New Webinar Series | Jul-Aug 2026
Designed to empower you with the knowledge and skills to navigate PSA effectively, optimizing your learning experience.
New Webinar Series: Proven Learning
The Summer 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 summer 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.
Customize your job intake process to match every job type with flexible, easy-to-build forms.
The Job Create Screen in PROVEN Jobs gives restoration contractors a flexible way to tailor their job intake process based on the specific type of work they’re performing, whether it’s mitigation, biohazard, fire, or another service. Instead of relying on a one-size-fits-all form, users can fully customize the layout by dragging and organizing input fields to match their workflow. They also have the ability to create custom fields from scratch, add free-text entries, and define which fields are required to ensure intake teams capture all necessary information. This level of customization helps streamline data collection, improve accuracy, and ensure each job type starts with the right details from the very beginning.
Click here to register for 11:00 AM EST session
Click here to register for 4:00 PM EST session
Managing Lead Generation is an integral part of developing quality leads. In this session we will review the Places feature in the CRM that enables users to capture organizations within defined areas and by specific organization types. With this new search option within the CRM users will be able capture those organizations and create sales routes automatically.
Having customer feedback is essential in understanding how the team is performing. Our CRM Customer Survey feature allows us to capture how customers are viewing your team and company. Having this feedback allows us to determine where any issues or bottlenecks may be happening and thus enabling you to manage your SOPs.
Learn how to manage the complete contents workflow using PROVEN Contents. This webinar will walk through creating contents inventories, setting up vaults, transferring items between locations, and tracking chain of custody throughout the entire process. Discover how to organize rooms and items, maintain accurate documentation, improve visibility of contents movement, and utilize PROVEN Contents tools to help your team manage pack-outs, storage, and returns with greater accuracy and efficiency.
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
Understand your financials from a new perspective.
Join us as we explore the new Cash Basis Reporting features in Proven Accounting and learn how they can help you better understand your company's financial performance. This session will cover the setup and configuration required for cash basis reporting, how the reporting logic works behind the scenes, and best practices for reviewing financial statements. We will also introduce the enhanced Income Statement options, including new formatting and reporting capabilities designed to provide clearer visibility into your revenue, expenses, and profitability.
Breaking into commercial accounts is one of the biggest growth opportunities in the restoration industry — but it comes with a longer sales cycle and a different set of expectations. In this session, Sanktum walks through what commercial selling really looks like, the key factors that shape your revenue potential, and how to set meaningful, achievable targets for your business development team.
About Our Speaker: Lukas Szczurowski is an innovator and entrepreneur - the founder of Sanktum, as well as Luxor CRM, which was acquired by Next Gear Solutions in 2016. He has served on the board of directors of Entrepreneur Organization and has more than 25 years of professional sales experience. He created the proven sales process called Restoration Industry Probe Selling (RIPS), which has helped business development representatives and managers across the property restoration industry achieve and exceed their sales goals. The first ever restoration specific sales process with a focus on commercial sales, RIPS is also applicable to all industry verticals.
Build professional, customer-ready forms with autofill logic and multi-signee e-signatures.
Learn how to create your own custom forms to collect customer e-signatures. You'll gain the skills to build the foundation of a form using autofill push/pull logic, configure e-signatures for multiple signees, and design polished, customer-ready forms you can confidently use in your workflows. By the end of the session, you'll have the knowledge to create forms that streamline documentation and improve the customer experience.
Build professional, customer-ready forms with autofill logic and multi-signee e-signatures.
Learn how to create your own custom forms to collect customer e-signatures. You'll gain the skills to build the foundation of a form using autofill push/pull logic, configure e-signatures for multiple signees, and design polished, customer-ready forms you can confidently use in your workflows. By the end of the session, you'll have the knowledge to create forms that streamline documentation and improve the customer experience.
Automate your collections process and improve cash flow.
Managing Accounts Receivable can be time-consuming, but it doesn't have to be. In this session, we'll introduce AR Workflows and demonstrate how automated communications can help streamline your collections process. You'll learn how to create workflow rules based on invoice dates or due dates, automate customer reminders, and track collection activity. We'll also showcase the new AI Agent functionality, which can contact customers on your behalf, summarize collection conversations, and help your team focus on higher-value activities.
Learn how to streamline your mitigation documentation process with PROVEN Dry Logs V3. This webinar will walk through creating drying chambers, capturing moisture readings, tracking equipment usage, documenting psychrometric conditions, and maintaining accurate drying records. Discover how Dry Logs V3 helps your team improve workflow efficiency, support industry standards, and provide clear visibility into the drying process from initial setup through completion.
Information is key to ensuring you have the data you need at your fingertips. In this session we will review how CRM Dashboard Widgets and analytics can assist in data collection and analysis.
Simplify accounting for companies that don't require Work-in-Progress accounting.
Not every organization needs traditional WIP accounting. This session introduces the new Non-WIP Accounting option in Proven Accounting and explains how it differs from the standard WIP methodology. We'll review setup requirements, posting behavior, financial statement impacts, and important considerations when transitioning to a Non-WIP environment. Whether you're evaluating the feature or planning an implementation, this session will provide the knowledge needed to determine if Non-WIP accounting is right for your business.
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.
Get the answers you need faster with a smarter support experience and an improved knowledge base.
Become more confident using our system with two powerful improvements to customer support and learning. Discover our new ticketing system, designed to keep you informed every step of the way with real-time updates, reducing the need for follow-up emails. You'll also explore our redesigned knowledge base/help library, making it easier than ever to quickly find the information you need without searching through entire courses. Learn how these enhancements help you resolve questions faster and become more self-sufficient.
Streamline your financial workflow by connecting job costs, invoices, and accounting in one synchronized system.
The Invoices and Expenses workflow in PROVEN Jobs, integrated with QuickBooks, provides a seamless way to manage financial tracking from job creation to final billing. This module walks through key setup considerations, including configuring cost buckets correctly and assigning user permissions to control who can create and manage invoices and expenses. Users will learn how to efficiently generate expenses and invoices directly within PROVEN Jobs, including handling costs related to subcontractors and sub vendors with the same structured approach. The training also explains how data syncs between PROVEN Jobs and QuickBooks, ensuring consistency across both systems. Finally, it highlights best practices for maintaining accurate financial records, avoiding duplication, and keeping accounting processes streamlined across operations and finance teams.
Learn how to accelerate collections and improve cash flow with PROVEN Pay. This webinar will walk through the various ways to capture customer payments, including payment links, SMS text-to-pay options, and field-based payment collection. Discover how to request, receive, and track payments throughout the job lifecycle while providing customers with convenient payment options. See how PROVEN Pay helps reduce collection delays, improve customer experience, and keep payment information connected directly to your PROVEN workflow.
Smarter tools. Better learning. Faster answers.
Be among the first to explore two major enhancements to PSA's online learning experience. In this webinar, you'll see our new AI chatbot in action, providing real-time guidance as you work within the system, and get a first look at the redesigned Proven Academy user interface. You'll also learn how these updates make finding answers, completing training, and building confidence in the platform faster and easier.