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Nenvik Help Centre

Find the right action, setting, or workflow.

Find practical Nenvik guides for signup, billing, quotes, jobs, crew tasks, customer access and website setup, with steps and troubleshooting help.

Help navigatorRole-aware

Start with the right workspace

01 · OwnerReview business defaultsSettings → Company
02 · OfficePlan and assign workCalendar → Dispatch
03 · FieldComplete today’s workMy Day → Assigned Job
PrerequisitesPermissionsStepsTroubleshooting
Illustrative Help search using maintained role and navigation mappings.

Start by role

Each person starts in the workspace built for their work.

Nenvik keeps Staff, Field Worker, and Customer identities separate. These guides explain what each role can expect before they start changing records.

Owners

Set up your business, team, website and billing, then follow your first job from enquiry to invoice.

Open role guide

Office teams

Move work from Lead to Quote, Job, Invoice, Payment, scheduling, and review.

Open role guide

Field Workers

Use My Day and My Jobs to understand assigned work, progress, time, materials, and evidence.

Open role guide

Customers

Use the separate Customer Portal for eligible Quotes, Jobs, Invoices, decisions, and account information.

Open role guide

Search the knowledge base

52 maintained guides, structured for people and assistants.

Search by task, role, feature or problem. Each guide explains what you need, where to go, the steps to take and how to get help.

52 guides

Getting started (7 guides)
Getting startedAvailable

I didn’t get my verification or activation email

Find a missing signup email, understand the two verification and activation steps, and get help safely if the latest link is missing or expired.

Getting startedAvailable

Personalise Today and Financial Overview

Arrange the live Today and Financial Overview workspaces, use permission-checked widgets, and understand secure availability and online save rules.

Getting startedAvailable

Set up Nenvik for your business

A practical setup checklist for Owners before the team starts creating live customer work.

Getting startedAvailable

Find the right workspace for your role

Understand where Owners, Office Staff, Field Workers, and Customers complete their work.

Getting startedAvailable

Search authorised records and start work quickly

Use the command menu to find available records, pages, and creation actions without crossing Company or permission boundaries.

Getting startedAvailable

Start signup and verify your email

Verify your email, review the current signup documents, and acknowledge them before your business account is created.

Customers & sales (3 guides)
Customers & salesAvailable

Move from a Lead to an accepted Job

Capture an enquiry, connect the Customer, prepare a Quote, and create the operational Job.

Customers & salesAvailable

Create, publish, and respond to a Quote

Build a Quote, verify its totals, publish the customer document, and record the response.

Jobs & scheduling (11 guides)
Jobs & schedulingAvailable

Manage private files across business records

Upload safe versioned files, link them to exact records, and keep private staff evidence separate from Customer Portal publication.

Jobs & schedulingAvailable

Publish Job Change Orders for customer approval

Freeze an exact Job scope and price change, collect a Customer Portal decision, and keep saved, read-only signature evidence with the published revision.

Jobs & schedulingAvailable

Plan and dispatch a Job

Create the operational record, choose the location, schedule work, and assign eligible team members.

Jobs & schedulingAvailable

Create a private Job evidence package

Download a private ZIP of job records with a list of included and excluded items. Downloading does not share it with the customer.

Jobs & schedulingAvailable

Send an on-the-way customer update

Send an on-the-way job email to a checked customer address and review the delivery result.

Jobs & schedulingAvailable

Track consumable Inventory safely

Create consumable items and locations, then track every stock change in a permanent movement history.

Jobs & schedulingAvailable

Receive orders and use safe replenishment suggestions

Record partial deliveries in the stock history. Review replenishment suggestions before creating a draft order; no purchase or message is made automatically.

Jobs & schedulingAvailable

Review work that needs your attention

Find submitted work, corrections and requests, then open the relevant record to make a decision.

Jobs & schedulingAvailable

Use Building Calculators safely

Use building calculators, save the results and add a checked result to an estimate or draft quote without sending it to a customer.

Field work (5 guides)
Field workAvailable

Dictate and review text safely

Use supported voice dictation to draft text, then review it before saving. Dictation does not change who can edit the field.

Invoices & payments (14 guides)
Invoices & paymentsAvailable

Pricing and billing FAQ

Find answers about Nenvik pricing, GST, your trial, payment cards, cancellation, refunds, extra users and optional SMS credit packs.

Invoices & paymentsAvailable

Find a tax invoice or update your billing details

Find Nenvik subscription invoices and check how to update the billing email, business tax details or card through the Owner’s billing portal.

Invoices & paymentsAvailable

Connect Stripe and take card payments

Connect your business’s own Stripe account, share secure invoice links and understand card payments, processing fees, payouts and refunds.

Invoices & paymentsAvailable

Set up Suppliers and catalogue evidence

Create the Supplier record, keep optional source references and import catalogue evidence. Supplier account connections and live catalogue exchange are not available.

Invoices & paymentsAvailable

Create, revise and approve Purchase Orders

Create a Purchase Order from a draft or approved Purchase Request, then record its issue separately from sending it to a Supplier.

Invoices & paymentsAvailable

Review and resolve Expense Claims

Approve, reject or request correction with explicit evidence and exactly-once Expense conversion.

Invoices & paymentsComing soon

Check accounting connection availability

Check the support available for Xero, QuickBooks or MYOB before relying on an accounting connection. Contact us if you need help.

Invoices & paymentsAvailable

Manage your Nenvik subscription

Review the Owner-only Subscription & plan page, eligible plan choices, trial, seats, SMS credits, billing evidence, and cancellation request.

Invoices & paymentsAvailable

Read Financial Overview data products

Use exact fixed financial widgets without confusing operational evidence with accounting profit, tax advice or forecasts.

Invoices & paymentsAvailable

Build a Custom BI report

Save reusable financial views from the closed Financial Overview catalogue without creating a second set of financial records or custom formulas.

Invoices & paymentsAvailable

Use a promotion or access code

Use an eligible access or discount code for your Nenvik subscription. Check what the code covers and review the confirmed plan benefit.

Customer Portal (5 guides)
Customer PortalAvailable

Use the Customer Portal

Choose the correct business account and use customer-safe Quotes, Jobs, Invoices, service requests, profile, Service Site, and security tools.

Customer PortalAvailable

Submit a Customer Portal service request

Ask the business to review new work and follow a customer-safe status without creating a duplicate Customer record.

Customer PortalAvailable

Request Customer Portal Service Site changes

Review customer-safe Sites and request creation, correction, or archival without directly changing operational records.

Customer PortalAvailable

Track Customer Assets and service history

Register Customer-owned equipment by Service Site, keep permanent service history and share only approved Portal summaries.

Website & growth (2 guides)
Website & growthAvailable

Set up the optional Business Website

Prepare business-owned pages, media, enquiries, SEO facts, preview, and publication without mixing them with the Nenvik product website.

Account & security (5 guides)
Account & securityAvailable

Review and export business activity

Review business activity you can access and download up to 1,000 rows as a CSV without including private message details.

Account & securityAvailable

Use the Staff Notification Centre

Review permission-aware operational alerts, open their original records safely, and manage optional topic preferences.

Account & securityAvailable

Troubleshoot safely and contact support

Collect useful, non-sensitive evidence and distinguish access, availability, validation, and temporary failures.

Current capabilities

84 current capability guides.

Check each feature’s availability. Your plan, role and account setup determine access. AI Operator and accounting connections are marked Coming soon with no promised delivery date.

86 capabilities

Win work (10 capabilities)

Win work

Keep enquiries and quotes together.

Take enquiries through to accepted quotes without losing customer details.

Less retyping as an enquiry becomes a job.

Lead capture

Available

Save enquiries with contact details, the work needed, notes and where they came from.

Open capability guide

Lead pipeline

Available

Track enquiries from first contact through to won or lost work.

Open capability guide

Customer CRM

Available

Keep customer details, notes, quotes, jobs, invoices and payments together.

Open capability guide

Service Sites

Available

Save customer work locations and keep the address used for each job.

Open capability guide

Quote builder

Available

Build quotes with item quantities, prices, tax, terms and calculated totals.

Open capability guide

Secure Quote delivery

Available

Send customers a private quote link and keep the sent version separate from later edits.

Open capability guide

Customer Quote decisions

Available

Let customers accept or decline a sent quote and save their decision.

Open capability guide

Quote-to-Job conversion

Available

Create a linked job from an accepted quote without typing the details again.

Open capability guide
Run work (16 capabilities)

Run work

Plan jobs and keep the team organised.

Schedule jobs, assign the crew and track equipment and stock.

Office and crew can follow the same job.

Job management

Available

Keep job details, priority, customer, site, schedule, crew and billing together.

Open capability guide

Job completion and closeout

Available

Review the crew’s submitted work before closing the job and sharing progress.

Open capability guide

Day, Week, and Agenda calendar

Available

See scheduled jobs and assigned workers by day, week or agenda.

Open capability guide

Dispatch workspace

Available

Plan crew assignments and move unscheduled work into the calendar.

Open capability guide

Worker availability

Available

Check working hours and scheduling conflicts before assigning work.

Open capability guide

Task crew assignment

Available

Assign a task to crew members already working on that job.

Open capability guide

Operational Site Contacts

Available

Keep site contact details with the work for team members who have access.

Open capability guide

Verified directions

Available

Open directions from the saved job location or check the address first.

Open capability guide

Hold, block, and resume

Available

Pause work, record why it is held up and resume with a clear history.

Open capability guide

Recurring service and agreements

Available

Manage service agreements and plans for repeat work; schedule each visit through the job workflow.

Open capability guide

Company asset register

Available

Register business equipment, label it and track who has it and where it is.

Open capability guide

Inventory operations

Available

Record stock received, used, returned, moved and counted at each location.

Open capability guide

Customer and Service Site assets

Available

Track customer equipment and service history, sharing only the details you choose.

Open capability guide

Asset and Inventory operational reporting

Available

Review equipment and stock activity with clear dates and quantities.

Open capability guide
Field work (16 capabilities)

Field work

Give the crew the details they need.

Use the web app on a phone for assigned jobs, photos, forms and time.

Work records are ready for office review.

Assignment progress

Available

Start work, record progress and submit it for office review.

Open capability guide

Simple checklists

Available

Complete required checklist items and keep a copy with the submitted work.

Open capability guide

Materials used

Available

Record materials used on an assignment without showing private business costs.

Open capability guide

Private work photos

Available

Attach work photos that stay private until the business chooses to share them.

Open capability guide

Issues, damage, and Work Diary

Available

Log issues, damage and work notes against the job.

Open capability guide

Categorised photo evidence

Available

Organise job photos by category to make review easier.

Open capability guide

Advanced forms

Available

Complete job forms with text, numbers, dates, checkboxes and choice fields.

Open capability guide

Completion signatures

Available

Save a typed or drawn signature with the submitted work.

Open capability guide

Private Job documents

Available

Give assigned workers access to the document versions shared with them.

Open capability guide

Supervisor review

Available

Review submitted checklists, photos, forms, time and signatures; approve or ask for corrections.

Open capability guide

Work, Break, and Travel timers

Available

Track work, break and travel separately, with pause, resume and correction history.

Open capability guide

Weekly timesheets

Available

Prepare weekly timesheets from recorded time and submit them for review. This is not payroll.

Open capability guide
Get paid (13 capabilities)

Get paid

Invoice work and track payments.

Keep invoices, payments, expenses and job costs linked to the work.

See what is owing and which costs are recorded.

Invoice builder

Available

Build invoices for a customer or job and use linked quote items as a starting point.

Open capability guide

Invoice issue and publication

Available

Keep a copy of the invoice you issued while showing the current amount owing separately.

Open capability guide

Invoice PDFs

Available

Give customers a private, printable copy of their issued invoice.

Open capability guide

Manual payment records

Available

Record full or part payments, dates, methods and corrections, with the remaining invoice balance.

Open capability guide

Customer payment history

Available

Let customers see their recorded payments and current balance in the portal.

Open capability guide

Job costing

Available

Bring labour, material and expense costs together and show when cost details are missing.

Open capability guide

Finance and reporting

Available

Review unpaid invoices, collected payments, upcoming work and job costs from your business records.

Open capability guide

Expense document intake

Available

Attach private receipts and expense documents for review.

Open capability guide

Estimate versus actual

Available

Compare planned labour, materials and costs with the actual job records.

Open capability guide

Operations dashboard and Work Review Inbox

Available

See work needing review, including time, expenses and cost differences.

Open capability guide

Xero, QuickBooks, and MYOB

Coming soon

Accounting connections are not advertised as available. Contact us to check support for the accounting software you use.

Open capability guide

Subscriptions and recurring billing

Available

Manage your Nenvik subscription, extra users and SMS packs. Customer invoice payments remain separate.

Open capability guide
Customers & team (15 capabilities)

Customers & team

Give each person the right access.

Owners, staff, crew and customers see the records shared with their role.

Keep customer information and private business records separate.

Team invitations

Available

Invite staff to your business and keep a record of their access.

Open capability guide

Roles and capabilities

Available

Choose what owners, office staff and field workers can view and change.

Open capability guide

Role-specific Console

Available

Give each team member navigation and actions suited to their role.

Open capability guide

Customer Portal invitations

Available

Invite customers to a separate portal for the records you share.

Open capability guide

Multi-business account selection

Available

Let customers switch between businesses they deal with while keeping those records separate.

Open capability guide

Portal Quotes, Jobs, and Invoices

Available

Share quotes, invoices and selected job progress with the right customer.

Open capability guide

Profile change requests

Available

Let customers request detail changes for your business to review.

Open capability guide

Portal notifications

Available

Show customers updates about their shared records without exposing private crew notes.

Open capability guide

Password recovery and account security

Available

Recover account access through the correct staff or customer sign-in flow.

Open capability guide

Lifecycle email foundations

Available

Send account invitations, password recovery and supported document and job messages.

Open capability guide

Staff Notification Centre

Available

Keep work alerts together with read status and links to records you can access.

Open capability guide

On-the-way customer communication

Available

Send an on-the-way update using supported channels, customer contact choices and delivery checks.

Open capability guide

Search and quick create

Available

Find records you can access and quickly start common tasks.

Open capability guide

MFA and active-session management

Available

Protect sign-in with an extra verification step and review or sign out active sessions.

Open capability guide

Self-service signup

Available

Create a business account, verify your email and activate it. An eligible owner’s 15-day trial starts after account activation, with no card required.

Open capability guide
Website & growth (12 capabilities)

Website & growth

Bring website enquiries into your business.

Manage your business website and connect quote requests to customer work.

One place for website content and enquiries.

Multi-page Business Website

Available

Manage your home, services, areas, projects, about, FAQ, contact and quote request pages.

Open capability guide

Website Studio

Available

Manage website design, content, photos, preview and publishing in one place.

Open capability guide

Themes and brand controls

Available

Choose a website theme and colours to suit your business.

Open capability guide

Content and visibility controls

Available

Edit services, projects, areas, FAQs and contact details; choose which pages to show.

Open capability guide

Public media library

Available

Manage website photos separately from private job and customer documents.

Open capability guide

CRM-connected quote requests

Available

Turn a website quote request into an enquiry in your business records.

Open capability guide

Preview and publication recovery

Available

Preview website changes before publishing and see what to fix if publishing fails.

Open capability guide

Technical SEO workspace

Available

Manage page titles, descriptions and search settings, and review website issues.

Open capability guide

AI-discovery workspace

Available

Prepare clear business facts for search tools and assistants. Rankings and mentions are not guaranteed.

Open capability guide

Website statistics

Available

Review recorded website visits and enquiry activity without invented results.

Open capability guide

Reviews and reputation

Available

Request, review and publish customer feedback from completed work with their consent.

Open capability guide

Completed-work growth loop

Available

Create a website draft from an approved job photo, then review it before publishing.

Open capability guide
Messages & assistance (3 capabilities)

Messages & assistance

Keep communication clear.

Supported message settings are available. AI tools remain coming soon.

Check availability before planning how to use a feature.

AI Operator

Coming soon

AI Operator is coming soon and is not available. No delivery date is announced.

Open capability guide

Configurable lifecycle automation

Available

Configure supported message recipes, channels and delivery windows. Saving these settings alone does not send messages.

Open capability guide

SMS messages

Available

SMS is supported for selected messages with purchased credits and customer contact permission. Other channels are not included in this claim.

Open capability guide
Building calculators (1 capabilities)

Building calculators

Building calculators

Building calculators are available. The wider construction project tools are coming soon.

Save a calculation and review it before adding it to a quote.

Practical calculation sheets

Available

Use 21 building calculators, save results and add a reviewed result to an estimate or draft quote.

Open capability guide

Still need help?

Send safe, useful context.

Include the page name, business name, approximate time, what you expected and what happened. Do not send passwords, private links, card details or private customer files.