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]