Last Updated
Overview
Rev.io PSA is an end-to-end professional services automation tool that streamlines business workflows. Although new users may find the interface slightly complex, its automated ticketing and precise billing systems enhance operational efficiency. The platform helps service providers optimize revenue collection and manage projects effectively.
Rev.io PSA Specifications
- Customer Relationship Management (CRM)
- Sales Automation
- Lead Management
- Sales Pipeline Management
Rev.io PSA Features
Automated Billing
The platform automates the entire invoicing process to ensure accuracy and timely payment collection. It handles recurring contracts and complex usage-based billing models without requiring manual data intervention from your accounting staff.
Service Desk Management
Users can manage incoming support requests through a centralized ticketing system that tracks technician time and status. This ensures that client issues are resolved promptly while capturing all billable labor for accurate end-of-month reporting.
CRM And Sales Automation
The software includes robust tools to track leads and manage the sales pipeline from initial contact to final contract. It allows sales teams to generate accurate quotes that transition seamlessly into active projects and billing cycles.
Inventory Management
Businesses can maintain real-time visibility into their stock levels and equipment tracking across multiple locations or service vehicles. This feature prevents stockouts and ensures that parts used during service calls are always accounted for and billed.
Project Management
This tool helps managers oversee complex installations and long-term projects by defining milestones and assigning specific tasks to team members. It provides a clear overview of project health, timelines, and budget utilization to ensure profitability.
Pros And Cons of Rev.io PSA
Pros
Software integrates well with multiple third-party applications easily
Tech support is responsive, friendly, and very knowledgeable
Tracks customer data and service history efficiently
Provides strong automation for billing and inventory management
AI and reporting tools improve decision-making and workflow
Webinars and training enhance user understanding and capabilities
Helps teams manage large accounts and subcontractors effectively
Intuitive interface reduces learning curve for end users
Cons
Limited accounting functionality requires multiple software solutions
Report building capabilities could be more flexible and robust
Web portal may not suit all database setups
Older software versions lack newest features and updates
Support can be condescending or inconsistent occasionally
Setup and migration process can be time-consuming, frustrating
Rev.io PSA Reviews
Total 3 reviews
3.3
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars33%
3
Stars67%
2
Stars0%
1
Stars0%
Share your experience
Brad S.
Information Technology and Services, 1-10 employees
More than a year
“Does it all with integrations”
Pros
Honestly, there's not much to complain about. This software covers just about everything and also integrates well with third-party integrations.
Cons
I really don't have anything negative to point out. They've continued improving it over the years as technology has evolved.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
7
Functionality
8
renaud m.
Medical Devices, 11-50 employees
More than a year
“Works well for field service”
Pros
This software worked really well for managing field service tasks with a smaller team. We had 15 people using it and didn't run into any problems.
Cons
As a CRM outside of service work, it wasn't a very strong option. We tried using it for sales CRM for a while but it didn't end up being the right fit.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
3
Functionality
7
Chris L.
Computer Networking, 1-10 employees
More than a year
“Perpetual license raises some concerns”
Pros
The software itself is good but my issue isn't with the product. What bothers me is the company behind it and the fact that a client's perpetual license can be turned off.
Cons
A management decision to disable a perpetual license is the real problem here.
Rating Distribution
Ease of use
7
Value for money
5
Customer Support
5
Functionality
5
Frequently Asked Questions
What types of pricing plans does Rev.io PSA offer?
Rev.io PSA pricing starts at $90/user/month. Rev.io PSA price custom quotes are available based on seat count and needs.
Does Rev.io PSA offer an API?
Yes, Rev.io provides a robust REST API that allows developers to build custom integrations and connect the PSA platform with other proprietary or third-party business applications.
What language does Rev.io PSA support?
Rev.io PSA currently supports English as its primary language.
Does Rev.io PSA have a mobile app?
Yes, Rev.io PSA offers a mobile app for iOS and Android.
What level of support does Rev.io PSA offer?
The company provides comprehensive support through a dedicated account management team, online documentation, a client portal for submitting tickets, and regular training webinars.
Who are the typical users of Rev.io PSA?
Typical users include Managed Service Providers (MSPs), telecommunications vendors, and technology consultants who need to manage complex service delivery and recurring billing.
What other apps does Rev.io PSA integrate with?
It integrates with various accounting software like QuickBooks, Sage, Cisco and Salesforce.