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Frequently Asked Questions

Explore detailed answers to common questions about our features, pricing, onboarding, and more.

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Getting Started

What is Magnetic?

Magnetic is an all-in-one business management software specifically designed for professional service firms like agencies, architects, and engineers. It helps streamline operations, manage projects, track time, and improve profitability.

Who is Magnetic designed for?

Magnetic is tailored for professional service firms, including marketing and creative agencies, architecture firms, and engineering consultancies, with teams ranging from 5 to 100 employees.

What sets Magnetic apart from competitors like Asana or Monday.com?

Unlike generic project management tools, Magnetic provides deep industry-specific functionality, such as resource optimisation, financial insights, and profitability-focused project management, tailored to professional service firms.

Is Magnetic cloud-based?

Unlike generic project management tools, Magnetic provides deep industry-specific functionality, such as resource optimisation, financial insights, and profitability-focused project management, tailored to professional service firms.

What Support Does Magnetic Provide?

What Features does Magnetic offer?

Magnetic includes CRM, project management, resource planning, time tracking, financial management, and reporting tools, all integrated into a single platform.

Can Magnetic help with time tracking?

Yes, Magnetic offers detailed time-tracking capabilities including a timer start/stop function, allowing teams to log billable and non-billable hours easily, ensuring no time is left unaccounted for.

Does Magnetic have invoicing features?

Yes, you can create, send, and track invoices directly from the platform, linking them to specific projects and clients for accurate financial management.

Can I integrate Magnetic with other tools we use?

Magnetic supports integrations with popular tools like Sage, Xero, , Google Calendar, and more.

Does Magnetic include resource management?

Absolutely! Magnetic helps you assign tasks effectively, balance workloads, and optimise team utilisation for maximum productivity.

Can I invite external users to collaborate on specific projects?

Yes, you can invite external users to collaborate on specific projects.

Can I create recurring projects or templates?

Absolutely! Save time by creating reusable templates for common project types. Learn more about creating reusable templates.

What pricing plans does Magnetic offer?

We offer a Free Plan (Solo, ideal for single users and freelancers), Essentials, Pro and Enterprise Plans for single users, ideal for freelancers, and several subscription plans for teams, with a 14-day free trial for all paid plans.

Are there set up fees?

There are no set up fees on the solo plan. When it comes to the paid plans, we have various packages depending on the level of customisation required. Want to learn more? Book a demo with our knowledgeable team.

Does Magnetic offer discounts for annual billing?

Yes, we offer a 20% discount for businesses that choose to pay annually instead of monthly.

How long does it take to implement Magnetic?

The implementation time varies based on your organisation’s size and requirements but typically ranges from 1 to 4 weeks with our dedicated onboarding support.

Does Magnetic provide training for teams?

Yes, we offer live training sessions, webinars, and an extensive help center with articles and videos to guide your team through the platform.

Can you help migrate data from our old system?

Yes, Magnetic offers build-in tools for data import and our team can assist you getting your data imported.

Do I need to install any software?

No, Magnetic is entirely web-based, meaning you can access it from any browser without any installation required.

What if my team has unique requirements?

Our onboarding team works with you to customise workflows, templates, and settings to match your business processes.

Is my data secure on Magnetic?

Yes, we use industry-standard encryption and security measures to ensure your data is safe and protected at all times.

Does Magnetic comply with GDPR?

Yes, Magnetic is fully compliant with GDPR and other relevant data privacy regulations to ensure the protection of user data.

Can I control who has access to what in my organisation?

Yes, you can define roles and permissions to control access levels for team members, ensuring sensitive data is visible only to the right people.

What happens to my data if I cancel my subscription?

Your data remains accessible for a limited period after cancellation, and you can export your data at any time before the subscription ends.

How can I get support if I face an issue?

You can reach out to our support team via live chat, email, or phone. Our help center also provides a wealth of articles and guides.

What are your support hours?

Our support team is available 24/5, Monday through Friday, to assist with any issues you may encounter.

What should I do if I encounter a bug?

You can report bugs directly through the platform’s support tab or by contacting our support team. Our developers prioritise resolving bugs quickly.

How can I request a new feature?

We welcome your feedback! You can submit feature requests through the platform or to our support team, and we review them each week for future updates.

Frequently Asked Questions

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Frequently Asked Questions

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