PSA Restoration Contractor User Conference
Location:New Orleans, April 16th - April 18th 2020


We are excited to announce our 20th Annual PSA Restoration Contractor user conference. This year our conference will be held in the spectacular city New Orleans (LA) at the Hyatt Regency New Orleans. Our conference will span (3) day of preconference workshops, educational breakouts, new releases, guest speakers, vendor expo, training and user group workshop. We will be offering a different format from previous years.

Date: Thursday April 16th 2020


Providing existing PSA users with detailed training & workshops focused on instilling “best practices”, teaching behaviors and learning how to maximize the existing functionality. There will be a number of great topics featuring functionality across PSA Desktop/CRM/Web & Mobile. These will be structured in smaller classroom styles environments that allow for a more intimate one on one interactions. Test labs will also be available for users to better understand how to properly leverage reporting & data analytics within their own organizations.

Date: Friday April 17th 2020

This years conference will be broken down into (4) main learning tracks that will focus on different aspects of your business. Accounting Department, Production Crews, Sales/Marketing & Field Operations.


This track will focus on a variety of different accounting aspects throughout the Desktop & Web.

  • Understanding the importance of WIP tracking
  • Defining Payroll & Time Card Automation
  • Building Better Financial reporting & Data analytics
  • Automated Invoice & Billing Approvals

and more along with a look at the new Web Based Accounting and Smart Report Analytics. Re-focus your efforts on making a more profitable business that focuses on the numbers. Find out how your financial team can maximize their performance & your profits!


This track will focus on a variety of different production aspects in the Web.

  • Learning best practices on Job Creation & Dispatch
  • Work orders, Budgeting & Xactimate Integration
  • Project planning & Advanced scheduling
  • Tracking Real time job costs to drive profitability
  • Automated Incentive & Commission tracking
  • KPI performance & benchmarking Analytics
  • Proactive notifications/goals, Workflow & Compliance
  • New industry standard third-party integrations

and more focus specifically on the operations side. Find out what top restoration companies are doing to reduce their administrative burden, increase efficiency & performance to combat declining margins.


This track will focus on Proven CRM, learning best practices on sales & marketing.

  • Understanding Client ROI & who makes the biggest impact on your business
  • Build Automated routes, notification & alerts to increase efficiency
  • Define your sales cycle & learn how to build a successful sales model to scale
  • Learn how to generate drip mailing campaigns & build stronger communications
  • Best Practices for tracking marketing expenses & measuring salesperson performance
  • Understanding the importance of referral tracking, close ratios & marketing pulse

and more focus specifically on the sales & marketing side to better position your business as a sales driven organization.


This track will focus mainly on Field Operations using PSA Mobile.

  • Collecting critical information from the field jobs/schedule
  • Timecard processes & approvals
  • Streamline Communications (notes, photos, documents & e-forms)
  • Equipment tracking

Learn what new features and updates are coming to the mobile app in 2020 and how to best mobilize your organization. Find out what top restoration companies are doing to increase their visibility, communication 24/7.

Date: Saturday April 18th, 2020


The user group workshop will replace the former roundtable event and provide an open forum for users to bring their ideas and suggestions on the direction of PSA moving forward. Providing our users with the opportunity to shape the web & mobile application to focus on the tool’s contractors need to be successful in 2020. Discuss new technology, integrations and ideas for new functionality to help streamline the collection of information all within one seamless solution.

How to Register:

Complete the company registration form below and identify which users from your company will be in attendance. Once the form is completed please return the attached card credit card payment via email or fax in order to secure your spot today. Please note that space is limited so don’t delay sign up today.

Each registrant will be given the following:

  • Access to (3) full days of pre-conference events, (4) learning tracks & education as well as the user group event.
  • Entry to the PSA welcome reception 8 Block Restaurant (additional Charge to bring guest $55/ticket)
  • Access into the Vendor Expo & Break-out Sessions
  • Access into the PSA Test Labs
  • Includes Continental Breakfast, Breaks & Lunches
  • PSA Swag bag & User Guide

Conference Fees:

(If payments received after November 1st, 2019)

Registration Fees are $699.00/Per Person(USD).

Note: due to the conference being held in the US all fees are required to be submitted in US dollars. If you

wish to pay via check or money order in Canadian dollars a conversion charge will apply based on the

current exchange rate.

PSA 2020 User Conference Agenda.pdf

Conference Agenda

Download Conference Agenda

Conference agenda details are not finalized see a tentative agenda for the conference below. The user conference offers a series of training on new features releases, hot topics and customer requested sessions to ensure your staff get brought up to date on all the latest and greatest features. Listed below are some examples of the available classes that we will be offering at this year’s user conference, there will be several additional classes & presentations added in the months to come and update notifications will be sent out to all customers.

Note: The conference agenda has not yet been finalized and is subject to change. Please note that multiple sessions will be running throughout the conference at the same time. Registration is not required in advance, but please note that one person will not be able to attend all available session

PSA 2020 User Conference Registration Form

NOTE: If main contact is also attending please add to the attendees listed below.
Attendee Full Name #1 *
Attendee Email #1 *
Attendee Full Name #2
Attendee Email #2
Attendee Full Name #3
Attendee Email #3
Attendee Full Name #4
Attendee Email #4
Attendee Full Name #5
Attendee Email #5
Attendee Full Name #6
Attendee Email #6
Attendee Full Name #7
Attendee Email #7
Attendee Full Name #8
Attendee Email #8

**IMPORTANT Canadian Companies please note that all fees are listed in (USD).

Please make sure to click the "I'm not a robot" captcha checkbox before clicking the "Register" button. Thank you

Please note that if you do not receive an email confirmation after you complete your registration please contact to finalize.

Please download attached payment form below and include both conference fee totals.

Download Payment Form (PDF)

Attention Canadian Companies please note that all fees are listed in (USD).

Hotel Accommodations:

As mentioned above we will be holding our user conference at the Hyatt Regency in New Orleans A special room rate has been secured for all companies in attendance at $219/night. The block has been secured starting from Wednesday April 15th to Sunday April 19th. The link below will take you to the reservation page to secure your room. Although the block rates will be held until March 26th 2020 they will only be offered based on the hotel availability. **IMPORTANT please note that our conference will be held at the same hotel as RIA and DKI’s annual event during the same week. Please ensure that you secure your room as soon as possible to guarantee a spot. Any reservation made after March 26th 2020 (the cut-off) date will not provide you with the discounted rate.

Book your hotel reservation by clicking Hotel reservation

If you have issues making your reservation please contact the hotel directly and let them know you are reserving a room for the PSA User Conference. For additional assistance you can also contact our sales department for further information.

Transportation & Parking

On site hotel parking available at the hotel

  1. Overnight Guest – Standard Vehicle - $40.00/day

  2. Overnight Guest – Oversized Vehicle - $45.00/day

  3. Overnight Guest – All Hybrid Vehicles - $40.00/day (25% off)

Arrangements for private transportation for group events or shuttle service to and from the airport can be made in advance. Please contact Glenn Duhy at can book their own airport shuttle information below, but Glenn has the ability to create a branded site for the shuttle that will show the group name and dates.

Have Questions? Contact us:

For additional information or assistance registering for the live PSA user conference please email or call 877-712-2626 X3 for more details