Administrator Guide 2017
Customise your job
Jobs are not an essential part of magic5.  If you do not need work to be sent from the office to an onsite worker, you can skip this step. New forms can be created on the device by the onsite worker as and when they are needed.

  • Log on the the Office Portal

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

  • Create and open your new job

    Click on Job Definistions in the Setup/Maintenance menu, right-click on an existing job definition and select Duplicate from the context menu.   Click on Copy of [job definition name] to open it.

  • Customise existing items

    Click on an item to open the editing window.

    Change the description of an item to fit with your business needs and activate the Mandatory option if data must be entered before the job is created.

    • Text - a simple text entry prompt.
    • List - (eg PoD Service type) opens a list for the office user to select from. The list needs to have been already created (see Adding a List for quick start help and Create list for more detailed information).
    • Date - opens a calendar.
    • Table - allows multiple rows of data to be entered. Additional information must be added on the table tabs.
    • Contact and Phone number items allow selection from customer information lists and free text.
    • Auto-generated value/number creates a new number for each job - this is usually sequential and used for automated job or invoice numbers.  This is an advanced procedure entered in the Advanced tab using a formula similar to the one shown below (along with a sample auto-generated number as it appears when creating a job).
    • Display only information - encourages input of information useful to the device user but which is unchangeable and unnecessary on the report.

  • Add or remove items

    Duplicate, Copy, Paste and Cut by right-clicking on an item and selecting from the context menu. Items can also be added using the Add Item button.

    Duplicated items (and sections, pages, etc) appear at the bottom. To re-order items (etc), click on Rearrange Items (or Sections, etc) and drag items in the window to the required position.

       

  • Rename job definition

    Click on the job definition name to open the editing window.  Change the description to help an office user to identify it when allocating jobs.

    Change the associated template if required.


  • Customise magic5 emails for your Customers

    Make changes to emailed reports - see the magic5 Next Steps guides.