magic5 Document Library - your own library of documents in your hand
Setting up a Document Library in magic5 isn't difficult, although it may require some concentration if your needs are complicated!
Consider the documents that you would like to make available to your workforce. These might be internal, such as Standard…
The magic5 User Guide 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.
When all else fails, read the manual!
Everyone feels that they should be able to complete tasks…
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…
Keeping customers informed
Email alerts - automated or optional.
Automated reminders for invoicing or outstanding follow-up work.
Email professional looking PDF reports.
Email Excel spreadsheets including photos.
Bulk PDFs for O&M manuals.
Marked up drawings.
Create login to an online user account.
Instant customer access to released reports.
Managing customers online
…
Job creation is easy with magic5
Single click to create a job.
Single click to create the 'next' one.
Entry fields tailored for maximum efficiency.
Drag 'n' drop planner option available.
High visibility of jobs in progress
Clear list view of jobs at different statuses
Customisable columns for each job definition
Powerful filtering
Calendar view planner option available.
10+ job…
View immediately on completion
Reports can be sent automatically once completed on a device.
Alternatively, a device user can send them manually when ready.
Data items can be marked as mandatory, preventing the final report being sent until they are completed.
However, interim reports may still be sent.
When received, reports can be e-mailed automatically to…
Control workflow
Allocate jobs from the office with magic5's back office functionality.
New forms can also be started from the device, with no job involved.
Use whichever method suits your workflow.
Or use both to give you control and flexibility.
Managing workflow
Create a job with customer details plus other useful information.
Allocate a job to an…
Modify or create your own forms
Duplicate and amend existing templates
Create your own templates from scratch
Collect the information that you want
Insert new data item types where you need them
Move or delete data item types from the template to improve flow
Use your wording for input prompts and button text
Allow parts of the template…
Data gathering is easy with magic5 Professional
Use job lists created in the office or start forms on-site as necessary.
New and amended items downloaded in one click.
Forms can be completed without a data connection (once downloaded) in any order and can be completed in one or more stages.
Fixed, lookup and calculated…
Photo capture buttons can be added anywhere in magic5,.
There is no limit to the number of photos that can be added from a form.
Photos are typically used to act as evidence of work done for customers, but are also useful in forms requesting assistance from office users or colleagues.
magic5 captures real-time…