Check out the latest updates in Rev.io PSA!

New Features

• Rev.io PSA now displays account relationships defined in Rev.io Billing, and allows you to select a parent account when creating new customers. The Customer List screen features the new Account Type column which displays whether the customer is a Parent, Child, or Standard account. From the Customer Profile screen, you can now see whether the account is a Parent, Child, or Standard account in the header at the top of the screen. Additionally, on the customer profile Overview tab, the new Related Accounts tab allows you to review the list of accounts linked to the customer you are currently viewing. [ADO-51509, 51505-51507]
• SMS notifications are now available in Rev.io PSA for workflow alerts. In the Company category on the System Settings screen, you can control whether SMS notifications are enabled for your Rev.io PSA environment using the Enable SMS for Internal Users option. When this option is set, users can enter their phone number in the SMS opt-in prompt that displays on their next login or they can enter it in the new SMS Notifications section in the My Preferences category on the System Settings screen. To configure a workflow with an SMS notification, select the new SMS Reaction Type on the Set Reaction step when creating or editing workflows.
• The new In-App Notification option is available in the Reaction Type dropdown on the Set Reaction step when creating or editing workflows. Selecting this option sends the selected Recipient an in-app notification to their Notifications Inbox, accessed from the notification bell icon in the top right corner of the screen. [ADO-32771, 51706]

Updates

• The Dispatch Board now features the Display Company Business Hours option above the timeline. When set, this option displays your company's business hours in a different color on the timeline grid so you can see the difference when dispatching techs. [ADO-50880]
• When adding or editing items on the ticket Parts & Labor tab, you can now only adjust an item's Price if the product is set to Allow Price Adjustments on the Admin tab of the Product Detail screen and if you have the Adjust pricing on ticket parts/labor permission on the Ticketing permissions tab. [ADO-50932]
• The Reverse option is now available from the menu at the end of each row for eligible manual payments on the Payment History tab in the Billing section on the Customer Profile screen. [ADO-52817]
• When creating or editing bill profiles from the Billing Config category on the System Settings screen, you can now set a returned payment Fee and provide an Adjustment Description for the fee. [ADO-48365]
• Assets List and Providers have been added as options in the Default Starting Page dropdown in the My Preferences category on the System Settings screen. [ADO-50906]
• When creating or editing Time Entry Reasons on the Time Entry tab in the System Tables category on the System Settings screen, the Assigned Product Catalog Item field is now limited to products with a labor Product Type. [ADO-50989]
• You can now control which users can reopen tickets that have been closed using the new Reopen a closed ticket permission on the Ticketing permissions tab. [ADO-51099]

Bug Fixes

• The messages displayed if you receive errors when attempting to void payments have been updated to be more descriptive so you can easily understand how to correct the issue. [ADO-53473]
• Validation and error messages have also been updated to be more descriptive for the Bill Profile, Collection Templates, Payments, and Payment Processors tabs in the Billing Config category on the System Settings screen. [ADO-52400, 52402, 52403, 52394]