New Webinar Series | Mar - Jun 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 June 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.
Learn how to effectively use the leads module in PROVEN CRM. This webinar will guide you through defining and managing leads, converting them into organizations, and ensuring seamless synchronization with PROVEN Jobs. You'll discover how to edit records bidirectionally and utilize the job relationship tab for optimal job management. Perfect for anyone looking to streamline their CRM and job management processes.
Opportunities in the CRM are a way to track potential opportunities within your existing organizations or Lead organizations. This webinar will review how to set up the essential definitions such as industry types, lead sources and sales stages. We will cover how to create an opportunity, modify an existing opportunity and reporting.
This webinar session will look at the importance of understanding relationships between CRM and Proven Jobs. Why it is important to ensure that our data entry in the CRM is accurate as it will impact how these records are added to jobs. We will review organizations and the fields within an organization record. We will review contacts and the associated fields within a contact. We will also look at the utilization of the different fields within organizations and contacts for filtering within the different modules in the CRM. We will also review the required fields when creating organizations and contacts. And finally, we will take a look at how these relationships impact job relationships in Proven Jobs.
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.
In this webinar session we will look at the importance of your sales team adding their daily activities to organizations or contacts. Activities such as notes, tasks or events will ensure that the rapport building within organizations or contacts is maintained. We will also cover how to identify the relationships where we have fallen behind in the relationship building and maintenance process.
In session we will focus on how to setup and create your consumable materials list. These material items typically purchased in bulk, will allow your team to add consumable materials to the job file from either the web or mobile application creating an actual job cost on the job file.
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.
Want to understand how to motivate your sales team to maximize performance within Proven CRM. This course will focus on sales commissions and understanding how the incentive tracking tool works within the CRM. Learn how to set up, manage, and automate incentives, ensuring accurate tracking of commissions, bonuses, and performance-based rewards.
We’ll cover best practices for structuring incentive plans, generating reports. By the end of this session, you'll have the knowledge to drive sales success through a more transparent and efficient incentive system.
Join us for a comprehensive training session focused on maximizing your use of Proven Jobs Attachments across both web and mobile platforms. This webinar is designed to walk you through key settings, workflows, and best practices to streamline job file management and documentation in the field and office.