MagicPlan

MagicPlan

freemium

MagicPlan connects field crews to the office with on-site documentation, damage scoping, photo management, and Xactimate® integration — all in one workflow app.

About

MagicPlan is a purpose-built restoration workflow software designed to bridge the gap between field crews and office teams. With a 4.7-star rating and over 290,000 app store ratings, it is trusted by restoration companies worldwide to streamline how job sites are documented, scoped, and communicated. During a single site walkthrough, technicians can capture job basics, complete checklists and forms, take moisture readings, sketch floor plans, and log initial conditions — all within the same workflow. Photos, videos, and 360° imagery are automatically linked to specific rooms and damage areas, eliminating disorganized photo dumps and mislabeled files. The platform's upcoming Scope of Work feature will allow field teams to build a complete ESX directly on-site from their captured data, including line items, quantities, and room breakdowns — with direct Xactimate® export, removing redundant data entry entirely. Office teams gain real-time visibility into what has been documented without needing to call field crews for status updates, improving team alignment and accelerating the claims and quoting process. Customers have reported saving up to 70% of time previously spent on measuring, drawing, and quoting, and have eliminated the need for return site visits. MagicPlan is ideal for restoration contractors, flooring companies, property damage assessors, and facilities management teams.

Key Features

  • Site Assessment Documentation: Document job basics, damage conditions, moisture readings, and initial logs during a single walkthrough using guided checklists and forms.
  • Organized Visual Documentation: Capture photos, videos, and 360° imagery that automatically link to the correct room and damage area — no sorting or relabeling needed later.
  • Xactimate® Export: Build the scope of work on-site and export a complete ESX file with line items, quantities, and room breakdowns directly to Xactimate®.
  • Real-Time Field-to-Office Sync: Office teams see exactly what field crews have documented in real time, eliminating status update calls and improving team alignment.
  • Floor Plan Sketching: Create accurate floor plan sketches on-site using the mobile app, enabling fast measuring and professional deliverables for clients.

Use Cases

  • Restoration contractors documenting water, fire, or mold damage during initial site assessments to build insurance claims faster.
  • Flooring companies measuring and sketching floor plans on-site to generate accurate, professional quotes without return visits.
  • Commercial damage assessors capturing comprehensive site conditions with photos and 360° imagery for large-scale property claims.
  • Restoration office teams monitoring field crew progress and reviewing documentation in real time without calling for status updates.
  • Facilities managers conducting property condition assessments and logging findings with checklists, photos, and structured forms.

Pros

  • Major Time Savings: Users report up to 70% reduction in time spent on measuring, drawing, and quoting, and frequently eliminate return site visits entirely.
  • Professional Client Reports: Comprehensive, well-organized reports with floor plans and visual documentation improve company credibility and client trust.
  • Seamless Xactimate® Integration: Direct ESX export removes redundant data entry between field documentation and estimating software, reducing errors and saving hours.
  • Highly Rated Mobile App: With 4.7 stars and 290,000+ ratings on the App Store and Google Play, the app is praised for ease of use by field crews.

Cons

  • Scope of Work Feature Not Yet Available: The on-site Scope of Work building and Xactimate® export feature is still listed as 'Coming Soon,' limiting the full end-to-end workflow for now.
  • Industry-Specific Focus: MagicPlan is heavily tailored to restoration and damage assessment workflows, which may make it less suitable for other construction or facility use cases.
  • Full Features Require Paid Plan: Advanced workflow features, team sync, and enterprise integrations are gated behind paid or sales-negotiated subscription tiers.

Frequently Asked Questions

What industries is MagicPlan designed for?

MagicPlan is primarily designed for property restoration companies, damage assessment professionals, flooring contractors, and facilities management teams that need to document job sites and build scopes of work efficiently.

Does MagicPlan integrate with Xactimate®?

Yes. MagicPlan supports direct Xactimate® ESX export. The upcoming Scope of Work feature will allow field teams to build complete scopes on-site that export directly with line items, quantities, and room breakdowns — no re-entry required.

What platforms does MagicPlan support?

MagicPlan is available as a mobile app on iOS (App Store) and Android (Google Play), as well as through a web platform for office-side access and team management.

How does the field-to-office sync work?

Everything documented in the field — photos, sketches, checklists, moisture readings — is instantly visible to the office team through the platform. Office staff can monitor job progress without needing to call field crews for updates.

Can field teams capture 360° photos on-site?

Yes. MagicPlan supports photos, videos, and 360° imagery capture. All media is automatically linked to the specific room and damage area it was captured in, keeping documentation organized without manual sorting.

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