How we can Help

Everyone feels that they should be able to complete tasks without refering to a user guide. This is a romantic notion stemming from the idea that we should all be geniuses. The reality is that trying to ‘muddle through’ is time consuming, creates mistakes and frustration, and often results in abandoned tasks.

magic5 help is a valuable tool for familiarising yourself with how to get the most from magic5. It includes topics on using the device as well as management tasks in the Office Portal.

And if you don’t want to look through the full guide, take a look at some of the helpsheets and video tutorials.


Download our user guides

How to import a list

SampleSpreadsheet
We can all cope with entering short lists (like ‘yes’, ‘no’, ‘maybe’) and permanent lists (like days of the week) one-by-one in the Office Portal, but long, changeable lists (like suppliers’ catalogues) are a nightmare.  But if you can create a spreadsheet from your list, you can populate a template to import it into magic5.

Download illustrated helpsheet

How to import cascading lists

SampleParentSpreadsheet
Sometimes items in a list depend what’s been selected before, ie cascading.  These can be set up in the Office Portal but it can take a long time.  But if you can create a spreadsheet, you can populate child and parent template spreadsheets for importing into magic5.

Download illustrated helpsheet

How to import a customer list

Adding a few customers one-by-one in the Office Portal is no problem but long lists with lots of locations and contact details are a real headache.  If you can create a spreadsheet from your existing list, you can populate a template to import it into magic5.

Download illustrated helpsheet

magic5 Instant Forms - Change Settings

magic5 Instant Forms - Create Text Snippets

magic5 Instant Forms - Add Instant Forms


Learn more by product

magic5 customers can be automatically emailed reports & invoices as well as alerts. Logins access is tailored to just what they need.

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magic5 device users complete forms and send them back to the office. Some forms are created on the device and some have been sent by the office as jobs.

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magic5 office users create and schedule jobs, and monitor reports and follow up actions, receiving emails & alerts if required.

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magic5 administrators make the things happen, organising data such as customers & products and customising forms, jobs, reports & emails.

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