New Webinar Series | Nov - Dec 2024
Designed to empower you with the knowledge and skills to navigate PSA effectively, optimizing your learning experience.
New Webinar Series: Proven Learning
After an exciting in-person event at PSA User Conference 2024 in Dallas, TX, we are excited announce the launch of our new webinar series designed to help PSA users make the most of PSA tools. This series is crafted to provide comprehensive guidance on the features and resources already available in the system, as well as to address the most commonly asked questions. Our goal is to empower you with the knowledge and skills to navigate our platform effectively, optimizing your learning process. You can expect to see topics such as Timecards, AP Approvals, Workflows, Job Creation etc.
What to Expect from the Proven Learning Series?
Comprehensive Overview
- System Features: Learn about the key features and tools available within Proven Jobs, CRM, Accounting, and OnSite, and how to maximize the benefits.
- Common Questions Answered: We’ll address the most frequently asked questions, providing clear and concise solutions to common challenges and inquiries as you navigate PSA for your daily production.
Interactive Learning
- In-depth Demonstrations: See in-depth demonstrations of how to use various aspects of the system, giving you practical insights into everyday tasks and functions.
When to Expect the Proven Learning Series?
The next series will start in Nov 2024. There will be three 30-min webinars weekly starting from November to December 2024. The topics are listed below. If there are any topics you would like us to include in the webinar series, please email our support team with your suggestions.
These webinar sessions will also be available on our YouTube channel after the session has taken place. If you missed any of the past sessions, click here for our Lunch & Learn YouTube Channel.
This session will cover the Invoices & Deductibles feature in Proven CRM, demonstrating how to create and manage invoices, including deductible invoices and progressive billing. We’ll also show how invoices generated in Proven Jobs are displayed and managed within the system.
Join us for an informative Proven Learning Session designed to enhance your understanding of the timecard approval process and empower your team with the skills to streamline their workflow. Whether you're a manager, HR professional, or team leader, this session will equip you with the knowledge and tools to optimize your timecard approval setup, improve the overall approval process, and reduce payroll discrepancies.
Sales Route in Proven CRM: In this session, we’ll explore the Sales Route feature of Proven CRM, focusing on how it can optimize your team’s efficiency by planning and managing their routes effectively. We’ll cover the key functionalities, best practices, and real-world applications to help you leverage this tool for maximum productivity.
Click here to register for 11:00 AM EST session
Click here to register for 4:00 PM EST session
Learn what options are available in Proven Jobs to setup your company’s own incentive program. In this session we will explore the Incentive Package, a standard feature included with Proven Jobs, using profit scales to calculate commissions, qualify jobs, or build disqualifying factors to improve job cycle times. We will focus on how to set up and run incentive for specific employee types with the flexibility to setup different commission scales based on job type and qualifying criteria. Once defined the incentive report will re-cap by employee their overall performance for the selected period and showcase their total incentive payout.
Security and settings are crucial components of any digital environment, as they safeguard sensitive information and ensure a safe user experience. Proper security measures protect against data breaches and unauthorized access. Additionally, customizable settings allow users to tailor their privacy preferences and control the information they share with other employees, fostering trust and confidence in the platform. By prioritizing security and regularly updating settings, individuals and organizations can mitigate risks and control the software environment.