Check out the latest updates in Rev.io PSA!

New Features

• Rev.io PSA now effectively limits users' actions in the application based on the permissions assigned to them in the Admin module. Previously, these permissions were display-only and did not impact users' access to the system. See the Managing Permissions, Roles, and User Groups article for more information about configuring permissions for your users.
• The Inventory module on the sidebar menu now features the new Providers option, which allows you to create, view, and manage providers for your physical and digital products. [ADO-41327, 47511]
• The Product Catalog tab in the System Tables category on the System Settings screen now features the Provider Type section, which allows you to enter, edit, and delete Provider Type options for your instance. Thanks to Ed Fineran and Terry Fidyk for their feedback! [ADO-47626, 47692]
• The Billing Config category on the System Settings screen now features the Bill Profile tab where you can create and manage billing profiles that define billing rules, fees, and terms for your customer accounts. [ADO-45900]
• The Servicing section on the Customer Profile screen now features the Assets tab, allowing you to view and manage assets for the specific customer. [ADO-47368]
• The Payment Accounts tab is now available in the Billing section on the Customer Profile screen, allowing you to review all saved payment accounts for the customer and add, edit, or delete them as needed. [ADO-46862]
• The new Payment Accounts screen in the Customer Portal, accessed from the Invoices area, allows your customers to enter details for their payment methods and save them for future use. [ADO-47206]
• The Contract Details screen now features the Documentation tab which enables you to enter terms, conditions, and comments for the contract. Additionally, the new Ticket History, Parts & Labor History, and Time Logged tabs display the tickets created against the contract, including a log of all parts & labor and time logged on those tickets. [ADO-46051, 46049, 46050]

Updates

• Clicking a scheduled item on the Dispatch Board now opens the calendar item in a pop-up window, allowing you to make any revisions without being taken to another screen. [ADO-42963]
• The Dispatch Board timeline now defaults to begin at 8:00 AM to reduce unnecessary scrolling and align better with technician schedules. [ADO-42968]
• The New/Edit Contract screen features two field name changes. "Recurring Agreement" is now "Contract Basis" to support adding additional contract basis options in the future. "Assigned Tech" is now "Default Tech Assigned" to better reflect that selecting a tech from the dropdown will add that tech as the default Tech Assigned on any ticket created for the contract. [ADO-47962]
• The tags available in the Customer Profile Header now feature an updated appearance and require confirmation before you can delete them. [ADO-47728]
• The four Quick Action buttons on the Customer Profile screen (Payment, Charge, Credit, and Invoice) have been consolidated into a single New button at the top of the screen that allows you to take the same actions. [ADO-47477]

Bug Fixes

• You can once again consistently edit billable time logs that display on the ticket Parts & Labor tab without generating an error. [ADO-47909]
• An issue with users' names not displaying correctly in the Customer Portal has been fixed. [ADO-47123]