Lunch & Learn Season 6
Canam Systems is excited to announce the next season of our monthly Lunch & Learn program. These online training and information sessions are open to all new and existing PSA users. Each session covers different hot topics, showcases new features or discusses best practices. This helps provide a better understanding on what is critical and how users can better leverage this information to maximize their PSA experience.
Our goal is to help all of our customers use the to the best of their ability. This seasons topics are listed below for more information. To register please click the button above.
Having questions regarding the release of newly released Work Orders 2.0 in the web? This session will walk you through the newly re-designed work order screen. The design change for those customers currently using the desktop version of Proven Job Management will have the same look and feel in the web. Changes such as a consolidation of buttons to be able to select from a drop down and full visibility of the work order line item without having to drill into the line item. Those details will now display in a horizontal format.
We will look closely at two of the vital components of Proven CRM, creating new opportunities inside the leads modules. As well as understanding the power of log note and email templates. Leads are a great way for marketers to manage a list of potential relationships, track sales activities and forecast potential business. We will examine strategies and techniques for identifying leads, acquiring lists, importing and tracking leads. As well as How to prepare and communicate effectively inside the CRM and increase efficiency.
Join us to explore the new E-Signature feature in Proven Job Management in a FREE special edition Lunch & Learn session. Explore the new option to sign forms via an email link when in-person signing is not available. Proven E-Signature consolidates your business system needs and provides a simple solution for companies to send documents online and track the progression of documents that have been sent for a signature request.
Join us to learn how to use the following Smart Report features: Grouping and Summarising data with subtotals and Conditional Formatting. Understand the power of using color to teach behaviours and focus on red flags or missing data inside PJM. This demonstration will help teams better understand how to leverage the the limitless power of Proven Smart Report.
This session will walk you through the many different options available to creating, assigning and converting work order. Since the release of Work Order 2.0 there is a lot more flexibility to manipulate, change scopes, create your own price list and customise print outs. Additional options can be found in the company settings.
Proven Job Management’s automated workflow will allow for companies to design their own action checklist that will help to streamline the collection of job information set to a specific time frame. These workflows can be based upon the type of services your company provides and can be set to meet the demands of required program criteria. Learn the basics of what is possible in the workflow setup and how it can help your business become more efficient and help create a stronger sense of accountability for staff.
Proven Solutions Accounting, fully integrated Cloud based accounting package. We have done a complete overhaul of our existing Accounting solution. Join us for the latest and greatest features!