Lunch & Learn: Season 7
Canam Systems is excited to announce our Season 7 monthly Lunch & Learn series. 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. These sessions provide in-depth understanding on critical new releases and how users can better leverage this information to maximize their PSA experience.
Our goal is to help all of our customers use PSA's ERP the to the best of their ability. This season's topics are listed below for more information. To register please click the button above.
Please note that space for each session is limited and availability will only be given out on a first-come, first-serve basis. Register early for these complimentary to avoid disappointment!
Proven Solutions Accounting: PSA’s fully integrated cloud-based accounting package is almost here! We have done a complete overhaul of our existing Accounting solution. Join us for the latest and greatest features!
Proven CRM’s newly stream-lined email wizard empowers two-way Outlook and Gmail email integration. Access emails, organization and contact information in one elegantly designed interface.
Proven Job Management integration with American Profit Recovery enables ability to electronically send outstanding Invoice information collected on USA customers behalf. Matt Helz from American Profit Recovery and Canam Trainer, Mary-Anne Markle will demonstrate the integration setup, security options and process of this integration feature.
Proven Job Management’s electronic signature capture feature allows users to obtain signatures on forms and documents remotely, efficiently, and most importantly, safely. Proven e-Signature consolidates your business system needs and provides a touchless systematic solution for companies to send documents online and track the progression of documents that sent remotely for signature request. Join us to explore security settings, custom form set-up, and how customers can migrate existing forms to the enable e-signature.
Take your administrative processes closer to a paperless operation with the use of our Search Express Integration. We will review the set up from the Search Express side in tandem with the upload of invoices or bills in PSA Desktop. This session will cover the converting of Work Orders to Vouchers in a streamlined process.
Discover how to create proper referral sources in CRM and Proven Job Management for reporting relevance. Users will explore the importance of defining ownership at the company and contact levels, and the benefits of, and ranking changes related to, salesperson credit.
DocuSketch™ is an effective, efficient, and scalable way to create 3D 360° digital snapshots of a home. DocuSketch™ provides a lightning-fast way to create accurate sketches that integrates with Xactimate and Proven Job Management. DocuSketch™ decreases time on site and increases productivity. DocuSketch™ is perfect for property restoration, insurance claims management, property inspections, appraisals, home warranty & more.
The Proven Job Management Control Center is a dashboard that allows users to view jobs, the stage they are in by date, and by job types. Learn about the Control Center's additional new features!
Learn how to import claim information and estimates to Proven Job Management in our new integration with Symbility/Core Logic. This session will focus on how to import and link your Symbility estimates to PJM to create the job work orders.
Trying to find the time to on-board new employees? Allow Proven Academy to help train them in PSA's ERP. Our growing course catalogue helps new employees and existing employees learn the essentials. Houses in Proven Academy is PSA's revised Help Library. Explore the where and how to find essential information quickly.
Encircle is a leading provider of real-time documentation and productivity tools for the insurance and restoration industries. Encircle connects all parties involved in the claims process, including policy holders, insurance companies, and restoration contractors, on one easy-to-use platform. By taking tedious pen and paper tasks, and replacing them with intuitive digital tools, Encircle has made documenting and sharing information across the ecosystem simple. Learn more about Encircle's upcoming integration with Proven Job Management.
Proven Job Management’s Attachments tab just received a major upgrade! Users can create and moving subfolders, search and filter content, edit photos efficiently, and create annotations to maximize their information potential on every job! Save time and organize your job photos by creating default folders visible not only in PJM but available for selection in the Proven Smart Tech mobile application. In this session will also review how to view, search, download, secure, and duplicate your job attachments.
Explore the new Xactware-Proven Job Management interaction and functionality! New features will allow users the ability to link multiple assignments and estimates to a single job file within Proven Job Management. Learn about his and more in this special edition Lunch & Learn.