Documents

• Daily-Weekly-Monthly - Admin

• Answering the Call

• Call Intake Sheet

• Contracts & Documents

• Dry Log - How it looks when completed

• Room Scope Sheet - How it looks when completed

• Sub-Contracted Job Protocol

• Billing Statement - Editable PDF

Onboarding New Employees

• How to Add New Employees to Proven Jobs

• How to Setup a User for Proven Academy Training

• How to Clock In/Out from Proven Jobs web

• How to Add a User to Proven CRM

PSA Proven Jobs Preferences Setup

• How to Customize Your Job Lookup Columns

• How to Setup Text Messaging in Proven Jobs

Proven Jobs Mobile

• Best Practices for Apple Devices

• How to Scan Equipment to a Job in Proven Jobs

• How to Email a Document from Mobile App

• How to Add Photos to Folders

• Mobile App Update Guide - For when PSA Releases an update

• Creating Jobs in Mobile vs Web

Job Related Tasks in Proven Jobs

• How to Create a Job in Proven Jobs

• Closing a Lost Lead in Proven Jobs

• How to Duplicate a Job in Proven Jobs

• How to Close a Job in Proven Jobs

• How Re-Open a Job in Proven Jobs

• How to Move or Duplicate Files in Proven Jobs

• How to Create a Photo Report in Proven Jobs

• How to Send a Document for E-Signature

• How to Create a To Do in Proven Jobs

• Admin Audit Checklist

Workflow

• Proven Jobs Workflow Triggers

• Workflow Chart with Responsible Party

• Proven Jobs Job Stages in Control Center

Managing Relationships in Proven Jobs

• Copy Contact Information Button

• How to Create New Company Contact in Proven Jobs

• How to Add Insurance Company & Adjuster to a Job in Proven Jobs

• How to Add a Billing Address in Proven Jobs

• How to Add Employees to a Job in Proven Jobs

• How to Add Referral Info to a Job in Proven Jobs

• How to Correct a Referral on a Job in Proven Jobs

Xactimate

• How to Import an ESX file in Xactimate Desktop

• How to Import an ESX file in Xactimate Online

• Saving an Estimate/Invoice in X1

• Global Price Increase in X1 2026 Update

• How to integrate Xactimate Invoice with Proven Jobs

Quickbooks

• How to Push Customer to Quickbooks

• How to Sync Quickbooks & Proven Job

• How to Add an Employee to Quickbooks Online

• How to Apply a Payment in Quickbooks Online

• How to Create an Invoice in Quickbooks Online

• How to Create Credit Memos in Quickbooks

• How to Create Workflows in Quickbooks Online Advanced - updated

• How to Record a returned or bounced check using an expense

• How to Send a Payment Receipt to your Customer

• How to Set Up Invoice Reminders in Quickbooks Online

• Refund to Customer on Overpayment

• Sales Receipts in Quickbooks Online

• Using a Journal Entry to Move payment from one acct to another

Claim Processing & Collections

• Claim Processing Steps

• Claim Processing Steps - Clean Claims

• Check Issued Instructions

• How to Collect an Invoice

• Tips for Collecting an Invoice - Insurance Claims

• Tips for Collecting an Invoice - Overcoming Objections

• Conditional Waiver of Lien Sample

• Conditional Waiver of Lien - Word Document

• Mortgage Endorsement Guide

  Collections Letter Templates

• Balance Due - First Notice

• Balance Due - Second Notice

• Balance Due - Third Notice

• Balance Due 10 Day Demand

• Balance Due 10 Day Demand LIEN Notice

• 10 Day Demand to Carrier - Short Pay

• 10 Day Demand LIEN Notice

• Claim Denied

• Claim Denied - 10 Day Demand

• Claim Withdrawn

• Deductible Owed

• Check Issued Series

• Check Issued Portion for Mitigation

• Check Issued Deductible Owed

• Check Issued - Multi Party with Consent to Discuss

• Last & Final Notice

• Settlement Release Agreement

• Letterhead option A

• Letterhead option B

• Letterhead option C

• Letterhead option D

Reference Guides

• Property Insurance Terms & Roles Defined

• How to Correct Time Clock Errors in Proven Jobs

• How to Pull a Report in Proven Jobs

• Email Signature Creator/Setup

hr and payroll

• Download ADP Welcome Packet

Insurance

• Franchise Insurance Requirements 2026

Training

Videos

Please use the UWRG Training Academy for video resources on administrative processes.

Franchisee Content