New Webinar Series | Mar - July 2025
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 2025 in Austin, TX, we are excited to launch a new series of Proven Learning to keep our users up-to-date on the latest releases. 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 March 2025. There will be three 30-min webinars weekly starting from March to July 2025. 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.
Job delays don’t always come from big mistakes — most of the time, it’s small stuff: missing sketches, bad measurements, photos, and notes that don’t make it back to the office, or someone having to redraw everything because it wasn’t in the right format.
This webinar is about fixing that.
We’re going to show you how restoration teams are using magicplan in the field to sketch and document jobs fast — and how that data flows straight into PSA without the back-and-forth. One walkthrough, one app, and the office gets what it needs right away.
If you’re tired of paperwork slowing things down, this one’s for you.
In this PROVEN Learning Series tutorial, learn how to set up and manage e-signatures in PROVEN Jobs and use the new E-Signature Dashboard to track and organize signing activity. We’ll cover how to add signature fields to forms, attach forms to jobs, assign signees, and understand the customer’s signing experience. You’ll also see how to use the Void and Reassign features to manage requests and ensure documents are completed correctly. By the end, you’ll know how to streamline workflows, save time, and provide clients with a smooth digital signing process.
This webinar presentation provides a comprehensive overview of the Route Module in PROVEN CRM, designed to help sales and marketing professionals streamline their daily visitation plans. The webinar will review how to create, assign, and manage routes that organize scheduled stops to maximize efficiency and impact.
Through the course of this webinar users will explore how to:
- Build and customize daily routes for sales visits
- Assign routes to specific contacts or organizations
- Track and document each visit within the CRM
- Use route data to improve planning and performance
Whether you're a field sales representative or a CRM administrator, this course equips you with the tools to enhance customer engagement and drive results through structured route planning.
In this session we’ll explore the powerful reporting tools available in Proven Accounting. This session is designed to help users unlock the full potential of Proven’s reporting features to better analyze, manage, and present financial and operational data. Whether you’re preparing financial reports, managing operations, or supporting decision-making, Proven’s flexible reporting capabilities provide you the precision and efficiency you need.
Join us for an in-depth walkthrough of PROVEN Dry Logs V2, the latest evolution of our drying documentation solution. This session will highlight the new features and enhancements designed to make tracking, managing, and reporting on your drying jobs more efficient and reliable than ever.
In this webinar, you will learn how to:
- Set up and manage drying logs
- Capture and monitor moisture readings with greater accuracy
- Streamline compliance and documentation for insurance requirements
- Leverage automation and reporting tools to save time in the field and office
Whether you’re a technician, project manager, or company administrator, this session will help you get the most out of PROVEN Dry Logs V2 and ensure your drying documentation process is seamless and stress-free.
Join us for this comprehensive webinar training on our new Customer Survey feature, which empowers you to efficiently collect valuable feedback and statistics from your clients through automated survey distribution. In this session, we'll demonstrate the complete process of setting up customer surveys within PROVEN CRM and deploying them through Proven Jobs, including how to configure predetermined trigger dates, choose between automatic and manual distribution methods, and manage survey timing through job date parameters. You'll also learn how to access and analyze the collected survey results through our built-in reporting tools, enabling you to make data-driven decisions about your organization. Whether you're looking to streamline your feedback collection process or enhance customer engagement, this training will provide you with the knowledge and skills needed to maximize the potential of this powerful new feature.