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 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 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.
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.
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
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.
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.
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 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.