Getting Started

Welcome to the Rev.io PSA Help Center Logging into Rev.io Page Navigation and Layout Data Backup and Recovery ✨AI-Powered: Revii ✨AI-Powered: Ask Revii ✨AI-Powered: Revii Data Analytics ✨AI-Powered: Reviize Tool ✨AI-Powered: Revii Scheduled Automations Error Definitions Arrange Columns

Top Toolbar

Global Search Help & Support Recently Viewed Clock In/Out 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)

Sales Module

Sales Module Overview

Opportunities

Opportunity List View Add/Edit Opportunities View Opportunity Details

Leads

Lead List View Add/Edit Leads View Lead Details Convert Lead to Customer

Quotes

View Quote Details Managing Quotes Adding Services, Products, and Packages to Quotes Adding Proposals to Quotes Adding Proposal Recipients Sending Proposals to Recipients

Customer Module

Customer Module Overview

Customers

Customer List View Add/Edit Customers 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 - Addresses 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: Servicing Tab Customer Profile: Servicing Section - Tickets Tab Merging Tickets on the Customer Profile Customer Profile: Servicing Section - Calendar Items Tab Customer Profile: Servicing Section - Assets Tab Customer Profile: Servicing Section - Projects Tab Customer Profile: Servicing Section - Contracts Tab Customer Profile: Servicing Section - Recurring Schedules Tab Customer Profile: Servicing Section - Service Information Tab

Customer Profile: Billing Tab

Customer Profile: Quotes Tab

Customer Profile: Quotes Tab Customer Profile: Quotes Section - Opportunities Tab Customer Profile: Quotes Section - Quotes Tab Customer Profile: Quotes Section - Proposals Tab

Assets

Asset List View Add/Edit Assets Add/Edit Assets: Import from Catalog View Asset: Details View Asset: Stage View Asset: Overview Tab View Asset: History Tab View Asset: Related Tab

Agreements

Agreements List View Add/Edit Agreements View Agreement Details View Agreement: Overview Tab View Agreement: Components Tab View Agreement: Assets Tab View Agreement: Profitability Tab View Agreement: Ticket Log Tab

Service Module

Service Module Overview

Tickets: General

Ticket List View Create/Edit Tickets View Ticket: Details View Ticket: Stage View Ticket: SLA Timers Linking Related Tickets Transferring Tickets to Different Customers Sending Tickets to Billing Creating Tickets from Incoming Emails

Tickets: Activity

Ticket Details: Activity Tab Add Ticket Activity View Ticket Activity Capturing Signatures on Tickets Sending Emails from Tickets

Tickets: Items Serviced

Ticket Details: Items Serviced Tab Add Assets to Tickets

Tickets: Parts & Labor

Ticket Details: Parts & Labor Tab Add/Edit Parts & Labor Items View Parts & Labor Item Details Deleting Parts & Labor Items Performing an Exchange

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

Tickets: Workflow

Ticket Details: Workflows Tab

Tickets: Purchase Orders

Ticket Details: Purchase Orders Tab

Tickets: Addresses

Ticket Details: Addresses Tab

Timesheet

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

Time Entry List

Time Entry List View

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

Packages

Packages List View Add/Edit Packages

Purchase Orders

Purchase Order List View Create/Edit Purchase Orders View Purchase Order: Details View Purchase Order: Stage Emailing Purchase Orders Receiving Items on Purchase Orders Completing Purchase Orders

Providers

Providers List View Add/Edit Providers View Provider Details

Inventory Management

Inventory Management: Overview Using the Inventory Management Feature Inventory Views: Matrix Inventory Views: Reservations Inventory Views: Serial Numbers View Serial Number Details: Inventory & Product Details View Serial Number Details: Movement History

Inventory History

Serial Number Lookup

Serial Number Lookup View Serial Number Details

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

Task List

Task List View

Dispatch Board

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

Projects Module

Projects Module Overview

Projects: General

Project Management List View Add/Edit Projects View Project: Details View Project: Stage Project Details: Overview Tab Add/Edit Project Milestones Add/Edit Project Phases Project Details: Work Tab Add/Edit Project Work Project Details: Files Tab

Projects: Billing

Project Billing: Overview BETA Creating and Applying Deposit Invoices for Projects BETA Managing Final Invoices for Projects BETA

Billing Module

Billing Module Overview Billing Best Practices: Invoicing One-Time Charges Billing Best Practices: Knowing Which One-Time Charges to Invoice

Invoice Management

Invoice Management: Create Invoices Invoice Management: Email Invoices Invoice Management: Process Payments Invoice Management: History Invoice Management: History Details

Collections

Collections List View View Collection Step Details View Collection Batch History Details Configuring Collections

Unbillable Usage

Unbillable Usage Report

Analytics Module

Analytics Module Overview

Dashboards

Dashboards: Overview Dashboards List View View Dashboard Details

Charts

Charts: Overview Charts List View View Chart Details Add/Edit Charts Chart Type Options

Datasets

Datasets: Overview Datasets List View View Dataset Details Add/Edit Datasets

SQL Lab

SQL Lab: Overview SQL Lab: Query Editor

Saved Queries

SQL Lab: Saved Queries

Commerce Hub

Commerce Hub Overview

Partners

Commerce Hub: Partners View Partner Profile Details

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

Audit Logs

Audit Logs: Overview View Audit Log Details

Bulk Tools

Bulk Tools Overview Bulk Product Import: Overview Bulk Product Update: Overview Bulk Payments Import: Overview Bulk Operation History: Overview QuickBooks Desktop Export: Overview QuickBooks Desktop Export: Exporting Data from Rev.io QuickBooks Desktop Export: Importing into QuickBooks Desktop QuickBooks Desktop Export: Troubleshooting

Custom Fields Manager

Custom Fields Manager: Overview Custom Fields Manager: Custom Field Builder Tab Add/Edit Custom Fields Custom Fields Manager: Layouts Tab

Customer Portal

Customer Portal Configuration

FTP Sites

FTP Sites List View Add/Edit FTP Sites View FTP Site Files

Quotes

Proposal Templates List View Create/Edit Proposal Templates Managing Proposal Templates Quoting Macros List View Create/Edit Quoting Macros

Roles & Permissions

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

System Settings

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 Overview Workflows: Action Library Create/Edit Workflow Actions Workflows: Flow Builder Create/Edit Flows Workflows: Visual Map Workflows: Notifications Create/Edit Workflow Notifications Using Tokens on Workflow Notifications Configuring In-App Workflow Notifications Configuring SMS Workflow Notifications Configuring Slack/Microsoft Teams Workflow Notifications Configuring SLA Workflow Notifications Configuring Billing Email Notification Workflows

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 Integrations Library: Data Sync & Mapping

Acronis

Acronis Integration: Overview Acronis Integration: Configuration

ADI

ADI Global Distribution Integration: Overview ADI Global Distribution Integration: Prerequisites ADI Global Distribution Integration: Configuration

CMS

CMS Integration: Overview CMS Integration: Configuration

ConnectWise RMM

ConnectWise RMM Integration: Overview ConnectWise RMM Integration: Prerequisites ConnectWise RMM Integration: Configuration

COPS

COPS Integration: Overview COPS Integration: Configuration

Datto RMM

Datto RMM Integration: Overview Datto RMM Integration: Prerequisites Datto RMM Integration: Configuration

Google & Outlook Calendar

Google & Outlook Integrations: Overview Google Integration: Admin Configuration Google Integration: User Configuration Outlook Integration: Admin Configuration Outlook Integration: User Configuration

HubSpot

HubSpot Integration: Overview HubSpot Integration: Prerequisites HubSpot Integration: Configuration

Hudu

Hudu Integration: Overview Hudu Integration: Prerequisites Hudu Integration: Configuration Hudu Integration: Additional Steps

Ingram Micro

Ingram Micro Integration: Overview Ingram Micro Integration: Prerequisites Ingram Micro Integration: Configuration

IT Glue

IT Glue Integration: Overview IT Glue Integration: Configuration

Microsoft Teams & Slack

Slack & Teams Integrations: Overview Slack & Teams Integrations: Admin Configuration Slack & Teams Integrations: User Configuration

N-able

N-Able Integration: Overview N-Able Integration: Configuration

NinjaOne

NinjaOne Integration: Overview NinjaOne Integration: Prerequisites NinjaOne Integration: Configuration

Pax8

Pax8 Integration: Configuration Pax8 Integration: Overview

Portal.io

Portal.io Integration: Overview Portal.io Integration: Configuration Portal.io Integration: Proposal Sync Portal.io Integration: Customer Matching and Creation Portal.io Integration: Product Matching and Creation Portal.io Integration: Auto-Approve and Quote Review Portal.io Integration: Notifications

QuickBooks Online

QuickBooks Online Integration: Purchase Order Push QuickBooks Online Integration: Overview QuickBooks Online Integration: Configuration

Rapid Response

Rapid Response Integration: Overview Rapid Response Integration: Prerequisites Rapid Response Integration: Configuration

ScanSource

ScanSource Integration: Overview ScanSource Integration: Prerequisites ScanSource Integration: Configuration ScanSource Integration: Linking Products to ScanSource

Sherweb

Sherweb Integration: Overview Sherweb Integration: Prerequisites Sherweb Integration: Configuration Sherweb Integration: Linking Products to Sherweb

TD Synnex

TD Synnex Integration: Overview TD Synnex Integration: Configuration

Zoho

Zoho CRM Integration: Overview Zoho CRM Integration: Prerequisites Zoho CRM Integration: Configuration

Knowledge Base

Knowledge Base: Overview Knowledge Base: Articles List View Create/Edit Knowledge Base Articles

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

Rev.io Mobile App

Rev.io Mobile App Overview Rev.io Mobile App: Logging In Rev.io Mobile App: Calendar Rev.io Mobile App: Tickets Rev.io Mobile App: Ticket Details Rev.io Mobile App: Customers Rev.io Mobile App: Customer Details Rev.io Mobile App: Notifications

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

Ask Revii

Video: Creating and Managing Customers using Revii Video: Managing the Service Ticket Lifecycle using Revii

Sales

Video: Managing Leads Video: Multi-Location Accounts in Leads & Quotes Video: Opportunity Management Video: Creating Quotes Video: Quoting a Customer with No Recurring Services

Customers

Video: Creating a Customer without using Leads Video: Parent Child Customer Relationships Video: Customer Account - Overview Tab Video: Customer Account - Service Tab Video: Customer Account - Billing Tab Video: Managing Assets

Inventory

Video: Inventory - Product Catalog Video: Inventory Management - Configuration Video: Inventory Management - Bulk Updating Products 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 Video: General Stock Purchase Orders Video: Managing Packages

Service

Video: Creating Tickets Video: Managing Tickets - Activity Tab Video: Managing Parts & Labor on Tickets Video: Managing Time Logs on Tickets Video: Using Multiple Ticket Timers Video: Merging and Linking Tickets Video: Transferring Tickets Video: Managing Tasks on Tickets Video: Invoicing Parts & Labor Charges from Tickets Video: Viewing Timesheet and Tech Utilization

Scheduling

Video: Managing the Calendar Video: Managing the Dispatch Board

Projects

Video: Managing Projects

Billing

Video: Understanding Charges Created via Quotes Video: Managing Billing Video: Correcting Billing Errors Video: Creating a One-Time Invoice Template Video: Disconnecting Products and Packages

Admin

Video: Configuring Company Info, Personal Preferences, & Tags Video: Managing Roles, User Groups, & Users Video: Creating Bill Profiles Video: Configuring System Tables Video: Optional Ticket Customizations & Configuration Video: Creating and Managing Workflows Video: Creating a Proposal Template Video: Proposal Templates - Changing a Background Video: Creating a One-Time Invoice Template Video: Configuring Collection Templates

Integrations

Video: Integrations - Managing the Google Calendar Integration Video: Integrations - Outlook Calendar Admin Setup Video: Integrations - Outlook Calendar User Setup Video: Zoho Integration Walkthrough

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

Ask Revii

How To Guide: Creating and Managing Customers using Revii How To Guide: Managing the Service Ticket Lifecycle using Revii

Sales

How To Guide: Managing Leads How To Guide: Multi-Location Leads & Quotes How To Guide: Opportunity Management How To Guide: Creating a Quote for Service How To Guide: Quoting a Customer with No Recurring Services

Customers

How To Guide: Parent Child Customer Relationships How To Guide: Customer - Overview Tab How To Guide: Customer - Service Tab How To Guide: Creating a Customer without using Leads How To Guide: Customer - Billing Tab How To Guide: Managing Assets

Inventory

How To Guide: Inventory - Product Catalog How To Guide: Inventory Management - Configuration How To Guide: Inventory Management - Bulk Updating Products 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: General Stock Purchase Orders How To Guide: Receiving Inventory on Purchase Orders How To Guide: Reserving Inventory for a Ticket How To Guide: Managing Packages

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: Using Multiple Ticket Timers How To Guide: Merging and Linking Tickets How To Guide: Transferring Tickets How To Guide: Managing Timesheets How To Guide: Invoicing Parts & Labor Charges from Tickets

Scheduling

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

Projects

How To Guide: Managing Projects

Billing

How To Guide: Understanding Charges Generated from a Quote How To Guide: Managing Billing How To Guide: Correcting Billing Errors How To Guide: Create a One-Time Invoice Template How To Guide: Disconnecting Products and Packages

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: Optional Ticket Customization & Configuration How To Guide: Managing Workflows How To Guide: Creating a Proposal Template How To Guide: Proposal Templates - Changing a Background How To Guide: Configuring Collection Templates

Integrations

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: Disconnecting Products and Packages

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