Knowledge Base
NextMinute App
Request Support
Go to Customer Portal
Learning Video Collection
Getting Started
Quick Start Guide
2023 Price Rise Frequently Asked Questions
Setting up & Configuration
General Administration
Integrations (Xero, MYOB, QuickBooks)
Contacts
Sale Items / Price Lists
Templates
Placemakers (NZ Only)
Settings & FAQ
Working with Jobs & Tasks
Job Management
Tasks
Charges
Files
Photos
Messaging
Scheduling & Planning
NextMinute Calendar
Job Planning with a Gantt Chart
Timesheets
Timesheets Overview (Mobile)
Timesheets Overview (Desktop)
To create Timesheet Entries
Timesheet Breaks
Quoting, Ordering, Invoicing and Bills
Quoting
Invoicing
Bills & Supplier Invoices
Purchase Orders
Additional Help with Quotes, Invoices, Bills and Orders
Reports
Job Reporting
Business/Financial Reporting
Timesheet Reporting
Managing Your Team
User Administration
Role Permissions
Learning Video Collection
Most Viewed!
Desktop
Mobile
Timesheets
Managing your team
Scheduling & Planning
Supplier Invoices
Quotes
Invoices
Templates
Orders
Reports
Setup & Configuration
Working with Jobs & Tasks
Back to home
Knowledge Base
Learning Video Collection
Getting Started
Quick Start Guide
2023 Price Rise Frequently Asked Questions
Setting up & Configuration
General Administration
Integrations (Xero, MYOB, QuickBooks)
Contacts
Sale Items / Price Lists
Templates
Placemakers (NZ Only)
Settings & FAQ
Working with Jobs & Tasks
Job Management
Tasks
Charges
Files
Photos
Messaging
Scheduling & Planning
NextMinute Calendar
Job Planning with a Gantt Chart
Timesheets
Timesheets Overview (Mobile)
Timesheets Overview (Desktop)
To create Timesheet Entries
Timesheet Breaks
Quoting, Ordering, Invoicing and Bills
Quoting
Invoicing
Bills & Supplier Invoices
Purchase Orders
Additional Help with Quotes, Invoices, Bills and Orders
Reports
Job Reporting
Business/Financial Reporting
Timesheet Reporting
Managing Your Team
User Administration
Role Permissions
Learning Video Collection
Most Viewed!
Desktop
Mobile
Timesheets
Managing your team
Scheduling & Planning
Supplier Invoices
Quotes
Invoices
Templates
Orders
Reports
Setup & Configuration
Working with Jobs & Tasks
Learning Video Collection
We've got a great collection of videos to teach you how NextMinute works on any device, you will find the collection here!
Most Viewed!
Getting Started - Basic Training
Importing Bills from Xero into NextMinute
Desktop
Accepting a NextMinute Quote from your desktop
Mobile
A basic overview of a user on mobile
Adding charges to a job on the NextMinute App
Using the timer on your mobile device
Sending a message from the NextMinute app
Accepting a user invitation on your mobile device
Creating an invoice from Charges on the NextMinute app
Adding Sales Items on the NextMinute app
Adding photos and notes on your mobile app
Getting Directions to a job through the NextMinute app
How to change the job status on your mobile
How to accept a job invite from your mobile app
Scheduled Tasks on the NextMinure app
On-site GPS Tracking on the NextMinute App
See more
Timesheets
How to lock timesheets - Desktop
Using payroll without an accounting integration
How to - Making time range timesheet entries mandatory
How to - Forcing time to be added to tasks
How to - Adding Sub Contractor time and or Invoices to a Job
Add time to a Job or Task from your mobile.
See more
Managing your team
How to - Manage team member permissions
How to enable GPS tracking on timesheets
Scheduling & Planning
Scheduled Tasks views - Desktop
How to - End a recurring Task
How to - Schedule Recurring Tasks
How to - Schedule Recurring Jobs
How to view the different calendar view options from your desktop
How to - add a task from the calendar (Desktop)
How to - Show calendar in a map (Desktop)
See more
Supplier Invoices
How to - Import Supplier Invoices using CSV file
How to - Quick Add a Supplier Invoice from within Job
Supplier Invoice Bills Import Templates
How to - Quick add a Supplier Invoice
Quotes
How to - Set default expiry date for Quotes
How to - Set customer expiry dates for Quotes & Invoices
How to - Set a Margin for Quotes & Invoices
How to - Set a Markup for multiple line items
Bulk Accepting/Rejecting a quote
Quotes vs Estimates
How to use Pre-built templates as kits
How to - Import line items into an existing Quote
How to - Using sections in Quotes
How to - Create a quote from your desktop
How to - Create a quote from Pre-Built Templates
How to - Create a Quote Variation
How to - Export Quotes list
How to - Export your quote or invoice as a PDF file
See more
Invoices
How to - Set default due date for Invoices
Export Invoices list
How to - Add Payment & Credit Note to Invoice
How to create an Invoice from a Quote
How to - Sync Invoice Transactions from MYOB/Xero/QuickBooks
How to sync NextMinute invoices with Xero/MYOB/QuickBooks
Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders
How to - Format your Quotes & Invoices (Simple View)
How to - Filter accounts lists by due expiry date range
How to - Filter accounts list to include deleted
How to - Delete selected billables
Accounts - Filter by other dates
See more
Templates
How to - Delete and rename Pre Built Sale Item Templates
How to - Create Supplier Invoice Import Templates
How to - Add a Terms & Conditions page to your Quotes and Invoices
Quote Import Template
Accounts Template Overview (Desktop)
See more
Orders
How to - Create a Supplier Invoice for an Order against a Job
How to - Create an Order for a Job
How to - Create an Order for a Supplier from a Quote
How to - Limit Order to a Single Supplier
How to set the status of an order
How to - Re-order line items from an order
See more
Reports
How to - Access Reports
Quote List Report
Invoice List Report
Backcosting Report
Financial Report
How to view - Job Actual Charges Report
Timesheets by Job - Detailed Report
See more
Setup & Configuration
How to setup contact types
How to - Search & Filter Contacts (Desktop)
Linked Contacts
How to - Assign Contact Types to a contact (Desktop)
How to - Assign Customer-Specific Rates
How to - Archiving & Restoring Contact
Adding Contacts to NextMinute ( Mobile)
Adding & Importing contacts to your account (Desktop)
How to use User Defined Job Numbers
How to - Setup Units of Measurement
How to - Add Job Statuses
How to - Add different Job Pricing Types
How to - Add new Job & Task Types
How to - Setup Job & Task Statuses
How to - Setup Job & Task Priorities
How to - Import jobs from an existing system
How to add materials and disbursements pricing list
How to - Delete Dummy Data
How to - Setup Payment Details to appear on your invoices
How to Add or Import Your Contacts
Basic Setup
Integrating Timesheets With Xero Payroll
How to - Categorise Sale Items using 'Tags'
How to - Create Materials when adding Other items
Creating Sale Items from your Desktop
How to - Avoid duplicated sale items when importing price books
How to Update & Remove All Tags from Sales Items
Overview of NextMinute's GPS tracker when adding time (Mobile)
How to - Set default Quote expiry & Invoice due dates for Customers
Creating new Sale Items within the sale items search fly-out
How to - Default to a certain area of NextMinute when logging in
How to - Export Sale Items
How do Merge Fields work, and how can you use them?
How to - Change your password via desktop
How to - Delete Selected Jobs & Sale Items
How to - Add & edit Terms & Conditions Pages
Job Templates
Message Templates
Pre-Built Sale Item Template
See more
Working with Jobs & Tasks
Make Labour charges non-billable
How to - Moving Charges from one Job/Task to another
How to - Filter Job charges by Invoice number
Viewing Files on Desktop
Attach files to your jobs (Desktop)
See more
