Check out the latest updates in Rev.io PSA!

New Features

• When creating or editing tickets, you can now assign multiple techs to work a ticket, including a Primary Tech and other Associated Techs. Once assigned, you can view these techs on the Ticket List screen and in the Ticket Summary widget on the ticket stage side panel. When the Associated Techs have completed their work on the ticket, you can mark them as Complete on the Edit Ticket screen. [ADO-39140, 49733-49735, 49737, 49941]
• The Ticket Tech Assigned workflow now features updated token options to support the new Primary Tech and Associated Techs fields on tickets. [ADO-49941]
• The Product Catalog tab in the System Tables category on the System Settings screen now features the new Asset Type section, which allows you to enter, edit, and delete Type options for assets. [ADO-51133]
• Current Billing customers can now click the new Rev.io PSA button in the toolbar in Rev.io Billing to access the PSA platform quickly and easily. [ADO-48182]

Updates

• When adding or editing bill profiles, you can now preview an invoice by clicking the Preview Invoice or Download Preview icons that display once you upload a logo image. [ADO-49393, 51883]
• When selecting role permissions, the view permission is automatically set if you set any other permission in the same category. For example, setting the Create new customers permission automatically sets the View all customers permission. [ADO-51631]
• Customer portal users can now respond to public messages on tickets and attach images as needed. Responses from customers display on the ticket Activity tab in Rev.io PSA. [ADO-47611, 50965]
• Dispatching techs on the dispatch board now requires the Create new schedule permission. The dispatch board also recognizes other permissions for viewing, editing, and deleting calendar items. [ADO-40189]

Bug Fixes

• An issue that caused the ticket list to load slowly for some users has been corrected. [ADO-50815]
• An issue that prevented users from sending some tickets to Billing has been corrected. [ADO-51601]

Check out the latest updates in Rev.io PSA!

New Features

• The Rev.io PSA Help Center, accessed by clicking the blue question mark icon in the lower left corner of the screen, now features the Chat option, allowing you to ask questions about the system using an AI chat bot. [ADO-51022]
• The Rev.iize tool is now available when creating and editing calendar items. When you click the Rev.iize button, Rev.io's in-app AI assistant helps you craft the detailed Notes for the calendar item. [ADO-51714]

Updates

• When selecting the Email option on the Invoices tab of the customer profile screen, the invoice attachment now displays the invoice name instead of "Download". [ADO-48837]
• The Customer Portal has been redesigned to be more cohesive with the look and feel of the main Rev.io PSA application. [ADO-47686, 47696, 47698, 50982]
• The Customer Portal now displays public notes from the Activity tab on the ticket, allowing your customers to read and respond to communications on their tickets. [ADO-47614]

Bug Fixes

• The grid on the Macros category on the System Settings screen now consistently sorts as expected. [ADO-50900]
• The Product field now consistently clears to allow you to select new items after successfully adding items from the Parts & Labor tab to the ticket. [ADO-51766]
• The State field on the New Customer and Edit Customer screens now behaves the same as other required fields on these screens. [ADO-49765]

Check out the latest updates in Rev.io PSA!

New Features

• The Bill Profile tab is once again available in the Billing Config category of the System Settings screen. This tab allows you to create and manage billing profiles that define billing rules, fees, and terms for your customer accounts.
• The Accounting Periods tab is now available in the Billing Config category of the System Settings screen. This tab allows you to manage settings related to closing your accounting periods.
• The Collection Templates tab is now available in the Billing Config category of the System Settings screen. This tab allows you to create and manage structured steps and limits for your collections processes. [ADO-45185]
• The new Macros category on the System Settings screen allows you to define specific sets of field values for tickets in your instance. These macros can be applied to new tickets by clicking the new Apply Macro button on the New Ticket screen. The corresponding fields will be set to the values specified when creating the macro. [ADO-46910, 46950, 46683, 46966
• The Rev.iize tool is now available on the Send Quote window. When you click the Rev.iize button, Rev.io's in-app AI assistant helps you craft the perfect message when sending quotes to your customers for approval. [ADO-51071]
• The Rev.iize tool is now available on the ticket Time Logs tab. When you click the Rev.iize button, Rev.io's in-app AI assistant helps you craft the perfect description of their Work Performed on tickets. [ADO-50451]

Updates

• The Add Payment quick action on the customer profile screen now features the new Apply to Invoice option, which allows you to select a specific invoice where you want the customer's payment to apply. [ADO-50871]
• The Billing Information tab in the Overview section on the customer profile screen now features an Edit button, which allows you to update the Bill Profile and the Email on the customer account. [ADO-49040]
• When adding items on the ticket Parts & Labor tab, the Provider field is now available, allowing you to view and update the provider for the part/labor item being added. [ADO-49058]
• The new Convert to Asset field on the Admin tab of the product details screen allows you to set whether the system should automatically create an asset for the customer when a transaction containing the product is posted. [ADO-49063]
• The Recurring Services tab in the Service section on the customer profile screen has been renamed Contracts to be more consistent with terminology used throughout the system. [ADO-51138]

Bug Fixes

• For products without a UOM set, selecting the item on the Parts & Labor tab on tickets no longer incorrectly adds a default value for UOM. [ADO-49672]
• Ticket Billing Queue is no longer available in the Default Starting Page dropdown in the My Preferences category on the System Settings screen. [ADO-50905]
• Clicking an active ticket timer at the top of the screen now consistently takes you to the Activity tab without highlighting any other tabs on the ticket screen. [ADO-32614]
• The element used to select any date fields throughout the system no longer displays incorrectly when accessed from a mobile device. [ADO-42327]
• The field description for the Asset Status field on the New Asset screen now displays as expected in light mode. [ADO-50627]

Check out the latest updates in Rev.io PSA!

New Features

• The My Preferences screen now features the Preferred Language section where you can set a default language for your Rev.io PSA instance. This option changes the language of your specific environment only and does not impact any other users in the system. [ADO-43063]

Updates

• When creating or editing a customer, you can now select a Bill Profile for the customer and enter a Billing Email where they will receive their bills. [ADO-49039, 49031]
• When creating or editing bill profiles, the new Set as Default for Business and Set as Default for Residential options allow you to specify default bill profiles for your customers. Additionally, the new Auto Pay Incentive Credit section allows you to enter a credit to apply for customers using Auto Pay. [ADO-48578, 49428]
• The Portal Users tab on the Customer Profile screen now displays users as soon as they are added to the system. Previously, users did not display in the list view until they logged into the Customer Portal for the first time. [ADO-47439]
• You can now initiate password resets for users of your Customer Portal from the Portal Users tab on the Customer Profile screen. When you select the Reset Password option, the user will receive an email with a link to manually update their password for the portal. [ADO-40981]
• The Allow Discounts field on the Admin tab of the Product Details screen has been renamed Allow Price Adjustments to better represent the functionality available. [ADO-50154]
• You can now filter the technicians displayed on the Dispatch Board by user group. Selecting a group from the dropdown limits the technician list to users belonging to the user group selected. [ADO-38540]
• The Ask Rev.ii widget now automatically displays expanded on any screen where it's available so you can access the in-app AI assistant in fewer clicks. [ADO-50452]
• When creating a new residential customer, the system now automatically creates a corresponding primary contact so you don't have to reenter the customer's information on the Contacts tab. [ADO-50309]
• When importing a product from the product catalog on the New Asset or Edit Asset screens, the Provider now displays in the list view to help you find the right product. [ADO-49893]
• The quote templates available by default have been updated to feature Rev.io branding and a simplified appearance. [ADO-47498]

Bug Fixes

• You can now add photo attachments to activity entries on tickets from mobile devices. [ADO-48737]
• An issue that prevented users from creating tickets with specific words in the Work Requested field has been corrected. [ADO-48624]
• Selecting a date in a different calendar year when adding or editing customer assets no longer causes the calendar to display incorrectly. [ADO-50046]
• An issue that caused some users to receive duplicate welcome emails or password reset emails has been corrected. [ADO-48788]
• The system now recognizes the Business Time Zone set in the Company category on the System Settings screen as expected. [ADO-39839]
• Tapping anywhere on the main area of a screen or typing in a field now automatically closes the Stage side panel when using an iPad or tablet. [ADO-36118]
• The Contact column on the Calendar Items tab of the Customer Profile screen now sorts as expected. [ADO-48092]

Check out the latest updates in Rev.io PSA!

New Features

• The Filter button on the Ticket List view now features the new Show Tickets Without Customers filter option, which hides any tickets that have an assigned customer, allowing you to focus on tickets that still need to be assigned. [ADO-30408]
• You can now add multiple providers to products with the Serialized, Non-Serialized, or Labor Product Type. These providers are available for selection on the Purchasing tab of the Product Details screen, allowing you to enter a corresponding SKU/USOC for each provider. [ADO-47963]
• For products with multiple providers, changing the Product Type to Service will force you to reduce the provider list to a single provider before you can save the change in order to prevent invalid data configurations. [ADO-48103]

Updates

• Ticket Tech Assigned is now available as a Triggering Event when creating workflow notifications. Selecting this option allows you to configure notifications that trigger when a ticket's Tech Assigned changes. [ADO-39614]
• When adding or editing items on the Contract Rates tab of a contract, the Start Date and End Date fields are now tied to the contract's start and end dates, and cannot be modified. This functionality will be available again in a future release. [ADO-48259]
• The Contract Rates tab on the Contract Details screen now features the options to search and arrange columns. [ADO-45509]
• The new Billing Configuration section is now available when selecting permissions for user groups or roles. This section features permissions for creating, editing, viewing, and deleting billing config on the System Settings screen. [ADO-46397]
• The new Customer Billing section is now available when selecting permissions for user groups or roles. This section features permissions for creating, editing, viewing, and deleting billing information on the Customer Profile screen. [ADO-46396]
• When creating or editing products or customer assets, the Provider field is no longer required, which allows for more flexiblility when managing these items. Similarly, when creating or editing providers, the Provider Type field is no longer required. [ADO-47961, 48409, 48482]
• The Manufacturer and Manufacturer Part # fields now only display when creating or editing products with the Serialized or Non-serialized Product Type. [ADO-45511]
• The Billing Information tab in the Overview section on the Customer Profile screen now displays the customer's Bill Profile first so that it's easiest to find. [ADO-48659]
• You can now search for technicians on the Dispatch Board by entering their name in the Search field above the timeline grid. You can also sort the tickets in the ticket panel by their Ticket ID. [ADO-36032, 37863]
• The ellipsis menu available at the end of each row on the Quotes tab in the Opportunities section of the Customer Profile screen now features the option to Delete quotes that have not yet been completed. [ADO-43747]

Bug Fixes

• An issue preventing some users from receiving their PSA account credential emails or password reset emails has been corrected. [ADO-48118]
• The Assets List submenu option no longer displays for users who don't have the correct permissions. [ADO-48454]
• Selecting a contract from the Recurring Services tab on the Customer Profile screen no longer displays the Ticket History tab. Instead, the Contract Rates tab defaults as expected when the screen loads. [ADO-48415]

Check out the latest updates in Rev.io PSA!

New Features

• The Rev.iize tool is now available on the ticket Activity tab. When you click the Rev.iize button, Rev.io's in-app AI assistant helps you craft the perfect responses for your customers' tickets. [ADO-46188]

Updates

• The My Preferences category on the System Settings screen now features the Reset Password section, which allows users to manually reset their password directly in the application. [ADO-42803]
• The contracts/recurring services functionality in Rev.io PSA features several updates. You can now select a Tech Assigned from the dropdown which is populated with the Ticket Technicians Rep Group set in the Service category of the System Settings screen. [ADO-46474] The Contract Rates tab now allows you to add items from your product catalog to be covered on the contract. [ADO-43748, 44970]
• The Product Type dropdown now features Labor, Non-Serialized, Serialized, and Service as default values available for selection when creating products in the Product Catalog. [ADO-47315]
• Product Catalog List is now available as an option for the Default Starting Page field in the My Preferences category on the System Settings screen. [ADO-30046]
• You can now create more than ten subcategories on the Product Catalog tab in the System Tables category on the System Settings screen. [ADO-47531]
• The options available in the Asset Type dropdown are now limited to Equipment, License, and Other when creating or editing customer assets. [ADO-46908]
• Customers can now view a log of the payments they've made by clicking the Payment History button on the Invoices screen in the Customer Portal. [ADO-45843]

Check out the latest updates in Rev.io PSA!

New Features

• You can now create quotes in Rev.io PSA using the New Quote button on the Opportunities tab of the Customer Profile screen. At this time, you can create quotes manually by modifying various fields directly on the quote itself and emailing them to your desired recipients. Once a quote has been signed by all parties, a recurring services agreement is automatically created on the Recurring Services tab. Additionally, quotes can be edited and downloaded from the Opportunities tab at any time, even if they've already been sent. [ADO-39236, 39919, 43993]
• The sidebar menu now features the new Inventory module, allowing you to access the new Product Catalog list view where you can create, view, and manage physical and digital products for your quotes, tickets, and recurring services, including information related to their purchasing and taxes. [ADO-43194, 28104, 43185, 43641, 43642, 45025]
• The new Product Catalog tab in the System Tables category on the System Settings screen features the Category, Subcategory, and Manufacturer sections, which allow you to enter, edit, and delete these options for your products. [ADO-30535, 31317-31318, 31321, 45456, 45497, 44007-44008, 44764]
• You can now add credits to your product catalog by setting the List Price on the product to a negative number in the amount you want to credit the customer's account. These products can then be used throughout the system to add credits to contracts, tickets, or customer records. [ADO-46438]
• Recurring service agreements are now available in Rev.io PSA, enabling you to track and maintain contracts for any service that bills on a recurring basis. An agreement is created for a specific customer, and can be tied to multiple tickets in your database. Once created, the Contract Details screen allows you to view details for the agreement, including parameters and ticket history. [ADO-45988, 43725, 44083, 43935, 41822, 41075, 40707, 41015, 40723, 45540
• The Recurring Services tab is now available in the Servicing section on the Customer Profile screen. This tab allows you to create and manage recurring service agreements for your customers. [ADO-46638]
• The Create/Edit Customer screens now feature the Default Recurring Contract widget on the Stage side panel. This widget allows you to set a default contract at the customer level so all the tickets you create for the customer account will automatically be assigned to the contract. When viewing the customer record, the Stage side panel features the same widget, showing details for the default contract. [ADO-44553, 44555, 46638]
• The Customer Portal is now available, allowing your customers to access several self-service functions related to their tickets and invoices. Functionality to apply payments will be available in a future release. [ADO-43968, 43446, 40971-40974]
• The Portal Users tab is now available in the Overview section on the Customer Profile screen. This tab allows you to manage Customer Portal access for your customers' users. [ADO-43916, 43301]
• The Customer module sidebar menu now features the Assets List subcategory, which displays every asset in your database, allowing you to create, view, and manage items the customer owns or leases that you service or monitor, including physical equipment, digital licenses, and Telecom assets. [ADO-38125, 38318, 46760, 44684, 46762]
• The new Billing Config category on the System Settings screen will allow you to manage various elements for configuring billing in your database. Functionality for this area will be expanded in future releases. [ADO-44737]

Updates

• The Payment History tab in the Billing section on the Customer Profile screen now features labels in the Method column to indicate whether a payment has been voided, refunded, or bounced. The menu at the end of each row allows you to manually select payments that bounced. [ADO-46858, 46032]
• Ticket Status Updated is now available as a Triggering Event when creating workflow notifications. Selecting this option allows you to configure notifications that trigger when a ticket's Status changes. [ADO-34186]
• When creating and editing tickets, the customers' information now displays as a widget on the Stage side panel to enhance readability. [ADO-46798]
• The Send Feedback button in the top toolbar has been renamed Get Help to better reflect the purpose and function of the button. [ADO-46259]

Bug Fixes

• After creating a ticket, you are no longer incorrectly directed to the Customer Profile screen. Instead, you will see the ticket you just created as expected. [ADO-46118]
• The Ask Rev.ii widget on customers and tickets has been modified to provide more accurate results for ticket activity. [ADO-46925]

Check out the latest updates in Rev.io PSA!

New Features

• The new Service category on the System Settings screen allows you to set default values and constraints for tickets in your PSA instance. [ADO-37177, 37194, 37215, 37226]

Updates

• The Invoices tab in the Billing section on the Customer Profile screen now features a menu at the end of each row, which allows you to View or Download any invoice listed. [ADO-45486]
• The new 'Create tickets' and 'Void tickets' permissions are available in the Ticketing section when creating and assigning roles to your users. [ADO-33702, 33715]
• The following new permissions are available in the new Portal Users section when creating and assigning roles to your users: 'Create new portal users', 'Disable/Enable portal users', 'Impersonate portal users', 'View portal users', and 'Edit portal users'. [ADO-43614]
• The following new permissions are available in the new Quoting section when creating and assigning roles to your users: 'Create new quotes', 'Download all quotes', 'View all quotes', and 'Edit quotes'. [ADO-44920, 43527, 43531, 43526]

Bug Fixes

• The Status, Severity, and Priority columns on the ticket list screen now consistently display the colors selected in the System Tables category on the System Settings screen. [ADO-45359, 38647, 38636]
• The Recent Invoices widget on the Customer Profile screen now defaults expanded on the Stage side panel, and the Invoice ID no longer incorrectly displays as a link. [ADO-45485]
• On the Unposted tab in the Billing section on the Customer Profile screen, one-time charges display with a single date in the Bill Range column instead of a range of dates. [ADO-45487]
• The Customer Profile screen once again features the Customer ID in the header of the screen. [ADO-45342]
• When adding a new payment using the Payment quick action on the Customer Profile screen, the Received Date field now displays at the top near the Payment Method dropdown. [ADO-45889]
• When adding new charges or credits using the Charge or Credit quick actions on the Customer Profile screen, the Product selected is now automatically copied to the Description where you can make any changes as needed. [ADO-45490]
• You are once again consistently prevented from sending a ticket to Billing if there is an active timer running on the ticket. [ADO-45052]

Check out the latest updates in Rev.io PSA!

New Features

• The Customer Profile screen has been completely overhauled and now features an updated header where you can add custom tags to the customer account. Similar to the Ticket Details screen, the Customer Profile screen also features its own Stage side panel, which currently allows you to access the most recent invoice for the customer, but will feature more options over time. [ADO-42925, 42926, 42928, 43742]
• The Customer Profile screen also displays additional billing information, invoices, unposted transactions, payment history, and a ledger, which can be accessed from three main tabs: Overview, Servicing, and Billing. You can also access quick actions to add payments, charges, credits, or invoices on the customer account. [ADO-43790, 43791, 43744, 38532, 38534, 38535, 43737, 43681]
• The Dispatch Board is now available in the Scheduling module, which allows you to efficiently schedule technicians for your tickets. From this screen, you can filter tickets, drag and drop tickets to specific technicians, and schedule calendar items to appear on your technicians' calendars. [ADO-36006, 36008, 36030, 37873]
• The Dispatch Board also features real-time, updated information for technician availability so you can easily see when techs have items on their calendars and which techs are available for the work you need to schedule. Thanks to Richard Crook for his feedback! [ADO-37308]

Updates

• The system now prevents you from deleting any entries on the Ticket tab in the System Tables category that are currently being used in your instance. [ADO-42458]
• The Email Settings category on the System Settings screen now allows you to validate the outgoing email addresses entered for ticket replies and workflow notifications. [ADO-40842, 44183]

Check out the latest updates in Rev.io PSA!

Bug Fixes

• You can once again add activity on tickets with multiple existing activity entries and create new tickets with Work Requested without generating an error. [ADO-43905]
• Creating a ticket with a Status that opens the ticket now consistently updates the Opened date and time on the ticket as expected. [ADO-42258]
• When editing a field on the Ticket or Time Entry tabs in the System Tables category, you are now prevented from adding new entries until you save your edits on the existing entries. [ADO-42856]
• You are now prevented from creating a time log with a Ticket Status that closes the ticket if there is an active timer running on the ticket. [ADO-44035]
• Creating a time log on a ticket with no information in the Work Performed field no longer incorrectly creates a blank entry on the Activity tab. [ADO-39021]
• You can now consistently drag and drop items on the Calendar to new dates/times without having them return to their original date/times. [ADO-24256]
• Clicking the Edit option from the menu on the Calendar Item Details screen once again consistently opens the Edit Calendar Item screen where you can make changes to the item. [ADO-42301]

Check out the latest updates in Rev.io PSA!

New Features

• The Customer Profile screen now features several new tabs that, when fully implemented, will allow you to see additional information for the customer, including Payment History and Portal Users. [ADO-43360]

Updates

• The new Time Management section is now available when selecting permissions for user groups or roles. This section features the 'View other rep's timesheet' permission. [ADO-37985, 34136]
• The Ticket tab in the System Tables category on the System Settings screen now features the Ticket Type and Severity sections, which allow you to enter, edit, and delete Type and Severity options for tickets. [ADO-29237, 29253]
• When receiving an email request from a customer, the details from the incoming email now automatically populate the Work Requested field on the ticket. [ADO-30686]
• The Help link for documentation resources has been updated to point to the Rev.io PSA Documentation Center as expected instead of our previous documentation solution, which we no longer use for Rev.io PSA. [ADO-42811]

Bug Fixes

• When entering or editing System Tables entries for fields on the Ticket tab, the color picker now works correctly as expected. [ADO-42085]
• You are now consistently prevented from closing any tickets that have active timers running. [ADO-42332]

Check out the latest updates in Rev.io PSA!

New Features

• The new Provider tab in the System Tables category on the System Settings screen now features the Type section, which allows you to enter, edit, and delete Type options for providers. [ADO-41524]

Bug Fixes

• The notification badge color once again correctly displays as bright red for Emergency notifications instead of light pink. [ADO-43054]
• Changing the name of a ticket Status in the System Tables section now updates the available options in the ticket Status dropdown immediately without requiring a refresh. [ADO-40170]

Check out the latest updates in Rev.io PSA!

Updates

• You can now use the Priority and Severity columns on the Ticket List view to sort the list of tickets by rank, rather than alphabetically. [ADO-37059]

Bug Fixes

• The size of the Status chips on the Workflows view is now consistent with Status chips in other areas of the application. [ADO-35797]
• Contacts once again display consistently on the Tasks tab of a ticket. [ADO-41040]

Check out the latest updates in Rev.io PSA!

New Features

• The Customer Profile screen now features The Stage side panel similar to a ticket. This panel currently only displays our basic Ask Rev.ii AI functionality, but will feature additional widgets in future releases. Thanks to Terry Fidyk for his feedback! [ADO-36269, 39497]
• The new Integrations Library is now available from the Admin module. This screen will allow you to browse and access available integrations from the Marketplace once fully configured in future releases. [ADO-29129]

Updates

• When you add or edit calendar items from the Calendar screen, the Add/Edit Calendar Item screens now display as modals, allowing you to make changes quickly without being redirected to another screen. [ADO-35827, 37799]
• Stopping an active timer on a ticket now opens the Time Logs tab to allow you to enter a new time log, instead of taking you to a separate screen. [ADO-37701]
• When entering or editing time logs, the Time Logs tab now features the Ticket Status field so you can easily change the status of the ticket as you submit a time log. [ADO-35838]
• The Tasks tab on tickets now allows you to edit tasks directly from the tab without navigating to a different screen. [ADO-31855]
• The editor on the ticket Activity tab has been resized to allow users to review previously entered activity notes without having to scroll as far. The editor also automatically resizes as you type, ensuring you can easily review any new activity notes you enter. [ADO-32950]

Bug Fixes

• The Calendar Quickview widget on the ticket stage once again functions as expected without experiencing loading issues. [ADO-41352]
• Clicking the Send to Billing button on tickets no longer incorrectly removes the Contact and Tech Assigned from the ticket. [ADO-40948]
• When configuring a Time Entry Reason in the system tables, you can now enter a Minimum Time greater than one hour without experiencing an issue with incorrect rounding. [ADO-40421]

Check out the latest updates in Rev.io PSA!

New Features

• The Tickets tab in the System Tables category on the System Settings screen now features the Priority section, which allows you to enter, edit, and delete the options that populate the Priority dropdown on tickets. [ADO-29248, 35742]

Updates

• The emails that users receive when logging into Rev.io PSA for the first time or resetting their password now feature an updated look to be more cohesive with our application. [ADO-33348, 33349]
• The Ticket List view now defaults to hiding any Closed/Voided tickets so you can focus on the tickets that need your attention the most. Additionally, you can now click the Filter button to access the Show Closed/Voided Tickets option to see all tickets in the list view, regardless of their status. [ADO-37148]
• The Status section in the System Tables category on the System Settings screen now features the ability to define custom colors for ticket status chips. [ADO-38377]
• The Role Permissions section on the Add Role and Edit Role screens now features the Ticketing category, allowing you to assign permissions for closing, opening, and sending tickets to Billing. [ADO-30284]

Bug Fixes

• Rev.io PSA once again consistently sends workflow notifications via email when the conditions of the workflow are met. [ADO-36937]
• The Send to Billing button once again functions as expected on eligible tickets and no longer incorrectly displays as disabled. [ADO-36794]
• The Edit Time Log link once again displays consistently for line items on the ticket Parts & Labor tab created from billable time logs. [ADO-38698]

Check out the latest updates in Rev.io PSA!

New Features

• The new Reports Dashboard allows you to view various dashboards and graphs for data in your instance. To start exploring the Dashboard, access Reports > Dashboard and select one of the two options on the My Dashboards tab. You can also create your own data sets for reports and custom dashboards. [ADO-30342]
• The new Time Entry tab is now available in the System Tables category on the System Settings screen. This tab allows you to configure the options that populate the Time Log Reason dropdown on time logs. [ADO-28631, 38661]
• The new Tickets tab is now available in the System Tables category on the System Settings screen. This tab allows you to enter, edit, and delete the options that populate the Status dropdown on tickets. [ADO-29226, 31942]
• The Company category on the System Settings screen now features the new Company Business Hours section where you can configure your company's time zone, business hours, and work days. [ADO-31442]

Updates

• You can now right-click to open any submenu option on the main sidebar menu in a new window. Thanks to Eric Lamp and Heather Polinski for their feedback! [ADO-38593]
• The main sidebar menu features several other updates to enhance user experience, including highlighting which module you're currently using, displaying a border when you hover over a module option, and hiding modules that you don't have permissions to access. [ADO-38366, 39413]
• The Status chip on the Customer List view now displays as blue for customers with a Pending or Prospect Status. Previously, these statuses displayed as green, along with the Open Status, which caused some confusion. [ADO-35792]
• The Role Permissions section on the Add/Edit Role screens now features a new Ticketing tab that contains permissions to open, close, and send a ticket to Billing. [ADO-33713]

Bug Fixes

• When you change a user's Status, the User Management list view now updates automatically to display the correct Status without requiring you to manually refresh the screen. [ADO-38393]
• On the Timesheets screen, the Edit Time Log link is disabled in the weekly grid if the ticket has a Closed Status or if the ticket has been sent to Billing. Tickets with these conditions cannot be modified. [ADO-34732]
• You can once again mark tasks as complete/incomplete using the ellipsis menu on the customer Calendar Items tab. [ADO-39460]
• The Workflows screen header no longer overlaps the main sidebar menu, preventing you from accessing other areas of the system. [ADO-39722]
• The search icon no longer displays upside down in the Product dropdown on the ticket Parts & Labor tab. [ADO-40085]

Check out the latest updates in Rev.io PSA!

New Features

• The main toolbar across the top of the screen now features the new notification options, which allow you to send direct messages to users in your instance and see your unread notifications, including direct messages and ticket assignments. [ADO-37773, 37809]
• The new Ticket Created option is now available in the Triggering Event dropdown when creating workflows. This option allows you to schedule a workflow notification when tickets are created that match conditions you set using one or more of the following fields: Billing Status, Contact, Created By, Customer, Description, Priority, Severity, Status, Tech Assigned, and Type. [ADO-34175]

Updates

• When adding or editing users to records in Rev.io PSA, the list of users available in dropdowns in now limited to only active users for easier selection. If a user previously selected in one of these fields becomes inactive, that user still displays in the list until another user is selected. These changes apply to the following fields. [ADO-31946-31950, 31952, 34428]
• • Tech Assigned on tickets
  • Action By on customer journal notes
  • Attendee on Event-type calendar items
  • Assigned To on Task-type calendar items
  • Add User on user groups
• For tickets created via email that were not matched to a customer, the Delete Ticket button is now conveniently located on the page header so you can easily remove irrelevant tickets from your instance. [ADO-30674]
• The Customer List view now defaults to hiding any customers with a Closed Status. You can still display any closed customers by clicking the Filter button and unchecking the Hide Closed Customers option. [ADO-38136]

Bug Fixes

• When adding and editing users, the required fields (Login Name, First Name, Last Name, and Email Address) now display with asterisks as expected so you can easily see which fields need to be completed to create a user. [ADO-38468]

Check out the latest updates in Rev.io PSA!

New Features

• The Customer List view now features a search bar above the grid. A dropdown allows you to select a column to focus your search. As you enter text into the Filter customers field, the list view will update to display records matching your search in the column you selected. [ADO-34445]

Updates

• Users set to the Inactive Status are now consistently prevented from logging into Rev.io PSA as expected. [ADO-37808]
• The Time Logs tab and Tasks tab on tickets have been optimized for use on mobile devices. Simply log into Rev.io PSA from a browser on a mobile device to see how our platform adjusts to the smaller screen size. [ADO-34252, 34263]
• When changing the Start Time on a calendar item, the End Time now consistently updates automatically to maintain the same duration. [ADO-35504]
• The default duration for new calendar items created by clicking the New Calendar Item button is now 1 hour to improve usability of the Calendar screen. [ADO-35503]

Bug Fixes

• When copying a workflow, either from the menu at the end of each row on the Workflows list view or the Copy Workflow button on the Workflow details screen, the experience is now the same, allowing you to duplicate existing workflows for easier editing. [ADO-26469]
• Sending tickets to Billing now recognizes fractional quantities entered on the Parts & Labor tab of the ticket. Previously, charges displayed in Billing as if the whole quantity was added to the ticket. [ADO-37625]
• When your Rev.io PSA session times out, you are now consistently prevented from accessing the application until you log in again. [ADO-37127]

Check out the latest updates in Rev.io PSA!

Updates

• When creating and editing workflows, you can now enter multiple email addresses in the To Email field so you can notify as many individuals as you want when the triggering event occurs. [ADO-26485]
• The Calendar screen now defaults to the Week view instead of Month so you can easily see items for the current week at a glance. [ADO-35860]
• The Description field on tickets is now consistently limited to 150 characters to prevent you from entering more characters than the system allows. [ADO-34721]
• The Parts & Labor tab on tickets has been optimized for use on mobile devices. Simply log into Rev.io PSA from a browser on a mobile device to see how our platform adjusts to the smaller screen size. [ADO-34241]
• In the Ticket Details section on the ticket stage side panel, the Created By field now consistently displays the user who created the ticket. [ADO-35835]

Bug Fixes

• The Time Log Reason once again displays consistently for time logs in the weekly grid on the Timesheet screen. [ADO-32735]
• When creating a new ticket, the Phone and Email now display for the Contact you selected. Previously, these fields displayed blank even after selecting a contact from the dropdown. [ADO-32192]
• The Save button is no longer incorrectly enabled when there are no new changes to the Phone Number field in the Company Information section in the Company category on the System Settings screen. [ADO-35402]

Check out the latest updates in Rev.io PSA!

Updates

• The system now verifies that there is not an active timer running on the ticket when you close a ticket. [ADO-36311]
• When selecting the View Full Calendar from the Calendar Quickview section on a ticket, any new calendar item created automatically retains the customer and ticket information without requiring you to manually reselect those items. [ADO-30864]
• Several enhancements have been added to support use of Rev.io PSA by Rev.io Billing Reseller Partners based on their Bill Profile ID. [ADO-35471, 35472, 35426]
• The options in the Triggering Event dropdown for workflow creation have been renamed from "Calendar Event Created/Modified" to "Calendar Item Created/Modified" to reflect that these options include both tasks and events. [ADO-36563]
• When viewing time logs in the Daily View section on the Timesheets screen, the Work Requested is now truncated for time logs less than 15 minutes so that the text doesn't display outside of the designated box. [ADO-34380]
• The first user to log into Rev.io PSA for each instance is automatically granted Global Administrator permissions so they can configure system settings and manage other users as intended. [ADO-34423]

Bug Fixes

• When sending an email from Rev.io PSA, the system now consistently lists the From email address as the sender, rather than the To address. [ADO-36088]
• The "Unable to save record. Please try again." error message now functions as expected when the system is unable to send an email from the ticket Activity tab. Previously, you needed to refresh the screen before the error stopped displaying. [ADO-36565]
• The message icon once again displays consistently at the start of the row on the ticket list for tickets with unread emails from customers. [ADO-36099]
• Successfully saving an activity note to a ticket after failing to send an email no longer incorrectly duplicates the note. [ADO-34870]
• Saved ticket activity notes now consistently display as entered with rich text formatting. [ADO-36077]
• The Send to Billing button on tickets now displays enabled as soon as the ticket is eligible to send to Rev.io Billing. Previously, you needed to refresh the screen before the button was enabled. [ADO-36065]
• The date picker functionality now displays the correct number of days in March so you can select March 30th or 31st as desired. [ADO-36337]
• The Workflows List view now loads on the first attempt as expected and no longer requires you to refresh your screen. [ADO-35831]

Check out the latest updates in Rev.io PSA!

New Features

• The System Settings category in the Admin module now includes a My Preferences section, which allows you to select a default dark/light mode and choose which screen displays upon login. This new section replaces the sun/moon icon that previously displayed in the lower left corner of the screen to toggle dark/light mode. [ADO-30045]

Updates

• For tickets that have been sent to Billing or that have a Closed status, the Parts & Labor tab now displays View Time Log instead of Edit Time Log for part/labor items linked to time logs. This update prevents you from unnecessarily trying to edit the time log when it can no longer be modified. [ADO-31072] 
• Several ticketing screens have been optimized for use on mobile devices. Simply log into Rev.io PSA from a browser on a mobile device to see how our platform adjusts to the smaller screen size. [ADO-34219, 34230, 35072, 34351]
• A sentiment badge now displays at the top of the ticket details screen to show the general sentiment for the ticket based on an AI analysis of customer responses, which will become more accurate over time. Similarly, a sentiment badge displays on activity notes received from the customer on the Activity tab of the ticket. NOTE: Sentiment only displays on tickets with customer notes and therefore won't be visible in most lab environments. [ADO-35079, 35078]
• Emails received from the customer now display on the ticket Activity tab with inline images and attachments directly on the activity note. Additionally, activity notes from customers now display in the same format as outgoing emails on the Activity tab. [ADO-30987, 29756]

Bug Fixes

• The Time Logs tab and Parts & Labor tab on tickets now display pagination controls that are right-aligned instead of center-aligned to match the functionality in other areas of the system. [ADO-33999]
• A message has been added to remind users to press Enter after typing an email address in the To Email field on the Create Workflow screen. An email address is not truly entered in this field until the user presses the Enter or Tab key on their keyboard. [ADO-35585]
• The dropdown used to enter information in time-related fields, like Start Time and End Time, has been updated for tablet and iPad devices, allowing you to enter and edit time selections as you would from a desktop computer. [ADO-35962]
• You can now edit a calendar item more than once in a row without experiencing  a loading issue. [ADO-33989]

Check out the latest updates in Rev.io PSA!

Updates

• The sidebar menu now displays the submenu options when you hover your cursor over the main modules. Previously, you needed to click a module before the submenu options displayed. [ADO-33657]
• When creating customers, the Save Customer button is now located at the bottom of the screen to enhance user experience. [ADO-33655]
• When creating new tickets, the Select Customer dropdown now displays on the New Ticket screen instead of its own dialog box to streamline the ticket creation process. [ADO-29186]
• Clicking a task on the Tasks tab of a ticket no longer opens the task on a different screen. Instead, you can click the ellipsis at the end of the row and select View from the menu options to view the details directly within the tab. [ADO-31876]

Bug Fixes

• Required fields on the New Calendar Item screen now display consistently in red if they are not populated when you click the Create New Calendar Item button. [ADO-34554]
• The Notes section no longer incorrectly displays twice on the New Calendar Item screen. [ADO-34549]

Check out the latest updates in Rev.io PSA!

New Features

• The Workflows screen is now available in the Admin module, allowing you to configure notifications that trigger based on certain events in the system. Functionality for workflows will be expanded in future releases.

Updates

• Several screens have been optimized for use on mobile devices. Simply log into Rev.io PSA from a browser on a mobile device to see how our platform adjusts to the smaller screen size. [ADO-33324, 33325, 33326, 33328, 33329, 33330, 33903]
• You can now enter and save information in the Company Information section in the Company category on the System Settings screen. This section includes your company name, address information, website, and phone number. [ADO-30715]
• The Tasks tab on tickets now defaults to sorting in descending order by Start Date and Start Time, allowing you to easily access the most recent tasks without having to sort the list manually. [ADO-30480]
• The Ticket List view no longer allows you to select Edit from the menu options on tickets with a Closed status. This update prevents you from accidentally making changes to a ticket that has already been closed. [ADO-30370]
• The Tickets tab on the Customer Profile screen no longer allows you to select Edit from the menu options on tickets with a Closed status. This update prevents you from accidentally making changes to a ticket that has already been closed. [ADO-30371]
• When creating customers, the Type field now defaults to Customer and the Status field defaults to Open for both business and residential customers. These changes help reduce manual entry and prevent errors. [ADO33608, ADO-33609]

Bug Fixes

• You can once again select the Task Complete checkbox on a task accessed from a ticket without generating an error. [ADO-32687]

Check out the latest updates in Rev.io PSA!

New Features

• The Company category is now visible on the System Settings screen. Functionality for this section will be available in coming releases, allowing you to configure your company's information and business hours. [ADO-28980]
• The Product Catalog section in now visible in the System Tables category on the System Settings screen. Functionality for this section will be available in future releases, allowing you to define category, subcategory, and UOM (unit of measurement) options for products in your product catalog. [ADO-30439]

Updates

• When adding permissions to a role, selecting any option automatically sets the view option, preventing users from accidentally omitting the view permission for essential actions. For example, selecting any of the Create new contacts, Delete contacts, or Edit contacts permissions automatically sets the View all contacts permission. [ADO-32758]
• The User Management list view now features a dropdown for filtering users, allowing you to select which column you want to use when filtering the results displayed. [ADO-32681]
• The User Groups list view now features a dropdown for filtering users, allowing you to select which column you want to use when filtering the results displayed. This list view also displays the Customize Columns button, which allows you to select/deselect which columns display in your list and click/drag the available columns to reorder them in your list. [ADO-32685, ADO-32688]
• The Roles & Permissions list view now features a dropdown for filtering users, allowing you to select which column you want to use when filtering the results displayed. This list view also displays the Customize Columns button, which allows you to select/deselect which columns display in your list and click/drag the available columns to reorder them in your list. [ADO-32686, ADO-32689]

Bug Fixes

• Links added on ticket activity notes once again display in blue, underlined text. [ADO-33023]
• You can once again void a ticket as expected without generating an error. [ADO-33382]
• Removing a tech from a ticket now creates a note on the System Entries tab of the Activity tab on the ticket, displaying the change from the previous tech to Not Set. [ADO-32893]

Check out the latest updates in Rev.io PSA!

Updates

• The Role Permissions section on the Add Role and Edit Role screens now features the System Settings category, allowing you to assign permissions for creating, editing, viewing, and deleting system settings. [ADO-30284]
• When adding time logs and tasks to tickets, a notification message now displays to indicate you have successfully added the time log or task. [ADO-30512, ADO-30523]
• The New Customer screen, which previously featured a three-step flow, has been redesigned to allow you to enter all relevant information on a single page like other areas of the system. [ADO-28392]
• Customer statuses have been updated to match those in Rev.io Billing. Previously, customers in Rev.io PSA could be either Active or Inactive. The customer Status options are now Open, Pending, Prospect, and Closed. [ADO-27785]

Bug Fixes

• Updating a user's name in either Rev.io Billing or Rev.io PSA now carries the name change through to the following areas of the system.
• • The Action By field on customer journal notes. [ADO-31138, ADO-30747]
  • The rep dropdown on the Calendar screen. [ADO-30767]
  • All time logs associated with the user. [ADO-32081]
  • The Tech Assigned dropdown on tickets. [ADO-380084, ADO-30085]
• When accessed from the Calendar screen, the Assigned To/Attendees field on new calendar items once again defaults to the rep selected on the Calendar screen as expected. [ADO-32801]
• You can once again click the Edit Time Log link on the Timesheets screen without generating an error. [ADO-32804]
• You can once again click a running timer in the top toolbar to return to the ticket without generating an error. [ADO-32547]
• The New Time Log button is now disabled as expected on the ticket Time Logs tab once the ticket has been sent to Billing. [ADO-19598]
• The Add Item button is now disabled as expected on the ticket Parts & Labor tab once the ticket has been sent to Billing. [ADO-19599]