Quickstart Guide - Getting the most out of your free trial
Magnetize is so simple, you don't actually need this guide
That said, to help you get the most out of your free trial, there are some features that we’d like to show you. Give us a call when you’re done. Let’s go!
Paul, CEO @Magnetize
Download guide as a PDF: Magnetize Quickstart Guide.pdf
Have a go with the demo jobs
When you first jump into Magnetize, you’ll see some demo jobs scheduled on the calendar. Have a play and get a feel for scheduling and rescheduling jobs. They can all be deleted later.
TIP: Click & drag the job card from the edges to extend it across more days.
Add your own job info
Have a go at adding some of your own rates, equipment and staff.
NOTE: if you come onboard with Magnetize, we can bulk-import your data to save you time!
Add a rate
Go to “Finance” and a rate that you normally charge out for (e.g. Digger Day rate). You can even bundle rates together.
Add an item of equipment
Perhaps a truck, excavator or rig from your fleet.
Add another team member
How about someone who also manages jobs and financials? Add them as a full access user too, and they’ll get an email to log in. There’s no limit to the number of users, while you’re on a free trial.
Create, quote and schedule a job
Are you ready to see how jobs work? Magnetize is built so you can create, quote and schedule a new job in literally a few seconds.
Add a new job
From the main menu, click + NEW JOB to create a new job. Have a go at adding a customer, job contact and site address.
Quote it
Select items from your ratebook to quote in seconds. You can also change it to an estimate. Send the quote to your email address to see what your customer would see. Go ahead and “approve” it.
Schedule it
When you’re ready to schedule, jump over to the “Schedule” tab and schedule it for your team and equipment. Tip: schedule the job to yourself for the next step in the mobile app.
Download the mobile app
Now jump over to the App Store (Apple) or Play Store (Andriod), search for “Magnetize” and download the mobile application. Magnetize works across most smart phones, iPads and tablets. Sign in using your Magnetize email address and password.
Staff will use the mobile app to:
- See jobs they're scheduled for
- log their time
- Log consumables and equipment
- Add job notes and photos
- Mark jobs as complete
Log the mahi
Add your time
On the job details screen, scroll down to the scheduled dates and add your time on the job for each day. You’ll also see team mates’ time logged.
Equipment time
Add equipment used, and the hours.
Consumables
See consumables quoted with the job, and add quantities used to the total
Notes and photo
Add notes and photos to the job’s timeline.
When you’re done, hit the button “COMPLETE JOB”
Close and invoice it!
Create the invoice
Back at your computer, the job will now show as “complete”. In the logs tab, you can give it a once over to check the logs are correct. Then create the invoice in a few clicks by reconciling what was quoted vs actuals. If you use a financial management system, such as Xero, talk to us about setting up an integration so you can send your invoices through in a click.
Export time logs for payroll
To export all time log data, jump over to TEAM -> “time logs”.