RevoPSA

Tickets, response times, the customer portal, contracts and monthly billing.

1. 1TicketsRevoPSA tickets for customer requests and problems, with their notes, the time spent on them and response times, tickets from the customer portal, and monitoring alerts that open tickets.
2. 2Working the service deskStatuses, issue types, tags, requesters, files, checklists, child tickets, merging, timers, watching, saved views and search, templates and recurring tickets, and AI help on RevoPSA tickets.
3. 3SLA policies and business hoursNamed SLA policies counted around the clock or in business hours, per customer and per contract, statuses that pause the clock, and warnings before a ticket is late.
4. 4Satisfaction surveys and desk reportsOne-click customer satisfaction ratings when a ticket is resolved, and reports on ticket volume, response and resolution times, SLA attainment and satisfaction by technician, customer and issue type.
5. 5Projects and request formsProjects with phases, tasks and time against budget; and request forms that customers fill in the portal to open a ticket.
6. 6Schedule and timeBook visits and calls on a technician's schedule, and see the time your team logged on tickets each week.
7. 7Contracts and billingRevoPSA contracts (monthly lines fixed or counted, support time with included and prepaid hours, labour the contract covers, its own prices), the sales pipeline of proposed contracts, and the monthly billing runs that turn contracts, time and charges into invoice drafts.
8. 8Catalogue, labour types and chargesThe products, services, labour types and bundles RevoPSA sells, how labour types round and bill time, and charging products used on a ticket.
9. 9EstimatesBuild a quote from the catalogue, send it with a link, let the customer approve or decline it, and turn an approved one into a ticket, a proposed contract or charges.
10. 10Purchase ordersOrder from your vendors for a customer, a ticket or an estimate, and record what arrives.
11. 11Leads and the web formA public form for your website that turns enquiries into prospects, and an owner on your team for every prospect.
12. 12Timesheet approvalSubmit a week of time for approval, approve or return your team's weeks, and bill only approved time.
13. 13Revenue reportsWhat approved billing runs billed per month, customer and kind of line; recurring revenue from active contracts; and the pipeline, each with a CSV.