New Webinar Series | Jan - Feb 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 2024 in Dallas, TX, 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?
The next series will start in Jan 2025. There will be three 30-min webinars weekly starting from January to February 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.
In this session we will cover our new feature called Customer Survey which enables our customers to send survey request forms to their customers for completion to gather valuable statistics on their organization. We will demonstrate how to set up a survey to send a form to the customer for completion and what is required in Proven Jobs to send this form. This form can be sent based on a pre-determined date in the set up within PROVEN CRM and that pre-determined date has been selected on the job in Proven Jobs. Based on the set up in PROVEN CRM, customers can set the survey to go automatically when the date is selected or to be sent manually within the job dates tab in Proven Jobs. As results from the surveys are completed and come back into Proven CRM, customers can review those results in a report format.
This session will cover the Invoices & Deductibles feature in Proven Jobs, demonstrating how to create and manage invoices, including deductible invoices and progressive billing. We’ll also show how invoices generated in Proven Jobs are displayed and managed within the system.
Join us for an informative Proven Learning Session designed to enhance your understanding of the timecard approval process and empower your team with the skills to streamline their workflow. Whether you're a manager, HR professional, or team leader, this session will equip you with the knowledge and tools to optimize your timecard approval setup, improve the overall approval process, and reduce payroll discrepancies.
Sales Route in Proven CRM: In this session, we’ll explore the Sales Route feature of Proven CRM, focusing on how it can optimize your team’s efficiency by planning and managing their routes effectively. We’ll cover the key functionalities, best practices, and real-world applications to help you leverage this tool for maximum productivity.
Click here to register for 11:00 AM EST session
Click here to register for 4:00 PM EST session
In this session we will cover how users can send out custom forms via email to capture signatures remotely. Custom forms in Proven Jobs can be created to not only capture signatures on forms such as Work Authorizations or change orders, but also allow for the recipient to complete information on the form prior to signing such as survey questions on a Certificate of Satisfaction. We will review how to send a form for remote signing and the notifications received by the creator of the e signature request as the form is being completed remotely. We will take a look at a form currently set up for e signature and finally we will review the audit information when a form has gone through the remote signing process.
Click here to register for 11:00 AM EST session
Click here to register for 4:00 PM EST session
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.
This course will focus on how the Proven CRM Mobile app works. It will involve guiding participants through its key features and functionalities that streamline customer relationship management on the go. The course would cover topics such as navigating the app interface, managing customer data, tracking sales activities, and utilizing mobile-routes and push notifications for field service optimization. Participants would learn how to leverage the app to enhance productivity by accessing real time customer insights, managing sales pipelines, and maintaining consistent communication with clients.
Learn what options are available in Proven Jobs to setup your company’s own incentive program. In this session we will explore the Incentive Package, a standard feature included with Proven Jobs, using profit scales to calculate commissions, qualify jobs, or build disqualifying factors to improve job cycle times. We will focus on how to set up and run incentive for specific employee types with the flexibility to setup different commission scales based on job type and qualifying criteria. Once defined the incentive report will re-cap by employee their overall performance for the selected period and showcase their total incentive payout.
Security and settings are crucial components of any digital environment, as they safeguard sensitive information and ensure a safe user experience. Proper security measures protect against data breaches and unauthorized access. Additionally, customizable settings allow users to tailor their privacy preferences and control the information they share with other employees, fostering trust and confidence in the platform. By prioritizing security and regularly updating settings, individuals and organizations can mitigate risks and control the software environment.
Join us for an exclusive webinar on Proven Jobs' New Temporary Labor Feature! Discover how to easily track temporary labor within Proven Jobs and learn how to create detailed billing backups for Time and Materials projects. Plus, get a sneak peek at our upcoming Phase Two: Time and Billing feature, designed to streamline your operations even further. Don’t miss this opportunity to enhance your workflow and stay ahead with the latest tools from Proven Job.
Join us to learn about Proven Onsite our feature item in our Proven Jobs mobile app! Proven Onsite provides real time updates to clients about the status and progress of your field team, making it easier to keep customers informed throughout the job. Proven Onsite offers features such as GPS tracking, live notifications for technician arrivals and job completion, and client communication, which are all automatically logged in the system. Additionally, it allows for customer feedback collection through on-site surveys, which are integrated directly into our Proven Jobs and Proven CRM platforms enhancing service transparency and customer satisfaction.