Rev.io Quick Clips: The MSP Shortcut Series
How to Create & Assign Tickets in Rev.io PSA
From AI-assisted creation to macros, custom fields, and drag-and-drop dispatch — see how Rev.io PSA keeps ticket workflows fast and handoffs clean.
PSA
AI · Revii
Service Desk
Scheduling & Dispatch
Macros
What you'll see in action
5 Ways Rev.io Creates, Manages & Routes Tickets. Zero Friction.
AI Creation from Calendar
Create tickets directly from your calendar using Revii — without ever leaving your current view.
Manual Creation with Full Control
Build tickets from the customer dashboard with full control over status, priority, type, and contacts.
Macros for Common Ticket Types
Auto-populate password resets and other recurring tickets — then auto-assign the right tech instantly.
Dispatch Board Scheduling
Drag-and-drop scheduling with real-time Google Calendar and Outlook sync — keeping every tech's day up to date.
Custom Fields & Validation
Add custom fields to any ticket type and enforce required field validation so nothing falls through the cracks.
About this session
Every way to create a ticket. One unified workflow.
In this Rev.io PSA feature overview, Tony Mehner walks through everything you need to know about creating and assigning tickets — from AI-assisted creation to macros, custom fields, and the dispatch board.
Whether your team works from a queue or you're scheduling field techs, Rev.io PSA keeps the workflow fast and the handoffs clean.
Presenter
TM
Tony Mehner
Solutions Engineer · Rev.io
Tony Mehner is a Solutions Engineer at Rev.io who specializes in demonstrating how the PSA platform — and specifically Revii AI — eliminates the operational friction that slows MSP teams down. Real workflows, real time savings, no fluff.
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