Please sign in before training sessions begin.

Strong Accounts Receivable management is the foundation of healthy cash flow. In this beginner-friendly session, we’ll cover the essential AR processes every user should understand from creating invoices and recording payments to managing credits and reviewing customer balances. This course focuses strictly on core functionality and everyday workflows, making it ideal for new users or anyone looking for a refresher. Attendees will leave with practical knowledge they can immediately apply to keep receivables accurate, organized, and up to date.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

A successful job starts with accurate, complete information—and this session shows you how to get it right from the very beginning. Designed for new users and those looking to reinforce best practices, this course walks through the fundamentals of job intake and job creation to ensure clean data, fewer downstream issues, and smoother workflows.

Attendees will learn how to properly capture client details, loss information, service types, and key job requirements at intake, then confidently create and structure jobs so they are ready for scheduling, billing, and execution. By mastering these basics, teams can reduce rework, improve internal communication, and set every job up for success from day one

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Effective Accounts Payable management is essential for maintaining strong vendor relationships and accurate financial records. In this beginner-friendly session, we’ll cover the essential AP processes every user should understand from entering bills and processing payments to managing vendor credits and reviewing payable balances. This course focuses strictly on core functionality and everyday workflows, making it ideal for new users or anyone looking for a refresher. Attendees will leave with practical knowledge they can immediately apply to keep payables accurate, organized, and running smoothly.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Your field teams are most effective when they have the right tools in their hands—wherever the job takes them. This beginner-level session introduces users to the core mobile features that keep work moving in real time, from the field to the office.

Attendees will learn how to navigate mobile view job details, update job status, capture notes and photos, track time, collect signatures, and ensure required documentation is completed on-site. This session focuses on practical, everyday use of mobile operations to reduce paperwork, eliminate missed steps, and improve communication between field and office teams.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Clean books start with clean reconciliations. In this beginner-friendly session, we’ll break down the essentials of managing bank accounts and credit cards, including importing transactions and leveraging our Plaid bank feed integration to streamline matching and categorization. Designed for basic users, this course focuses on core workflows that help ensure transactions are accurate, accounts are balanced, and reconciliations are completed with confidence.

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

*This in-person training session is only for attendees who have signed up for the pre-conference training session specifically. Click here to sign up

Please sign in before the Welcome Reception at 5pm to receive your badge.

Welcome Reception begins!

In the rapidly evolving landscape of restoration and contractor services, harnessing intelligent technology is essential to stay competitive, efficient, and profitable. PSA has long been recognized as a solutions company focused on creating ERP solutions.

This year we explore the introduction of artificial intelligence and how it is reshaping the PSA landscape and its capabilities to work smarter & faster while automating more contractor-connected workflows. Our Contractor First approach will showcase to attendees how data-driven innovations — including real-time insights and seamless integrations are transforming traditional operations into proactive, intelligence-enabled business engines driven with Contractors in mind.

Enjoy a short morning break before we dive deeper into the sessions!

Strong internal controls start with a clear approval process. In this intermediate session, we’ll take a deep dive into our AP Approval workflow across both Proven Accounting and Proven Jobs. Learn how to route vendor invoices whether job-related or overhead through an efficient approval process that increases visibility, strengthens accountability, and protects your financial data. We’ll explore how the platforms work together, review best practices, and walk through real-world workflows to help you confidently manage approvals from submission to payment.

Modern contractors must deliver speed, reliability, and a seamless customer experience. All while managing complex intake scripting and unpredictable demand. The Future of Contractor Dispatch is a forward-looking application that equips dispatch professionals with the knowledge and skills to transform traditional triage & dispatch workflows using a blended approach of live person & artificial intelligence.

This course explores how that collaboration works with the Proven Call Center to streamline dispatch, from the very first customer contact to dynamic job assignment and execution. Attendees will learn how intelligent automation can eliminate manual bottlenecks, optimize resource deployment, and dramatically improve response times while enhancing technician utilization and customer satisfaction.

Take control of your receivables with structured, streamlined processes. In this intermediate session, we’ll explore AR Actions within Proven Accounting, including how to filter and review jobs with outstanding balances, access invoice details, and track collection notes. We’ll also introduce new AR Workflows designed to keep teams organized with scheduled follow-ups and defined collection timelines. We’ll review Proven Pay our new payment solution that simplifies invoice payments, improves transaction visibility, and enhances the overall payment experience

Take your operations to the next level by turning manual processes into intelligent, automated workflows. This advanced session is designed for power users and system administrators who want to maximize efficiency, consistency, and visibility across the job lifecycle.

Attendees will learn how to build and refine job workflows that automatically trigger actions such as status changes, task assignments, notifications, and required documentation. We’ll explore how to use automation to enforce compliance, reduce human error, and ensure nothing falls through the cracks—while still maintaining flexibility for real-world job scenarios.

This session also dives into tracking workflow performance, identifying bottlenecks, and optimizing workflows over time to support scale and growth.

Time and Material billing works best when every cost is captured, organized, and billed with confidence. This advanced session focuses on PSA’s Time & Materials feature and how it brings together all the data you are already collecting—labor, materials, equipment, expenses, and more—into a single, accurate billing model.

Attendees will learn how to structure Time & Materials jobs to capture standard labor, overtime, materials used, job-related expenses, and optional add-ons such as temporary labor or specialized resources. We’ll explore how these entries flow from the field and office into clean, defensible Time & Materials invoices without duplicate entry or manual calculations.

This session also covers best practices for configuring Time & Materials settings, ensuring consistency across jobs, and using detailed cost tracking to protect margins while providing transparent billing to clients and carriers.

While Proven Accounting is built on a powerful accrual-based foundation, we recognize that many businesses rely on cash-based reporting for visibility and decision-making. In this session, we’ll introduce our new Cash Reporting capabilities and demonstrate how users can gain cash-based insights without sacrificing the strength of a true accrual system. Explore the key differences between cash and accrual accounting, how cash reporting functions within Proven Accounting, and how it compares to traditional cash-based reporting methods.

Accurate dry logs are critical for documenting conditions, validating work performed, and supporting billing and compliance requirements. This intermediate session is designed for users who already understand the basics and want to improve the quality, consistency, and reliability of their field documentation.

Attendees will learn best practices for capturing daily dry log entries, including environmental readings, equipment usage, notes, and photos directly from the field. We’ll focus on how consistent documentation protects your team, supports insurer and client expectations, and creates a clear, defensible job record from start to finish.

This session also explores common mistakes that lead to rejected documentation and how to standardize dry logs across crews to improve accuracy, accountability, and reporting.

Enjoy the Vendor Fair in the exhibit hall!

Start your day with a thoughtful conversation over coffee, led by our PSA Trainers. Bring your questions, challenges, and feedback. Our team will be available to talk through real scenarios and share tips for making your day-to-day operations smoother and more efficient. Plus, connect with other PSA users who are facing and solving the same challenges. This is an open forum, in a relaxed setting, with practical takeaways you can bring back to your team.

Turn data into insight with powerful reporting and analytics tools in Proven Accounting. In this session, we’ll explore how to leverage Grid Views, built-in reports, and Accounting Analytics to gain deeper financial visibility and make more informed decisions. Learn how to build and schedule custom grid views, navigate key reporting sections, and create live analytics using available datasets. We’ll also review how to import Excel and external data to enhance reporting capabilities and customize dashboards to fit your company’s needs.

Bridging the gap between an approved estimate and successful execution requires structure, visibility, and control. This advanced session is designed for experienced users who want to fully leverage work orders and budgets to keep jobs on track, on scope, and on margin.

Attendees will learn how to convert estimates into actionable work orders, allocate budgets across labor, materials, equipment, and services, and monitor real-time performance against planned costs.

This session also covers how accurate work orders and budgets improve accountability across teams, provide leadership with clearer job-level insights, and reduce surprises at billing time.

Take your time tracking to the next level with Timecards 2.0. In this advanced session, we’ll explore how time flows seamlessly between Proven Jobs and Proven Accounting to ensure accurate job costing and payroll integration. Learn best practices for managing, reviewing, and approving time entries while maintaining visibility across platforms.

As service excellence becomes a key differentiator in restoration, empowering your clients with transparent, interactive, and real-time access to their job becomes essential. Proven OnSite is a practical, forward-thinking application that explores how modern customer portals have evolved to create a seamless client experience tightly integrated with Proven Jobs. Elevate collaboration, enhance communication, and drive stronger client relationships.

Participants will dive into how updates to the customer portals within the PSA ecosystem have transformed passive information sharing into a proactive partnership. All powered by a centralized PSA backbone that ensures consistency, efficiency, and transparency.

Join us for an open roundtable discussion focused on Proven Web Accounting. This interactive session provides an opportunity to ask questions, share experiences, and explore real-world scenarios with fellow users and product experts.
Whether you’re looking for clarification, best practices, or deeper insight into specific workflows, this collaborative discussion is designed to provide practical answers and meaningful conversation.

You’re collecting more operational data than ever—but data only creates value when it drives better decisions. This session focuses on transforming everyday operational data into clear, actionable insights that improve performance, accountability, and profitability.

Attendees will learn how to interpret job, labor, time, material, and workflow data to identify trends, uncover inefficiencies, and measure what’s really happening in the field and office. We’ll explore how to move beyond “looking at reports” to asking the right questions, spotting red flags early, and using data to guide operational improvements.

This session is ideal for leaders who want visibility into what’s working, what’s not, and where to focus attention to drive continuous improvement across teams.

The conference provides a unique opportunity to share ideas, feedback, and software requirements with a broader audience to better understand the tools that are needed to properly service this industry. These discussion and feedback groups provide development direction to our team that help drive the future vision of PSA. Be part of the discussion to ensure PSA provides the tools of what you need to succeed!