All articles

← Knowledge Base

  1. Accept a Job Invite - Mobile

  2. Accepting a NextMinute User Invite - Mobile

  3. Access Reports

  4. Accounts Filter by Date & Job

  5. Accounts Filter by other dates

  6. Accounts Template Overview - Desktop

  7. Add Materials to a Job - PlaceMakers

  8. Add or Import Your Contacts

  9. Add Payment & Credit Note to Invoice

  10. Add Site for a Job

  11. Add time to Job and/or Task - Desktop

  12. Add time to Job and/or Task - Mobile

  13. Add Your Material Sale Items

  14. Adding & Importing contacts to your account - Desktop

  15. Adding Charges to a Job - Desktop

  16. Adding Charges to a Job - Mobile

  17. Adding Contacts to NextMinute - Mobile

  18. Adding Sale Items to your account - Desktop

  19. Adding Sales items - Mobile

  20. Adding Sub-Contractor time and/or Invoices to a Job

  21. Advanced role Permissions

  22. Archiving & Restoring Contact

  23. Assign Contact Types to a contact - Desktop

  24. Attach files to Quotes, Invoices, Supplier Invoices or Orders

  25. Attach files to your jobs - Desktop

  26. Attach photos, scribbles and notes to your jobs - Mobile

  27. Back-Costing Summary Report

  28. Back-Costing Summary Report by Customer

  29. Basic Business Details Setup

  30. Basic role Permissions

  31. Billables - Delete Selected

  32. Buy Now - Expired Trial

  33. Buy Now - Trial running

  34. Calendar Add task - Desktop

  35. Calendar Map view - Desktop

  36. Calendar View options - Desktop

  37. Cancel a PlaceMakers order

  38. Change Job Status - Mobile

  39. Check for Updates - Android

  40. Check for Updates - ipad

  41. Check for Updates - iphone

  42. Check for Updates - tablet

  43. Connect Your Accounting Software

  44. Create a Job - Desktop

  45. Create a Job - Mobile

  46. Create a Job from a Quote

  47. Create a Job from Job Template

  48. Create a Job Template with Scheduled Tasks

  49. Create a Quote - Desktop

  50. Create a Quote - Mobile

  51. Create a Quote - PlaceMakers

  52. Create a Quote from Pre-Built Templates

  53. Create a Quote using Import file

  54. Create a recurring Task for a Job

  55. Create a Supplier Invoice for an Order against a Job

  56. Create a Task via Job

  57. Create a Task via Scheduled Tasks

  58. Create an Invoice - PlaceMakers

  59. Create an Invoice from a Quote

  60. Create an Invoice from Charges - Desktop

  61. Create an Invoice from Charges - Mobile

  62. Create an Order for a Job

  63. Create an Order for a Supplier from a Quote

  64. Create an Order from a Quote - PlaceMakers

  65. Create an Order from Quote

  66. Create Labour Rates For Your Team

  67. Create Materials when adding Other items

  68. Create new Sale Items within the sale items search fly-out

  69. Creating a Job from a Job Template or Duplication

  70. Default to a certain area of NextMinute when logging in

  71. Delete and Rename Pre-Built Sale Item Templates

  72. Delete Dummy Data

  73. Desktop - Latest version of NextMinute

  74. Easy rescheduling of work and updating tasks for a job

  75. Email Verification Process

  76. Ensuring Location is enabled on Mobile

  77. Export Invoices list

  78. Export options for Quote & Invoices

  79. Export Quotes list

  80. Export Sale Items

  81. Filter accounts list to Include Deleted

  82. Filter accounts lists by due/expiry date range

  83. Filter Job charges by Invoice number

  84. Financial Report

  85. Fixing Invalid Tax Rates

  86. Forgot Password

  87. Getting Directions to the Job - iPad

  88. Getting Directions to the Job - Mobile

  89. Header, Footer, Cover Page and Terms & Conditions Page Templates for Accounts documents

  90. Home - What does the Dashboard provide?

  91. How do I know I have new PlaceMakers Supplier Invoices?

  92. How do Merge Fields work?

  93. How do the printing options work in Invoices and Quotes?

  94. How to archive jobs, find archived jobs and restore - Desktop

  95. How to archive jobs, find archived jobs and restore - Mobile

  96. How to assign 'Customer Specific Rates'

  97. How to assign 'Job Specific Rates' to an individual job

  98. How to assign 'Labour Rates' to Employees

  99. How to avoid duplicated sale items when importing price books

  100. How to change your password via desktop

  101. How To Delete The 'Dummy Data'

  102. How to Enable GPS Tracking

  103. How to end a recurring Task

  104. How to format your Quotes & Invoices - Simple View

  105. How to format your Quotes & Invoices - Simple View incl. Labour Totals

  106. How to schedule recurring Jobs

  107. How to schedule recurring Tasks

  108. How to set your Subscription Default Rates & Markup/Margin

  109. How to use Jobs & Tasks

  110. How to use sections in Quotes

  111. I need to amend my PlaceMakers order

  112. I want to add PlaceMakers Accounts to my NextMinute subscription

  113. Import Jobs

  114. Import line items into an existing Quote

  115. Import PlaceMakers Supplier Invoices into NextMinute

  116. Import Supplier Invoices using CSV file

  117. Importing materials/price books into NextMinute

  118. Integrate with Attache

  119. Integrate with MYOB AccountRight Live

  120. Integrate with MYOB Essentials Live

  121. Integrate with Xero

  122. Integrating Timesheets with MYOB Payroll

  123. Integrating Timesheets With Xero Payroll

  124. Internal Jobs

  125. Invite users to your account - Desktop

  126. Invite Your Team/New Users

  127. Invoice Grid Overview

  128. Invoice link on Timesheets

  129. Invoices - Mark as not Synced

  130. Invoices List Report

  131. Job Actual Charges

  132. Job Planning - Building and amending a plan

  133. Job Planning - The Basics

  134. Job Planning Q&A

  135. Job Sheet Templates

  136. Job Tasks - Assign To

  137. Job Templates

  138. Jobs & Sale Items - Delete Selected

  139. Jobs - Assign To

  140. Jobs and Tasks - how to add

  141. Limit Order to a Single Supplier

  142. Linked Contacts

  143. Make Time Range entry Mandatory Permission

  144. Making Labour charges not billable

  145. Manage User Roles and Permissions

  146. Manage Your Existing Users

  147. Message Templates

  148. Mobile Pin login

  149. Navigation Bar - NEW LOOK!!

  150. Need some help?

  151. NextMinute help for your staff

  152. NextMinute menu overview - iPad

  153. On-site data record - Android

  154. On-site data record - Desktop

  155. On-site data record - iPhone

  156. Orders - Set Status To

  157. Overview of NextMinute's GPS tracker when adding time

  158. PlaceMakers add Supplier Invoice

  159. PlaceMakers Know Me Set Up & Authentication Process

  160. PlaceMakers Ordering

  161. PlaceMakers Ordering - Set Material Length Breakdown

  162. PlaceMakers price book product search

  163. PlaceMakers products - Favourites List

  164. PlaceMakers Supplier Integration - Notification options

  165. PlaceMakers Supplier Invoices - Create Actual Charges

  166. PlaceMakers Supplier invoices - Create Invoice

  167. Pre-Built Sale Item Template

  168. Push Notifications

  169. Quick Add - Supplier Invoice

  170. Quick Add - Supplier Invoice from within Job

  171. Quick tips: What if I invoice in both NextMinute & Xero?

  172. Quote Acceptance

  173. Quote Grid Overview

  174. Quote Import Templates

  175. Quote vs Estimate

  176. Quotes & Invoices Terms & Conditions page

  177. Quotes - Accept & Reject Selected

  178. Quotes List Report

  179. Re-Order line items

  180. Refresh PlaceMakers access token

  181. Sale Items - Update & Remove All Tags

  182. Scheduled Task Views within a Job

  183. Scheduled Tasks - Mobile

  184. Scheduled Tasks views

  185. Search & Assign a Customer to a Job - Mobile

  186. Search & Filter Contacts - Desktop

  187. Search & Filter Jobs - Desktop

  188. Search & Filter Scheduled Tasks

  189. Sending a message - Mobile

  190. Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders

  191. Set a Markup for multiple line items

  192. Set a Markup on Supplier Invoices - PlaceMakers customers

  193. Set default due date for Invoices

  194. Set default expiry date for Quotes

  195. Set default Quote expiry & Invoice due dates for Customers

  196. Setting a Margin for Quotes & Invoices

  197. Setting up Labour Rates for your team

  198. Setup Contact Types

  199. Setup Hardware Supplier Integration - PlaceMakers

  200. Setup Job Pricing Type

  201. Setup Job Statuses

  202. Setup Job Types

  203. Setup Order Vehicle Types - Placemakers

  204. Setup Payment Details to appear on invoices

  205. Setup Priorities

  206. Setup Sale Item Tags

  207. Setup Task Categories

  208. Setup Task Statuses

  209. Setup Units

  210. Start a Free 14-Day Trial

  211. Supplier Invoice Import Templates

  212. Sync Invoice Transactions with MYOB

  213. Sync Invoice Transactions with Xero

  214. Syncing NextMinute invoices with Xero & MYOB

  215. Tagging Sale Item Materials

  216. Timesheet by Job Report

  217. Timesheet Locking Function

  218. Timesheet Payroll View Without Accounting Integration

  219. Timesheets overview

  220. Timesheets overview - iPad

  221. Timesheets overview - Mobile

  222. Upload your Logo - Branding

  223. User Defined Job Numbers

  224. User timesheets must be entered against task - Jobs

  225. Using Pre-Built Templates as kits

  226. Using the timer on Jobs - Mobile

  227. View GPS Data

  228. Viewing Files on Desktop

  229. What are tasks and how are they best used?

  230. What is the difference between Admin users and Mobile users?

  231. Xero Bills Import to NextMinute

Feedback and Knowledge Base

(thinking…)