Log on to the Office Portal

Go to app.magic5software.com to login to the office portal.

Your Company Details

Click the Setup/Maintenance menu, then System settings and select Organisation details and logo.

Click on the Change link and browse files on your computer to upload your company logo .

Enter default to and from e-mail addresses.  These are used (as shown below) to avoid having to locate all the addresses in automated e-mails when an administrator changes. See Customise automated report emails for more information.

Enter other company details for display on reports and similar areas.

       

Your Customers

Click the Setup/Maintenance menu, then click on Customers.

Click Add Customer to add an individual customer. Then click the customer name to add location, contact and other details. More information here.

To add a prepared list of customers with location and contact details click on Import from spreadsheet at the bottom of the list of customers. More information here.

Your Users

Click on the Setup/Maintenance menu, then click on Users.

Click Add User to add an individual user. Then click on the user to amend details further. More information here.

Click Import from spreadsheet to add a prepared list of users. Download spreadsheet for importing users.

Your Lists

Click the Setup/Maintenance menu, then click on Lists.

Click Add List to add a new list. More information here.

Click on the List Entries link next to the required list to display the existing list entries then Add Item to add a List Entry Item. More information here.

Your Jobs

Click on the Jobs menu, then click on Unallocated Jobs.

Click on the Add button to add a job (for example 'Add Delivery' - other job names will appear on separate buttons when they become available).

Enter the job details and Save. The job is automatically sent to the user to whom it has been allocated and it will appear in that user's worklist next time they Receive Updates from the device menu.

Click on the Jobs menu, then on Planner to assign and organise jobs using drag 'n' drop. Unallocated jobs appear in the left-hand pane and can be dragged into the date column of the user's row. Click on a panel in the planner to create a new job.

Customise magic5 for your work procedures

Make changes to form templates, reports and job definitions- see the magic5 Next Steps guides.