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.
Start with the right workspace
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 guideOffice teams
Move work from Lead to Quote, Job, Invoice, Payment, scheduling, and review.
Open role guideField Workers
Use My Day and My Jobs to understand assigned work, progress, time, materials, and evidence.
Open role guideCustomers
Use the separate Customer Portal for eligible Quotes, Jobs, Invoices, decisions, and account information.
Open role guideSearch 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)
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.
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.
Set up Nenvik for your business
A practical setup checklist for Owners before the team starts creating live customer work.
Find the right workspace for your role
Understand where Owners, Office Staff, Field Workers, and Customers complete their work.
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.
Filter Expenses and start operational Tools
Filter expenses and follow setup steps for stock, equipment and building calculators.
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)
Move from a Lead to an accepted Job
Capture an enquiry, connect the Customer, prepare a Quote, and create the operational Job.
Manage Customers, Contacts, and Service Sites
Keep commercial identity, people, and operational locations clear and connected.
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)
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.
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.
Plan and dispatch a Job
Create the operational record, choose the location, schedule work, and assign eligible team members.
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.
Send an on-the-way customer update
Send an on-the-way job email to a checked customer address and review the delivery result.
Track consumable Inventory safely
Create consumable items and locations, then track every stock change in a permanent movement history.
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.
Read Asset and Inventory operational reporting
Compare separate equipment, stock and Customer property snapshots without turning operational evidence into accounting claims.
Use Job estimates, actual costs and variance honestly
Keep planned and recorded costs separate and read profit only from synchronized evidence.
Review work that needs your attention
Find submitted work, corrections and requests, then open the relevant record to make a decision.
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)
Use My Day and complete assigned work
Find assigned work, record progress, add evidence, and submit the assignment for office review.
Record field evidence, time, and completion
Use the current assignment workspace to record required evidence, time, and completion.
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.
Review weekly timesheets without rewriting time evidence
Understand worker weeks, timer-derived rows, exceptions, submission and authorised review.
Create and submit a Field Worker Expense Claim
Keep a private draft, attach evidence and submit the exact current version for review.
Invoices & payments (14 guides)
Pricing and billing FAQ
Find answers about Nenvik pricing, GST, your trial, payment cards, cancellation, refunds, extra users and optional SMS credit packs.
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.
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.
Issue an Invoice and record Payment evidence
Create a correct Invoice, publish the customer document, and keep the live balance tied to Payment records.
Register, assign and maintain Company equipment
Identify, assign and maintain Company equipment while keeping Expense and accounting truth separate.
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.
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.
Capture and classify an Expense document safely
Create a private intake record, review any suggestion and post only verified Expense facts.
Review and resolve Expense Claims
Approve, reject or request correction with explicit evidence and exactly-once Expense conversion.
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.
Manage your Nenvik subscription
Review the Owner-only Subscription & plan page, eligible plan choices, trial, seats, SMS credits, billing evidence, and cancellation request.
Read Financial Overview data products
Use exact fixed financial widgets without confusing operational evidence with accounting profit, tax advice or forecasts.
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.
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)
Use the Customer Portal
Choose the correct business account and use customer-safe Quotes, Jobs, Invoices, service requests, profile, Service Site, and security tools.
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.
Request Customer Portal Service Site changes
Review customer-safe Sites and request creation, correction, or archival without directly changing operational records.
Manage Customer Portal communication preferences
Choose service and marketing email or SMS preferences for one business relationship and review the saved, read-only change history.
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)
Verify the email address for customer replies
Use your business mailbox for customer replies without changing your sign-in email.
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)
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.
Use the Staff Notification Centre
Review permission-aware operational alerts, open their original records safely, and manage optional topic preferences.
Manage your profile and protect account access
Use the correct identity surface, minimum access, safe recovery, and support boundaries.
Troubleshoot safely and contact support
Collect useful, non-sensitive evidence and distinguish access, availability, validation, and temporary failures.
Close an account, export data, and understand retained evidence
Close one Company, use the 30-day export window, and understand the 90-day deletion point, shared sign-in, and retained evidence.
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
AvailableSave enquiries with contact details, the work needed, notes and where they came from.
Open capability guideLead pipeline
AvailableTrack enquiries from first contact through to won or lost work.
Open capability guideCustomer CRM
AvailableKeep customer details, notes, quotes, jobs, invoices and payments together.
Open capability guideContacts
AvailableKeep the right contact people with each customer.
Open capability guideService Sites
AvailableSave customer work locations and keep the address used for each job.
Open capability guideQuote builder
AvailableBuild quotes with item quantities, prices, tax, terms and calculated totals.
Open capability guideSecure Quote delivery
AvailableSend customers a private quote link and keep the sent version separate from later edits.
Open capability guideCustomer Quote decisions
AvailableLet customers accept or decline a sent quote and save their decision.
Open capability guideQuote PDFs
AvailableGive customers a private, printable copy of their quote.
Open capability guideQuote-to-Job conversion
AvailableCreate a linked job from an accepted quote without typing the details again.
Open capability guideRun 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
AvailableKeep job details, priority, customer, site, schedule, crew and billing together.
Open capability guideJob completion and closeout
AvailableReview the crew’s submitted work before closing the job and sharing progress.
Open capability guideDay, Week, and Agenda calendar
AvailableSee scheduled jobs and assigned workers by day, week or agenda.
Open capability guideDispatch workspace
AvailablePlan crew assignments and move unscheduled work into the calendar.
Open capability guideWorker availability
AvailableCheck working hours and scheduling conflicts before assigning work.
Open capability guideJob Stages
AvailableBreak longer jobs into stages so the team can follow the work.
Open capability guideJob Tasks
AvailableAdd tasks to a job or stage and track what needs doing.
Open capability guideTask crew assignment
AvailableAssign a task to crew members already working on that job.
Open capability guideOperational Site Contacts
AvailableKeep site contact details with the work for team members who have access.
Open capability guideVerified directions
AvailableOpen directions from the saved job location or check the address first.
Open capability guideHold, block, and resume
AvailablePause work, record why it is held up and resume with a clear history.
Open capability guideRecurring service and agreements
AvailableManage service agreements and plans for repeat work; schedule each visit through the job workflow.
Open capability guideCompany asset register
AvailableRegister business equipment, label it and track who has it and where it is.
Open capability guideInventory operations
AvailableRecord stock received, used, returned, moved and counted at each location.
Open capability guideCustomer and Service Site assets
AvailableTrack customer equipment and service history, sharing only the details you choose.
Open capability guideAsset and Inventory operational reporting
AvailableReview equipment and stock activity with clear dates and quantities.
Open capability guideField 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.
My Day
AvailableGive each worker a phone-friendly view of today’s assigned work.
Open capability guideMy Jobs
AvailableShow workers the jobs assigned to them and what needs attention.
Open capability guideAssignment progress
AvailableStart work, record progress and submit it for office review.
Open capability guideSimple checklists
AvailableComplete required checklist items and keep a copy with the submitted work.
Open capability guideMaterials used
AvailableRecord materials used on an assignment without showing private business costs.
Open capability guideTime evidence
AvailableRecord time worked and request corrections for review.
Open capability guidePrivate work photos
AvailableAttach work photos that stay private until the business chooses to share them.
Open capability guideIssues, damage, and Work Diary
AvailableLog issues, damage and work notes against the job.
Open capability guideCategorised photo evidence
AvailableOrganise job photos by category to make review easier.
Open capability guidePhoto markup
AvailableMark up a job photo while keeping its original copy.
Open capability guideAdvanced forms
AvailableComplete job forms with text, numbers, dates, checkboxes and choice fields.
Open capability guideCompletion signatures
AvailableSave a typed or drawn signature with the submitted work.
Open capability guidePrivate Job documents
AvailableGive assigned workers access to the document versions shared with them.
Open capability guideSupervisor review
AvailableReview submitted checklists, photos, forms, time and signatures; approve or ask for corrections.
Open capability guideWork, Break, and Travel timers
AvailableTrack work, break and travel separately, with pause, resume and correction history.
Open capability guideWeekly timesheets
AvailablePrepare weekly timesheets from recorded time and submit them for review. This is not payroll.
Open capability guideGet 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
AvailableBuild invoices for a customer or job and use linked quote items as a starting point.
Open capability guideInvoice issue and publication
AvailableKeep a copy of the invoice you issued while showing the current amount owing separately.
Open capability guideInvoice PDFs
AvailableGive customers a private, printable copy of their issued invoice.
Open capability guideManual payment records
AvailableRecord full or part payments, dates, methods and corrections, with the remaining invoice balance.
Open capability guideCustomer payment history
AvailableLet customers see their recorded payments and current balance in the portal.
Open capability guideExpenses
AvailableRecord expenses and link supported costs to jobs.
Open capability guideJob costing
AvailableBring labour, material and expense costs together and show when cost details are missing.
Open capability guideFinance and reporting
AvailableReview unpaid invoices, collected payments, upcoming work and job costs from your business records.
Open capability guideExpense document intake
AvailableAttach private receipts and expense documents for review.
Open capability guideEstimate versus actual
AvailableCompare planned labour, materials and costs with the actual job records.
Open capability guideOperations dashboard and Work Review Inbox
AvailableSee work needing review, including time, expenses and cost differences.
Open capability guideXero, QuickBooks, and MYOB
Coming soonAccounting connections are not advertised as available. Contact us to check support for the accounting software you use.
Open capability guideSubscriptions and recurring billing
AvailableManage your Nenvik subscription, extra users and SMS packs. Customer invoice payments remain separate.
Open capability guideCustomers & 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
AvailableInvite staff to your business and keep a record of their access.
Open capability guideRoles and capabilities
AvailableChoose what owners, office staff and field workers can view and change.
Open capability guideRole-specific Console
AvailableGive each team member navigation and actions suited to their role.
Open capability guideCustomer Portal invitations
AvailableInvite customers to a separate portal for the records you share.
Open capability guideMulti-business account selection
AvailableLet customers switch between businesses they deal with while keeping those records separate.
Open capability guidePortal Quotes, Jobs, and Invoices
AvailableShare quotes, invoices and selected job progress with the right customer.
Open capability guideProfile change requests
AvailableLet customers request detail changes for your business to review.
Open capability guidePortal notifications
AvailableShow customers updates about their shared records without exposing private crew notes.
Open capability guidePassword recovery and account security
AvailableRecover account access through the correct staff or customer sign-in flow.
Open capability guideLifecycle email foundations
AvailableSend account invitations, password recovery and supported document and job messages.
Open capability guideStaff Notification Centre
AvailableKeep work alerts together with read status and links to records you can access.
Open capability guideOn-the-way customer communication
AvailableSend an on-the-way update using supported channels, customer contact choices and delivery checks.
Open capability guideSearch and quick create
AvailableFind records you can access and quickly start common tasks.
Open capability guideMFA and active-session management
AvailableProtect sign-in with an extra verification step and review or sign out active sessions.
Open capability guideSelf-service signup
AvailableCreate 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 guideWebsite & 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
AvailableManage your home, services, areas, projects, about, FAQ, contact and quote request pages.
Open capability guideWebsite Studio
AvailableManage website design, content, photos, preview and publishing in one place.
Open capability guideThemes and brand controls
AvailableChoose a website theme and colours to suit your business.
Open capability guideContent and visibility controls
AvailableEdit services, projects, areas, FAQs and contact details; choose which pages to show.
Open capability guidePublic media library
AvailableManage website photos separately from private job and customer documents.
Open capability guideCRM-connected quote requests
AvailableTurn a website quote request into an enquiry in your business records.
Open capability guidePreview and publication recovery
AvailablePreview website changes before publishing and see what to fix if publishing fails.
Open capability guideTechnical SEO workspace
AvailableManage page titles, descriptions and search settings, and review website issues.
Open capability guideAI-discovery workspace
AvailablePrepare clear business facts for search tools and assistants. Rankings and mentions are not guaranteed.
Open capability guideWebsite statistics
AvailableReview recorded website visits and enquiry activity without invented results.
Open capability guideReviews and reputation
AvailableRequest, review and publish customer feedback from completed work with their consent.
Open capability guideCompleted-work growth loop
AvailableCreate a website draft from an approved job photo, then review it before publishing.
Open capability guideMessages & 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 soonAI Operator is coming soon and is not available. No delivery date is announced.
Open capability guideConfigurable lifecycle automation
AvailableConfigure supported message recipes, channels and delivery windows. Saving these settings alone does not send messages.
Open capability guideSMS messages
AvailableSMS is supported for selected messages with purchased credits and customer contact permission. Other channels are not included in this claim.
Open capability guideBuilding 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
AvailableUse 21 building calculators, save results and add a reviewed result to an estimate or draft quote.
Open capability guideStill 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.