What We're Building

Integrations Planned

D-Tools Integration- Phase I

Sync your new accounts from Rev. io sync over to D-Tools and map existing accounts between both applications.

Expected: Jan 2026

Quoting ✓ Mar 2026

Quote Management

Keep every quote organized in one place. Quote Management provides a central, searchable list of all quotes across customers, so your team can create, review, update, and send quotes quickly—without n

Sales CRM In Progress

Sales Opportunity List Enhancement - Funnel

Funnel to display Opportunity Count and Expected Amount by Stage

Expected: Apr 2026

Sales CRM ✓ Apr 2026

Sales Opportunity List Enhancement - Pipeline Dashboard

Ability to roll up Opportunity Count, Total Pipeline, and Average Deal Size based on List filters

Integrations Planned

CMS

The CMS integration will be able to perform Account Syncing and updating between our two environments.

Expected: Apr 2026

Integrations Planned

Rapid Response

The Rapid Response integration will be able to Create, Update, Inactivate and Sync Accounts.

Expected: Apr 2026

Integrations Planned

IT Glue - Account Sync

The IT Glue Account integration will be able to Create, Update, Inactivate and Sync Accounts.

Expected: May 2026

Integrations Planned

Acronis - Integration-Phase 3

Produce Tickets from Alerts

Expected: May 2026

Integrations Planned

Hudu - Accounts

The Hudu Accounts integration will be able to Create, Update, Inactivate and Sync Accounts.

Expected: May 2026

Products In Progress

Number Management

Manage phone numbers end‑to‑end, with confidence. Number Management helps you track DID inventory, assign numbers to customers/services, and manage the billing and rating details that drive telecom ch

Expected: Jun 2026

Customer Portal In Progress

Enhanced Customer Portal

Give customers a cleaner, more helpful self‑service experience. Enhanced Customer Portal adds configurable branding, announcements, a refreshed home experience, and document management—so customers ca

Expected: Jun 2026

Customers ✓ Jun 2026

Add Domestic & Internal Address Validation

Make address entry faster and more accurate. Address Validation adds autocomplete and smart suggestions, standardizes domestic/internal addresses, and helps prevent shipping, tax, and service‑location

Billing Planned

Agreements - Additional Types of Ticket Billing

Bill tickets the way your service agreements are actually sold. This enhancement adds more flexible ticket billing options—like retainers, block hours, and time & materials—so you can match different

Expected: Jun 2026

Billing Planned

Tax Provider Configuration

Get taxes configured from day one. Tax Provider Configuration lets you choose your tax provider, enter credentials and settings, and validate connectivity during setup—so tax calculations are enabled

Expected: Jun 2026

Billing Planned

Bill Profile Settings for Invoice Automation

Automate invoices with the flexibility your business needs. Bill Profile Invoice Automation lets you control invoice creation, email delivery, and payment processing rules at the bill-profile level—so

Expected: Jun 2026

Billing Planned

Agreement Management

Create, manage, and standardize customer agreements in one place. Agreement Management lets you define clear terms, rates, included/prepaid hours, and overage rules using an admin‑managed pricing and

Expected: Jun 2026

Billing Planned

Search by invoice number

Find the exact invoice in seconds. Search by Invoice Number adds quick invoice‑number lookup in Billing Invoices, making it easy for finance and support teams to locate and resolve customer questions

Expected: Jun 2026

Products Planned

Product Images

Make your catalog and quotes look more polished and easier to understand. Product Images lets you upload and manage images on products and display them throughout key experiences (catalog, quoting, et

Expected: Jun 2026

Products Planned

Package Quantities

Sell and quote in the right quantities—fast. Package Quantities lets your team enter a “number of packages” (e.g., 5 boxes, 3 bundles) and automatically calculates the correct underlying item quantiti

Expected: Jun 2026

Taxes and Enterprise Payments Planned

TRX Payments Reporting

Get clearer visibility into payments without extra exports. TRX Payments Reporting adds built‑in reports and drill‑downs to help reconcile transactions, monitor payment performance, and support financ

Expected: Jun 2026

General Planned

Pre-Provisioning - Turbo-Tax Style Flow

Create a guided onboarding experience that collects required customer information (email, password, payment, company info, etc.) before instance access and feeds into provisioning. On external Rev.io

Expected: Jun 2026

AI & Revii In Progress

Revii & AI Permissions

The Revii & AI Permissions project introduces a governance framework that gives administrators clear, auditable control over AI‑powered features across the PSA platform. It adds a dedicated permission

General In Progress

Workflow - Enhancements - Phase 1

Mutliple “workflow” compontents linking together to create a flow. This will create subtasks on tickets that are placed in phases to control process execution.

Sales CRM In Progress

Ask Revii support for Sales Opportunities

Use natural language to manage the sales pipeline

Admin Planned

Enhanced List Views – Bulk Actions

Apply bulk actions for selected records like a status change, primary tech assigned change, adding an associated tech, etc. , add tags to the filter by column

Admin Planned

Search Functionality Foundations

Apollo 3 introduces the first phase of Search in PSA Web—giving your team one simple place to find the records they need, fast. Start by searching core records like customers, tickets, and contacts, w

AI & Revii Planned

Revii Learn

Revii Learn is your AI onboarding assistant inside PSA Web—built to guide you through setup in plain language and help you get live faster. It recommends the right configuration based on your business

AI & Revii Planned

Customer Summaries

The Customer Summaries project delivers AI‑generated, high‑level summaries across customer servicing and billing data. It provides an overall customer view as well as focused summaries for key billing

AI & Revii Planned

AI‑Driven Chart Creation with Revii

This project enables users to create analytics charts directly through Revii using natural language, eliminating manual steps within the Analytics Hub. While Revii can already generate reports and SQL

Analytics Planned

Analytics Hub Multitenancy & Postgress DB

Analytics Hub Modernization strengthens the foundation of analytics in PSA Web—ensuring a faster, more reliable, and more scalable analytics experience as your business grows. This work impr

Analytics Planned

Charts for PSA Web Analytics

Charts for Analytics Hub builds a standardized library of KPIs and charts within PSA Web Analytics, making it easier for teams to create meaningful dashboards without starting from scratch. For each d

Analytics Planned

Project Management Analytics

Project Management Analytics brings purpose‑built dashboards into the PSA Web Analytics Hub to give project managers and leadership clear, real‑time visibility into how projects are performing. These

Analytics Planned

Sales Opportunities Dashboards

The Sales Opportunities Dashboards project defines a standardized analytics experience for managing sales pipelines in PSA Web. It establishes core KPIs and charts to track pipeline value, deal flow,

Assets Planned

Asset Relationships

Group related assets into parent-child hierarchies to model customer systems like networks and server racks with automatic parent context on tickets, system-level ticket rollup, and bulk assignment of

Assets Planned

Asset Journal

A running journal on each asset where technicians can log notes, observations, and context over time building a persistent knowledge base for every device.

Assets Planned

Ticket History for Assets

Dedicated tab for ticket history including sort, filter, and search

Assets Planned

Assets API

Asset management endpoints available in the Developer Portal

Assets Planned

Ask Rev.ii for Assets

Use natural language to look up asset details

Assets Planned

Managed Assets

Instantly see which assets are RMM-monitored with a managed indicator and view device details like OS, IP, and hardware specs directly on the Asset

Assets Planned

Agreement Covered Assets

Associate assets with service agreements to track what's covered, with parent-child hierarchy support so covered systems and their components are clearly visible.

Assets Planned

Asset - Ticket Association

Associate assets with tickets and automatically see the parent system context when a child asset is selected giving technicians instant visibility into what system they're working on.

Commerce Hub Planned

Revised Marketplace Directory

Enhance the current vendor directory with a multi-marketplace layout. Each distributor gets a card showing connection status (connected, MSRP-only, static catalog), product counts, and vendor-specific

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

GPS Tracking in PSA/Map in dispatch board

GPS Tracking on Dispatch Board

General Planned

Reminder to log time if tech leaves area and didn’t update ticket, log time, etc…

Log time update reminder based on location

General Planned

Prepaid Support Hour Billing

Add functionality that supports capturing hours and bucket management. Hourly contract support.

General Planned

Update Timesheets

Update timesheets to allow filtering of time log types

General Planned

Saved Timesheet Views

Saved views for Timesheets

General Planned

Export Timesheets

Export from the timesheet view

General Planned

RBAC: Time Entry

Time Entry RBAC View others’ time entries Edit my time entries Edit others’ time entries Delete my time entries Delete others’ time entries

General Planned

Items Serviced Updates

Modify items serviced screen Create specific items serviced screen for items serviced on ticket Add work requested notes specific for this item Add work performed notes specific for this item Add a bu

General Planned

Assets

Adding new field service provider and and managed/non-managed asset

General Planned

Search

Text‑based search experience allowing users to quickly find relevant records from a single entry point.

General Planned

Modify Advanced Ticket/Time Entry List Views

Remove Filter Button Add pre-set views on existing filters for all users Make drop-downs filters pull applicable data Add search back

General Planned

Workflow Token for Email Sender

Add a token for emails sent from a workflow notification for new ticket created for email sender.

General Planned

Ticketing Email Internal Notes

Provide the ability to email internal users and record them as internal notes on the ticket.

General Planned

Eventing Framework

General Planned

User management optimization

General Planned

AKS to ACA

General Planned

Custom Outbound Email Address — Recurring Invoices

Enable per-account sender address overrides for outbound invoice delivery

General Planned

QuickBooks Desktop

General Planned

Quoting Non-Catalog Items

Quote anything—even if it’s not in your catalog. Quoting Non‑Catalog Items lets your team add custom one‑off products or services directly on a quote with clear descriptions and pricing, so you can re

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

Feedback and Support

Production Support and Feedback in Community

General Planned

Feedback and Support

Production Support and Feedback in Community

Integrations Planned

Acronis - Integration-Phase 4

Support the Billing functions

Integrations Planned

Hudu -Password Management

This part of the Hudu integration will perform the sync of Assets from Hudu to Rev and allow for permissioned users to view the assets passwords

Integrations Planned

IT Glue - Assets and Passwords

This part of the IT Glue integration will perform the sync of Assets from Hudu to Rev and allow for permissioned users to view the assets passwords

Integrations Planned

NinjaOne - assets - alert - ticketing

Seamlessly connect NinjaOne with your workflow by automatically syncing assets, converting alerts into actionable tickets, and linking those tickets to serviced items for complete visibility. With bi-

Integrations Planned

N able - asset -alert-Ticketing

Seamlessly connect N-able with your workflow by automatically syncing assets, converting alerts into actionable tickets, and linking those tickets to serviced items for complete visibility. With bi-di

Integrations Planned

Portal.ia - Web

The Portal integration will be able to Create, Update, Inactivate and Sync Accounts.

Integrations Planned

Ingram Micro

The Ingram-Micro integration will be able to Create, Update, Inactivate and Sync Accounts.

Integrations Planned

TD Synnex

The TD Synnex integration will be able to Create, Update, Inactivate and Sync Accounts.

Integrations Planned

ConnectWise RMM

The ConnectWise RMM Integration will start off by featuring Account Syncing

Inventory Planned

Deployed Inventory

Deploy inventory to customers while preserving cost valuation and tracking unique identifiers like serial numbers.

Inventory Planned

Deployed Inventory Ticket History

Link deployed inventory assets to tickets and view dedicated ticket history and customer history tabs

Inventory Planned

Inventory API

Inventory management endpoints available in the Developer Portal

Inventory Planned

Ask Rev.ii for Inventory

Lookup inventory details using natural language

Inventory Planned

Inventory Matrix Enhancement - Location Filtering

Improved Inventory Matrix with location filtering

Inventory Planned

Inventory Matrix Enhancement - Product ID Search

Search the inventory matrix by Product ID or Product Name for faster lookups

Inventory Planned

Deployed Inventory Customer History

Transfer assets between customers and track a complete ownership history showing every customer the asset has been associated with.

Mobile Planned

Recent Items

Mobile Planned

Sales opp Offline

Mobile Planned

Product Catalog Enhancements

Add/Edit Products

Mobile Planned

Clock-in/Clock-out

Time Entry List and Clock-in/Out

Mobile Planned

Ticketing Enhancements

Macros, Invoice Ticket, send to billing, Delete Activity Notes, Revii Ticket Summary, Project Link

Mobile Planned

Project Management

Office Communication, View Projects

Mobile Planned

Customer Enhancements

Note pop-up, Notes, Contact/Customer Edit, Add/Edit Tags, Add/Edit Asset, Invoices, Unposted, View Contracts/Agreements

Mobile Planned

Sales opp Management

Opportunity List, Opportunity on Customer (Create/Edit), Activity view/create, Stage view/change

Mobile Planned

Customer Billing

View and Send Invoice

Mobile Planned

GPS Tracking Enhancements

Map, Enroute SMS notifications, Auto stop Travel timer when entering geofence

Mobile Planned

Project Management Offline

Mobile Planned

Inventory Management

Adjusting Quantities, Scanning in inventory, Reserving SN items via scanning

Mobile Planned

Mobile Payments Foundations

Make Payments with Configured Payment Methods and One Time Payments. Payment History

Onboarding Planned

License Management - Seat Licensing (m)

Support for managing multiple licenses that suppress certain levels of access automatically.

Purchasing Planned

Ask Rev.ii for Purchase Orders

Create, look up, and manage purchase orders using natural language

Purchasing Planned

Purchase Orders API

Purchase order endpoints available in the Developer Portal

Sales CRM Planned

Sales Opportunities API

Sales Opportunities endpoints available in the Developer Portal

Service Desk Planned

Ticket Special Instructions

Configurable pop up message with specific information for the customer when creating/viewing a ticket.

General Planned

Developer Portal - Webhooks (s-m)

Webhooks - Set up first public webhook and documentation to set standard (Governance)

General Planned

Authentication - Continue implementation

General Planned

User Management - Impersonation (M)

Be able to impersonate a portal user and a “View as Role” option for permissions

General Planned

User Management - User Lockout (S)

Ability to catch user locks in the Audit Log and ability to unlock users (Compliance dependent as to the extent)

General Planned

Breadcrumbs/”Back Buttons” (depends on strategy)

The ability to go back to the page you were at without having to go all the way back to the beginning of navigation.

General Planned

User Management - Remove Global Administrator

Global Administrator is a role but is treated independently. Need to bring it into the rest of the RBAC rules.

General Planned

Ticket Email - Metadata linking

Linking threaded responses to tickets by something other than just Ticket Id in the subject line in order to keep responses in thread when responding without a ticket ID (such as responding to first m

General Planned

Workflows - Notifications - Multi-response types

Allow the same trigger and same condition to have multiple levels of response types (so that SMS, Email, In-app, and Teams/slack can all be within the same structure)

General Planned

Project Billing Follow up

General Planned

.Net Auth Service Adoption

General Planned

Bulk Tools - Downloading failed rows