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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 course will review how to effectively manage relationships in CRM web and the mobile app. It will focus on the basics of creating organizations and associated contacts and properly organizing those relationships into a cohesive structure.

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.

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.

Building a sales pipeline is a crucial step in managing opportunities. Our pre-conference training course on Opportunities will explore the ins and outs of creating opportunities and managing those opportunities from onset to first job received. Creating opportunities allows BD reps to track and manage tasks and follow ups, monitor deal progress and identify in real time deal progress and potential bottlenecks.

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.

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.

In this session we will be reviewing how activities such as adding notes, tasks and events can ensure Business Development Reps can stay on top of their daily activities to leverage building relationships. Creating activities to ensure they align your companies’ objectives and enhancing team productivity and improve on the overall customer experience.

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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!

Breaking into commercial accounts is one of the biggest growth opportunities in the restoration industry — but it comes with a longer sales cycle and a different set of expectations. In this session, Sanktum walks through what commercial selling really looks like, the key factors that shape your revenue potential, and how to set meaningful, achievable targets for your business development team.

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.

Managing Lead Generation is an integral part of developing quality leads. In this session we will review the Places feature in the CRM that enables users to capture organizations within defined areas and by specific organization types. With this new search option within the CRM users will be able capture those organizations and create sales routes automatically.

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

The RiPS template — Sanktum's proven Restoration Industry Probe Selling methodology — is now natively available in Proven CRM. In this session, learn how to leverage this restoration-specific sales process to create a clear, structured sales pipeline that ensures full trackability across every stage of your sales cycle, drives higher conversion rates, and gives you the data you need to forecast referrals accurately.

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.

The best compensation plans don't just pay people — they shape behavior. Sanktum shares how to design BD comp structures that drive the right activities, reward the right outcomes, and scale with your business as it grows. Whether you're starting from scratch or fixing what's broken, you'll leave with clear, actionable steps.

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.

Sales credit and commission management is a critical aspect of sales success, ensuring that sales revenue is accurately tracked and attributed to the correct sales representatives. This process is essential for motivating sales teams, calculating commissions, and maintaining fairness and transparency within the sales compensation structure. This session will review job credit logic and sales incentive set up and reporting

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.

Start your morning strong with a breakfast buffet. Ease into the day, connect with other PSA users, and get set for another full lineup of sessions.

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.

This session will outline how DRIP Campaigns within the CRM can assist you in targeted marketing at specific intervals designed to send the send information to a specific audience. DRIP campaigns create Lead Nurturing thru relevant messaging, increase audience engagement, automation efficiency, plus brand awareness resulting in your name being top of mind.

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.

Having customer feedback is essential in understanding how the team is performing. Our CRM Customer Survey feature allows us to capture how customers are viewing your team and company. Having this feedback allows us to determine where any issues or bottlenecks may be happening and thus enabling you to manage your SOPs.

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.

Information is key to ensuring you have the data you need at your fingertips. We will review how CRM reports, Dashboard Widgets and creating custom grid views can assist in data collection and analysis.

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!