Generate Invoices Automatically With The Invoice Autopilot

Invoice Autopilot is our most recent add-on for Teachworks. This add-on allows you to set up recurring schedules to generate invoices automatically based on the settings that you select. This add-on can significantly reduce the amount of time spent on invoicing, especially if your company creates invoices multiple times per month. You also have the flexibility of creating multiple invoice schedules for customers that are on different billing cycles.

To enable the Invoice Autopilot add-on, go to the Integrations & Add-Ons page in your account and click the “Enable” link below the Invoice Autopilot section.

automatically generate invoices

Setting up an Invoice Autopilot schedule to generate invoices automatically involves two steps. The first step is the repeat settings which determines the period of time during which invoices will be generated. It also allows you to set the frequency and repeat pattern such as daily, weekly, monthly as well as many other variations. The repeat settings also allow you to set an offset for creating the invoices a number of days before or after the invoice period.

The second step is the invoice settings. This step includes all of the same options as you would have when generating an invoice manually for one or more customers. These settings include the customers, tax treatment, line items, instructions, status, and more.

One useful feature for Invoice Autopilot is the ability to set the status to ‘Saved’ when the invoices are generated. This gives you the opportunity to review the new invoices before they are available to customers and make any adjustments as needed. You can also instruct the system to skip any invoices with a $0 balance.

We hope the Invoice Autopilot add-on will help your teaching business spend less time on invoicing each month. To find instructions for using this feature, read this article from the Knowledge Base: Invoice Autopilot

SMS Lesson Reminders Add-On

sms lesson reminders

In today’s world, it is very important to adapt to your customer’s needs in every aspect even when it comes to lesson reminders. Most of your customers are probably on-the-go at all times, and it might be easier to forget a lesson. To improve attendance, and stay connected with your customers we have introduced a new feature – SMS Lesson Reminders.

This feature is presented as an add-on, it allows you to send lesson reminders to teacher, student and families’ mobile phones by text message.

SMS lesson reminders are great for clients that don’t check their email regularly, or for sending a follow-up reminder closer to the lesson, but after an email reminder.

Some useful features for the SMS Lesson Reminder add-ons include:

  • Message templates and lead times for each recipient type — teacher, student, family
  • Customize the message for each recipient type using merge tags.
  • Adjustable lead time
  • Enable SMS reminders individually on employee, student or family profiles

SMS lesson reminder rates vary by country and you can prepay in the SMS Lesson Reminder Add-On Settings included in the instructions below.

You can find instructions for enabling this add-on here: Student Lesson Reminders

Stay Organized by Assigning and Tracking Teacher Tasks

tracking teacher tasks

As your teaching company grows, you will need to start delegating tasks to your teachers and other employees. Assigning tasks is the easy part, tracking teacher tasks and keeping track of the ones that have been completed is a little more challenging.

We understand teaching businesses, this is why we’ve recently added a Task Manager add-on to Teachworks to help you with this.  This add-on allows you to assign, manage and track teacher/ employee tasks.  The add-on allows admins and staff to assign tasks to employees and allows employees to create tasks for themselves.  Assigned tasks can be viewed in the Tasks table which can be filtered by task status and date.

Tasks include a title, description, due date, and priority level.  The add-on also allows you to assign tasks to a single employee or to multiple employees at once.

Once a task has been assigned, employees can update the status to “In Progress” when they begin working on the task and “Completed” when they’ve finished.

The Teachworks task add-on allows you to give your employees autonomy to complete these tasks on their own time. It also organizes them in order of priority, so your team can always be in sync.

To find instructions for enabling and using the Task Manager add-on, read this Knowlege Base article: Task Manager.


Improve Efficiency With Student Lesson Requests

student lesson request

A great way to reduce the workload on you and your staff is to allow student lesson requests through their user accounts. This is the most recent feature introduced to the Teachworks business management software.

Lesson Requests allows your clients to request lessons from their own Teachworks account.  This increases convenience for clients and can improve the efficiency of your scheduling by allowing clients to find openings in a tutor’s schedule that match their own availability and then enter the details for a lesson.  Your office staff or teachers can then simply accept, modify or decline the requested lesson.

Some of the key benefits of Lesson Requests include:

  • Allow clients to filter by teacher and view teacher availability on the calendar
  • Include custom instructions for lesson requests that will be displayed at the top of the Lesson Request form
  • Allow clients to include comments with their lesson request
  • New lesson request notifications are sent to the company and to the teacher requested. (If teacher response option is enabled)
  • Lesson requests displayed in a table and on the calendar
  • Accept, modify or decline a request and send an email notification with comments back to the client.
  • Customizable email templates for request responses.

To find more information about Lesson Requests refer to the following Knowledge Base article: Lesson Requests

Streamline Enrollment with Custom Enrollment Forms

We’ve recently created a new “Custom Enrollment Forms” add-on that allows you to create custom forms to accept enrollments from families and students and job applications from teachers. Custom forms speed up the process of onboarding new students and employees by creating a profile with their information in your Teachworks account that you can then review and update.

Custom enrollment forms


Custom enrollment forms can be created for families, individual students or employees. They can be customized with your own title, company logo or name, any standard fields from customer, student or employee profiles in Teachworks, as well as any custom profile fields if you’ve enabled this add-on. You can also include fields for attachments on employee forms so that teacher applicants can upload their resumes.

Custom enrollment forms also offer several formatting options such as dividers, line breaks, and section headings to allow you to organize the layout of your custom forms.

Once you’ve created a form, you can copy the link to the form and link to it from your website or postings on job boards. Potential clients, students or employees can complete the forms and submit their information.

new-prospectsOnce submitted, an email will be sent to your company email address indicating that you’ve received a new form submission. At the same time, a profile will be created in your account with the status set to “Prospective” so that you can review the information, add additional information and take any other necessary actions.

You can find full instructions for enabling the Custom Forms add-on and creating forms in the Knowledge Base here: Custom Forms


Scheduling Student Lessons Faster

scheduling student lessons


An easy way to reduce time when scheduling student lessons is to make sure you have all the information you need when you are ready to input the lesson in the calendar. Wouldn’t it be perfect if you could have information such as the student’s preferred teacher, default service and other information available with just one click?

With a Business Management Software like Teachworks, you can have access to this information directly from the calendar. You can do this by setting the student’s default teacher and service on their profile. After the default teacher and service is selected, you will see the option to select the student’s default service and teacher when scheduling a lesson. Making scheduling student lessons with the right teacher and service easier than ever without having to access the student’s file.

We’ve recently updated this feature with the ability to add more than one default service or teacher for a student.  At the same time, we’ve changed the way that default services are displayed on the form for scheduling student lessons. student schedulePreviously a student’s default service was displayed next to the Service menu, whereas the options in the Service menu now display the student’s default services in a group under the heading “Default Services”.

All other services are displayed in a separate group under the heading “All Services”, which allows you to select a different service type in case the lesson is different from the student’s usual service.

Even a small task repeated over and over can become time consuming. This new format will help administrators and tutors select the correct service type when scheduling lessons for students to allow for faster and more efficient student lesson scheduling.

Student Performance Tracking Simplified

student performance

One of the most important aspects of tutoring is being able to track your student’s performance. When you track student performance, you have solid proof that the investment the student is doing in your services is paying off. You probably know exactly where your students stand and how much they have improved, however, showing them a graph with their progress might be a little easier than explaining it verbally.

We’ve recently created a new add-on for Teachworks that allows you to track results for students such as test scores, quiz scores, and any other performance that can be tracked using a number. This add-on allows you to create a group of results for a student and then add individual results with a date and value.


A student’s result groups are displayed on their profile and you can click a link to view the results for a specific result group.  The result group page displays a line chart of the results with a list of the individual results right below the chart.


You can find instructions for enabling and adding results here:  Results Tracking Add-On


An Easy Way to Track Other Teacher Compensation

teacher compensation

We all know teachers work very hard to earn their money. Besides paying teachers for hourly rates, do you ever pay your teachers bonuses, referral commissions, reimbursements or any other type of teacher compensation?  If you do, then you can easily keep track of these with Teachworks’ feature for recording teacher compensation.

Under the teacher hours profile, you will have an organized view of all teacher compensation. This view, allows you to filter the date range to find specific information on lesson hours, other hours, other compensation and total payments made to the teacher.

Teachworks automatically calculates a teacher’s earnings for teaching and non-teaching hours, but for other forms of compensation that aren’t tied to hourly work you can record transactions by following these steps:

  1. Click on “Employee Hours” under the Employees tab.
  2. Find the Employee in the list and click the View icon.
  3. Under the “Other Compensation” heading, click the “Add” link.
  4. Complete the forms with the compensation details and submit it.
  5. The transaction will be displayed below in the “Other Compensation” section.

When you’re ready to pay the teacher you can check the box next to the compensation transactions the same way you do with the teaching and non-teaching hours and the amount will be added to the total payment in the payment form.

Finding Available Teachers Quickly

In Teachworks, most tables include a search field that allows you to quickly search for records that match your term on any one of many fields by typing it into the search field. When it comes to finding available teachers quickly, this is a very important feature. Currently, the search matching criteria is filtered by city, subjects or status.

finding available teachersWe’ve recently added an advanced search feature to the employee table to improve the search function and help you finding available teachers fast and efficiently.  This search feature allows you to search by individual fields or by multiple fields at once.

Searchable fields include the employee’s first name, last name, email, city, postal or zip code, subjects, and teacher status.  You can also choose to sort the results by any of the search columns either ascending or descending.

This search feature speeds up the search process especially when matching a student to a teacher by looking for a teacher in a student’s area that teaches the student’s subject.


Using the Lesson Cost and Wage Premiums Feature

Lesson cost and wage premiums

In some situations, you may want to charge certain students a higher rate for each lesson and/or pay a teacher a higher rate. In such case, you can use the lesson cost and wage premiums feature to add an extra charge to the student lesson automatically.

For example, if a teacher needs to travel more than 20 miles to meet with a student you might want to add a premium to the student’s normal fee and pay the teacher a higher wage to compensate for the extra travel time.

To automatically apply lesson cost & wage premiums to a student’s lessons you’ll need to complete 3 steps:

1. Enable Cost & Wage Premiums in your Account Settings.

2. Add cost & wage premiums to your premiums list.

3. Set the cost & wage premium on the student’s profile under the Billing section.

These steps are covered in this Knowledge Center article: Cost & Wage Premiums

Lesson cost premiums are only applied to students that are billed per session using the cost set on the student’s profile or the cost set in the service list.  For students billed using the Package method or the Flat Fee method, you should include any additional costs when you invoice the student for the package or flat fee.

However, the wage premium is available for all billing methods, so even if a student is billed by Package or Flat Fee, you can still pay the teacher a wage premium for each of these lessons.

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