Rev.io
ROADMAP

Service Module Build Out:

Timesheets, Tickets creation via Email, Ticket Activity via Email, Ticket Activity Notifications, Email CC

Service Module Build Out:

Timesheets, Tickets creation via Email, Ticket Activity via Email, Ticket Activity Notifications, Email CC

Role Based Access Control Permissions Tied to User Role

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.

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 Rev.io PSA on the web.

Invoicing

Automation & Batching, Payments, and Credits Management

• Building invoicing directly into Rev.io PSA on the web, enabling you to effortlessly automate billing, accept customer payments, and manage customer credits when applicable.

Reporting

• Developing a comprehensive framework for reporting and dashboards.

• Introducing the ability to customize pre-canned reports and adding key KPI metrics directly into the Rev.io Web Application.

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 both the QuickBooks Online and Xero Accounting platforms.

Inventory

• Adding functionality to create purchase orders and track the fulfillment of purchased items for jobs.

• Laying the groundwork for comprehensive inventory management.

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

International Payments

Expansion of payment in non-USD currency

Service Module

Recurring Contracts & Agreements, Servicing Customer Items, Symptom Resolution Tracking, CICO

• 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

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, and CPQ

• Enhancing our product catalog by enabling related products, managing vendor preferences for items, and creating simple quotes for your customers.

Invoicing

Invoice Consolidation, Multi-Location, and Deposits Management

Reporting

• Enhancing 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.

Invoicing 

Invoice consolidation, multi-location, and deposits management.

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.

In-application ability to pay vendors and third parties