System Settings: My Preferences
The My Preferences category on the System Settings screen allows you to configure various settings to better optimize your Rev.io experience, including your working hours, time off, email signature, dark/light mode preference, desired starting page, and default language.
| NOTE: The options set on this screen impact your specific environment only and do not impact any other users in the system. |
When you change a value in a section, Save and Cancel buttons display in that section. Click Save to apply your changes or Cancel to discard them.
See the System Settings Overview article for more information about the other categories on the System Settings screen.
Working Hours
The Working Hours section allows you to set the hours you work each day. This will show on the Dispatch Board when you are scheduling work.
Each field in the Working Hours section is defined below.
| Label | Definition |
| Business Hours | Select this option to use your company's configured company business hours as your working hours. |
| Custom | Select this option to set your own working hours for each day of the week. |
| Active | Click to add a checkmark for each day that you work. |
| Working Day | Days of the week. |
| Start Time | Enter the time you start work for each day of the week. |
| End Time | Enter the time you finish work for each day of the week. |
Time Off/Holidays
The Time Off/Holidays section pulls in all configured company holidays and allows you to enter your personal days and times you are scheduled to be off work and unavailable.
Each field in the Time Off/Holidays section is defined below.
| Label | Definition |
| Show Archived | Click to display archived time off entries in the list. |
| Description | Name or description of the time off. |
| Start Date/Time | Start date and time for the time off. |
| End Date/Time | End date and time for the time off. |
| Archive | A checkmark indicates the time off entry is archived. |
These actions are available in the Time Off/Holidays section.
- Add time off by clicking the Add Time Off button.
- Edit or delete a time off entry by clicking the menu at the end of the row and selecting Edit or Delete.
LinkedIn Notifications
Each field in the LinkedIn Notifications section is defined below.
| Label | Definition |
| Subscribe to LinkedIn company updates | Check this option to receive notifications when a customer with a saved LinkedIn profile link has a job status change. |
Preferred Language
Each field in the Preferred Language section is defined below.
| Label | Definition |
| Select Language | Select a default language for your Rev.io instance. This option currently translates dynamic language on the ticket Activity tab and customer Journal tab. |
Reset Password
Each field in the Reset Password section is defined below.
| Label | Definition |
| Current Password | To reset your password, start by entering your current password. |
| New Password | To reset your password, enter the new password you want to use. NOTE: Passwords must contain at least 1 lowercase letter, 1 uppercase letter, 1 number, 1 special character, and a minimum of 12 characters. |
| Confirm Password | To reset your password, reenter the password you entered in the New Password field. The New Password and Confirm Password fields must match. |
Click Update Password to save your new password or Cancel to discard it.
Email Signature
The Email Signature section allows you to add a personal signature that you can insert into ticket replies, templates, and workflow emails.
Each field in the Email Signature section is defined below.
| Label | Definition |
| Email Signature | Enter your signature using the text editor. Signatures can be up to 10,000 characters. To add your signature to a new ticket template, use the Insert Signature Token button. See the Add/Edit New Ticket Templates article for more information. |
Show At Login
Each field in the Show at Login section is defined below.
| Label | Definition |
| Default Starting Page | Select the default page in Rev.io to show once you have logged into the system. Page options include Home, Customer List, Ticket List, Timesheet, Calendar, Product Catalog List, Inventory Management, Purchase Orders, Assets List, and Providers. |
SMS Notifications
Each field in the SMS Notifications section is defined below.
| Label | Definition |
| Receive SMS Notifications | Set this option to enable SMS (text) notifications for yourself. |
| Phone Number | Select your country code and enter the phone number where you want to receive SMS (text) notifications. Country options include Canada, Mexico, and United States. |
Theme
Each field in the Theme section is defined below.
| Label | Definition |
| Theme | Select the default theme for Rev.io. Theme options include Browser Default, Dark, and Light. |
Scheduling Conflicts
Each field in the Scheduling Conflicts section is defined below.
| Label | Definition |
| Check for conflicts when scheduling calendar items | When checked, Rev.io will alert you if a calendar item is being scheduled during a time that conflicts with an existing calendar item for the same technician. |
For more information about SMS notifications, see the following article.