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Season 8 | July - December 2021

Expand Your Knowledge of PSA's ERP!

Lunch & Learn: Season 8

Canam Systems is excited to announce our Season 8 monthly Lunch & Learn series. These online training and information sessions are open to all new and existing PSA users. Each session covers different hot topics, showcases new features or discusses best practices. These sessions provide in-depth understanding on critical new releases and how users can better leverage this information to maximize their PSA experience.

Our goal is to help all of our customers use PSA's ERP to the best of their ability. This season's topics are listed below for more information. To register please click the button above. 

Please note that Canam's Lunch & Learn series now includes two complimentary sessions per month. The first mid-month session demonstrates new and exciting features in PSA's ERP. The second in the last week of the month is a joint session with one of Canam's Vendor partners that integrates one PSA's ERP and demonstrates how to improve your company's efficiency and profitability.

Proven Job Management’s Attachments tab just received a major upgrade! Users can create and moving subfolders, search and filter content, edit photos efficiently, and create annotations to maximize their information potential on every job! Save time and organize your job photos by creating default folders visible not only in PJM but available for selection in the Proven Smart Tech mobile application.  In this session will also review how to view, search, download, secure, and duplicate your job attachments. Click here to register.

Invisi-Tag, Proven Job Management, and Proven Smart Tech Mobile provide comprehensive asset tracking solution to ensure all equipment is tracked and collected throughout every stage of a project. Save time and money tracking equipment use, costs, and depreciation. Click here to register.

Encircle is a leading provider of real-time documentation and productivity tools for the insurance and restoration industries. Encircle connects all parties involved in the claims process, including policy holders, insurance companies, and restoration contractors, on one easy-to-use platform. By taking tedious pen and paper tasks, and replacing them with intuitive digital tools, Encircle has made documenting and sharing information across the ecosystem simple. Learn more about Encircle's upcoming integration with Proven Job Management. Click here to register.

Explore the new Xactware-Proven Job Management interaction and functionality! New features will allow users the ability to link multiple assignments and estimates to a single job file within Proven Job Management. Learn about his and more in this special edition Lunch & Learn. Click here to register.

In these 30 minutes, we will try to address head-on key lingering items that have baffled not-so-few CRM users, including the differences between "Customer" & "Vendor", PJM-CRM job crediting interaction, why contacts as routes bases, and merging organizations & contacts. Join us for this session and get the straight 411 on them and other items. Click here to register.

The integration between Proven Job Management and Symbility (CoreLogic) allows our customers to link the Symbility estimates to their job files in PJM. This feature is intended to assist users with work order creation for budgeting purposes to ensure they have the proper tools in place to reach their gross profitability goals. This session will cover the set-up procedures within Symbility and in PJM company settings to allow for the linking of estimates. We will also discuss the role permissions required for those users who will be linking estimates to their jobs in PJM, as well as the mandatory requirements of the claim number added within the PJM job that corresponds to the claim in Symbility. Lastly, we will demonstrate the linking of estimates, as well as what is coming in the future with our integration. Click here to register.

The Proven Job Management's new To Do feature is being explored in this lunch & learn. Click here to register.

Clean Claims offers a software solution that simplifies and streamlines the flood restoration process for both contractors and insurance companies. Technicians are guided through proper industry-standard procedures, remote sensors gather accurate readings on the job site, and thorough documentation is required at every step of the way. This session will showcase the power of Clean Claims and how the new integration with Proven Job Management works to streamline the collection of mitigation Information back to the Job. Insurance companies will be kept up to-date with clean and concise reporting throughout the lifecycle of the job. Click here to register.

Invisi-Tag, Proven Job Management, and Proven Smart Tech Mobile provide comprehensive asset tracking solution to ensure all equipment is tracked and collected throughout every stage of a project. Save time and money tracking equipment use, costs, and depreciation. Click here to register.

This course will focus on the updates being made to Proven Smart Tech Mobile. You wanted a better way to communicate with your customers. You got it. Introducing Proven Assist - a product that aims to deliver a seamless customer experience and lets clients know when a technician is on the way, provides real time SMS communication with the technician, while sending them live alerts and updates for when they arrive onsite and when the work is completed. This update will also include the ability to let customers rate their service experience from (0-5) stars and complete a quick feedback survey. All communications, SMS messages and feedback survey will come back to the job as log notes. Check out how PSA is breaking through the customer experience barrier. Click here to register.

DocuSketch™ is an effective, efficient, and scalable way to create 3D 360° digital snapshots of a home. DocuSketch™ provides a lightning-fast way to create accurate sketches that integrates with Xactimate and Proven Job Management. DocuSketch™ decreases time on site and increases productivity. DocuSketch™ is perfect for property restoration, insurance claims management, property inspections, appraisals, home warranty & more. Click here to register.