Knowledge Base

← Welcome to the NextMinute support and feedback centre.

  1. Start a trial of NextMinute →

    1. Direct Registration

  2. Getting Started →

    1. Delete Dummy Data
    2. Organisation Details Setup
    3. Setup Payment Details to appear on invoices
    4. Upload your Logo - Branding
    5. Setup Job Types - Lookup Lists

  3. Timesheets →

    1. Timesheets overview
    2. Timesheets overview - Mobile
    3. Timesheets overview - iPad
    4. Add time to Job and/or Task - Desktop
    5. Add time to Job and/or Task - Mobile

  4. Quoting & Invoicing →

    1. Setting a Margin for Quotes & Invoices
    2. Export options for Quote & Invoices
    3. How do the printing options work in Invoices and Quotes?
    4. Set default Quote expiry & Invoice due dates for Customers
    5. Edit Accounts Section Titles and Description - Mobile

  5. Accounting Integration →

    1. Integrate with Attache
    2. Integrate with MYOB Essentials Live
    3. Integrate with MYOB AccountRight Live
    4. Integrate with Xero
    5. Disconnect NextMinute in Xero

  6. User management & Access permissions →

    1. Invite users to your account - Desktop
    2. Accepting a NextMinute User Invite - Mobile
    3. Manage User Roles and Permissions
    4. Manage Users
    5. What is the difference between Admin users and Mobile users?

  7. Job Management →

    1. Create a Job from Job Template
    2. Create a Job - Mobile
    3. Create a Job - Desktop
    4. Create a Job from a Quote
    5. How to use Jobs & Tasks

  8. Templates →

    1. Message Templates
    2. Job Templates
    3. Job Sheet Templates
    4. Header, Footer, Cover Page and Terms & Conditions Page Templates for Accounts documents
    5. Create a Job Template with Scheduled Tasks

  9. Pre-Built Templates →

    1. Pre-Built Sale Item Template
    2. Using Pre-Built Templates as kits
    3. Delete and Rename Pre-Built Sale Item Templates

  10. Upgrade your NextMinute subscription →

    1. Buy Now - Trial running
    2. Buy Now - Expired Trial

  11. Manage Subscription →

    1. Add users to my bill
    2. Edit Card details to pay for subscription
    3. Cancel Subscription

  12. Administration →

    1. NextMinute menu overview - iPad
    2. Need some help?
    3. NextMinute help for your staff
    4. How to change your password via desktop

  13. Accounts →

    1. Accounts Template Overview - Desktop
    2. Making Labour charges not billable
    3. Re-Order line items
    4. Set a Markup for multiple line items
    5. Attach files to Quotes, Invoices, Supplier Invoices or Orders

  14. Invoicing →

    1. Export Invoices list
    2. Create an Invoice from Charges - Desktop
    3. Create an Invoice from Charges - Mobile
    4. Create an Invoice from a Quote
    5. Syncing NextMinute invoices with Xero & MYOB

  15. Quoting →

    1. Create a Quote - Desktop
    2. Create a Quote from Pre-Built Templates
    3. Create a Quote - Mobile
    4. How to use sections in Quotes
    5. Set default expiry date for Quotes

  16. Purchasing from Suppliers →

    1. Limit Order to a Single Supplier
    2. Create an Order for a Supplier from a Quote
    3. Create an Order for a Job
    4. Quick Add - Supplier Invoice
    5. Quick Add - Supplier Invoice from within Job

  17. Calendar Module →

    1. Calendar Map view - Desktop
    2. Calendar Add task - Desktop
    3. Calendar View options - Desktop

  18. Sale Items - Price Lists →

    1. Importing materials/price books into NextMinute
    2. Adding Sale Items to your account - Desktop
    3. How to avoid duplicated sale items when importing price books
    4. Setting up Labour Rates for your team
    5. Export Sale Items

  19. Contacts →

    1. Adding & Importing contacts to your account - Desktop
    2. Assign Contact Types to a contact - Desktop
    3. Search & Filter Contacts - Desktop
    4. How does the contact search functionality work?
    5. Archiving & Restoring Contact

  20. Forgot Password →

    1. Forgot Password

  21. Latest Version of NextMinute →

    1. Check for Updates - iphone
    2. Check for Updates - Android
    3. Check for Updates - ipad
    4. Check for Updates - tablet
    5. Desktop - Latest version of NextMinute

  22. Mobile Pin login →

    1. Mobile Pin login

  23. Task Management →

    1. What are tasks and how are they best used?
    2. Search & Filter Scheduled Tasks
    3. Scheduled Tasks views
    4. How to schedule recurring Jobs
    5. Scheduled Task Views within a Job

  24. Reporting →

    1. Access Reports
    2. Home - What does the Dashboard provide?
    3. Quotes List Report
    4. Invoices List Report
    5. Timesheet by Job Report

  25. GPS Tracking Feature →

    1. How to enable GPS for a subscription
    2. Ensuring Location is enabled on Mobile
    3. Overview of NextMinute's GPS tracker when adding time
    4. On-site data record - Android
    5. On-site data record - iPhone

  26. Bulk Actions Feature →

    1. Billables - Delete Selected
    2. Quotes - Accept & Reject Selected
    3. Jobs & Sale Items - Delete Selected
    4. Jobs - Assign To
    5. Job Tasks - Assign To

  27. PlaceMakers Customer Help Information →

    1. PlaceMakers Know Me Set Up & Authentication Process
    2. Setup Hardware Supplier Integration - PlaceMakers
    3. Create a Quote - PlaceMakers
    4. PlaceMakers price book product search
    5. Add Materials to a Job - PlaceMakers

  28. Purchasing from PlaceMakers - Ordering →

    1. PlaceMakers Ordering
    2. Create an Order from a Quote - PlaceMakers
    3. I need to amend my PlaceMakers order
    4. Cancel a PlaceMakers order
    5. PlaceMakers Ordering - Set Material Length Breakdown

  29. PlaceMakers Invoices →

    1. Import PlaceMakers Supplier Invoices into NextMinute
    2. How do I know I have new PlaceMakers Supplier Invoices?
    3. PlaceMakers Supplier Invoices - Create Actual Charges
    4. PlaceMakers Supplier invoices - Create Invoice
    5. Set a Markup on Supplier Invoices - PlaceMakers customers

  30. Order-IT →

    1. OrderIT - Searching for and adding Materials to an Order

  31. Messaging →

    1. Sending a message - Mobile

  32. All articles →

    1. Adding & Importing contacts to your account - Desktop
    2. Invite users to your account - Desktop
    3. Check for Updates - iphone
    4. Pre-Built Sale Item Template
    5. Message Templates

Feedback and Knowledge Base

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