Client Requirements
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 software sectors in one account, we created the required completely customized self-hosted solution for our client in the consultancy business.
Challenges
Our client is in the force management and consultancy business sector, helping further businesses with the workforce.
In order to efficiently manage the business, clients, workforce, and invoicing, these were the challenges for the Invoicera team:
- Invoicing clients based on the number of workforces provided
- Time tracking to calculate overtime easily
- 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
Solution
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:
The scope of the project includes the implementation of Invoicera in online mode with existing features of the application incorporated with customized invoice templates and functionality involved.
The application will primarily include the following modules:
Created Employee Management Module:
Import Employees
A module was created to allow the admin to upload or import employees in CSV or XLS format manually.
Invoice Management
Some customized additional columns were added to the invoice creation page to make invoicing easy.
Client Management
A completely dedicated section to allow admin to:
- a) Integrate new clients effortlessly into the system
- b) Navigate and filter through the client list in the client management section to view and organize clients easily
- c) Modify client information, access detailed profiles, and seamlessly add credit as needed
Staff Management
This section will help the admin to:
- a) Add staff members of the company
- b) Define permissions for each Staff
Report Management:
A dedicated section to create and analyze reports at infrequent intervals:
- a) Client Report
- b) Employee Management Report
- c) Invoice Report
- d) Staff Report
- e) Estimate Report and more
Technical Assistance
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
- Uber Conference
- Email or Phone
- Remote Support via Teamviewer
Result
Invoicera simplified invoicing based on workforce, streamlined overtime calculations, added invoice flexibility, introduced employee profiles, customized templates, and enabled easy profit and loss reporting for our force management and consultancy client.
Final Words
Invoicera has been building invoicing platforms for businesses around the globe for the past 14 years. Customization of invoice software ensures you host a completely self-hosted invoice software in your environment and let it adapt to your system.
Are you also facing invoicing and business management problems with your manual setup? Host a custom invoice software today.
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