en:staff:start
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| ===== Finance ===== | ===== Finance ===== | ||
| - | The system contains an invoicing system. If a course is invoiced then also the course and the student / customer has to be specified as part of the invoice items. This way the system has the information who has paid what and what is still due. The system supports registration of teacher invoices. Customer invoices can be automatically issued on monthly basis or based on a schedule and shared with the customers. | + | The system contains an invoicing system. If a course is invoiced then also the course and the student / customer has to be specified as part of the invoice items. This way the system has the information who has paid what and what is still due. The system supports registration of teacher invoices based on their registered activities. Customer invoices can be automatically issued on monthly basis or based on a schedule. These invoices can be shared with the customers via their interface. |
| ===== Sales ===== | ===== Sales ===== | ||
| + | The system supports tracking your leads from the first steps until the contract is signed. Planned courses, requirements, course expenses and a to-do list can be assigned. Documents like the sent offers or contract drafts can be stored. | ||
| + | Next to the leads a financial overview of your company's performance is graphically visualized. The historic revenue, expense and profit (also on hourly rate level) and lesson count is shown in a chart and can be filtered by many categories (customer, course type, course subject). | ||
| ===== Surveys ===== | ===== Surveys ===== | ||
| + | SchoolDrive provides a survey designer for surveys that are used in placement tests, lesson observations, student feedback and for customer and course requirements registration. The surveys consist of pages and questions. The answer types include multiple choice, combo boxes, check boxes, free text, scales, fill-in-the-gap plus image and video answers. The surveys are automatically evaluated. | ||
| ===== Document templates ===== | ===== Document templates ===== | ||
| + | SchoolDrive has a visual template designer for the documents it can create and print. Over 20 document types are currently supported (like student contract, teacher framework agreement, teacher course contract, customer contract, certificates, application responses). | ||
| ===== Data export ===== | ===== Data export ===== | ||
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| + | The system supports export of the stored data on most pages to CSV, Excel 97 and Excel 2007 format. In addition to the data stored also predefined reports can be generated and exported. | ||
| ===== Further information ===== | ===== Further information ===== | ||
en/staff/start.1619000065.txt.gz · Last modified: 2021/04/21 12:14 by balazs
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