Knowledge Base

← Welcome to the NextMinute support and feedback centre.

  1. Getting Started →

    1. 1. Delete Dummy Data
    2. 2. Connect Your Accounting Software
    3. 3A. Invite Your Team/New Users
    4. 3B. Create Labour Rates For Your Team
    5. 4. Basic Business Details Setup

  2. NextMinute Trial Account →

    1. Start a Free 14-Day Trial
    2. Buy Now - Trial running
    3. Buy Now - Expired Trial
    4. 1. Delete The 'Dummy Data'

  3. 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

  4. 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

  5. Job Planning - Gantt →

    1. Job Planning - The Basics
    2. Jobs and Tasks - how to add
    3. Creating a Job from a Job Template or Duplication
    4. Job Planning - Building and amending a plan
    5. Job Planning Q&A

  6. 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

  7. 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. How to send file attachments with your Invoice

  8. Quoting & Invoicing →

    1. How to format your Quotes & Invoices - Simple View
    2. How to format your Quotes & Invoices - Simple View incl. Labour Totals
    3. Setting a Margin for Quotes & Invoices
    4. How do the printing options work in Invoices and Quotes?
    5. Set default Quote expiry & Invoice due dates for Customers

  9. Reporting →

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

  10. Contacts →

    1. Adding & Importing contacts to your account - Desktop
    2. Assign Contact Types to a contact - Desktop
    3. Search & Filter Contacts - Desktop
    4. Archiving & Restoring Contact
    5. Adding Contacts to NextMinute - Mobile

  11. 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

  12. 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

  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. Accounting Integration →

    1. Integrating Timesheets with MYOB Payroll
    2. Integrating Timesheets With Xero Payroll
    3. Xero Bills Import to NextMinute
    4. Integrate with Attache
    5. Integrate with MYOB Essentials Live

  15. Administration →

    1. NextMinute menu overview - iPad
    2. Timesheet Payroll View Without Accounting Integration
    3. Need some help?
    4. NextMinute help for your staff
    5. How to change your password via desktop

  16. Mobile Pin login →

    1. Mobile Pin login

  17. Forgot Password →

    1. Forgot Password

  18. User management & Access permissions →

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

  19. User Rates →

    1. How to set your Subscription Default Rates & Markup/Margin
    2. How to assign 'Labour Rates' to Employees
    3. How to assign 'Job Specific Rates' to an individual job
    4. How to assign 'Customer Specific Rates'

  20. Lookup Lists →

    1. Setup Job Pricing Type
    2. Setup Job Statuses
    3. Setup Priorities
    4. Setup Task Statuses
    5. Setup Task Categories

  21. 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

  22. Supplier Invoices →

    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

  23. Calendar Module →

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

  24. 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

  25. 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

  26. GPS Tracking Feature →

    1. How to Enable GPS Tracking
    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

  27. 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

  28. 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

  29. 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

  30. 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

  31. Messaging →

    1. Sending a message - Mobile

  32. All articles →

    1. Adding & Importing contacts to your account - Desktop
    2. Check for Updates - iphone
    3. Pre-Built Sale Item Template
    4. Message Templates
    5. What are tasks and how are they best used?

Feedback and Knowledge Base

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