Season 10 | July - December 2022

Expand Your Knowledge of PSA's ERP Solution For Restoration Industry!

Lunch & Learn: Season 10

Canam Systems is excited to announce our Season 10 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.

The Proven Jobs Mobile Application Lunch and Learn will cover Proven Solutions newly designed mobile app experience. Proven Jobs mobile application allows users to access Proven Jobs any time day or night. Not only does our new mobile app design have a new user interface but allows users to complete workflow compliance, has an updated photo capture option for a more user friendly experience in addition to much much more. Click here to register.

This course will focus on our newest feature in the Proven Smart Tech Mobile/Proven Jobs called Proven OnSite. The new feature provides a better way to communicate with your customers from your field users. This new feature delivers a seamless customer experience and lets clients know when a technician is on the way, it provides real-time SMS communication between your customer and field user, 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. Click here to register.

"Should I use an Estimate writing company or not?" This is one of the top 3 questions we get asked as a consulting firm from our clients. We will discuss the pros and cons of whether or not it makes sense to keep things in-house or contract it out. Get answers to commonly asked questions such as:
"Will an outside firm write a better estimate than my employees?"
"How much money can I save by having Estimating company write my estimates vs paying a full time employee?"
"If I hire an outside firm, should I have them do my collections too?"

Join us for these exciting topics along with other commonly asked questions! Click here to register.

More information to be announced soon. Click here to register.

We are excited to announce our next PSA User Conference to be held at the Hyatt Regency in New Orleans. For PSA users who have never attended a user conference before, this 2-day event provides education, networking, vendor expo etc. This annual user conference showcases all the new releases, product updates, and additional services. Click here for more information.

This session will teach users where to find e-forms in attachments, how to fill out the forms, how to sign them on the web and on the app, how to send them out for signature request, and where to go to see the signed forms. Click here to register.

This Lunch & Learn session will focus on how to create, edit, and assign routes for your sales and marketing team within Proven CRM.  Once assigned these routes will be available for selection in Proven CRM or the CRM Mobile application allowing your team to document and note their route stops.  We will also discuss the importance of using accurate addresses and how to take advantage of creating and assigning labels and types to your Organizations and Contacts to aid in building your routes. Lastly, this session will cover how to create and document your marketing expenses in Proven CRM. Click here to register.