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)