io PSA works seamlessly with Rev.io Billing to provide best-in-class billing and back office services, from customer and contact management to ticketing and workflow notifications. Using these products as a single system ensures everyone in your company has access to the tools they need to maximize efficiency and keep your business profitable.

The following modules are included in Rev.io PSA.

• Customers. View and manage customers and contacts in your database.
• Service. Manage various ticket-related functions, including emailing customers, viewing ticket activity, entering time logs, and managing parts and labor on the ticket.
• Scheduling. Manage rep calendars, schedule tasks and events, and access calendar items for specific customers or tickets.
• Reports. Generate and review core reports and dashboards to analyze your data and make informed decisions.
• Admin. Manage various administration functions, including user permissions, workflow notifications, and system settings.