Create Sage job sheets and invoices on your phone or tablet
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Download your free 30-day trial
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| Complete job sheets and invoices straight from your phone or tablet with the magic5 for Sage app.
magic5 for Sage job sheets allow you to capture:
– Products and services used
– Customer signature
– Photos of work done
– Customer order number
– Comments
– Anything else you want – customise the form yourself and add items
magic5 for Sage works with the magic5 Connector which will enable you to:
– Export customer information into magic5 from Sage
– Import completed job sheets as invoices in Sage
– Real-time pricing for each customer
– VAT is taken care of!
– Insert message lines in invoices
The app is free to use. You’ll also need to install the magic5 Connector for Sage 50 on your PC – the Connector will send all customers, contacts, products and services to your app.
A free 30 day trial of the connector is available at the top of this page. If you like it, the connector and full magic5 functionality is £20 per user per month. There’s no minimum contract period so you can stop using it whenever you want. |
Download your free 30-day trial |
- Save time – no need to enter customers twice
- Mobile Sage details – no need to contact the office over customer or product details
- Improve accuracy – no mistakes during re-typing
- Speedy invoicing – create invoices as soon as the job sheet is finished
- Everything accounted for – no lost bits of paper
- Reduce costs – no need for expensive printed pads with job numbers
- Minimise disputes – customer signature and photographic evidence stored electronically
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To get started:
– Download the app now from the Play store
– Download magic5 Connector for Sage 50
– The Connector will give you the option to create a new magic5 system, plus your first user
– Login to the app with your new username/password, choose your customer and complete the job sheet
– Completed job sheets are viewable on your magic5 system portal – if you’re happy with them, send them for invoicing
– Use the Connector to create your invoices in Sage – they won’t be Posted, so you can go in and edit them first, if required. |
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The Sage job sheet is just part of a full magic5 system, so you can also
– Automatically create and email PDFs of the job sheet
– Send out jobs to mobile staff
– Schedule your team for the week or month using the Outlook-like planner
– View when and where staff are filling in job sheets
– Capture signatures and photos
– Customise job sheet and job details
– Ensure consistent and full form filling with mandatory items, drop-down lists, text snippets, tick boxes and more |
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- Sage customers available onsite with:
- multiple address details
- contacts and account status, including ‘on hold’
- Sage products and services can be selected on the device
- Products and services can be categorised as in Sage and linked to pricing
- Customer & product details maintained in just one place – update the device when ready to sync with magic5
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- Unique reference number for each form completed on the device
- Customer signature
- Customer order no
- Unlimited number of photos
- Approve the job sheet before invoicing
- Bespoke service to customise the form (additional costs may apply) or do it yourself!
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- Invoices created automatically using magic5
- Customer and product details matched up
- Unlimited invoice lines
- Sage rules applied including customer-specific discounts & VAT
- Order & customer order numbers included
- Delivery address
- Unlimited message lines & notes
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- Full suite of magic5 Instant Forms includes Vehicle Checks, Proof of Delivery, SHE alerts
- magic5 grows with your needs, which means it can be as flexible and functional as you need it to be. A few of the more advanced use features include:automated workflow and alerts
- customer logins
- interim statuses and reports
- Excel spreadsheet report summaries
- Word and PDF customisable report outputs
- Drawing annotations
- Set up repeat jobs with the rounds feature
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Download your free 30-day trial |
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