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Rev.io PSA

Rev.io PSA 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Rev.io PSA
Rev.io PSA
3.8
(54)

Pricing

Starting at $90.00 per month

About Rev.io PSA

Rev.io PSA is a business management solution that combines professional services automation, enterprise resource planning and customer relationship management capabilities. The solution is designed to streamline workflows and improve efficiency for service providers in various industries. These include telecommunications, wireless and IoT, audiovisual installation, security and alarm integration, and managed print services.

Rev.io PSA offers features to help businesses optimize their operations. It provides tools to improve field technician tracking and utilization. The software allows businesses to time track technicians, use a dynamic interface to manage resources and open jobs, and boost technician utilization rates. Rev.io PSA also automates and enhances the ticketing process. This reduces time spent on service requests and generates service orders automatically. Additionally, the software offers simple inventory management. Additionally, it provides enhanced visibility, cost tracking and an intuitive interface for purchase orders, delivery tracking and RMA processing.

For sales teams, Rev.io PSA includes automation features. These helps generate quotes and proposals, build a...

nd manage the sales pipeline and analyze sales performance. Additionally, it assists service providers in focusing on the opportunities and communicating with customers and prospects.

Rev.io PSA Screenshots

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Rev.io PSA Pricing and Plans

Starting price: $90.00 per month
Free Trial
Free Version

Basic

$90.00

per user, per month

No plan information available

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    Rev.io PSA Features

    • Popular features found in Professional Services Automation
      Client Portal
      Collaboration Tools
      CRM
      Document Management
      Project Tracking
      Quotes/Estimates
      Resource Management
      Task Management
      Timesheet Management
    • More features of Rev.io PSA
      Accounting Integration
      Activity Tracking
      API
      Asset Tracking
      Big Data Analytics
      Billing & Invoicing
      Connectivity Management
      Data Management
      Device Management
      Predictive Analytics
      Project Management
      Proposal Generation
      Real-Time Notifications
      Third-Party Integrations
      Time & Expense Tracking
      Workflow Management

    Rev.io PSA User Reviews

    Overall Rating

    3.8

    Ratings Breakdown

    5

    46%

    4

    24%

    3

    11%

    2

    2%

    1

    17%

    Secondary Ratings

    Ease of Use

    3.7

    Value for money

    3.6

    Customer support

    3.6

    Functionality

    3.8

    JB

    Jeff B.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed April 2019

    Long time Tigerpaw user

    4

    We have been on this software for 9 years now. We love the company and their support. Almost unmatched. The software has been very good for our business. We could not have gotten to where we are without it. Is it perfect - nope - what software is. But, for the most part, it helps way more than not and is overall a very solid and helpful product.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    Previously 4
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    It handles all aspects of our IT Service and physical security technology business. Quoting, Service (Ticketing), CRM, Marketing, Invoicing, Purchasing/Inventory.
    Cons:
    New features don't come out as fast as I would like. Overall, they seem to be falling behind other competitors in regard to new features and such

    Read More

    SW

    Shawn W.

    Information Technology and Services

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed March 2018

    From Paper to Tigerpaw

    5

    Before Tigerpaw: Our company operated with SalesForce as the CRM, ACT! as the scheduling software for our Installation Department, QuickBooks for quoting and purchasing, and a variety of Excel spreadsheets used to track one issue or the other. We were a paper based operation with hundreds of active projects and service orders stacked in in/out boxes throughout the company. Everything worked fine as a small company but was we grew we needed a software vendor that could stitch the various departments together. The APP: Allows all the employees to see what jobs they are scheduled for, the password keeper has helped immensely by managing the various customer’s network and password information in a completely secure manor. It also allows the technicians in the field to take pictures of before and after work is finished and immediately it is available for the customer to review on the Customer Portal or the staff back at the office.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Pros: I am treated, and I treat, the staff at Tigerpaw as a member of our own team here at USA Security. The service department answers the phone in less than a few minutes (most of the time). The training department has a few options for your staff to learn the program: online self-learning through the academy, 1-2PM daily “Ask the Experts” for a round robin style Q&A, and you can pay to have one-on-one time when/if needed. The Customer Portal and Employee Portal have made our interactions with our national accounts much easier to manage. Customers now have access to all the service orders opened by their regional managers, attached documents have a central home, and clients can manage access to Tigerpaw to open trouble tickets, request a quote, or look in at the progress of a project. The Employee Portal allows our technicians to upload documents, request changes to projects, and write detailed scopes of work from their laptops in the field. The Microsoft Exchange integration with Tigerpaw has enabled us to share and create graphical calendars with the install teams that show us availability of the teams months in advance. We have coupled this feature with the dispatch board built into Tigerpaw to create a Project Service command level view of the company. We file in over 22 states – with the Avalara AvaTax Integration all of our taxes are handled electronically and days’ worth of computing taxes has been reduced to minutes. The anxiety of all the various tax districts and changes in the law are handled seamlessly and we never need to second guess the tax rate at the county, state, or city level any longer. The QuickBooks integration is easy to manage and run. QBTraks integration will show you errors when it finds a problem and gives you the opportunity to fix them before they go into QuickBooks. This saves time in not having to clean up two separate databases. Quotes are easily transferred to projects and service orders when they are won. Creation of Purchase Orders for the projects, receiving goods, tracking programming and building time logged are all extremely easy to use and track. Customer assets are easy to manage and when a RMA is required for a product you have sold Tigerpaw makes it easy to create a RMA and track the flow of product from return to service. With their built-in Matrix feature you can create any customizable tracking matrix you need to monitor your company. There is no need to create custom reports in Crystal Reports if the built in reports are lacking some data point you require. You have access to the entire database and if Excel is your thing you can create the Matrix and export it to Excel if that’s where you feel more comfortable working.
    Cons:
    Cons: Would like to see the APP work as a payroll tracking device as well. We currently have two APPs, one for the employees to check in for payroll purposes and the Tigerpaw APP to track travel and site work time. This is more of a feature request than a con.

    Read More

    EM

    Edward M.

    Management Consulting

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed December 2018

    Tigerpaw One Success

    5

    Previously 4

    Good bang for the buck, the customer service people are friendly and helpful.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    Previously 4
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Ease of use... I was able to take on-line classes and learn what was needed to do the implementation quickly. Data is logical, and can be downloaded and manipulated and then uploaded
    Cons:
    Changing screen content is a major change. Some of the screens need different data and you cannot make changes yourself.

    Read More

    RH

    Richard H.

    Information Technology and Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed March 2018

    Tigerpaw success for 18 years

    4

    I've read some of the other reviews posted here about Tigerpaw. I certainly hope you will take my comments as factual coming from someone who has invested the proper time and energy into Tigerpaw for the last 18 years. Much of what I read and see regarding negative feelings comes from a place beyond the control of Tigerpaw. Tigerpaw is a line of business application; the most important one in our organization. The operational excellence we have achieved using it came from the marrying of Tigerpaw to well-established business processes. Period. No LOB software, including Tigerpaw will be successful without solid, clearly-defined business processes. If you learn the software and its capabilities, and allow yourself to refine your business processes to work with it, Tigerpaw becomes the sun in your service business universe. No gimmicks, no craziness, no runarounds. That is just not their style. And, if you don't know the answers or need assistance, the trail has been well tamped by a strong community full of ambassadors and experts that can show you the way. In my career as an IT professional and owner, I have often observed the collusion and confusion of the words installation and implementation. Two very different things yet people see them as the same. Our current mobile culture leads people to believe an application can be installed on a Friday and go live on Monday. That is not the case with a product as sophisticated as Tigerpaw. Installation is first. Next comes thought, discussion, planning, programming, and implementation. At that point you can measure with accuracy and make decisions based on relevent information. That is the process. Somewhere along the way, people forgot that software companies are...well...software companies. They develop products and offer setup instructions. Implementation is shaped by those instructions but not performed by them. People buy cars from a car dealership. And the process usually ends the same way. Here is how you start the car; the instructions are in the glove box or online; don't forget to give me 5-stars on the survey you receive next week. And then, you drive away. No one learns how to drive a car at the car dealer. They learn from a sibling, a parent or a professional driver. Line of business applications are exactly the same. In Tigerpaw's case (thankfully) there are a number of professional driving instructors out there to teach you how to drive...and drive well.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    - All-encompassing product that touches every facet of our 20-year-old IT managed services/PrivateCloud/hosting firm - The Matrix...perhaps the most powerful tool available in any PSA for easily assembling information in an actionable view (you can even export it to Excel). No SQL dev needed; no Crystal dev needed. Just all your info with cool calculations, drill-downs, and filters. Simply awesome - Automatic synchronization with QuickBooks. No export/import files or juggling data around. It just synchronizes our Tigerpaw data right to QuickBooks - Excellent workflow engine. Love this feature. Keeps our sales and technical teams in-the-know. If something is taking too long, getting too old, or amassing too much time, Tigerpaw tells us. It also alerts us about warranty expirations, software license renewals, carrier contracts, even sales tax certificates...long before they expire. - Connect pretty much any way you want. Use your desktop, use the web interface, use the mobile interface...Tigerpaw is everywhere on every device all the time. - Automatic contract and agreement invoicing. As an MSP, this is crucial for operation. Contracts and agreements automatically invoice and process credit cards for us. Huge time savings - Time sheets. I've seen other systems and no one has anything quite like it. Check the availability, utilization, and billable time for techs in a single view. Great for finding gaps in billable times. Wonderful for techs to make sure they are hitting the mark. - They listen. Perhaps the most important thing! Contacting Tigerpaw with suggestions or reaching to support is a positive experience handled by thoughtful people that actually use the software each and every day.
    Cons:
    - Some things take a few more mouse clicks than we prefer. - The interface needs a bit of love - More partnerships and tie-ins would send help and would send the product into orbit.

    Read More

    CM

    Connie M.

    Verified reviewer

    Telecommunications

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2021

    Good multi use business software

    5

    Having used Tigerpaw Software since 2009 is has come a long way including their support staff.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The ease of scheduling techs, and the techs being able to see their schedules as well as converting quotes to service orders with ease.
    Cons:
    Tigerpaw does have a flaw - and that is being too complex for our employees be able to create reports from the reports explorer module.

    Read More

    BR

    Brad R.

    Verified reviewer

    Information Technology and Services

    51-200 employees

    Used daily for less than 2 years

    Review source

    Reviewed April 2019

    Creeping up on two years using this software platform.

    5

    I am very pleased that we have chosen Tigerpaw Software.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The platform is what I call a full circle software for our business. CRM, ERP, Etc. All in One! Tigerpaw allows integration with Quickbooks and other programs which make it even more powerful. The structure of Tigerpaw allows a great deal of flexibility, allowing business's to tailor the Software to their business needs. Mobile Portals, Employee Portal and Customer Portals allow a diverse method of working with Tigerpaw while providing an ability to service our Customers at a much higher level. Allowing our com to mover from Service Contracting model to a SaaS, CaaS and MSP platform. As we have discovered, companies looking to move to a new software system need documented existing SOP's and best business practices and then apply them to the software implementation. We have been using the product exclusively for two years come July and are still implementing and automating our process's. You can start very simple and then build the system to meeting your criteria in terms of operations. The matrix in Tigerpaw is possibly the most extremely powerful tool in Tigerpaw, allowing management of data as well as nearly any process you can imagine. Workflows are also a very powerful tool within this system that we use extensively to automate operations. It's easily the best and the most affordable platform we have used. (If you are a Salesforce user I feel for you!) We can do nearly everything we need from development to reporting without the need for a professional developer.
    Cons:
    We are very mobile dependent and the Mobile Ap could use some updating. We have roughly 30 technicians that are very dependent upon the Mobile AP to perform their daily duties. At times they must toggle between our Tigerpaw Employee portal and the Mobile portal to perform their jobs. As with many Aps field length on phones can be a struggle. Longer field length for Account names and display of Opportunity and SO numbers would greatly enhance our mobile operation experience.

    Read More

    VR

    Verified
    Reviewer

    Information Technology and Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2019

    Great CRM Software

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    3
    Customer support
    4
    Functionality
    icon
    Pros:
    I love that this is an all in one solution for your business. It allows you to maintain inventory, create price-book items, quoting, input service orders, invoice clients, manage purchase orders along with a ton of other features. once of the best things is the service orders where technicians can login and add a service order. in here they can type up their notes, add in time logs, attach expense logs and items serviced. it allows you to basically keep track of client inventory and the age of client items. The reporting functionality along with the other functions are completely customization to each individual organization.
    Cons:
    the only issue with this software that when you try to email a quote, invoice, service order or other document through the software, the client will sometimes receive it as a winmail.dat file instead of a PDF file. this is due to the PDF converter in the software not completing the conversion correctly even though it looks like it created the PDF successfully. but this does not happen all the time.

    Read More

    VR

    Verified
    Reviewer

    Computer Networking

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed August 2018

    SMB Beware(Older Version of the software used)

    3

    Ratings Breakdown

    1
    Ease of use
    2
    Value for money
    5
    Functionality
    icon
    Pros:
    It wears every hat that you can think of. Billing, Invoicing, Ticketing, Parts/Inventory Management, Order tracking, Password Management, Asset Management, Client Interactions and History, and probably more that I am forgetting.
    Cons:
    It wears every hat that you can think of. There are so many menus and buttons that you have to go through before actually being able to accomplish any task. The version we used(Circa 2014) had poor smart search/partial search functionality. You had to search full words and specify what case you were searching in(i.e. - First Name Only, Last Name Only, FirstnameLastName, LastNameFirstName, Phone number Only, etc.) If we were a larger place that had someone with enough time to configure everything properly and do training it would have probably served us better but as it was, small business can do better with less money.

    Read More

    JF

    John F.

    Verified reviewer

    Used daily for more than 2 years

    Review source

    Reviewed November 2017

    Expensive and cumbersome, dont walk away from Tigerpaw...RUN

    1

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    The only upside is an old version still works works but Tigerpaw said they will shut it down remotely if I dont upgrade..
    Cons:
    Expensive to deploy, expensive annual fees, you never really own the software. Cumbersome and difficult to learn. the owner wears earrings.

    Vendor Response

    Thank you for your honest feedback,John. We understand your frustrations and we empathize. It looks like you¿ve been using your Tigerpaw suite of tools since 2001 with your business, which is excellent! However, as we¿re sure you understand, software doesn¿t last forever. It¿s standard industry practice to support the last two full-point versions of a software. We assure you that the changes you mentioned were only made with the best of intentions. It¿s understandable that a software package more than a decade old will show its wear and be a little long in the tooth (no tiger-related pun intended). It was a difficult decision for us to sunset older versions of the product, but due to known security vulnerabilities and the risk of liability, both to you and Tigerpaw, this is the path we must take. This is why we have been working so hard to notify all of our affected clients with letters, emails, and phone calls for the last six months to help you plan for this transition.

    Replied March 2018

    Read More

    VR

    Verified
    Reviewer

    Telecommunications

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed January 2019

    Good Software - Needs some updates

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    3
    Functionality
    icon
    Pros:
    Tigerpaw does a great job of collecting all of our business data and keeping it current and easy to access. It is also a much better fit for your average SMB than packages that offer similar features but MUCH more complexity and cost.
    Cons:
    The use of a thick client that has to pull down the whole DB every time it reads or writes a change really slows down the application if you are working over a VPN. Also the client has a very dated appearance and control structure that could be improved to make it much more user friendly.

    Read More

    Showing 1 - 10 of 54 Reviews

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