New Webinar Series | Oct-Dec 2026
Designed to empower you with the knowledge and skills to navigate PSA effectively, optimizing your learning experience.
New Webinar Series: Proven Learning
The Fall Proven Learning Series is back with an all-new lineup of training sessions designed to help you get even more value from PSA. Following a wave of exciting product enhancements, feature releases, and platform updates, this season's sessions will focus on the newest tools and capabilities available to your team.
Whether you're looking to streamline operations, improve efficiency, leverage automation, or explore the latest innovations within PSA, these sessions will provide practical insights you can apply immediately. Join our new Proven Learning Series throughout the fall as we dive into fresh topics, share best practices, and help you stay ahead with the latest technology powering restoration businesses today.
Click here for our Proven Learning YouTube Channel.
Gain the knowledge and tools needed to confidently configure, calculate, and report on employee incentives in Proven Jobs.
Learn how to set up, manage, and calculate employee incentives in Proven Jobs. This session will cover incentive package configuration, employee qualification criteria, commission calculation methods, and reporting tools that help you accurately reward performance. We'll explore how incentives are earned, how commissions are calculated based on job profitability, and best practices for ensuring fair and consistent results across your organization. Whether you're implementing incentives for the first time or refining an existing program, you'll leave with the knowledge to confidently administer and track incentive programs in Proven Jobs.
Learn to manage sales expectations and assign sales credit in Proven CRM. Align your securities, learn about assigning responsibilities for relationships in your environment, and learn best sales practices for sales credit and what CRM is doing automatically to assist you. We'll also discuss job entry practices for tracking the referral information your company depends on for ROI.
Discover the framework that helps administrators and users confidently understand, manage, and troubleshoot PWA settings.
Gain a deeper understanding of how Preferences and Settings work in Proven Web Accounting with a practical framework you can apply to any configuration. In this session, we'll explore what settings control, where values originate, how system defaults differ from enforced restrictions, and when settings impact synchronization with Proven Jobs. Whether you're configuring a new environment, troubleshooting unexpected behavior, or looking to improve operational consistency, this webinar will help you better understand the relationships between settings, business processes, and data flow. Join us to learn best practices for managing configuration with confidence and making informed decisions that support your organization's accounting and job management workflows.
Building a sales pipeline is a crucial step in managing opportunities. Our course on Opportunities will explore the ins and outs of creating opportunities and managing those opportunities from onset to first job received. Creating opportunities enables BD reps to track and manage tasks and follow ups, monitor deal progress and identify in real time deal progress and potential bottlenecks
From Pack-Out to Pack-Back: Mastering Proven Contents
Take control of your contents workflow from the initial pack-out through cleaning, storage, and pack-back. In this session, we’ll walk through how Proven Contents helps restoration teams organize contents projects, keep track of items and locations, and maintain visibility throughout the process.
Leverage integrated CRM tools to drive marketing efforts in your territory. Learn to configure CRM's email integration, create masterful campaigns with content built inside and outside of Proven CRM, then analyze those campaign metrics. We will also cover tracking your marketing referral sources in Proven Jobs.
Learn how to customize report grids, save time with reusable views, and get more value from your PWA reporting.
Discover how to make Proven Web Accounting reporting work for you. In this session, we'll explore the powerful customization tools available within report grids, including column selection and ordering, grouping, filtering, and creating personalized report views. You'll learn how to save custom layouts and filters so your preferred report configurations are always available, eliminating the need to rebuild them each time. We'll also cover report navigation, how to quickly access and pin frequently used reports, and the various export options available for sharing and further analysis. Whether you're a casual user or a power user looking to improve efficiency, this webinar will provide practical techniques to help you navigate reports faster, organize data more effectively, and create a reporting experience tailored to your workflow.
Streamline approvals and capture signatures with confidence using Proven Jobs E-Sign and digital forms.
Learn how to send forms and work orders for electronic signature in Proven Jobs and track the entire signing process from start to finish. This session will cover sending documents for signature, managing company settings and notifications, configuring work order templates, and collecting signatures from both the web and mobile applications. We'll also explore the customer signing experience, how field staff can send forms from the mobile app, and the audit details captured with every signature, including timestamps, signer information, IP addresses, and location coordinates. Finally, we'll review the difference between in-progress forms and fully executed documents, giving you a complete understanding of the E-Sign workflow and its reporting capabilities.
Learn how to process Work in Progress (WIP) in Proven Accounting, including how WIP is calculated, reviewed, and posted. This course covers the WIP Calculator, WIP Revenue, journal entries, month-end processing, and common troubleshooting scenarios to help ensure job costs and revenue are accurately reflected.
Streamline estimate preparation by collaborating with remote estimators through a centralized submission and review process.
Take the guesswork out of managing remote estimate requests with Submit to Prep. Learn how to submit jobs for estimating, communicate with remote estimators through the PREP Log, share notes and attachments, and track every stage of the request from submission to completion. You'll also discover how approvals, revisions, and automated notifications keep everyone aligned while creating a more efficient estimating workflow from start to finish.
Learn how to efficiently manage common transaction processes in Proven Accounting. This course covers recurring transactions, batch posting, and importing data such as credit card transactions, journal entries, and bank withdrawals. You’ll learn how these tools can streamline transaction entry and help maintain accurate, organized accounting records.
Transform the way your organization handles incoming calls with Proven Call Center's AI Voice Automation. This course teaches users how to configure, deploy, and manage an AI-powered voice agent that answers calls 24/7, captures critical caller information, qualifies requests, and automatically dispatches work to the appropriate team—without requiring a live operator for every interaction.
Designed specifically for restoration contractors and service organizations, you'll learn how to build intelligent call flows that guide callers through natural conversations, identify emergencies, collect loss details, create new jobs or service requests, and trigger automated workflows. By integrating AI voice technology with Proven CRM, Proven Jobs, Scheduling, and Dispatch, your organization can reduce response times, eliminate manual data entry, and ensure every opportunity is captured from the very first phone call. Modern AI voice systems can gather structured information, determine caller intent, and automatically initiate downstream workflows, making intake faster and more consistent.
Gain a clear understanding of the complete timecard workflow between Proven Jobs and PWA, from entry and approval to payroll and reporting.
Learn how timecards flow between Proven Jobs and Proven Web Accounting, including how they are created, approved, synchronized, reviewed, and posted. This session will cover both the standard workflow of timecards originating in Proven Jobs and scenarios where timecards are entered directly in PWA. We'll explore the settings that affect synchronization, common errors and exceptions, and key issues users encounter when reviewing timecards, such as missing rates, employee overhead, and posting discrepancies. You'll also learn how to leverage important reports including the Unposted Timecard Report, Payroll Time Report, Exception Report, and Hours by Job Report to validate data and troubleshoot issues. Whether you're responsible for payroll, accounting, or operational oversight, this webinar will provide best practice workflows and a practical understanding of what information syncs between the two systems, helping you ensure accurate labor tracking and payroll processing.
Learn how to manage and streamline Time & Materials billing within Proven Jobs. This webinar will walk through creating and managing time and material entries, tracking labor and expenses, utilizing billing drafts, and reviewing costs before invoicing. Discover how Time & Materials helps your team capture billable work accurately, improve job profitability visibility, and simplify the process from field documentation through final billing.
Streamline your physical routing and sales operations in the field using the CRM mobile application. Perform setup, assign routes and responsibilities to users, and learn to navigate the mobile application with ease. You'll be able to search through data and routes quickly and log activities in between stops. Use the mobile application for making quick calls, navigate to your next stop, and send emails on the go.
Learn how to complete your fiscal year-end processing in Proven Accounting. This course covers T5108/1099 processing, managing accounting periods, and using the Close Fiscal Year feature. Proven Accounting simplifies year-end processing by completing the required fiscal year-end entries and posting them with a single click, making the transition into a new fiscal year quick and efficient.