onboard with ease
Onboard with Ease
Self Starter
- Kick off session
- Magnetic intro & scope, Walkthrough demo, brief system setup overview, & what data we need from you
- Follow up session
- Queries, System Review & Basic system set up guidance
- Pre-go live handholding
Essentials
- Kick off session
- Magnetic intro & scope, Walkthrough demo, brief system setup overview, & what data we need from you
- Data briefing session
- Custom fields config session
- Training sessions
- 5 hours over 3 sessions
- Core data import
- Clients, Users, Item Types, Active Jobs and Tasks
- Pre-go live handholding
- Project planning & coordination
Pro
- Kick off session
- Magnetic intro & scope, Walkthrough demo, brief system setup overview, & what data we need from you
- Data briefing session
- Custom fields config session
- Training sessions
- 8 hours over 4 sessions
- Introduction to workflows
- Training on how workflows are setup & configured
- Core data import
- Clients, Users, Item Types, Active Jobs and Tasks
- Pre-go live handholding
- Project planning & coordination
Popular
Onboarding Packages to Suit Every
Business Need
TAILOR YOUR PACKAGE
Add-Ons
Accounting System Integration
Setup of integration between Magnetic and a supported Accounting System.
Core Data Import
Clients, Suppliers, Users, Item Types, Active Jobs and Tasks, Rate Cards.
Additional Data Import
Time sheets, Cost Estimates, Purchase Orders, Sales Invoices.
Advanced Reporting
Introduction to Magnetics Advanced Reporting module.
API and Integrations
Introduction to Magnetics API and Integrations.
Timeboost
Configuration and training in timeboost.
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