Sign up for PSA User Conference coming up in April 2024 in Dallas today!

Season 13 | January - March 2024

Expand Your Knowledge of PSA's ERP Solution For Restoration Industry!

PSA Lunch & Learn

After an exciting season of Lunch & Learn last year, we are now launching a NEW SEASON of Lunch & Learn for this January to March!

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 to the best of their ability. The topics of the season are listed below for more information. Kindly click the expand button "+" to see more details and sign up to attend virtually.

If you missed any of the past sessions, click here for our Lunch & Learn YouTube Channel.

Please note that PSA Lunch & Learn series typically includes two complimentary sessions per month. The first mid-month session demonstrates new and exciting features in PSA's ERP. The second in the last week of the month is a joint session with one of PSA's vendors / technology partners that integrates one PSA's ERP and demonstrates how to improve your company's efficiency and profitability.

Job notifications within Proven Jobs helps you automate your communication efforts with your clients and internal employees. From sending an introductory welcome email to your clients, to notifying the assigned estimator when a job is received. During this Lunch and Learn session we will start by covering how to set up user securities for this functionality, where to find job notification settings in Proven Jobs and examples of different use cases for job notifications. Afterwards we will demonstrate how to create job notifications for various use cases and the functions of each field during the notification creation process. Once our job notifications are created, we will see how they can be triggered, and what the result will look like for both the client or recipient, and on our job file. Click here to register.

Join us as we introduce and review our Proven Call Center and Dispatch Module. Proven Call Center is our newest intake and dispatch system efficiently handles incoming calls and dispatches them promptly to the appropriate departments or individuals, ensuring seamless job creation and creating a more efficient and streamlined process. Click here to register.

In this Lunch & Learn presentation we will review Accounts Payable processing and reporting in our newly introduced Proven Accounting Web platform. In this session we will learn how to create a new voucher, issue payments, and generate Accounts Payable related reports. Click here to register.