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

Getting Started - first steps to using magic5

Step-by-step guide to installing the app, completing the form and simple customisation of forms, jobs and reports.*

 

Download First Steps

Getting Started - customers, users & lists

Simple steps for adding your own customers with locations and contacts, your own users with different roles and lists that reflect how you work.*

 

Download customers, users & lists

Getting Started - jobs and reports

Simple steps for managing jobs and reports. 

Getting started with allocating jobs to onsite operatives and emailing reports back to the office and to customers on receipt of the completed form.*

 

Download viewing jobs & reports

Getting Started - document library

Simple steps for setting up a document library on the device.*

 

Download document library

Administrator Guide to Template Items 1

Administrator Guide to creating and managing template items, including screenshots and prompt by prompt explanations.**

 

Download Template Items 1 PDF

Administrator Guide to Template Items 2

Administrator Guide to creating and managing template items, including screenshots and prompt by prompt explanations.**
Download Template Items 2 PDF

Administrator Guide to Template Items 3

Administrator Guide to creating and managing template items, including screenshots and prompt by prompt explanations.**
Download Template Items 3 PDF

Administrator Guide to Templates

Administrator Guide to creating and managing templates, including screenshots and prompt by prompt explanations.**
Download Templates PDF

Administrator Guide to Job Definitions

 
Administrator Guide to creating and managing job definitions, including screenshots and prompt by prompt explanations.**
Download Job Definitions PDF

Administrator Guide to Jobs

Administrator Guide to managing jobs, including screenshots and prompt by prompt explanations.**
Download Jobs PDF

Administrator Reference Guide

magic5 user guide help text
Administrator Reference Guide to regularly used items in magic5.**
Download Reference PDF

Administrator Guide to Reports

Creating and managing reports, including screenshots and prompt-by-prompt explanations.**
Download Reports PDF

How to ... manage jobs

Follow our step by step guides to managing jobs in magic5.**
Download Jobs how-to PDF

How to ... set up forms

Follow our step by step guides to setting up forms in magic5.**
Download Forms how-to PDF

How to ... set up a device

Follow our step by step guides to setting up a device in magic5.**
Download Device how-to PDF

How to ... set up reports

Follow our step by step guides to setting up reports in magic5.**
Download Reports how-to PDF

How to ... do admin tasks

Follow our step by step guides to administrative tasks in magic5.**
Download Admin how-to PDF

FAQs - System

Browse the Frequently asked Questions about system set up.**
Download System FAQs PDF

FAQs - Portal

Browse the Frequently asked Questions about the Office Portal.**
Download Office Portal FAQs PDF

FAQs - Device

Browse the Frequently asked Questions about Devices.**
Download Device FAQs PDF

Concepts

magic5 user guide help text
Download a PDF version of the browser help on concepts behind magic5.**
Download Concepts PDF

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

* These PDFs have been created from the help text so some of the images have not rendered well.  Please visit our web browser help if you need further clarification.

**PDFs have been created from help text so some images have not rendered well – please view web browser help where the images can be enlarged for further clarification.


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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