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Keep a contact listStore names, companies, contact methods, addresses, tags and customer defaults, and see a contact's invoices, proposals, time and more.
Keep notes and follow-ups on a contactRecord calls and notes on a contact, see their invoices, proposals and meetings over time, and set follow-ups.
Add contacts by pasting JSONCreate several contacts at once, with their emails, phone numbers, addresses and tags, by pasting a JSON document.
Track individual assetsRecord equipment such as laptops, cameras and tools one by one, with its tag, location, condition, files, purchase details and reports.
Check out and assign assetsRecord who is responsible for an asset and who has it now, when it is due back, its condition on return, and maintenance, loss or retirement.
Import and export assets as CSVAdd many assets at once from a CSV file, matching its columns to asset details, and export the asset list to a spreadsheet.
Create and track invoicesBill a saved contact with line items, discounts, tax, tracked time and expenses, then follow each invoice from draft to paid.
Send and configure invoicesEmail an invoice with your own message, send yourself a test, set payment reminders, and set your details, numbering and defaults.
Set up tax rates for invoicesName the taxes you charge, combine them where two apply, and choose a tax rate for each invoice item.
Build an invoice by pasting JSONFill in the invoice form, with all of its line items, from a pasted JSON document.
Record invoice payments and refundsLet customers pay invoices by card, record other payments and refunds, and correct them.
Recurring invoicesInvoice the same lines every month, quarter or year, charge a saved card automatically, and pause, change or end the schedule.
Keep books with AccountingSet up a team's books, read the overview, enter opening balances, keep the chart of accounts, post and reverse journal entries and close a period.
Move books from QuickBooks or XeroImport a chart of accounts and a trial balance exported as CSV from QuickBooks, Xero or another program, then save the opening balances.
Invoices, payments and sales in the booksWhat Accounting adds from Invoicing, Expenses, Store, Forms, Supporters and Stripe, the accounts each uses, and amounts in other currencies.
Import and review bank transactionsAdd bank and card accounts, import statements as CSV, add or match each transaction, split it, record deposits and set rules.
Reconcile a bank or card accountCheck that the books agree with a bank or card statement by ticking each entry the statement shows until the difference is zero.
Enter and pay billsRecord what the business owes suppliers in Accounting, pay it from a bank, card or cash account, enter bills in other currencies and void mistakes.
Repeat a bill or journal entryMake a bill or a hand-entered journal entry repeat every week, month, 3 months or year, and pause, change or stop it on Recurring.
Depreciate fixed assetsKeep a register of equipment, vehicles and property in Accounting, depreciate each one every month, and dispose of it when it is sold or scrapped.
Accounting reports and budgetsRun Profit and Loss, the Balance Sheet, cash flow, trial balance, sales tax and other reports, record tax returns, set budgets and export PDF or CSV.
Give your accountant access to the booksInvite an accountant or bookkeeper as a guest of the team with Accounting, so they keep the books and see nothing else of the team.
Track timeStart a timer or add time already spent, see each day and week, and change, split or delete an entry.
Time Tracking projects, rates and tagsGroup time into projects with a client, an hourly rate, billing rounding and an hour budget, and label entries with tags.
Time reports and exportsTotal time by project, Contact, tag and person for any dates, export it as CSV, and choose what team members can see.
Send documents for signatureUpload a PDF, add signers, place fields, send it, and download the signed copy and its certificate.
Sign a document you were sentOpen the link in the email, complete your fields, and finish or decline.
Signing startersKeep a document with its signer roles, fields and email text as a starter, and start each new signature request from it.
Track expenses and receiptsRecord an expense with its receipt, upload receipts to fill in later, categorize spending and set up categories and payment methods.
Expense totals and exportsSee what was spent by category, project, merchant, Contact or person for any dates, and export expenses as a CSV or with their receipts.
Recurring expensesSet up an expense that repeats, such as a subscription or rent, and confirm the draft Magpie makes on each date.
Reimburse expensesMark an expense reimbursable, group expenses on an expense report for an admin to approve, and record when the money was paid back.
ProposalsWrite a proposal with prices and options, send each client their own link, and have them accept, sign and pay on one page.
Write a proposalAdd and arrange a proposal's sections, write its text, add pictures, video and files, fill in fields, and choose its look.
Prices, packages and payments in a proposalAdd priced lines, optional lines, adjustable quantities and packages to a proposal, and set its discount and payment schedule.
Proposal starters, saved sections and the price listStart proposals from Magpie's starters or your own, keep sections to reuse, and keep a price list to add lines from.
Send a proposalSend a proposal to its recipients, protect it with an access code, follow up, get approval, revise it, extend it or withdraw it.
Acceptance, signing and paymentHow a client accepts and signs a proposal, what they are sent, how the deposit and later payments are invoiced, and what starts with the work.
Proposal activity, questions and reportsSee when a proposal is opened and read, answer the client's questions, choose your notifications and report on what was won.
Create a proposal by pasting JSONThe proposal JSON format: start a proposal or starter from a pasted document, replace a draft's content, or add prices to the price list.
Create a job and publish its pageAdd a job, write its description, and publish its page on your public job board.
Choose the questions on an application formSet which questions applicants answer and what happens to their files.
Review candidates and record outcomesMove applications between stages, add notes, email candidates, and reject, hire or delete.
Schedule interviewsFind a time when the interviewers are free, add the interview to Calendar, and send the candidate an invitation.
Rate candidates with scorecardsRate a candidate in each of a job's categories, recommend for or against, and read the team's scorecards.
Hiring settingsChange your job board's name, introduction and time zone, the confirmation email to applicants, and where candidates' replies go.
AgreementsStart an agreement from the Library, answer its questions on the agreement's page, and send it for signature through E-Signatures.
The Library of standard agreementsWhere the Library's standard agreements come from, the licences they are shared under, and which one to start from.
SAFEs and side letters in the LibraryThe Y Combinator SAFEs and pro rata side letters in the Library, which one to use, who signs them and what they ask.
Create a Client PortalGive a client a private page where they sign in to see the plans and work you share with them.
Make a plan with a clientSet out the goals you and a client are working towards and the steps to reach them, then share the plan in their portal.
Track a client's goalsSet a goal's target and record progress towards it, or mark an outcome achieved, in a Client Portal plan.
Reuse your process with starter plansKeep the goals, stages and steps you take every client through as a starter plan, and start each client's plan from it.
Invite clients to a portalGive a person access to a Client Portal by email, and how they sign in with an email link, a code or a Magpie account.
Share files in a Client PortalShare private files with a portal's clients and receive the files they upload.
Share invoices in a Client PortalShow a client their issued invoices in a portal, where they can open the PDF and pay online.
Share meetings, projects and signature requests in a Client PortalShow a client their meetings, Issues projects, signature requests and proposals in their portal, where they join meetings and sign.
Manage Client Portal accessWho can see and change a portal, and which of your work its clients can see.
Preview a Client PortalSee a portal as its clients see it, before you invite them or share a plan.
Change a Client Portal's details and sectionsRename a portal, change its welcome message, colour and logo, and choose which sections clients see.
Revoke Client Portal accessStop one person, or everyone, from signing in to a Client Portal.
Run each day's opening, closing and checksSet up Daily Operations and its locations, see what needs doing at a location today, and confirm opening and closing.
Client Portal securityHow clients sign in to a portal and what each request checks before it shows them anything.
Keep a logbook and hand over a shiftWrite notes for the next shift in the Daily Operations logbook, choose how long each stays on Today, and hand over at the end of a shift.
Routines and checklistsBuild a routine's steps and schedule, publish it, and complete, check, skip or reopen the checklists it creates.
Record temperaturesAdd temperature points with their limits, record readings, and see what happens when a reading is out of range.
Report and resolve incidentsReport an incident at a location, work through its corrective actions, escalate critical ones, and take equipment out of service.
Reports on checklists, temperatures and incidentsSee how a location's checklists, temperature readings and incidents went over a range of dates, and download them as CSV files.
Plan prep, keep recipes and log wasteWrite recipes from Inventory items, plan and record batches at a location, and log waste so stock stays right.
Keep track of stockRecord what the team keeps in stock and where, add and remove stock, move it between pools, record waste and hold stock back.
Order from suppliers and receive deliveriesAdd suppliers and the items on their lists, order what is running low, send orders, receive deliveries and settle what arrived differently.
Count stockCount what is in a pool, hand the count in and correct stock to what you found, with review for large differences.
Sell Inventory stock in StoreLink a Store product to an Inventory item so its sales come out of a pool and Store shows what the pool holds.
Coach clientsAdd a client, start their coaching, and work with them between sessions: messages, the journal, reminders, reviews and what needs your attention.
Your coachingFor clients: booking sessions, prep, logging habits, finishing actions, answering check-ins and recording progress in your Client Portal.
Coaching programsBuild a program once, start each client on it, and give clients already on it the changes you make later.
Coaching sessionsSet up session types and booking rules, schedule sessions, write private notes and a recap, and mark sessions held.
Charge for coachingSet a price, instalments or monthly payments and an agreement for a client's coaching, and invoice extra sessions.
Create a coaching program by pasting JSONThe coaching program JSON format: a program's goals, stages, habits, check-ins, exercises, resources and messages in one pasted document.
Coaching goalsAgree goals with a client, choose how each is measured, and follow their progress.
Coaching actions and habitsGive a client actions with due dates and habits for most days, and see their wins.
Coaching check-insAsk a client the same questions every week or every day, and see their answers over time.
Coaching library and exercisesGive clients resources to read, watch or work through, and exercises such as a wheel of life or a Form.
Coaching sponsorsLet an organization that sponsors a client's coaching follow it, see only what the client shares, and pay for it.
Export coachingDownload a client's whole coaching record, or every client, program and library item at once.
OutreachSend a series of emails, one person at a time, from your own Mail address, and stop for each person when they reply.
Add people to an Outreach campaignAdd contacts by tag, one by one, or from a file or pasted list; follow each person's stage on a list or a board; and assign people to members.
Coaching cohortsCoach a group through a program together, with group sessions and a conversation.
Coaching program pagesGive a program a public page where people apply for it or join and pay.
How Outreach sendsThe mailbox a campaign sends from, the team's sending route and SMTP server, stopping all sending, the daily cap and send window, failed sends and bounces.
Set up a sending server for OutreachRent a server and add Magpie's key; Magpie sets it up as the team's sending route, then removes its key from the server and destroys its copy.
Unsubscribe, the postal address and the do-not-email listThe unsubscribe link at the end of every Outreach message, your postal address, click tracking, and the team's list of addresses Outreach never emails.
Create an Outreach campaign by pasting JSONThe Outreach campaign JSON format: a campaign's name and its emails, in order, in one pasted document.

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