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 - 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.

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 In Progress

QuickBooks Desktop

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

Expected: Apr 2026

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.

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

Integrations Planned

Rapid Response - Accounts

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

Expected: May 2026

Mobile Dev Complete

Assets

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

Expected: May 2026

Mobile Dev Complete

Customer Enhancements

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

Expected: May 2026

Admin 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.

Expected: May 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

Assets Releasing Soon

Ask Rev.ii for Assets

Use natural language to look up asset details

Expected: May 2026

Inventory Releasing Soon

Inventory Matrix Enhancement - Product ID Search

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

Expected: May 2026

Service Desk Dev Complete

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

Expected: May 2026

Mobile In Progress

Product Catalog Enhancements

Add/Edit Products

Expected: May 2026

Sales CRM ✓ May 2026

Ask Revii support for Sales Opportunities

Use natural language to manage the sales pipeline

Mobile Planned

Inventory Management

Adjusting Quantities, Reserving SN items via scanning

Expected: May 2026

Mobile Planned

Sales opp Offline

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

Expected: May 2026

Inventory Releasing Soon

Ask Rev.ii for Inventory

Lookup inventory details using natural language

Expected: May 2026

Inventory In Progress

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 In Progress

Deployed Inventory Ticket History

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

Expected: May 2026

Purchasing Planned

Ask Rev.ii for Purchase Orders

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

Expected: May 2026

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 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

Analytics Planned

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

Expected: May 2026

Mobile Planned

Search

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

Expected: May 2026

Mobile Planned

Project Management Offline

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

Expected: May 2026

Mobile Planned

Project Management

Office Communication, View Projects

Expected: May 2026

Quoting ✓ Jun 2026

Quote Macros

Time Entry Dev Complete

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.

Expected: Jun 2026

Time Entry Dev Complete

Update Timesheets

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

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 - CPK Component Buildout

Deliver the core CPK component set that standardizes reusable Revii UI and interaction patterns across surfaces.

Expected: Jun 2026

AI1 In Progress

Revii 2.0 - Operability

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

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

AI2 In Progress

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: Jun 2026

AI3 In Progress

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

Expected: Jun 2026

AI3 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: Jun 2026

Billing In Progress

Workflow Event and Template for Invoice Emails

Expected: Jun 2026

Products In Progress

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

Time Entry In Progress

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.

Expected: Jun 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

Billing In Progress

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

Scheduling In Progress

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.

Expected: Jun 2026

Taxes and Enterprise Payments In Progress

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

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

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

Products Planned

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

Expected: Jun 2026

Time Entry Planned

Prepaid Support Hour Billing

Add functionality that supports capturing hours for bucket management in hourly contract support.

Expected: Jun 2026

Admin In Progress

Credential Manager - Foundation (formerly Password Keeper)

Clients can store device username/password information securely with access controls via RBAC

Integrations In Progress

ConnectWise RMM-Accounts

The ConnectWise RMM Integration will start off by featuring Account Syncing

Integrations In Progress

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 In Progress

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 In Progress

CMS - Accounts

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

Integrations In Progress

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 In Progress

D-Tools Integration- Accounts

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

Service Desk In Progress

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

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.

Admin Planned

Client Knowledgebase - Foundation

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

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

Acronis - Integration-Billing

Support the Billing functions

Integrations Planned

IT Glue - Account Sync

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