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Transforming the Online Education Consultant Business With Consultant Billing Software

The online Education Consultant Business consultants act as aggregates teachers different niches and provide them when needed. Therefore, managing teachersu2019 profiles, client invoices and communication becomes a hassle, when numbers become big. Read the post to know how this thriving business can be managed easily.<br>

Ashgrover
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Transforming the Online Education Consultant Business With Consultant Billing Software

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  1. Transforming the Online EducationConsultant Business With Consultant BillingSoftware Education is one of the most demanding and challenging businesssectors. And, with the changing patterns of outlook and behaviour post COVID-19outbreak, institutes are expanding themselves with the onlinemedium. Keeping quality intact and providing the best services makes you stand out. The demand and rise in competition is making parents, schools and guardians opt for best teachers. Therefore, giving rise to the business sector of education consultantshelping such prospect clients to choose thebest. Such consultants act as aggregators of teachers of different niches and providethem when needed. Therefore, managing teachers’ profiles, client invoices and communication becomes a hassle, when numbers becomebig. To cater to the big issue and manage multiple sections in one dashboard, wereceived 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 exactproblems. Explaining to us the problem, we were handed over with few customizationsand workflows needed to be designed exactly to theneed.

  2. Here is a list of the problems that requiredattention: A consultant can use the same application which is being used by the adminso that consultant can send an invoice to the admin and get paid forthis. The template will be changedslightly. Owning a consultant businesscomes with a lot of challenges, already. Managingto invoice and adapting 10 other software to manage each activity, does nothing but simply adds to thetask. 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 clientin the consultancybusiness. Our client is in the force management and consultancy sector of business,helping further businesses with theworkforce. In order to efficiently manage the business, clients, workforce,andinvoicing, here we were provided with keyrequirements: Invoicing clients based on a number of workforcesprovided. Time Tracking to easily calculateovertime Create a dropdown for overtime charges in the invoicetemplate A separate section for creating an employeeprofile Invoice template customization as per softwarecustomization. Generating the reports for calculating the profits andlosses. Keeping in mind all the requirements shared with us, our team quickly created a planto customize an entire software for our client. Here is how we worked on theproject:

  3. Scope ofWork: The scope of the project includes the implementation of Invoicera in online mode with existing features of the application incorporated with customized Invoice Templateand functionalityinvolved. The application will primarily include the followingmodules: 1.Created Employee ManagementModule: A module created to allow admin to manually upload or import employees in CSVor XLSformat. EmployeeName EmployeeNumber

  4. c)Rate 2.InvoiceManagement A list of some customized additional columns added to the invoice creation pageto make invoicingeasy. 3.ClientManagement A completely dedicated section to allow adminto: Add newclients View, Filter list of Client: View all the clients in the clientmanagement Edit Client, go to details, AddCredit

  5. 4.StaffManagement This section will help adminto: Add staff members of thecompany Define permissions for eachStaff 5. ReportManagement: A dedicated section to create and analyze reports in frequentintervals: ClientReport Employee ManagementReport InvoiceReport StaffReport EstimateReport And manymore • TechnicalAssistance • Invoicera believes in providing technical assistance and guidance even afterdelivering the project. Our support staff is easily available through differentplatforms. • Skype • GotoMeeting • Uberconference • Email orphone • Remote support viaTeamviewer

  6. FinalWords: Invoicerahas been building invoicing platforms for businesses around the globe forthe past 16 years. Customization of an invoice softwareensures you host a completely self-hosted invoice software in your environment and let it adapt in yoursystem. Are you also facing invoicing and business management problems with your manualset up? Host a custom invoice software,today. Get in touch with our expertsnow! Get Free Softwaretrial Or Contactus

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