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Vendor Spotlights | February to July 2021

Expand Your Knowledge of PSA's ERP and its Vendor Partners!

Lunch & Learn: Vendor Spotlight Series

Canam Systems is excited to announce special editions monthly Lunch & Learn sessions. 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 by using PSA's Partners and Integrations!

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 to avoid disappointment! In the case of over subscription, additional sessions may be opened. The cost for each session is $50.00 per seat. Purchase a Season 7 Pass for $250.

PSA Unlimited Training & Support Packages include one seat for each online session. Companies are still required to register and identify the date/time for each class to secure their spot.  Additional seats can be purchased for $50.00 per person, per session.

This session will focus on the Proven Solutions (web) Accounting, navigation through the menus and walkthrough settings. This introduction will include the plans headed into the beta program, showcase the complete overhaul to the existing accounting platform, changes to the UI and advanced capabilities on the AR, AP, Banking and GL modules. Join us for the latest and greatest feature spotlight.

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.

DocuSketch™ is an effectiveefficient and scalable way to create a 3D 360° digital snapshot 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.

Learn how to import claim information and estimates to Proven Job Management in our new integration with Symbility.  This session will focus on how to import and link your Symbility estimates to PJM to create the job work orders.

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.

Invisi-Tag, Proven Job Management, and Proven Smart Tech Mobile provide comprehensive asset tracking solution to ensure all equipment is tracked and collected throughout every stage of a project. Save time and money tracking equipment use, costs, and depreciation.