Check out the latest updates in Rev.io PSA!

New Features

• The Product Details screen now includes the new Features tab, which allows you to enter and manage specifications for the product. [ADO-48093]
• The new Prorates on Activation and Prorates on Disconnect options are available on the Admin tab when viewing products with a recurring Product Type. These options automatically adjust the price of the product for the first and last month of service depending on the start/end date. [ADO-47616]
• The new Allow Discounts option is visible on the Admin tab. In a future release, this option will determine whether you can discount the product when adding it to a ticket or service. [ADO-49061]
• The New Payment Method screen is now available in the Billing Config category on the System Settings screen. This screen allows you to add new payment method types to your instance and configure fees for those methods. [ADO-49390]

Updates

• Each technician in your instance can now have up to 3 timers running for different tickets at the same time. See the Tracking Time on Tickets article for more information. [ADO-49489, 49490, 49491]
• Your instance can now have any number of global administrators, who are granted every permission available in the system. Previously, each instance was limited to only 3 global administrators. [ADO-48333, 48432]
• When creating calendar items, selecting the All Day option now hides the Start Time and End Time fields for a smoother experience. [ADO-48955]
• The Product Catalog tab in the System Tables category on the System Settings screen now features the Provider Ship Methods section, which allows you to enter, edit, and delete shipping options for providers.
• The Customer Profile screen now features the customer sentiment at the top of the screen which reflects whether the relationship with that customer is positive, negative, or neutral.
• The Add/Edit Asset screens feature several updates. The new Notes field allows you to enter any specific information for the asset, and the new Contact field allows you to select a contact from the customer's company for the asset. The Status dropdown has been replaced with a toggle to more clearly show the impact of changing an asset's status. Lastly, the new Import button allows you to import details directly from the product catalog to the customer's asset, which prevents you from having to duplicate the item's details manually. [ADO-48028, 48234, 49059, 49060]

Bug Fixes

• You can now remove previously entered dates when editing assets, save your changes, and update the record accurately. Previously, you could delete the values in the date fields, but the asset did not save properly. These fields now correctly display blank if no date is selected instead of showing an Invalid Date message. [ADO-49455, 49457]
• An issue with time logs not being calculated correctly if they were created using the timer has been corrected. [ADO-48008]
• Unchecking the Billable option when editing a billable time log now updates the Billable Time column on the list view as expected. [ADO-48195]
• The Hide Past Completed Items filter option on the Calendar Items tab on the Customer Profile screen now consistently hides events in the past or tasks that have already been completed. [ADO-47554]
• You can now add items from the product catalog to the Parts & Labor tab on tickets with a negative price to apply that item as a credit. [ADO-48196]
• An issue that caused a manufacturer to display multiple times on the Product Catalog tab in the System Tables category on the System Settings screen has been corrected. [ADO-49453]
• You can now sort contacts on the Contacts tab on the Customer Profile screen using the column headers as expected. [ADO-29140]