Getting started

Concepts, the first 30 minutes and finding your way around.

1. 1Key conceptsWorkspaces, customers, prospects, and the difference between the portfolio and a customer's workspace.
2. 2ModulesWhat each Revo module adds, how a module is turned on, and what happens when one is off for the workspace or a customer.
3. 3Your first 30 minutesA practical checklist to set up your workspace, add a first customer and its devices, then start with each module you have.
4. 4Finding your way aroundThe sidebar, the customer switcher, the command palette, keyboard shortcuts and quick looks.
5. 5Install Revo on your phone or computerAdd Revo to a phone's home screen or a computer's dock, so it opens in its own window like an app.
6. 6Workspace and brandingYour workspace's name, the branding on reports and the customer portal, and the workspace-wide defaults on Settings → Workspace & branding.
7. 7Plan and billingYour Revo plan, what it includes, how much of it you use, and how to change it.