New Webinar Series | July - Aug 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 April, 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?
This new series will be launched in July 2024. There will be three 30-min webinars weekly starting from July - August 2024. The tentative topics are listed below. The registration links will be available soon. 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.
In this session we will cover the importance of relationships between Proven Jobs and Proven CRM. We will review how those relationships impact sales job credit in both platforms.
This session will also cover how to properly set up a new organization and/or contact, plus review the importance of organization type selection and salesperson assignment. We will also cover how relationships are applied to jobs in Proven Jobs and how that information syncs to the job in Proven CRM.
In this session we will also review Lead Organizations and Lead Contacts within Proven CRM. We will also review the difference between a
Lead Organization and an Organization as well as how to set up related relationships for those organizations that have multi-site relationships.
In this session we will focus on diving into the basics of Job Creation and how the different aspects of your main job create screen impact the different processes in our system and how these elements are used to enhance efficiency and productivity. In this session we will also review our Job Create template and how this can help your team during call intake, in addition to utilizing some of our automation tools in Proven Jobs to help eliminate duplication.
Join us for a session on the Proven Accounting Web platform, where we will review Accounts Receivable processing and reporting. This session aims to familiarize participants with the newly introduced Proven Accounting web platform and equip them with essential skills to effectively handle Accounts Receivable functions. From creating new Jobs and Customer records to entering Sales Invoices and posting and editing. We will review how to create Accounts Receivables reports.
In this session, we explore the role of Sales Activities within Proven CRM, including tasks, events, and approved note topics. Learn how these activities drive efficiency, impact job credits, and enhance your workflow.
Click here to register for 11:00 AM EST session
Click here to register for 4:00 PM EST session
This course aims to help users understand job dates and their definitions, emphasizing their direct impact on stages and job status within a job’s life cycle.
Click here to register for 11:00 AM EST session
Click here to register for 4:00 PM EST session
Join us for an engaging session on the Proven Accounting Web platform, where we will dive into the intricacies of Accounts Payable processing and reporting. This session aims to familiarize participants with the newly introduced Proven Accounting web platform and equip them with essential skills to effectively handle Accounts Payable functions. From creating new vendors to entering voucher bills and issuing payments, attendees will gain practical knowledge on each step of the process. Additionally, we will explore how to generate Accounts Payable-related reports, enabling participants to analyze financial data and optimize their AP workflow. By the end of the session, attendees will feel confident in their ability to navigate the Proven Accounting Web platform and efficiently manage Accounts Payable tasks.
In this session we will be covering how job credit is applied to jobs and the importance of properly maintaining sales relationships to ensure job credit is applied and maintained on jobs. We will cover how job credit is applied to jobs, based on those relationships being added to jobs in Proven Jobs. We will also review how job credit can be applied, by an administrator, or removed manually within the CRM job.
We will then review how job credit can be removed automatically from jobs within the CRM, based on several scenarios that could impact your salesperson not receiving credit or maintaining job credit and how to avoid this from happening.
This is our newest release to allow users to create, view and access Work Orders on our Proven Jobs Mobile application.
This course will focus on Proven CRM and understanding how to construct sales pipelines tailored to drive business development initiatives and optimize strategic targeting. Our dynamic pipeline tracking allows companies to create sales different sales funnels by industry type. Equip users with the tools needed to monitor relationship progression and adapt strategies in real-time. If you are seeking to harness the full potential of the CRM join us to discover how your team can elevate your organization's growth trajectory through advanced sales and marketing management tactics. Master the art of leveraging Proven CRM through the Opportunities module to propel your company toward greater success.
In this session we will review the basics of the Proven Jobs budgeting functionality utilizing estimate importing, work order manipulation and reviewing job costing in your job file.
In accounting, Work-in-Progress (WIP) refers to the value of goods or services that are in the process of being completed. WIP is crucial for accurately reflecting the financial position of a company, especially in, restoration, construction, and mitigation industries where projects or production cycles span over time. In this session of our Proven Learning Series, we will be discussing the WIP Process within our Proven Accounting web platform. We will provide an overview of Work-in-Process functions and the power of WIP, with a dive in on how to process WIP via the WIP Calculator and WIP Revenue tools.