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.
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.
Transform the way your organization handles incoming calls with Proven Call Center's AI Voice Automation. This course teaches users how to configure, deploy, and manage an AI-powered voice agent that answers calls 24/7, captures critical caller information, qualifies requests, and automatically dispatches work to the appropriate team—without requiring a live operator for every interaction.
Designed specifically for restoration contractors and service organizations, you'll learn how to build intelligent call flows that guide callers through natural conversations, identify emergencies, collect loss details, create new jobs or service requests, and trigger automated workflows. By integrating AI voice technology with Proven CRM, Proven Jobs, Scheduling, and Dispatch, your organization can reduce response times, eliminate manual data entry, and ensure every opportunity is captured from the very first phone call. Modern AI voice systems can gather structured information, determine caller intent, and automatically initiate downstream workflows, making intake faster and more consistent.
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.
Streamline estimate preparation by collaborating with remote estimators through a centralized submission and review process.
Take the guesswork out of managing remote estimate requests with Submit to Prep. Learn how to submit jobs for estimating, communicate with remote estimators through the PREP Log, share notes and attachments, and track every stage of the request from submission to completion. You'll also discover how approvals, revisions, and automated notifications keep everyone aligned while creating a more efficient estimating workflow from start to finish.
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.
Managing multiple companies can be challenging, especially when transactions occur between related entities. In this session we will introduce the AR Reporting and Intercompany Transaction features and demonstrate how it streamlines accounting across multiple companies within Proven Accounting. You'll learn how the AR Reporting nad intercompany transactions are created, tracked, and balanced, as well as how consolidated reporting provides a clearer view of your organization's overall financial performance.
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.
Create a seamless and automated workflow with the Bill.com and PSA integration through TeamCentral
TeamCentral is proud to partner with PSA to provide a seamless experience for users looking to integrate and automate their AP/AR with PSA. Saving time by reducing manual entry and redundant workflows helps everyone succeed. This webinar will focus on the no-code integration through TeamCentral, which provides a bidirectional, real-time synch between Bill.com and PSA. Built on a modern event-driven architecture, Central Integration Hub allows organizations to rapidly connect systems, normalize data, automate workflows, and create AI-ready operational foundations without the complexity and cost traditionally associated with enterprise integration projects.