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)
Workflow engine monitored by office staff, although largely automated.

Set up automated actions.

Easy click-to-edit design tool for creating or modifying a template or job definition.

List-Attributes

Extensive (and evolving) list of additional information that can be stored in a list.

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