Rev.io
ROADMAP

Service Module Build Out:
Further enhancing our ticketing functionality with rich text editing on tickets, ticket creation via email, ticket activity via email, ticket activity notifications, ticket attachments and inline images.

Role Based Access Control:
Permissions Tied to User Role.

Field Service App for on Prem:
Expansion of mobile application for on premise clients.

Customers - Customer Management:
Create, edit and delete within PSA.

International Payments:
Expansion of payment in non- USD currency.

Odin Accessibility Enhancements:
Updates to Odin UI to meet federal accessibility standards

Service Model Build Out:

• Recurring (Contracts & Agreements), Servicing customer items, Symptom resolution tracking, CICO

• Further enhancing our ticketing functionality by introducing recurring agreements, enabling the easy creation of tickets from customer assets, and implementing symptom and resolution tracking.

• Implementing a clock in clock out tool to further enhance time tracking.

Scheduling - Dispatch Boards:
Effortlessly view all technician schedules and assign tickets to available technicians using drag-and-drop functionality.

Customers - Assets:
Enhancing the platform by adding customer assets, enabling you to view your customers’ assets from a customer view directly in the app.

Product Catalog - Item types, costing & pricing management:
Implementing a dedicated product catalog, which will enable you to efficiently organize items by type, track costs, and assign pricing within the Rev.io PSA Web Application.

Invoicing - Automation & batching, Payments, Credits management: 
Building invoicing directly into Rev.io PSA Web, enabling you to effortlessly automate billing, accept customer payments, and manage customer credits when applicable.

Reporting - Customization, Dashboards:
Integration of Ask Rev.ii to create customizable dashboards. Customizable operational reports.

Inventory - Purchase Orders, Fulfilment:
Adding functionality to create purchase orders and track the fulfillment of purchased items for jobs. Laying the groundwork for comprehensive inventory management in Rev.io PSA Web.

Customer Portal - Ticketing:
Developing a modern customer-facing portal that will enable your customers to submit ticket requests seamlessly and stay up to date on any tickets that are being worked.

System - Workflows & processes, Notifications:
Building an engine to keep you informed through email, text, or in-app notifications triggered by custom criteria.

Integrations:
Build net new integrations to key accounting software platforms. Developing new integrations with QuickBooks Online and Xero Accounting platforms.

Compliant Surcharging:
Compliantly add a surcharge to a payment to recover payment processing fees

International Rating:
Enhanced usability of rate plans for calls with non-US origination or destination

Package Based Quantities:

Option to select a package quantity on a single line of service

Service Module Build Out:
SLA management, Parent & related ticket management:
Introducing Service Level Agreements (SLA) Management to ensure timely completion of tasks. Implementing Parent-Child or Related ticket management to better organize and streamline the handling of multiple, interconnected support requests.

Project Management:
Expanding PSA capabilities with built-in project management tools, enabling task tracking, milestone management, and team collaboration. Introducing templates, dependencies, and progress tracking to streamline project execution within PSA.

Scheduling - Task automation:
Further enhancing scheduling by introducing automatic technician assignment functionality based on templates and ticket types.

Customers - Related, Groups & Tags:
Organization of customers via relationships, adding tags, and establishing groups.

Product Catalog - Related products, Vendor management, CPQ:
Further enhancing our product catalog by enabling related products, managing vendor preferences for items, and creating simple quotes for your customers.

Invoicing - Invoice consolidation, Product Catalog - Related products, Vendor management, CPQ:
Enabling the consolidation of invoices, creation of multi-location invoices, and efficient deposit management.

Invoicing - Invoice consolidation, Multi-location, Deposits management:
Enabling the consolidation of invoices, creation of multi-location invoices, and efficient deposit management.

Reporting - Subscriptions:
Further developing our reporting engine to enable users to subscribe to reports of their choice.

Inventory: Serialization, Replenishment, Valuation for inventory costs:
Expanding our inventory management toolset to include support for item serialization, inventory counts, and replenishment recommendations.
Implementing detailed cost tracking and comprehensive reporting on inventory valuation.

Customer Portal - Bill Pay:
Enhancing our customer-facing portal to include options for customers to view and pay invoices online.

System - Data export, Advanced Search:
Enhancing the platform’s search capabilities and enabling users to export specific records to an external file.

Integrations - Evaluate RMM integrations:
Identifying RMM solutions to integrate with, thereby unlocking greater automation in ticket management.

Dynamic Pricing:
Attribute-driven pricing configuration.