What We're Building

Assets ✓ Apr 2026

Assets API

Asset management endpoints available in the Developer Portal

Purchasing ✓ Apr 2026

Purchase Orders API

Purchase order endpoints available in the Developer Portal

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

Sales CRM ✓ Apr 2026

Sales Opportunity List Enhancement - Funnel

Funnel to display Opportunity Count and Expected Amount by Stage

Mobile In Progress

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

Log time update reminder based on location

Expected: Apr 2026

Mobile In Progress

Recent Items

Recently viewed customers and tickets for quick access.

Expected: Apr 2026

AI & Revii ✓ Apr 2026

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

Integrations Planned

Hudu - Accounts

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

Expected: Apr 2026

General Dev Complete

Workflows - Dynamic Hyperlinks

Allow the workflows > email response type to generate dynamic hyperlinks that can help with deep linking directly to a specific place.

Expected: Apr 2026

Sales CRM In Progress

Forecast Category for Sales Opportunities

Classify opportunities by forecast confidence to improve pipeline visibility and revenue forecasting

Expected: Apr 2026

Inventory In Progress

Inventory API

Inventory management endpoints available in the Developer Portal

Expected: Apr 2026

Mobile Planned

GPS Tracking Enhancements

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

Expected: Apr 2026

Sales CRM Planned

Next Step for Sales Opportunities

Track the next planned action on each opportunity to keep deals moving forward

Expected: Apr 2026

Mobile Planned

Ticketing Enhancements

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

Expected: Apr 2026

Integrations Planned

Acronis - Alert-Tickets

Produce Tickets from Alerts

Expected: Apr 2026

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-

Expected: Apr 2026

Sales CRM In Progress

Sales Opportunities API

Sales Opportunities endpoints available in the Developer Portal

Expected: Apr 2026

Service Desk In Progress

Ticketing Email Internal Notes

Enable seamless communication by allowing teams to email internal users while automatically capturing those messages as internal notes on the ticket, keeping everyone aligned and ensuring important co

Expected: Apr 2026

Mobile Planned

Sales opp Management

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

Expected: Apr 2026

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

Expected: Apr 2026

Integrations Planned

ConnectWise RMM

The ConnectWise RMM Integration will start off by featuring Account Syncing

Expected: Apr 2026

AI & Revii In Progress

Models Upgrades for Revii

We’re upgrading Revii’s AI to make it faster, smarter, and more responsive as we adopt the latest generation of AI models. This work includes updating Revii to be fully compatible with ChatGPT 5.3 and

Expected: Apr 2026

Assets In Progress

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

Expected: Apr 2026

Time Entry In Progress

RBAC: Time Entry

Granular time entry controls with role-based access, empowering users to edit and manage their own time and timeclock entries while giving authorized team members the ability to update or remove entri

Expected: Apr 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: Apr 2026

General Planned

Bulk Tools - Downloading failed rows

Fix errors faster. After a bulk import, download just the failed rows in a ready-to-correct file — review what went wrong, make your fixes, and re-upload without touching the records that already succ

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

QuickBooks Desktop

Connect Rev.io with QuickBooks Desktop for invoice syncing, payment reconciliation, and financial reporting.

Expected: Apr 2026

Mobile Planned

Customer Billing

View and Send Invoice

Expected: Apr 2026

Service Desk Planned

Ticket Pop-up Notes

Deliver a better customer experience with configurable pop-up messages that display relevant information when creating or viewing a ticket, ensuring important details are always front and center.

Expected: Apr 2026

Service Desk Planned

Ticketing: Add Non-Contact Email to Associated Contacts

Ensure workflow emails reach the right audience by automatically adding non-contact email senders to External Recipients, expanding visibility and keeping communication flowing.

Expected: Apr 2026

Analytics In Progress

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 improves the i

Expected: May 2026

AI & Revii In Progress

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

Expected: May 2026

Analytics In Progress

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

Expected: May 2026

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

Expected: May 2026

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

Expected: May 2026

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

Expected: May 2026

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,

Expected: May 2026

Billing In Progress

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

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

Quoting ✓ Jun 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

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

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 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

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

Ask Rev.ii for Assets

Use natural language to look up asset details

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.

General Planned

Custom Outbound Email Address — Recurring Invoices

Enable per-account sender address overrides for outbound invoice delivery

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

Feedback and Support

Production Support and Feedback in Community

Integrations Planned

D-Tools Integration- Accounts

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

Integrations Planned

IT Glue - Account Sync

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

Integrations Planned

Acronis - Integration-Billing

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

CMS

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

Integrations Planned

Portal.io - 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.

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

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.

List Views Planned

Enhanced List Views – Bulk Actions

Streamline ticket management with bulk actions in the advanced ticket list, allowing teams to quickly update status, reassign primary technicians, add associated techs, and more across multiple record

List Views Planned

Modify Advanced Ticket/Time Entry List Views

Enhance the advanced ticket list with smarter dropdown filters that surface relevant data, the return of search functionality, and tag-based filtering, making it faster and easier to pinpoint the righ

Mobile Planned

Product Catalog Enhancements

Add/Edit Products

Mobile Planned

Clock-in/Clock-out

Time Entry List and Clock-in/Out

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

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

Mobile Planned

Assets

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

Mobile Planned

Search

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

Purchasing Planned

Ask Rev.ii for Purchase Orders

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

Scheduling Planned

GPS Tracking in PSA/Map in dispatch board

Enhance field visibility with GPS tracking in PSA and an integrated map in the dispatch board, enabling real-time location insights and smarter, more efficient scheduling.

Service Desk Planned

Items Serviced Updates

Enhance the items serviced experience with a dedicated view for ticket-related work, including item-specific notes for work requested and performed, quick access to service history, and the ability to

Time Entry Planned

Update Timesheets

Enhance timesheet management with the ability to filter by time log types, making it easier to review, organize, and analyze time entries.

Time Entry Planned

Saved Timesheet Views

Boost productivity with saved views for timesheets, allowing users to quickly access and reuse their preferred filters and layouts for faster, more efficient time tracking.

Time Entry Planned

Export Timesheets

Simplify reporting with the ability to export directly from the timesheet view, making it easy to share, analyze, and act on time data.