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← Knowledge Base

  1. 1. How to Delete Dummy Data

  2. 2. How to connect your Accounting Software

  3. 3. How to invite Your Team & set up their Labour Rates

  4. 4. Basic Business Details & Logo Setup

  5. 5. Setup Payment Details to appear on invoices

  6. 6. How to Add Your Material Sale Items

  7. 7. How to Add or Import Your Contacts

  8. Accept a Job Invite - Mobile

  9. Accepting a NextMinute User Invite - Mobile

  10. Access Reports

  11. Accounts Filter by Date & Job

  12. Accounts Filter by other dates

  13. Accounts Template Overview - Desktop

  14. Add Materials to a Job - PlaceMakers

  15. Add Payment & Credit Note to Invoice

  16. Add Site for a Job

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

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

  19. Adding & Importing contacts to your account - Desktop

  20. Adding Charges to a Job - Desktop

  21. Adding Charges to a Job - Mobile

  22. Adding Contacts to NextMinute - Mobile

  23. Adding Sale Items to your account - Desktop

  24. Adding Sales items - Mobile

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

  26. Advanced role Permissions

  27. Archiving & Restoring Contact

  28. Assign Contact Types to a contact - Desktop

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

  30. Attach files to your jobs - Desktop

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

  32. Back-Costing Summary Report

  33. Back-Costing Summary Report by Customer

  34. Basic role Permissions

  35. Billables - Delete Selected

  36. Buy Now - Expired Trial

  37. Buy Now - Trial running

  38. Calendar Add task - Desktop

  39. Calendar Map view - Desktop

  40. Calendar View options - Desktop

  41. Cancel a PlaceMakers order

  42. Change Job Status - Mobile

  43. Check for Updates - Android

  44. Check for Updates - ipad

  45. Check for Updates - iphone

  46. Check for Updates - tablet

  47. Create a Job - Desktop

  48. Create a Job - Mobile

  49. Create a Job from a Quote

  50. Create a Job from Job Template

  51. Create a Job Template with Scheduled Tasks

  52. Create a Quote - Desktop

  53. Create a Quote - Mobile

  54. Create a Quote - PlaceMakers

  55. Create a Quote from Pre-Built Templates

  56. Create a Quote using Import file

  57. Create a Quote Variation

  58. Create a recurring Task for a Job

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

  60. Create a Task via Job

  61. Create a Task via Scheduled Tasks

  62. Create an Invoice - PlaceMakers

  63. Create an Invoice from Charges - Desktop

  64. Create an Invoice from Charges - Mobile

  65. Create an Order for a Job

  66. Create an Order for a Supplier from a Quote

  67. Create an Order from a Quote - PlaceMakers

  68. Create an Order from Quote

  69. Create Materials when adding Other items

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

  71. Creating a Job from a Job Template or Duplication

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

  73. Delete and Rename Pre-Built Sale Item Templates

  74. Delete The 'Dummy Data'

  75. Desktop - Latest version of NextMinute

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

  77. Email Verification Process

  78. Ensuring Location is enabled on Mobile

  79. Export Invoices list

  80. Export Quotes list

  81. Export Sale Items

  82. Filter accounts list to Include Deleted

  83. Filter accounts lists by due/expiry date range

  84. Filter Job charges by Invoice number

  85. Financial Report

  86. Fixing Invalid Tax Rates

  87. Forgot Password

  88. Getting Directions to the Job - iPad

  89. Getting Directions to the Job - Mobile

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

  91. Home - What does the Dashboard provide?

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

  93. How do Merge Fields work?

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

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

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

  97. How to assign 'Customer Specific Rates'

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

  99. How to assign 'Labour Rates' to Employees

  100. How to attach photos/files to your Quotes & Invoices to send to your customer

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

  102. How to change your password via desktop

  103. How to create an Invoice from a Quote

  104. How to Enable GPS Tracking

  105. How to end a recurring Task

  106. How to extract your Quote/Invoice as a PDF File

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

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

  109. How to schedule recurring Jobs

  110. How to schedule recurring Tasks

  111. How to send file attachments with your Invoice

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

  113. How to use Jobs & Tasks

  114. How to use sections in Quotes

  115. I need to amend my PlaceMakers order

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

  117. Import Jobs

  118. Import line items into an existing Quote

  119. Import PlaceMakers Supplier Invoices into NextMinute

  120. Import Supplier Invoices using CSV file

  121. Importing materials/price books into NextMinute

  122. Integrate with Attache

  123. Integrate with MYOB AccountRight Live

  124. Integrate with MYOB Essentials Live

  125. Integrate with Xero

  126. Integrating Timesheets with MYOB AccountRight Payroll

  127. Integrating Timesheets With Xero Payroll

  128. Internal Jobs

  129. Invite users to your account - Desktop

  130. Invoice Grid Overview

  131. Invoice link on Timesheets

  132. Invoices - Mark as not Synced

  133. Invoices List Report

  134. Job Actual Charges

  135. Job Planning - Building and amending a plan

  136. Job Planning - The Basics

  137. Job Planning Q&A

  138. Job Sheet Templates

  139. Job Tasks - Assign To

  140. Job Templates

  141. Jobs - Assign To

  142. Jobs & Sale Items - Delete Selected

  143. Jobs and Tasks - how to add

  144. Limit Order to a Single Supplier

  145. Linked Contacts

  146. Make Time Range entry Mandatory Permission

  147. Making Labour charges not billable

  148. Manage User Roles and Permissions

  149. Manage Your Existing Users

  150. Message Templates

  151. Mobile Pin login

  152. Navigation Bar - NEW LOOK!!

  153. Need some help?

  154. NextMinute help for your staff

  155. NextMinute menu overview - iPad

  156. On-site data record - Android

  157. On-site data record - Desktop

  158. On-site data record - iPhone

  159. Orders - Set Status To

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

  161. PlaceMakers add Supplier Invoice

  162. PlaceMakers Know Me Set Up & Authentication Process

  163. PlaceMakers Ordering

  164. PlaceMakers Ordering - Set Material Length Breakdown

  165. PlaceMakers price book product search

  166. PlaceMakers products - Favourites List

  167. PlaceMakers Supplier Integration - Notification options

  168. PlaceMakers Supplier Invoices - Create Actual Charges

  169. PlaceMakers Supplier invoices - Create Invoice

  170. Pre-Built Sale Item Template

  171. Push Notifications

  172. Quick Add - Supplier Invoice

  173. Quick Add - Supplier Invoice from within Job

  174. Quote Acceptance

  175. Quote Grid Overview

  176. Quote Import Templates

  177. Quote vs Estimate

  178. Quotes - Accept & Reject Selected

  179. Quotes & Invoices Terms & Conditions page

  180. Quotes List Report

  181. Re-Order line items

  182. Refresh PlaceMakers access token

  183. Sale Items - Update & Remove All Tags

  184. Scheduled Task Views within a Job

  185. Scheduled Tasks - Mobile

  186. Scheduled Tasks views

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

  188. Search & Filter Contacts - Desktop

  189. Search & Filter Jobs - Desktop

  190. Search & Filter Scheduled Tasks

  191. Sending a message - Mobile

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

  193. Set a Markup for multiple line items

  194. Set a Markup on Supplier Invoices - PlaceMakers customers

  195. Set default due date for Invoices

  196. Set default expiry date for Quotes

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

  198. Setting a Margin for Quotes & Invoices

  199. Setting up Labour Rates for your team

  200. Setup Contact Types

  201. Setup Hardware Supplier Integration - PlaceMakers

  202. Setup Job Pricing Type

  203. Setup Job Statuses

  204. Setup Job Types

  205. Setup Order Vehicle Types - Placemakers

  206. Setup Priorities

  207. Setup Sale Item Tags

  208. Setup Task Categories

  209. Setup Task Statuses

  210. Setup Units

  211. Start a Free 14-Day Trial

  212. Supplier Invoice Import Templates

  213. Sync Invoice Transactions with MYOB

  214. Sync Invoice Transactions with Xero

  215. Syncing NextMinute invoices with Xero & MYOB

  216. Tagging Sale Item Materials

  217. Timesheet Locking Function

  218. Timesheet Payroll View Without Accounting Integration

  219. Timesheets by Job (Detailed) Report

  220. Timesheets overview

  221. Timesheets overview - iPad

  222. Timesheets overview - Mobile

  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

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