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 …
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…
