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]