FAQs – All links
links to all FAQ pages
1. Free trial
- How does the free trial work?
- Do I need to provide a credit card to qualify for the trial?
- How long does the trial last?
- Do I have access to documentation and support on the trial?
- Can I take advantage of the magic5 Trial and use it for nothing indefinitely?
- Isn’t that a bit arbitrary? How can I feel secure about my data?
- Can I upgrade part way through the trial?
- Will I automatically be billed at the end of the trial?
- Will I automatically be contacted at the end of the trial?
- Is there a limit to the number of users that can have a free trial?
- Are all features and functionality available as part of the free trial?
- What if magic5 ticks most but not all of my boxes?
2. Subscription & Users
- Can I have different users on different subscriptions?
- Is there a minimum or maximum number of users?
- Can I stay on a free trial forever?
- How and when will I be billed?
- How do I cancel my subscription?
- Is there a minimum term contract?
3. Using magic5 features
- Can I add a magic5 Pack to an existing magic5 Professional system?
- Can I store documents in magic5 Professional?
- Can I attach documents to magic5 Professional forms?
- Can I export data in an attractive and readable format to send straight to my customers?
- Can you create a PDF template for me?
- What about other output formats? Can you create them for me?
- Can magic5 send me notifications about a job’s progress?
- Can magic5 send other people notifications about a job’s progress?
- Can magic5 do other things automatically?
- Will magic5 trigger these actions every time for every job?
- What other parts of magic5 can be controlled conditionally?
- What do you mean by contraventions?
- Can a device user choose to answer extra questions while on site?
- Does the device user have to contact head office to have a new job created?
- Does magic5 Professional utilise links with social media?
- How many lists can I have with magic5?
- Can I link my lists?
- Does all of the data collected appear on my report?
- What is a summary form?
- Do I have to show all of my report information on the mobile device?
4. Support
- Do you offer training?
- Do you provide online training, webinars etc?
- Do you offer support?
- What technical support do you provide?
- Do I have to pay for support?
- Where is support coming from?
5. General questions
- What operating system can I use?
- Are there any other device requirements?
- Can I access magic5 Professional on my laptop, tablet or smartphone?
- Can I access magic5 Professional when I’m abroad?
- Do I need to download any software?
- Do you supply mobile devices?
EXISTING CUSTOMER INFORMATION - Can I import contacts & information from Outlook and Excel?
- Can I link a particular contact with an organisation or group?
INTEGRATION WITH EXISTING SYSTEMS - Can jobs logged by our existing back office system be sent to magic5?
- Can the completed jobs then be returned to our existing back office system?
- Do I have to do both import and export?
- Do you have to set up the interface with our existing back office system?
- How versatile is magic5’s interface?
ON-SITE/OFF-SITE WORKING - What happens if we don’t have time to complete everything on the mobile device while on-site?
- Is this only available to the person who started the form on the device?
- Can the originator of the form alert another person that a form requires their attention?
- Forwarded or delegated? What does that mean?
- What do you mean by ‘magic5 Smart text’?
CUSTOMISED SOLUTIONS - Can I have my form not one of yours?
- Can I scan my existing form into magic5?
EMAILS - Can I include attachments with emails?
- Can I upload my own email template?
- Why might I use a plain text version?
- Can you create an email template for me?
- Can magic5 send other people notifications about a job’s progress?
- Can copies and blind copies of my emails be sent automatically?
- Can magic5 do other things automatically?
ESCROW - Can you enter into an Escrow agreement?
6. Data security and transfer
- How do I know my data is safe and secure?
- Can I import data from third party systems?
- Can I export data that can be used elsewhere, even if I no longer use magic5 products?
- Can I export data directly into a third party system such as Sage?
- Can I export data in an attractive and readable format to send straight to my customers?
- Can I import contacts & information from Outlook and Excel?