What We're Building

Distributor Planned

ADI - Products

Automatically sync your ADI dealer pricing into Rev.io. Daily cost updates keep your Purchasing tab current across your security, AV, and low-voltage product catalog — no more manual lookups in the AD

Expected: Jan 2026

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 - Funnel

Funnel to display Opportunity Count and Expected Amount by Stage

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

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 ✓ Apr 2026

Hudu - Accounts

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

Admin ✓ Apr 2026

Workflows - Dynamic Hyperlinks

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

Mobile ✓ Apr 2026

GPS Tracking Enhancements

Enroute SMS notifications, Auto stop Travel timer when entering geofence, Rooftop GPS Coordinates

Sales CRM ✓ Apr 2026

Forecast Category for Sales Opportunities

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

Sales CRM ✓ Apr 2026

Next Step for Sales Opportunities

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

Service Desk ✓ Apr 2026

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

Time Entry ✓ Apr 2026

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

Mobile ✓ Apr 2026

Recent Items

Recently viewed customers and tickets for quick access.

Mobile ✓ Apr 2026

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

Log time update reminder based on location

Integrations ✓ Apr 2026

NinjaOne Assets

Assets are sent from NinjaOne over within new tables

Admin ✓ Apr 2026

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 ✓ Apr 2026

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

Inventory ✓ Apr 2026

Inventory Packing Slip

Generate a professional packing slip PDF from a ticket to include with shipments, complete with addresses, serial numbers, and quantities

Inventory ✓ Apr 2026

Inventory Pick Ticket

Generate a pick ticket PDF directly from a ticket to streamline warehouse fulfillment with item locations and quantities needed

List Views ✓ Apr 2026

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 ✓ Apr 2026

Ticketing Enhancements

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

Purchasing ✓ Apr 2026

Drop Ship Service Address Auto-Population for Purchase Orders

When creating a Drop Ship Purchase Order from a ticket, the Service Address on the ticket is automatically used as the shipping destination

Sales CRM ✓ Apr 2026

Reviize Support for Sales Opportunity Activity

Use Reviize to polish Sales Opportunity activity into professional, client-ready language with a single click

Sales CRM ✓ Apr 2026

Sales Opportunities API

Sales Opportunities endpoints available in the Developer Portal

Service Desk ✓ Apr 2026

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.

Assets ✓ Apr 2026

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 ✓ Apr 2026

Ticket History for Assets

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

Assets ✓ Apr 2026

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.

Billing ✓ Apr 2026

Customer 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

Integrations ✓ Apr 2026

QuickBooks Desktop

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

Inventory ✓ Apr 2026

Inventory Matrix Enhancement - Location Filtering & Move History into Tabbed Layout

Improved Inventory Matrix with location filtering

Inventory ✓ Apr 2026

Inventory API

Inventory management endpoints available in the Developer Portal

Mobile ✓ Apr 2026

Customer Billing

View and Send Invoice

Mobile ✓ Apr 2026

Sales opp Management

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

Service Desk ✓ Apr 2026

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.

Integrations ✓ May 2026

NinjaOne -alerts - 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 ✓ May 2026

Nable - assets

Assets are sent from N able over within new tables to support this integration

Integrations ✓ May 2026

Acronis - Alert-Tickets

Produce Tickets from Alerts

Admin ✓ May 2026

Custom Outbound Email Address — Recurring Invoices Workflows Foundation

Allow multiple outbound mailboxes and allow them to be selected in workflows in support of outbound invoice controls

Assets ✓ May 2026

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

Inventory ✓ May 2026

Deployed Inventory

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

List Views ✓ May 2026

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

Mobile ✓ May 2026

Mobile Payments Foundations

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

Mobile ✓ May 2026

Clock-in/Clock-out

Time Entry List and Clock-in/Out

Central Station ✓ May 2026

Rapid Response - Accounts

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

Integrations Blocked

Rapid Response - Accounts

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

Expected: May 2026

Mobile ✓ May 2026

Assets

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

Mobile ✓ May 2026

Customer Enhancements

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

Analytics ✓ May 2026

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

Assets ✓ May 2026

Ask Rev.ii for Assets

Use natural language to look up asset details

Inventory ✓ May 2026

Inventory Matrix Enhancement - Product ID Search

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

Mobile ✓ May 2026

Inventory Management

Adjusting Quantities, Reserving SN items via scanning

Mobile ✓ May 2026

Product Catalog Enhancements

Add/Edit Products

Sales CRM ✓ May 2026

Ask Revii support for Sales Opportunities

Use natural language to manage the sales pipeline

Scheduling ✓ May 2026

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 ✓ May 2026

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 ✓ May 2026

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 ✓ May 2026

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.

Time Entry ✓ May 2026

Update Timesheets

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

Inventory Releasing Soon

Deployed Inventory Customer History

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

Expected: May 2026

Inventory Releasing Soon

Ask Rev.ii for Inventory

Lookup inventory details using natural language

Expected: May 2026

Inventory Releasing Soon

Deployed Inventory Ticket History

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

Expected: May 2026

Purchasing Releasing Soon

Ask Rev.ii for Purchase Orders

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

Expected: May 2026

Mobile ✓ May 2026

Sales opp Offline

View a cached opportunities pages while offline so key opportunity information stays accessible without an internet connection.

Mobile Releasing Soon

Search

Text‑based search experience allowing users to quickly find relevant records for Customers, Tickets, and Contactsfrom a single entry point.

Expected: May 2026

Analytics ✓ May 2026

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,

Analytics ✓ May 2026

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 ✓ May 2026

Project Management Dashboards

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

Mobile ✓ May 2026

Project Management Offline

View a cached product pages while offline so key project information stays accessible without an internet connection.

Mobile ✓ May 2026

Project Management

Office Communication, View Projects

Billing ✓ Jun 2026

Workflow Event and Template for Invoice Emails

Billing ✓ Jun 2026

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

Billing ✓ Jun 2026

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

Admin In Progress

Knowledgebase - Foundation

Clients can store their own internal information for their team and end customers.

Expected: Jun 2026

AI1 In Progress

Revii 2.0 - Monitoring

Expected: Jun 2026

AI1 In Progress

Revii 2.0 - Evals

Expected: Jun 2026

AI1 In Progress

Revii 2.0 - Infrastructure & Deploy

Build and harden the deployment foundation so Revii services can be reliably shipped, monitored, and rolled back.

Expected: Jun 2026

AI1 In Progress

Revii 2.0 - Multi-Tenant Hardening

Implement strict tenant isolation and guardrails to prevent cross-tenant data access and configuration bleed.

Expected: Jun 2026

Admin ✓ Jun 2026

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.

AI1 ✓ Jun 2026

Revii 2.0 - Adapt Revii 1 Shell to Mastra-backed Revii 2

AI1 ✓ Jun 2026

Revii 2.0 - Operability

Add operational controls, diagnostics, and runbook-ready telemetry so Revii is easy to support in production.

AI2 ✓ Jun 2026

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

AI3 ✓ Jun 2026

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

AI3 ✓ Jun 2026

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

Billing ✓ Jun 2026

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

Billing ✓ Jun 2026

Service Management (Orders)

Centralize and streamline service fulfillment from quote to activation. Service Management gives your team a clear, customer-by-customer view of pending services, supports bulk activations for a chose

Customers ✓ Jun 2026

Display Related Accounts that are not Parent/Child

Customers ✓ Jun 2026

Rooftop GPS

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

Products ✓ Jun 2026

Package Quantities

Sell and quote in the right quantities—fast. Package Quantities lets your team enter a “number of packages” and automatically calculates the correct underlying item quantities and pricing. This reduce

Products ✓ Jun 2026

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

Quoting ✓ Jun 2026

Quote Macros

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

Service Desk ✓ Jun 2026

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

Taxes and Enterprise Payments ✓ Jun 2026

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

Assets ✓ Jun 2026

Asset RMM URL

Add an RMM URL to any non-managed asset from the Device Details section giving your team one-click access to the device's RMM portal.

Service Desk Releasing Soon

Print a copy of a ticket

Give teams the ability to quickly print tickets directly from the platform. Making it easier to manage on-site operations, customer interactions, and internal workflows with speed and accuracy.

Expected: Jun 2026

Purchasing In Progress

Purchase Order Workflow Notifications

Automated notifications can now be triggered as purchase orders move through their lifecycle. Configure conditions and personalize messages with dynamic details like PO number, provider, and approver.

Expected: Jun 2026

Service Desk ✓ Jun 2026

Add description to parts and labor and make it editable

Improve Parts & Labor details with an editable description field, giving users more flexibility to capture and update item-specific information.

Purchasing Planned

Purchase Order Memo Field

Add a memo field to Purchase Orders for vendor-facing notes outside of shipping instructions.

Expected: Jun 2026

Sales CRM Planned

Sales Opps - Edit/Delete Activity

Correct or remove activity entries on sales opportunities with role-based access controls. Ensure your sales history stays clean and accurate while controlling who can modify the record.

Expected: Jun 2026

Service Desk Planned

Update ticket macros to add parts

Enhance ticket automation by including parts in ticket macros, allowing teams to standardize and streamline the addition of commonly used materials.

Expected: Jun 2026

Assets Planned

Assets - Assign Multiple Service Providers

Link more than one service provider to a single asset.

Expected: Jun 2026

Quoting Planned

Add product search by part number in Quotes

Find the right products faster when building quotes. Search and add items by part number—ideal for catalog-heavy workflows and repeat quoting—so sales teams can create accurate quotes in fewer clicks

Expected: Jun 2026

Service Desk Planned

Ability to add contacts from tickets

Simplify contact management by converting non-contact associated contacts on a ticket into account contacts, helping teams keep customer records complete and up to date.

Expected: Jun 2026

Sales CRM Planned

Sales Opp - Leads (1.5 weeks)

Capture and track prospective clients from the moment they raise their hand, before they become a full customer record. Keep your sales pipeline clean and organized from first touch to closed deal.

Expected: Jul 2026

Scheduling Planned

Dispatch board - support multiple boards

Improve dispatch flexibility with multiple board views based on rep groups or ticket types, helping teams organize work and focus on the tickets most relevant to them.

Expected: Jul 2026

Scheduling Planned

Dispatch Board Rebuild

Optimize dispatch operations with an enhanced dispatch board that uses rules and filters to surface tickets ready for assignment, supports direct ticket assignment, and improves date selection.

Expected: Jul 2026

Analytics Planned

Custom Fields Dataset

Bring Rev.io custom fields data into BI by mirroring the custom fields tables from the SQL MIs into Fabric, creating OneLake shortcuts into the client workspaces, and exposing them as a gold view. Don

Expected: Jul 2026

Analytics Planned

Rev.io Payments – Superset (Phase 2)

Phase 2 of Rev.io Payments. RevOps completed Phase 1 (live TRX payment reports — "TRX Payments Reporting", Apollo 3). This migrates those reports into Superset: source TRX transaction/settlement/excep

Expected: Jul 2026

Analytics Planned

Enter Full Screen Dashboard

Present your Rev.io dashboards on any screen — fullscreen mode hides browser and app chrome so your team can stand up an ops-center display in seconds.

Expected: Jul 2026

Analytics Planned

QBR Dashboards

Pre-built Quarterly Business Review dashboards your CSMs can present live to clients — no more screenshot decks. Filter by client, drill in on any metric, and walk through every pillar in one place.

Expected: Jul 2026

Analytics Planned

Mobile Dashboards - View and Filter

View and filter your Rev.io dashboards from your mobile app. Responsive layouts and a streamlined filter drawer mean your field team gets the same insights on mobile as on desktop.

Expected: Jul 2026

Analytics Planned

Revio Loading glyph

A polished, on-brand loading experience — your Rev.io dashboards now show the Revii glyph during load instead of a generic Superset spinner.

Expected: Jul 2026

AI & Revii In Progress

Revii 2.1 - Realtime Voice

Realtime conversational voice with Revii

Mobile In Progress

Notifications

Enable users to send internal notifications that keep teams informed of important updates and required actions.

Mobile In Progress

Ticketing Enhancements

These updates give teams more ways to organize information, manage service expectations, and streamline daily workflows. From tags and SLA timers to pop-up notes, internal note emails, and scan-to-add

Mobile In Progress

GPS Enhancement

Improve customer communication with smarter arrival estimates. By using real-time routing and traffic data, the mobile app helps provide more accurate ETAs for technicians, drivers, and field teams.

Integrations ✓ Available

ConnectWise RMM-Accounts

The ConnectWise RMM Integration will start off by featuring Account Syncing

Integrations ✓ Available

TD Synnex - Products

Automatically sync your TD Synnex dealer pricing into Rev.io. Daily cost updates keep your Purchasing tab current across your product catalog.

Integrations ✓ Available

Ingram Micro - Products

Automatically sync your Ingram Micro dealer pricing into Rev.io. Daily cost updates keep your Purchasing tab current across your product catalog.

Integrations ✓ Available

Portal.io - Web - Products

Automatically sync dealer pricing from Portal.io's 1.6M+ item catalog into Rev.io. Daily cost updates keep your Purchasing tab current.

Integrations ✓ Available

N able -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 ✓ Available

CMS - Accounts

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

Integrations ✓ Available

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 ✓ Available

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 ✓ Available

IT Glue - Account Sync

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

AI & Revii Planned

Revii Pax8 MCP integration

Read-only (for analysis, questions) for Revii to talk to a client’s Pax8 catalog, prices, subscriptions, orders

AI & Revii Planned

Revii 2.1 - File Workspace

Ability for Revii to save and retrieve files in a file system

AI & Revii Planned

Revii 2.1 - Scheduled Workflows

Ability with natural language to schedule prompts/workflows

AI & Revii Planned

Tax Mapping Agent MVP

• Ability for Revii (or a subagent) to suggest and apply tax class mappings for simple sales and use tax mappings in the product catalog. • Strategy for telecom tax • Strategy for remittance

AI & Revii Planned

Client Knowledgebase - Revii Integration

Allow Revii to use the client knowledgebase as a foundation of knowledge for client interactions

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

Assets Planned

Assets - Documents

Attach documents, images, and files directly to asset records. Store network diagrams, warranty paperwork, configuration notes, and licensing info right where your techs need it.

Central Station Planned

COPS - Central Station link / no action button

Take action faster without leaving Rev.io. The COPS Monitoring integration adds a one-click "No Action" button so operators can put accounts on test directly from the account view, plus a deep link th

Central Station Planned

CMS - History

See your CMS alarm and activity history without leaving Rev.io. Signals, events, and timestamps from Criticom Monitoring Services flow into the customer record, so billing and account teams have full

Central Station Planned

Rapid Response - Central station link / no action button

Take action faster without leaving Rev.io. The Rapid Response integration adds a one-click "No Action" button so operators can put accounts on test directly from the account view, plus a deep link tha

CRM Planned

Zoho - Accounts

With this integration you will be able to send your customers and prospects from Zoho CRM over to Rev.io — keeping your sales pipeline and billing system in lockstep without double entry.

Distributor Planned

Scansource - Products

Automatically sync your ScanSource dealer pricing into Rev.io. Daily cost updates keep your Purchasing tab current across your POS, payments, networking, and AV catalog — no more manual price checks i

Distributor Planned

Sherweb - Products

Automatically sync your Sherweb cloud product pricing into Rev.io. Microsoft 365, Azure, and Sherweb's broader cloud catalog flow into your Purchasing tab with daily cost updates — keeping quotes accu

Distributor Planned

Ingram Micro - Purchase Orders

Place orders with Ingram Micro directly from Rev.io. No more switching to the Xvantage portal to submit POs.

Distributor Planned

TD Synnex - Purchase Orders

Place orders with TD Synnex directly from Rev.io. No more switching to the TD Synnex portal to submit POs.

Finance Planned

QBD - GL Account Mapping on Exports

Route your sales and costs to the right accounts automatically — GL codes assigned to your products in Rev.io carry through to QuickBooks Desktop on import via Transaction Pro, no manual reclassificat

Finance Planned

QBD - Smart Export Review

Export with confidence. Smart Export Review uses AI to automatically check your data before it reaches QuickBooks — catching errors, duplicates, and missing fields so you don't have to. Review a quick

Finance Planned

QBO- Purchase Orders

Purchase Orders, now connected to QuickBooks Online. POs created in Rev.io flow into QBO automatically — giving finance teams one source of truth for vendor spend without manual re-entry between syste

Integrations Planned

Prismatic Marketplace Updates - make them seamless for Users

Keep your integrations up to date without thinking about it. When a new version of an installed integration is available, Rev.io applies it for you and notifies you with a summary of what changed — no

Inventory Planned

Inventory - Stock Levels View with Needed to Order Qty (.5 week)

See exactly what's in stock and what needs to be reordered, all in one view. Automatically calculates reorder quantities based on open tickets, so you never keep a client waiting on parts.

Inventory Planned

Inventory Management - Reservation Enhancements

Track whether inventory is in transit, delivered, or reserved for a specific job.

Life Cycle Management Planned

ScalePad - Life Cycle Manager

Bring ScalePad Lifecycle Manager into Rev.io. Asset age, warranty, lifecycle stage, and refresh insights MSPs already trust in ScalePad flow alongside your accounts and tickets — giving techs and acco

Mobile Planned

QR code generation for Invoice Payment

Mobile Planned

Revii 2.0

Update mobile to use new Revii streaming endpoint

Mobile Planned

Customer Enhancements

Manage customer relationships, asset details, billing information, and quotes in one connected workflow. These tools help teams keep records accurate, track important activity, and move faster from cu

Purchasing Planned

Purchasing Enhancements

Provide a way to create Purchase Orders for multiple tickets and general stock needs for primary vendors

Quoting Planned

Portal.io - Web - Proposal Sync/Quotes

When a client accepts a Portal proposal, it automatically becomes a Rev.io quote — products, pricing, and customer already populated.

Quoting Planned

Portal.io - Web - Contacts

Keep your contacts in sync between Rev.io and Portal.io. Create or update a contact in one place, it shows up in both.

RMM Planned

Datto RMM - Assets

Bring your Datto RMM managed devices into Rev.io. Endpoints and sites sync into the Asset grid with managed-state indicators and device details (OS, IP, hardware), so MSPs can bill accurately on a per

RMM Planned

Datto RMM - Alerts - Ticketing

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

RMM Planned

Datto RMM - Accounts

The Datto RMM integration kicks off with Account Syncing — create, update, inactivate, and keep customer accounts aligned between Datto RMM and Rev.io without manual double entry.

RMM Planned

Acronis - Licensing as Assets

Turn Acronis license consumption into billable assets in Rev.io. Each workload, seat, or license pack shows up in the Asset grid tied to the customer — so MSPs bill accurately on what’s actually deplo

RMM Planned

ConnectWise-RMM Alert-Tickets

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

RMM Planned

ConnectWise-RMM-Assets

Bring your ConnectWise RMM managed devices into Rev.io. Endpoints sync into the Asset grid with managed-state indicators and device details (OS, IP, hardware), giving techs and billing teams one sourc

Security Planned

Huntress - Assets

See every Huntress-protected endpoint inside Rev.io. Agent-monitored devices sync into the Asset grid with customer, hostname, and protection state — so your team can confirm coverage, bill accurately

Security Planned

Huntress - Accounts

Bring your Huntress-protected customers into Rev.io. The Huntress integration kicks off with Account Syncing — create, update, inactivate, and keep customer organizations aligned between Huntress and

Security Planned

Huntress - Alerts → Tickets

Turn Huntress-investigated incidents into actionable Rev.io tickets automatically. SOC-verified threats arrive with full context — severity, indicators, and the affected asset — so your team can triag

Service Desk Planned

Exchanges

Support flexible item exchanges directly from a ticket, allowing serviced items to be exchanged with parts added to the ticket, with options for straight exchanges or exchanges with an adjusted charge

Service Desk Planned

Reverse charges sent to billing from a ticket

Give teams greater control over billing with the ability to reverse items sent for invoicing and return them to the ticket, ensuring flexibility and accuracy before finalizing charges.

Service Desk Planned

Reverse an invoice on a ticket

Maintain billing accuracy by returning Parts and Labor items to the ticket when an invoice is reversed, allowing them to be invoiced again without rework.

Service Desk Planned

Partial invoicing from a ticket

Support flexible billing with partial invoicing from a ticket, allowing users to invoice selected items while keeping the ticket open for ongoing work and additional invoices.

Commerce Hub Planned

Attribution Ledger & Logging

Immutable, timestamped record of every referral event. This is the audit trail that makes the 180-day attribution window and revenue share enforceable. Supports vendor-specific attribution rules for f

General Planned

Bulk email

Feature Parity with Billing. The ability to import a list of customers and compose/send them all an email from the system (Need to get w/ Jeremy for some customers that have requested)

Integrations Blocked

Acronis - Integration-Billing

Support the Billing functions

Integrations Blocked

D-Tools Integration- Accounts

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

Mobile Planned

GPS Map

Add the ability to view GPS maps on mobile, enabling users to access location details, routes, and map-based insights directly from their mobile device while in the field.

Projects Planned

Phase: Delete Phase

Remove a phase you no longer need. Delete phases right from the project — closing the gap where phases could be created and edited but never removed.

Projects Planned

Phase: Quick-Create on Phase

Add work right where it belongs. Create a ticket directly on a phase from the Overview, and it lands in that phase automatically — one step, no re-assigning.

Projects Planned

Project Status Cleanup

One clean set of project statuses. We're consolidating the overlapping status sets left over from earlier builds into a single, consistent list — so the status a project shows always means what you ex

Projects Planned

Phase: Link & Re-assign After Creation

Put work in the right phase, anytime. Assign a ticket to a phase after it's created, and move tickets or tasks between phases as the plan changes — no need to get it perfect at creation or recreate th

Projects Planned

Phase: Drill Into Phase (Overview)

See what's inside a phase without leaving the Overview. Expand any phase to reveal its tickets and tasks — owner, status, dates — then collapse it back. No more jumping to another tab to find out what

Projects Planned

Project Hours Over-Budget Callout (Portfolio)

Spot the projects bleeding hours before they blow the budget. The Projects list now flags any project running over its hour budget — a clear overage badge, a progress bar that turns red as it crosses

Projects Planned

Notes: Filter & Pinning

Find what matters fast. Filter the activity feed down to just notes for a clean weekly-review view, and pin the ones that matter most so they stay at the top instead of scrolling away.

Projects Planned

Notes: Composer & Feed Entries

Keep the whole story of a project in one place. Drop a note straight into the project's activity feed — status updates, client follow-ups, engineering flags — and it streams in right alongside tickets

Projects Planned

Notes: Latest Note on Projects List

See where every project stands without opening it. The Projects list shows each project's latest note — or its pinned note — right in a column, so a glance across the portfolio tells you what's happen

Projects Planned

Parts & Labor: Project View & Roll-up

See the whole job in one place. The new Parts & Labor tab pulls every part and labor entry from across a project's tickets and lays it out by phase — what's quoted, ordered, received, and billed, with

Projects Planned

Parts & Labor: Attention & Status Intelligence

Know what needs you, at a glance. A Needs Attention strip flags exactly what's stuck — parts that still need a PO, deliveries running overdue, stock that isn't reserved, items ready to convert to asse

Projects Planned

Parts & Labor: Procurement & Inventory Actions

Act without leaving the project. Raise a PO, receive stock, convert parts to assets, and reserve inventory right from the Parts & Labor tab — the procurement and fulfillment work happens where the pro

Projects Planned

Phase-Based Budget Planning & Hour Roll-up

Plan budgets the way your project actually runs — by phase. With Phase-Based Budget Planning, teams can allocate hours per phase, automatically roll up to a project total, and see real-time budget vs.

Projects Planned

Work Screen: Inline Editing

Update work without slowing down. Change a status, reassign an owner, or move a due date right in the list — one click, no opening tickets one at a time. Run your daily standup or clear a backlog in m

Projects Planned

Work Screen: Phase-Grouped Work Table

See your project the way you run it. Every ticket and task is organized by phase — with dates, progress, and hours right in the group header — so you can tell at a glance where a project stands and wh

Projects Planned

Project Creation Completeness

Set projects up right the first time. Define your phases and assign an owner as you create the project — no going back to fill in the basics afterward.

Projects Planned

Work Item Dependencies

Enable PMs to define sequential and parallel dependencies between tasks, tickets, and phases within a project. When a predecessor item is incomplete, dependent items are visually flagged as blocked an