All articles

  1. 1. Delete Dummy Data

  2. 1. Delete The 'Dummy Data'

  3. 2. Connect Your Accounting Software

  4. 3A. Invite Your Team/New Users

  5. 3B. Create Labour Rates For Your Team

  6. 4. Basic Business Details Setup

  7. 5. Upload your Logo - Branding

  8. 6. Setup Payment Details to appear on invoices

  9. 7. Add Your Material Sale Items

  10. 8. Add or Import Your Contacts

  11. Accept a Job Invite - Mobile

  12. Accepting a NextMinute User Invite - Mobile

  13. Access Reports

  14. Accounts Filter by Date & Job

  15. Accounts Filter by other dates

  16. Accounts Template Overview - Desktop

  17. Add Materials to a Job - PlaceMakers

  18. Add Payment & Credit Note to Invoice

  19. Add Site for a Job

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

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

  22. Adding & Importing contacts to your account - Desktop

  23. Adding Charges to a Job - Desktop

  24. Adding Charges to a Job - Mobile

  25. Adding Contacts to NextMinute - Mobile

  26. Adding Sale Items to your account - Desktop

  27. Adding Sales items - Mobile

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

  29. Advanced role Permissions

  30. Archiving & Restoring Contact

  31. Assign Contact Types to a contact - Desktop

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

  33. Attach files to your jobs - Desktop

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

  35. Back-Costing Summary Report

  36. Back-Costing Summary Report by Customer

  37. Basic role Permissions

  38. Billables - Delete Selected

  39. Buy Now - Expired Trial

  40. Buy Now - Trial running

  41. Calendar Add task - Desktop

  42. Calendar Map view - Desktop

  43. Calendar View options - Desktop

  44. Cancel a PlaceMakers order

  45. Change Job Status - Mobile

  46. Check for Updates - Android

  47. Check for Updates - ipad

  48. Check for Updates - iphone

  49. Check for Updates - tablet

  50. Create a Job - Desktop

  51. Create a Job - Mobile

  52. Create a Job from a Quote

  53. Create a Job from Job Template

  54. Create a Job Template with Scheduled Tasks

  55. Create a Quote - Desktop

  56. Create a Quote - Mobile

  57. Create a Quote - PlaceMakers

  58. Create a Quote from Pre-Built Templates

  59. Create a Quote using Import file

  60. Create a recurring Task for a Job

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

  62. Create a Task via Job

  63. Create a Task via Scheduled Tasks

  64. Create an Invoice - PlaceMakers

  65. Create an Invoice from a Quote

  66. Create an Invoice from Charges - Desktop

  67. Create an Invoice from Charges - Mobile

  68. Create an Order for a Job

  69. Create an Order for a Supplier from a Quote

  70. Create an Order from a Quote - PlaceMakers

  71. Create an Order from Quote

  72. Create Materials when adding Other items

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

  74. Creating a Job from a Job Template or Duplication

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

  76. Delete and Rename Pre-Built Sale Item Templates

  77. Desktop - Latest version of NextMinute

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

  79. Email Verification Process

  80. Ensuring Location is enabled on Mobile

  81. Export Invoices list

  82. Export Quotes list

  83. Export Sale Items

  84. Filter accounts list to Include Deleted

  85. Filter accounts lists by due/expiry date range

  86. Filter Job charges by Invoice number

  87. Financial Report

  88. Fixing Invalid Tax Rates

  89. Forgot Password

  90. Getting Directions to the Job - iPad

  91. Getting Directions to the Job - Mobile

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

  93. Home - What does the Dashboard provide?

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

  95. How do Merge Fields work?

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

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

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

  99. How to assign 'Customer Specific Rates'

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

  101. How to assign 'Labour Rates' to Employees

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

  103. How to change your password via desktop

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

  175. Quote Acceptance

  176. Quote Grid Overview

  177. Quote Import Templates

  178. Quote vs Estimate

  179. Quotes - Accept & Reject Selected

  180. Quotes & Invoices Terms & Conditions page

  181. Quotes List Report

  182. Re-Order line items

  183. Refresh PlaceMakers access token

  184. Sale Items - Update & Remove All Tags

  185. Scheduled Task Views within a Job

  186. Scheduled Tasks - Mobile

  187. Scheduled Tasks views

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

  189. Search & Filter Contacts - Desktop

  190. Search & Filter Jobs - Desktop

  191. Search & Filter Scheduled Tasks

  192. Sending a message - Mobile

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

  194. Set a Markup for multiple line items

  195. Set a Markup on Supplier Invoices - PlaceMakers customers

  196. Set default due date for Invoices

  197. Set default expiry date for Quotes

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

  199. Setting a Margin for Quotes & Invoices

  200. Setting up Labour Rates for your team

  201. Setup Contact Types

  202. Setup Hardware Supplier Integration - PlaceMakers

  203. Setup Job Pricing Type

  204. Setup Job Statuses

  205. Setup Job Types

  206. Setup Order Vehicle Types - Placemakers

  207. Setup Priorities

  208. Setup Sale Item Tags

  209. Setup Task Categories

  210. Setup Task Statuses

  211. Setup Units

  212. Start a Free 14-Day Trial

  213. Supplier Invoice Import Templates

  214. Sync Invoice Transactions with MYOB

  215. Sync Invoice Transactions with Xero

  216. Syncing NextMinute invoices with Xero & MYOB

  217. Tagging Sale Item Materials

  218. Timesheet by Job Report

  219. Timesheet Locking Function

  220. Timesheet Payroll View Without Accounting Integration

  221. Timesheets overview

  222. Timesheets overview - iPad

  223. Timesheets overview - Mobile

  224. User Defined Job Numbers

  225. User timesheets must be entered against task - Jobs

  226. Using Pre-Built Templates as kits

  227. Using the timer on Jobs - Mobile

  228. View GPS Data

  229. Viewing Files on Desktop

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

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

  232. Xero Bills Import to NextMinute

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