magic5 – administrator view
controlling the power of magic5

Initial set-up
- Change as much or as little as you like.
- Set up your own customers and staff, connecting them together and allocating an appropriate template.
Ongoing admin
- Modify magic5 templates and job definitions to meet your changing needs.
- Import updated lists such as costings.
- Add new customers and locations.
Manage users – customers and staff
- Allocate users with different roles and access rights.
- Create teams and regional groups.
- Link mobile users to relevant customers.
Customers, locations and contacts
- Unlimited customers with location and contact information.
- Optional upload of customer/location details from spreadsheet.
- Link templates and customers to get the reports they need.
Create form templates
- Select and modify templates using duplicate, copy and paste facilities.
- Create from scratch – magic5’s extensive help documentation tells you all you need.
- Purchase add-on Packs for specialised templates.
- Create automated actions (such as emails and exports) for completed forms .
- Choose whether to fast-track reports.
Define jobs
- Select and modify job definitions using duplicate, copy and paste facilities.
- Create from scratch – magic5’s extensive help documentation tells you all you need.
- Create automated actions for completed forms.
Lists
- Create lists for efficient and accurate data entry.
- Optionally upload lists from a spreadsheet.
- Powerful additional information can be attached facilitating:
- Costings/pricing/invoicing
- Risk assessment
- Parts/stock management
- General text and numeric items
- Cascade lists to create a hierearchy to populate lists accurately on the mobile device (eg manufacturer/model/version)