Education is one of the most demanding and challenging business sectors.
And, with the changing patterns of outlook and behaviour post COVID-19 outbreak, institutes are expanding themselves with the online medium.
Keeping quality intact and providing best services makes you stand out. The demand and rise in competition is making parents, school and guardians opt for best teachers. Therefore, giving rise to the business sector of education consultants helping such prospect clients to choose the best.
Such consultants act as aggregators of teachers of different niches and provide them when needed. Therefore, managing teachers’ profiles, client invoices and communication becomes a hassle, when numbers become big.
To cater to the big issue and manage multiple sections in one dashboard, we received an enquiry from one of our clients based in Spain. His needs were precise to the problems mentioned above and looked for solutions catering the exact problems.
Explaining to us the problem, we were handed over with few customizations and workflows needed to be designed exactly to the need.
Here is a list of the problems that required attention:
- A consultant can use the same application which is being used by the admin so that consultant can send invoice to the admin and get paid for this.
- The template will be changed slightly.
Owning a consultant business comes with a lot of challenges, already. Managing to invoice and adapting 10 other software to manage each activity, does nothing but simply adds to the task.
To make business management easy and fit all the 10 different sectors of software in one account, we created a completely customized self-hosted solution for our client in the consultancy business.
Our client is in the force management and consultancy sector of business, helping further businesses with the workforce.
In order to efficiently manage the business, clients, workforce, and invoicing, here we were provided with key requirements:
- Invoicing clients based on a number of workforces provided.
- Time Tracking to easily calculate overtime
- Create a dropdown for overtime charges in the invoice template
- A separate section for creating an employee profile
- Invoice template customization as per software customization.
- Generating the reports for calculating the profits and losses.
Keeping in mind all the requirements shared with us, our team quickly created a plan to customize an entire software for our client. Here is how we worked on the project:
Scope of Work:
The scope of the project includes the implementation of Invoicera in online mode with existing features of the application incorporated with customized Invoice Template and functionality involved.
The application will primarily include the following modules:
1. Created Employee Management Module:
A module created to allow admin to manually upload or import employees in CSV or XLS format.
a) Employee Name
b) Employee Number
c) Rate
A list of some customized additional columns added to the invoice creation page to make invoicing easy.
A completely dedicated section to allow admin to:
a) Add new clients
b) View, Filter list of Client: View all the clients in the client management
c) Edit Client, go to details, Add Credit
This section will help admin to:
a) Add staff members of the company
b) Define permissions for each Staff
A dedicated section to create and analyze reports in frequent intervals:
a) Client Report
b) Employee Management Report
c) Invoice Report
d) Staff Report
e) Estimate Report
f) And many more
Invoicera believes in providing technical assistance and guidance even after delivering the project. Our support staff is easily available through different platforms.
○ Skype
○ Goto Meeting
○ Uberconference
○ Email or phone
○ Remote support via Teamviewer
Final Words:
Invoicera is building invoicing platforms for businesses around the globe for the past 16 years. Customization of an invoice software ensures you host a completely self-hosted invoice software in your environment and let it adapt in your system.
Are you also facing invoicing and business management problems with your manual set up? Host a custom invoice software, today.
Get in touch with our experts now!
