{"schemaVersion":1,"product":"Nenvik","purpose":"Public role-aware product guidance for people, search, and approved assistants.","mediaRequirements":{"publishOnlyWhenVerified":true,"requiredFields":["kind","src","alt","caption","width","height","lastReviewed"],"note":"Articles omit media until a real product screenshot or reviewed diagram is available."},"categories":[{"id":"getting-started","label":"Getting started","description":"Set up the business, team, and first connected workflow."},{"id":"customers-and-sales","label":"Customers & sales","description":"Leads, Customers, Service Sites, Quotes, and approvals."},{"id":"jobs-and-scheduling","label":"Jobs & scheduling","description":"Jobs, assignments, Calendar, Dispatch, and availability."},{"id":"field-work","label":"Field work","description":"My Day, evidence, forms, time, and submission."},{"id":"invoices-and-payments","label":"Invoices & payments","description":"Billing, Payment evidence, expenses, and reporting."},{"id":"customer-portal","label":"Customer Portal","description":"Invitations, Quotes, Jobs, Invoices, and account security."},{"id":"website-and-growth","label":"Website & growth","description":"Business Website setup, content, media, SEO, and enquiries."},{"id":"account-and-security","label":"Account & security","description":"Roles, permissions, recovery, sessions, and support."}],"articles":[{"publication":"public","category":"invoices-and-payments","audience":["Owner","New business owner"],"productAreas":["Subscription & plan"],"status":"available","lastReviewed":"3 October 2026","estimatedMinutes":4,"prerequisites":["Access to the email address used for your account."],"permissions":["Only the business Owner can manage the Nenvik subscription. Public pricing and support are available without signing in."],"related":["saas-billing-and-subscriptions","public-signup-email-verification"],"slug":"pricing-and-billing-faq","title":"Pricing and billing FAQ","summary":"Find answers about Nenvik pricing, GST, your trial, payment cards, cancellation, refunds, extra users and optional SMS credit packs.","keywords":["pricing","GST","tax invoice","trial","card","cancel","refund","extra users","SMS"],"routes":[{"label":"Current prices","path":"/pricing"},{"label":"Subscription & plan","path":"/dashboard/settings/subscription"},{"label":"Ask a billing question","path":"/contact"},{"label":"Product Terms","path":"/product-legal/terms"}],"steps":[{"title":"What does the plan cost, and is GST included?","body":"See Pricing for current Australian-dollar plan prices and their tax treatment. Check the total and GST shown before paying. Monthly plans are billed monthly; yearly plans are paid upfront for the year."},{"title":"How does the trial work?","body":"An eligible verified email can receive one 15-day trial. It starts when the Owner activates the account, with no card required. Creating more accounts to claim another trial is not allowed. A discount promotion replaces the trial. The trial plan’s access ends at the recorded end time; choosing a paid plan is a separate step."},{"title":"When is my card charged?","body":"Starting the cardless trial does not charge a card. Choosing paid Checkout during that trial starts a paid purchase with no extra trial at Checkout. Review the amount before confirming payment. Future subscription charges follow the billing period shown."},{"title":"How do extra users and SMS work?","body":"Check Pricing for included users and current extra-user and SMS pack prices. Extra internal users are billed separately. SMS credits are optional and added only after payment is confirmed. Purchased SMS credit doesn't expire while your account is open. It isn't refundable, except where the law requires. Buying credits alone does not enable every message: the supported message settings and customer contact choices still apply."},{"id":"cancellation-and-refunds","title":"Can I cancel, and do I get a refund?","body":"Use the billing portal when offered, or contact support to cancel. Cancellation normally takes effect at the end of the paid period. A cancellation request in Nenvik records your request and needs confirmation. Fees are not automatically refunded or reduced for unused time if you change your mind or cancel early, except where the law requires or a refund is agreed in writing. Your rights under Australian law still apply; see the Product Terms."},{"title":"Where is my tax invoice?","body":"Nenvik emails a tax invoice for each subscription payment and SMS pack, showing Nenvik's ABN. Your business can add its ABN at checkout. Open Subscription & plan and use the billing portal when offered to check invoice history. Contact us if a document or required detail is missing. These are invoices for your Nenvik subscription, separate from invoices you send to customers."}],"notes":["The trial does not promise every optional feature or free SMS. Check the selected plan. Trial expiry and account closure are separate; expiry alone does not promise a particular deletion date."],"troubleshooting":[{"problem":"My price or billing document looks wrong.","resolution":"Review the current offer and confirmed purchase in Subscription & plan. Contact us with the invoice number and a brief description; never send card details."}],"assistantGuidance":{"answerWhen":["Someone asks about subscription prices, trial conditions, GST, cancellation, refunds or add-ons."],"neverAssume":["That a trial includes all optional features or SMS.","That submitting a cancellation request completes cancellation.","That cancelling early guarantees a refund."]}},{"publication":"public","category":"getting-started","audience":["Owner","New business owner"],"productAreas":["Public signup","Account activation"],"status":"available","lastReviewed":"3 October 2026","estimatedMinutes":4,"prerequisites":["Access to the email address used for your account."],"permissions":["Only the business Owner can manage the Nenvik subscription. Public pricing and support are available without signing in."],"related":["saas-billing-and-subscriptions","public-signup-email-verification"],"slug":"verification-or-activation-email-not-received","title":"I didn’t get my verification or activation email","summary":"Find a missing signup email, understand the two verification and activation steps, and get help safely if the latest link is missing or expired.","keywords":["email","verification","activation","spam","junk","resend","missing","expired"],"routes":[{"label":"Create an account","path":"/signup"},{"label":"Contact support","path":"/contact"},{"label":"Plan details","path":"/pricing"}],"steps":[{"title":"Check the address and inbox","body":"Check the work email you entered, then look in junk, spam and any filtered folders. Emails are sent in the background and may take several minutes or longer during a queue or delivery problem. The inbox screen does not guarantee that an email has been sent."},{"title":"Know which email you need","body":"The first email verifies your address. Open the latest link and choose Verify email address, then review and acknowledge both signup documents. Account creation sends a separate activation email so you can set a password. Both links expire after 48 hours and can be used once."},{"title":"Use the latest link or available resend option","body":"Use the newest email. If your verification-link page offers Resend, use it and follow the waiting message. There is no resend button on the initial inbox screen. If the address was wrong, return to signup with the correct address. Avoid repeatedly submitting the same form while waiting."},{"title":"Ask for help if it still hasn’t arrived","body":"Contact us with the account email, approximate signup time and which email is missing. For a lost or expired activation email, ask support to help restore access. Do not send passwords, email links, verification codes or card details."}],"troubleshooting":[{"problem":"The link is expired or already used.","resolution":"Check for a newer email. Use an offered verification resend option or contact support; do not forward the private link."},{"problem":"I already have an account.","resolution":"Try signing in or use password recovery. The initial inbox message does not reveal whether an account already exists."}],"assistantGuidance":{"answerWhen":["A new owner cannot find a verification or activation email."],"neverAssume":["That the inbox screen proves delivery.","That there is a resend option without a verification link.","That signup verification and password activation are the same step."]}},{"publication":"public","category":"invoices-and-payments","audience":["Owner","New business owner"],"productAreas":["Subscription & plan"],"status":"available","lastReviewed":"3 October 2026","estimatedMinutes":4,"prerequisites":["Access to the email address used for your account."],"permissions":["Only the business Owner can manage the Nenvik subscription. Public pricing and support are available without signing in."],"related":["saas-billing-and-subscriptions","public-signup-email-verification"],"slug":"tax-invoice-and-billing-details","title":"Find a tax invoice or update your billing details","summary":"Find Nenvik subscription invoices and check how to update the billing email, business tax details or card through the Owner’s billing portal.","keywords":["tax invoice","invoice history","receipt","billing email","ABN","GST","card","payment method"],"routes":[{"label":"Subscription & plan","path":"/dashboard/settings/subscription"},{"label":"Plan prices","path":"/pricing"},{"label":"Billing support","path":"/contact"}],"steps":[{"title":"Open your subscription","body":"Sign in as the business Owner and open Business settings → Subscription & plan. Choose the billing portal button when offered. If it is unavailable, contact support; do not use customer invoice payment settings for your Nenvik subscription."},{"title":"Download a billing document","body":"Nenvik emails a tax invoice for each subscription payment and SMS pack, showing Nenvik's ABN. Your business can add its ABN at checkout. Open invoice history in the billing portal and select the relevant subscription invoice. Check the dates, amounts, GST and business details. Ask support if you need a corrected document or a detail is missing."},{"title":"Update the billing email and business details","body":"Use the portal’s customer details section to update the billing email, business name or address. Use the tax details option for an ABN where offered. These billing details are separate from your sign-in email and the details on invoices you send customers. A change does not promise to rewrite an already-issued invoice."},{"title":"Change the payment card","body":"Use the portal’s payment method option to add or replace the card. Follow the confirmation shown there and review the subscription afterwards. Never send card numbers or security codes to support."}],"troubleshooting":[{"problem":"I cannot see invoice history or the tax details option.","resolution":"Check you are signed in as the Owner and have opened the Nenvik billing portal. Contact us if the option or document you need is missing."},{"problem":"I changed billing email but sign-in still uses the old address.","resolution":"Billing email and sign-in email are separate. Use the account email-change flow to change sign-in details."}],"assistantGuidance":{"answerWhen":["An Owner needs a subscription tax invoice or wants to change billing details or card."],"neverAssume":["That an issued invoice is automatically rewritten after a billing-detail change.","That the billing email changes sign-in.","That Nenvik subscription invoices and customer job invoices are the same."]}},{"slug":"connect-stripe-card-payments","publication":"public","title":"Connect Stripe and take card payments","summary":"Connect your business’s own Stripe account, share secure invoice links and understand card payments, processing fees, payouts and refunds.","category":"invoices-and-payments","audience":["Owner"],"keywords":["Stripe","connect","card payments","invoice","Checkout","fees","payouts","refunds"],"productAreas":["Payments","Invoices","Customer Portal"],"status":"available","lastReviewed":"6 October 2026","estimatedMinutes":6,"prerequisites":["An active business Owner account.","Business details, identity verification information and the bank account details Stripe requests.","Invoice access and an issued invoice with an outstanding balance to collect payment."],"permissions":["Only the business Owner can connect the business’s Stripe account.","Invoice actions still require the relevant plan access and staff permissions."],"routes":[{"label":"Connect Stripe","path":"/dashboard/settings/payments"},{"label":"Invoices","path":"/dashboard/invoices"},{"label":"Customer invoices","path":"Customer Portal → Invoices"},{"label":"Nenvik subscription (separate)","path":"/dashboard/settings/subscription"},{"label":"Payment support","path":"/contact"}],"steps":[{"title":"Open Payments as the Owner","body":"Open Settings → Payments and choose Connect with Stripe. Stripe’s hosted onboarding collects your business details, identity verification and bank account. It creates your business’s own Stripe account with the full Stripe Dashboard."},{"title":"Check the connection status","body":"Nenvik shows Not connected → Connecting → Connected/Ready. If Stripe needs more information, the status is Action required. Finish the requirements in Stripe or use Resume onboarding. Returning from Stripe alone does not prove the account is ready."},{"title":"Issue and share the invoice","body":"Review the invoice and use the checkbox in the Issue dialog to email the secure invoice link at the same time. Customers open View invoice in the email, or View and pay invoice in a payment-enabled reminder. You can also share the invoice through the Customer Portal."},{"title":"Let the customer pay securely","body":"From the secure invoice link or Customer Portal, Pay invoice opens Stripe’s secure hosted Checkout. The payment methods shown are those enabled in your business’s Stripe settings. The invoice is marked paid when Stripe confirms the payment; returning from Checkout alone is not confirmation."},{"title":"Review fees and payouts in Stripe","body":"Money goes directly to your business’s own Stripe account. Nenvik does not hold funds and adds no Nenvik fee to the payment. Stripe charges processing fees to your business’s Stripe account under Stripe’s pricing. Payouts follow your business’s Stripe payout schedule; review those details in Stripe."},{"title":"Handle refunds and disputes in Stripe","body":"Make refunds in your business’s Stripe Dashboard. Completed refunds appear in the invoice payment history and reopen the refunded balance automatically once Stripe confirms them. Nenvik does not start refunds itself. Handle disputes and chargebacks in Stripe."}],"notes":["Customer invoice payments are separate from the Nenvik subscription in Business settings → Subscription & plan.","Connection readiness and verified Stripe payment confirmation determine the outcome. A browser return or email delivery does not prove payment.","Pending, failed or cancelled refunds do not reopen the balance."],"troubleshooting":[{"problem":"I cannot open payment connection settings.","resolution":"Sign in as the business Owner. Other staff cannot connect the account."},{"problem":"Stripe needs more information.","resolution":"Check Action required and finish the requirements in Stripe or choose Resume onboarding. Confirm the connection shows Ready before collecting online payments."},{"problem":"Pay invoice is not offered, or payment is not yet recorded.","resolution":"Check that the Stripe connection is Ready and the issued invoice has an outstanding balance. Use the latest secure invoice link. Wait for Stripe’s confirmed result; contact support if a confirmed payment is still missing."},{"problem":"A completed refund is missing.","resolution":"Check the refund status in Stripe and the invoice payment history. Pending refunds do not change the balance. Follow the invoice and payment workflow guide or contact support if a completed refund is still missing."}],"related":["invoice-and-payment-workflow","customer-portal-overview","pricing-and-billing-faq"],"assistantGuidance":{"answerWhen":["An Owner wants to connect Stripe or understand customer invoice card payments, fees, payouts or refunds."],"neverAssume":["That another staff role can connect Stripe.","That returning from onboarding or Checkout proves readiness or payment.","That Nenvik holds funds, starts refunds or controls Stripe’s fees or payout schedule.","That customer invoice payments are the Nenvik subscription."]}},{"slug":"business-reply-email","publication":"public","title":"Verify the email address for customer replies","summary":"Use your business mailbox for customer replies without changing your sign-in email.","category":"website-and-growth","audience":["Owner"],"keywords":["reply-to","business email","verification","customer replies"],"productAreas":["Website","Customer communications"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":3,"prerequisites":["Access to your business mailbox and an active Owner account."],"permissions":["Only the Owner can request verification. Sending still requires the relevant communication feature, enabled recipe and recipient permission."],"routes":[{"label":"Company settings","path":"/dashboard/settings/company"}],"steps":[{"title":"Save your business email","body":"Open Settings → Company and save the Business contact email field. No Website subscription is required. This is separate from your account sign-in email."},{"title":"Request verification","body":"Choose Send verification email under Customer email replies."},{"title":"Confirm mailbox access","body":"Open the latest email and choose Verify business reply email within 30 minutes. Opening the link alone does not verify it."},{"title":"Check the result","body":"Reload Company settings and check Business reply email verified. Changing the saved address invalidates its verification."}],"notes":["SMS from a one-way sender does not accept replies. Email replies arrive in your business mailbox, not in the CRM inbox."],"troubleshooting":[{"problem":"Link expired or already used","resolution":"Request a new link; only the latest request is valid. Wait one minute between requests."},{"problem":"No verification email","resolution":"Check the saved address and spam folder. A send failure does not activate the mailbox."},{"problem":"Verification is temporarily unavailable","resolution":"Contact support. Sending stays blocked rather than using an unverified reply mailbox."}],"related":["website-and-growth-setup"],"assistantGuidance":{"answerWhen":["The owner asks where customer email replies go."],"neverAssume":["Saving an address proves mailbox ownership.","A verified mailbox alone enables customer message delivery."]}},{"slug":"business-audit-export","publication":"public","title":"Review and export business activity","summary":"Review business activity you can access and download up to 1,000 rows as a CSV without including private message details.","category":"account-and-security","audience":["Owner","Office Staff"],"keywords":["audit","activity","history","csv","export","security","records"],"productAreas":["Audit & export","Customers","Quotes","Jobs","Invoices","Expenses","Files","Website","Inventory","Assets"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":4,"prerequisites":["An active staff account with view access to at least one supported business domain.","Owner access and the Evidence export package feature for CSV downloads."],"permissions":["The timeline includes only domains the current role, Team permissions and package may view.","Only an active Owner with Evidence export in the plan can download a CSV. Access is checked again at download.","The timeline does not include financial amounts, private message details or private file addresses."],"routes":[{"label":"Audit & export","path":"Tools → Audit & export"}],"steps":[{"title":"Choose domains","body":"Choose the business areas you need to review. Areas you cannot access are not shown."},{"title":"Set an exact date window","body":"Use From and To dates when needed. Results freeze at the displayed UTC snapshot so later pages and a CSV use the same evidence boundary."},{"title":"Review safe activity","body":"Open the original record from its activity row. You can see the action and who made it; private message details are not included."},{"title":"Download a CSV","body":"An eligible Owner can download up to 1,000 safe rows. Narrow the filters when the limit is exceeded. Every successful request creates a saved, read-only audit export receipt."}],"notes":["Audit & export shows activity from your business records. Make changes in the original record.","Times in the activity list and CSV use UTC so you can compare them.","Formula-like CSV cells are neutralised before download."],"troubleshooting":[{"problem":"A domain is missing.","resolution":"Confirm the current role, Team view permission and the module plan access. Reload after an authorised access change."},{"problem":"CSV export is unavailable.","resolution":"Confirm you are an active Owner and Evidence export is included in your plan."},{"problem":"The export is too large.","resolution":"Choose fewer domains or a shorter date window so the exact result contains 1,000 rows or fewer."}],"related":["general-file-manager","navigate-nenvik-by-role"],"assistantGuidance":{"answerWhen":["A staff member asks how to review activity, audit changes or download CSV evidence."],"neverAssume":["That viewing one module grants access to other modules.","That CSV export is included for every plan or role.","That the timeline contains private message content or every system event."]}},{"slug":"general-file-manager","publication":"public","title":"Manage private files across business records","summary":"Upload safe versioned files, link them to exact records, and keep private staff evidence separate from Customer Portal publication.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["files","documents","versions","customers","service sites","quotes","jobs","invoices"],"productAreas":["File Manager","Customers","Quotes","Jobs","Invoices","Purchasing"],"status":"available","lastReviewed":"29 September 2026","estimatedMinutes":4,"prerequisites":["An active staff account with File Manager access.","Private file storage available to the business."],"permissions":["View requires File Manager access plus access to at least one linked record.","Upload, version and link changes require File Manager management access.","Linking also requires management access to the exact target record."],"routes":[{"label":"File Manager","path":"Tools → File Manager"}],"steps":[{"title":"Add a safe private file","body":"Choose a clear title and category, then upload a PDF, DOCX, XLSX, PPTX, XML, CSV, TXT, ODT, ODS, ODP, DXF, IFC, BCFZIP, JPEG, PNG or WebP file up to 10 MiB. PDFs and raster images are sanitised and rebuilt; other formats receive format-specific structural safety checks and are stored as opaque files."},{"title":"Choose a file in the mobile app","body":"In the Android or iOS app, tap the upload control to choose a document or photo. Android can offer a camera action for image uploads. Complete the usual Save or Upload action after selecting the file; selection alone does not submit it."},{"title":"Link the exact record","body":"Open Manage file and link the Customer, Service Site, Quote, Job, Invoice, Purchase Order or Goods Receipt. Nenvik checks your access to the exact record."},{"title":"Add versions without rewriting history","body":"Add version creates new saved, read-only evidence. Earlier finalized versions remain available to authorised staff."},{"title":"Remove links or retire","body":"Remove a link when the record relationship no longer applies. A file can be retired only after all active links are removed."}],"notes":["General Files stay private to authorised staff. They are not automatically shared in the Customer Portal or on the website.","Existing Job Documents keep their separate assignment-aware workflow.","Keep a copy of the original file until File Manager confirms the upload.","A failed upload retains the title and category, but the browser may require the local file to be selected again.","In the mobile app, authorised private document links open a device viewer or share sheet after an online access check. The app does not keep an offline document copy."],"troubleshooting":[{"problem":"File Manager is unavailable.","resolution":"Confirm the package plan access, File Manager Team permission and private storage configuration independently."},{"problem":"A record cannot be linked.","resolution":"Confirm the exact record reference and the current user's management access to that record."},{"problem":"A file cannot be retired.","resolution":"Remove every active record link first, then reload and retire the current revision."},{"problem":"Upload status could not be confirmed.","resolution":"Reload File Manager first because an overlapping retry may already have finalized the same receipt. If no version appears, review the retained title and category, select the same local file again if the browser cleared it, then retry."},{"problem":"The device picker or document viewer did not open.","resolution":"Check that the app is connected, grant the camera or photo access requested by the device if needed, and retry from the authorised record. A cancelled picker leaves the record unchanged."}],"related":["navigate-nenvik-by-role","job-cost-and-review-controls"],"assistantGuidance":{"answerWhen":["A staff member asks about File Manager access, uploads, versions, links or retirement."],"neverAssume":["That File Manager access grants access to every linked record.","That a General File is visible to a customer.","That a failed upload produced a finalized version."]}},{"slug":"job-change-orders-and-customer-approval","publication":"public","title":"Publish Job Change Orders for customer approval","summary":"Freeze an exact Job scope and price change, collect a Customer Portal decision, and keep saved, read-only signature evidence with the published revision.","category":"jobs-and-scheduling","audience":["Owner","Office Staff","Customer"],"keywords":["change order","variation","job","customer approval","signature","portal"],"productAreas":["Jobs","Change Orders","Customer Portal","Commercial signatures"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["An active Job that is scheduled, in progress or on hold.","Customer Portal visibility for the exact Job.","A package and Team role that allow Job management and commercial signatures."],"permissions":["Publishing requires Job management authority and current commercial-signature plan access.","A customer can answer only through an active Portal access, live session and current visibility for the exact Job.","Revoking Portal Job visibility prevents later approval or decline, even when an older page remains open."],"routes":[{"label":"Staff Change Orders","path":"Job → Changes"},{"label":"Customer approval","path":"Customer Portal → Job → Change Orders"}],"steps":[{"title":"Confirm the change the customer will see","body":"Open Job Changes. Enter a clear title, describe the changed work and check the subtotal and tax. Nenvik calculates the total using the job’s currency."},{"title":"Publish one saved, read-only revision","body":"Publish and request approval saves the customer’s copy and creates an approval request. This action does not send email or SMS."},{"title":"Let the customer review the exact Job","body":"The customer opens the already-visible Job in the Portal and reviews the frozen description, amounts and status. Expired or revoked requests cannot be answered."},{"title":"Record approval or decline atomically","body":"Sign and approve records the signature evidence, request completion, publication decision and Change Order outcome together. Decline records the matching decision without creating signature evidence."}],"notes":["The typed or drawn mark records deliberate acceptance of the exact publication; it is not independent identity verification or legal advice.","Change Order history is permanent evidence. A genuinely different commercial change requires a new Change Order rather than rewriting a customer decision.","Publishing, approving and declining require a current connection. Review the latest Job and approval request before submitting."],"troubleshooting":[{"problem":"The Changes workspace is unavailable.","resolution":"A Draft Job must first be scheduled. Confirm the Job is Scheduled, In Progress or On Hold, then confirm package plan access, current Team Job-management capability and Customer Portal visibility."},{"problem":"Publication failed after I entered the change.","resolution":"Your title, description, subtotal and tax remain in the form. Review any highlighted field, then retry. Reload only when the message says the request or Job version changed."},{"problem":"The customer cannot see the Change Order.","resolution":"Confirm active Portal access and current Customer Portal visibility for the exact Job. Do not broaden access to another Job or customer."},{"problem":"The approval request is expired or unavailable.","resolution":"Reload the current Job. If the commercial change still applies, authorised staff must publish a new Change Order."},{"problem":"The customer saw a conflict after answering.","resolution":"Reload the Job and review the recorded current outcome. Repeated requests with different content are rejected instead of overwriting evidence."}],"related":["job-cost-and-review-controls","customers-and-service-sites","create-and-publish-a-quote"],"assistantGuidance":{"answerWhen":["A staff member or customer asks how Job Change Order publication, approval, decline or signature evidence works."],"neverAssume":["That Portal access to one Job grants access to another Job.","That an approval request remains actionable after visibility or session revocation.","That a signature mark independently verifies identity or guarantees legal enforceability."]}},{"slug":"personal-dashboard-layouts","publication":"public","title":"Personalise Today and Financial Overview","summary":"Arrange the live Today and Financial Overview workspaces, use permission-checked widgets, and understand secure availability and online save rules.","category":"getting-started","audience":["Owner","Office Staff","Field Worker"],"keywords":["dashboard","widgets","personal layout","today","financial overview","offline","permissions"],"productAreas":["Today","Financial Overview","Team permissions"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":4,"prerequisites":["An active staff account in an active Company.","At least one Today widget allowed by the current role, Team capabilities and package."],"permissions":["Field Worker is limited to Today.","Office Staff sees only widgets allowed by current Team capabilities and package features.","A saved layout never grants access to widget data."],"routes":[{"label":"Today","path":"Today"},{"label":"Financial Overview","path":"Finance → Financial Overview"}],"steps":[{"title":"Start from the current authorised catalogue","body":"Nenvik offers only widget keys allowed by the current staff role, Team capabilities and package features. Hidden widgets and their counts are not loaded."},{"title":"Arrange a protected draft","body":"Choose Customise, then drag a widget or use its labelled Move controls. Select only the offered fixed size presets. Unsaved browser or device changes are drafts only."},{"title":"Save with the current revision","body":"Save and Restore recommended layout require an online connection, current revision and unique idempotency key. A stale revision reports a conflict instead of overwriting another edit."},{"title":"Use extended operational widgets safely","body":"Notifications, communication exceptions, Inventory, Company assets, Website, custom-domain, quick-action and Help widgets appear only when the current role, Team/Website permissions and package allow them. Unselected groups are not loaded."},{"title":"Personalise Financial Overview without changing financial truth","body":"Owner and fully authorised Office Staff can separately arrange confirmed cash, Invoice balances, receivables, historical trends, Job operational margin and cost-evidence widgets. Currencies stay separate, active work never claims projected profit and unselected data groups are not queried."},{"title":"Keep financial widget rows readable","body":"Financial widget headers, evidence bodies and lower actions use one stable frame. Cards align within a desktop or tablet row, while mobile keeps natural content height and never clips financial evidence."}],"notes":["Desktop derives twelve columns, tablet six columns and mobile one ordered column; separate pixel coordinates are never stored.","Today’s calendar date, greeting and observed evidence use the Company operating timezone. Stored date-only facts keep the calendar day entered and are never shifted through the browser timezone.","The recommended Today set contains up to six authorised widgets: today’s schedule, Needs your attention, Quotes awaiting response, overdue Invoices, confirmed cash collected and quick actions. Only widgets allowed by the current role, capabilities and package appear. Existing saved layouts stay unchanged until the user edits or explicitly restores the recommended layout.","Needs your attention shows the next authorised review action first. Exact counts, preview limits and security details remain available in its explanatory disclosure.","Widget cards in the same dashboard row now share a stable frame and aligned actions. On smaller screens they return to content-height cards, so information is never clipped or padded with a fixed mobile height.","Owners and office staff can personalise Today and the Financial Overview. Field workers can personalise Today only.","Financial Overview registry entries whose exact data product is not implemented are not offered as live controls.","Inventory thresholds are visible evidence only; they do not create purchase orders or send notifications. Communication exceptions never expose recipients, message bodies or service replies."],"troubleshooting":[{"problem":"A previously selected widget is no longer visible.","resolution":"Review the current role, Team capability and package plan access. The missing widget does not prove its underlying records were deleted."},{"problem":"Save reports a conflict.","resolution":"Reload the current revision, review the newer layout and apply the intended change again."},{"problem":"An offline arrangement is not saved.","resolution":"Reconnect and refresh. Offline arrangement is protected draft intent and has not been saved to your account."}],"related":["getting-started","navigate-nenvik-by-role"],"assistantGuidance":{"answerWhen":["A staff member asks how personal dashboards, widget access, sizing or layout conflicts work."],"neverAssume":["That a selected widget grants permission to its data.","That an offline draft was saved or can replay automatically.","That an Inventory threshold sends a notification or that an exception count exposes a failed message.","That an operational margin is accounting profit, a forecast, BAS evidence or bank reconciliation."]}},{"slug":"getting-started","publication":"public","title":"Set up Nenvik for your business","summary":"A practical setup checklist for Owners before the team starts creating live customer work.","category":"getting-started","audience":["Owner"],"keywords":["setup","company settings","timezone","currency","tax","team","first job"],"productAreas":["Company settings","Team","Customers","Jobs"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":20,"prerequisites":["An active Nenvik Staff account with Owner access.","Your numbering prefixes, quote and invoice timing defaults, tax label, and operating timezone.","If the Business Website is enabled, the public contact details customers should see.","The names and email addresses of team members who genuinely need access."],"permissions":["Owner access is required for business and team settings."],"routes":[{"label":"Company settings","path":"Settings → Company"},{"label":"Public business details","path":"Settings → Website → Contact"},{"label":"Team","path":"Settings → Team"},{"label":"Worker availability","path":"Calendar → Availability"},{"label":"Customers","path":"Customers"},{"label":"Jobs","path":"Jobs"},{"label":"Switching support","path":"/contact"},{"label":"Privacy Policy","path":"/privacy"}],"steps":[{"title":"Confirm company defaults","body":"Open Settings → Company. Confirm the read-only company name and currency, then review numbering prefixes, quote and invoice timing defaults, the tax display label, and the operating timezone. Activity timestamps use this Company timezone; date-only records keep the calendar day entered. Prefixes lock after the first corresponding record is numbered."},{"title":"Switch from another system","body":"There is no self-service import yet. Export your customer data from your current software, for example a CSV or spreadsheet export from ServiceM8, Tradify or Simpro, and send it to Nenvik support. We will move it into your new Nenvik account for you. Your data is handled under our Privacy Policy."},{"title":"Review public business details when the website is enabled","body":"Open Settings → Website → Contact to review the public phone, email, address, and other Business Information used by the Business Website. This is separate from Company settings and can require website-management access."},{"title":"Invite the team","body":"Invite each person with their own email address and choose the minimum role that matches their work. Do not share one staff login."},{"title":"Create one real Customer and Service Site","body":"Enter a Customer and, when work occurs at another location, add the relevant Service Site. Keep billing and operational locations distinct."},{"title":"Run a controlled first workflow","body":"Create a Lead or Quote, convert accepted work into a Job, schedule an eligible team member, complete the work, then issue an Invoice and record Payment evidence."},{"title":"Review customer access separately","body":"Invite a Customer Portal user only when the business intends to share eligible Quotes, Jobs, Invoices, or account information with that person."}],"settings":[{"title":"Company settings","body":"Read-only company name and currency, numbering prefixes, default invoice due days, default quote expiry days, tax display label, and operating timezone."},{"title":"Website Business Information","body":"Public contact details are managed separately under Settings → Website → Contact when the Business Website and the required access are available."},{"title":"Team access","body":"Roles, invitations, and finance visibility are managed with team access."},{"title":"Worker availability","body":"Working availability is reviewed separately under Calendar → Availability."},{"title":"Document defaults","body":"Quote, Invoice, and Job numbering prefixes plus default quote expiry and invoice due periods. Existing records are not rewritten."}],"notes":["A missing feature may need a different plan or permission. Ask the Owner to check your access.","Do not enter test customers that could be mistaken for real customer records."],"troubleshooting":[{"problem":"A setting is not visible.","resolution":"Confirm that you are signed into the correct business and have Owner access. If the whole module is absent, contact Nenvik support to check controlled availability."},{"problem":"A team invitation was not received.","resolution":"Confirm the email address and invitation status, then resend only from the Team screen. Never forward the raw invitation link through an insecure channel."}],"related":["navigate-nenvik-by-role","account-security","lead-to-job-workflow"],"assistantGuidance":{"answerWhen":["The user asks what to configure first.","An Owner wants a go-live checklist.","The user is unsure which business settings affect customer documents."],"neverAssume":["That the user has Owner access.","That a payment or email service is enabled.","That a missing feature is a technical failure rather than controlled availability."]}},{"slug":"navigate-nenvik-by-role","publication":"public","title":"Find the right workspace for your role","summary":"Understand where Owners, Office Staff, Field Workers, and Customers complete their work.","category":"getting-started","audience":["Owner","Office Staff","Field Worker","Customer"],"keywords":["navigation","roles","owner","office","field worker","portal"],"productAreas":["Business Console","Field Workspace","Customer Portal"],"status":"available","lastReviewed":"2 October 2026","estimatedMinutes":6,"prerequisites":["A live account for the correct Nenvik surface."],"permissions":["Navigation reflects the signed-in identity, business membership, role, and current capabilities."],"routes":[{"label":"Business Console","path":"Dashboard"},{"label":"Field Worker home","path":"My Day"},{"label":"Customer Portal","path":"Portal → Account overview"}],"steps":[{"title":"Owners","body":"Use the Business Console for company settings, team access, customers, sales, operations, finance, reporting, and Website management."},{"title":"Office Staff","body":"Use the Business Console for the modules granted by the business. Finance, team, Website publishing, and management actions may require extra capabilities."},{"title":"Field Workers","body":"Start with My Day for current and next assigned work, or My Jobs for today, the next 30 days, unscheduled work, past unfinished assignments and finished history. Past unfinished work has pages of up to 25 in Job number order; use More past unfinished assignments to continue. Search by Job number (including its business prefix), title, customer or site. Counts show assignments loaded in the current view. Draft Jobs stay in staff preparation and never appear as Field Worker work. On phones, the compact timer dock keeps the primary connected-only Work timer reachable."},{"title":"Customers","body":"Use the separate Customer Portal invitation and sign-in. Choose the correct business account before opening shared Quotes, Jobs, Invoices, notifications, or profile requests."}],"troubleshooting":[{"problem":"A navigation item is missing.","resolution":"Check the signed-in surface, selected business, role, and module availability. A permission denial and a plan or rollout limitation are different states."},{"problem":"A Portal user opened the wrong business.","resolution":"Use Choose another business and select the intended live relationship. Never reuse a copied URL from another account as a shortcut."}],"related":["getting-started","field-worker-my-day","customer-portal-overview"],"assistantGuidance":{"answerWhen":["The user asks where a feature is located.","The user is in the wrong surface or role-specific workspace."],"neverAssume":["That an Office Staff member has Owner capabilities.","That a Customer Portal identity is also a Staff identity."]}},{"slug":"lead-to-job-workflow","publication":"public","title":"Move from a Lead to an accepted Job","summary":"Capture an enquiry, connect the Customer, prepare a Quote, and create the operational Job.","category":"customers-and-sales","audience":["Owner","Office Staff"],"keywords":["lead","customer","quote","convert","job","enquiry"],"productAreas":["Leads","Customers","Quotes","Jobs"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":12,"prerequisites":["An eligible Staff role.","Accurate customer contact and service-location information."],"permissions":["Lead, Customer, Quote, and Job actions are checked separately.","Quote sending and Job conversion require the relevant management capability."],"routes":[{"label":"Leads","path":"Leads"},{"label":"Customers","path":"Customers"},{"label":"Quotes","path":"Quotes"},{"label":"Jobs","path":"Jobs"}],"steps":[{"title":"Capture the enquiry","body":"Create a Lead with the person, source, requested service, and factual notes. Public Business Website requests can create business-owned Leads automatically."},{"title":"Qualify and convert","body":"Update the Lead as contact progresses. Convert it into a Customer only when the business has enough reliable information."},{"title":"Confirm the service location","body":"Add or select the Customer’s Service Site when the work location differs from billing or postal details."},{"title":"Build and review the Quote","body":"Add line items, quantities, unit prices, tax, scope, and terms. Review totals before publishing the customer version."},{"title":"Publish for a customer decision","body":"Send the eligible private Quote or make it available in the Customer Portal. A customer decision does not schedule work or collect money."},{"title":"Create the Job","body":"Convert accepted work to a linked Job, then confirm priority, location snapshot, operational status, and scheduling needs."}],"troubleshooting":[{"problem":"The Quote cannot be converted.","resolution":"Check its current lifecycle state, customer link, items, totals, and whether a linked Job already exists."},{"problem":"The customer cannot see the Quote.","resolution":"Confirm that the correct saved, read-only publication is current and that the Portal user still has live access to the exact customer account."}],"related":["customers-and-service-sites","create-and-publish-a-quote","plan-and-dispatch-a-job"],"assistantGuidance":{"answerWhen":["The user asks how the sales workflow fits together.","The user wants to avoid duplicate Customer, Quote, or Job entry."],"neverAssume":["That a Quote acceptance schedules work.","That converting a Lead or Quote is reversible without review."]}},{"slug":"customers-and-service-sites","publication":"public","title":"Manage Customers, Contacts, and Service Sites","summary":"Keep commercial identity, people, and operational locations clear and connected.","category":"customers-and-sales","audience":["Owner","Office Staff"],"keywords":["customer","contact","service site","address","location"],"productAreas":["Customers","Contacts","Service Sites"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":8,"prerequisites":["An eligible Staff role and factual customer information."],"permissions":["Customer and Service Site management is limited to the selected business."],"routes":[{"label":"Customers","path":"Customers"},{"label":"Customer detail","path":"Customers → Select customer"},{"label":"Service Sites","path":"Customer → Service Sites"}],"steps":[{"title":"Create one Customer record","body":"Search before creating a new Customer. Use the commercial or household identity the business recognises."},{"title":"Add Contacts deliberately","body":"Use Contacts for people attached to the Customer. A Contact email does not automatically become a Portal identity."},{"title":"Add operational Service Sites","body":"Use Service Sites for locations where work occurs. Record available contact, arrival, access, parking and safety details. Add map coordinates only when you have verified them and confirm the location in the form. Keep billing, postal and service-location meaning explicit."},{"title":"Review the Job snapshot","body":"When a Job uses a Service Site, confirm the frozen location details. Later Site edits do not silently rewrite historical Job evidence."}],"troubleshooting":[{"problem":"A current Service Site change is not visible on an older Job.","resolution":"This can be correct: the Job preserves its own location snapshot. Review the Job rather than assuming it follows the live Service Site."},{"problem":"A Service Site save reports that the record changed elsewhere.","resolution":"Your entered values remain in the form. Review them against the latest record summary, then save once more to deliberately apply them to the current version. Reload instead if you want to discard your draft and use the other editor's values."},{"problem":"A Contact cannot sign into the Portal.","resolution":"A separate live Portal invitation and customer-account access are required."}],"related":["lead-to-job-workflow","customer-portal-overview"],"assistantGuidance":{"answerWhen":["The user asks whether to create a Customer, Contact, or Service Site.","A Job address differs from the current Customer record."],"neverAssume":["That Contact identity grants Portal access.","That historical Job locations should change with the Service Site."]}},{"slug":"create-and-publish-a-quote","publication":"public","title":"Create, publish, and respond to a Quote","summary":"Build a Quote, verify its totals, publish the customer document, and record the response.","category":"customers-and-sales","audience":["Owner","Office Staff","Customer"],"keywords":["quote","items","tax","publish","accept","decline","pdf"],"productAreas":["Quotes","Customer Portal"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":10,"prerequisites":["A Customer record.","Accurate scope, line items, tax treatment, and terms."],"permissions":["Staff need Quote management access.","Customers need live Portal access to the exact published Quote."],"routes":[{"label":"Quotes","path":"Quotes"},{"label":"Customer Quotes","path":"Customer Portal → Quotes"}],"steps":[{"title":"Build the working Quote","body":"Add clear line descriptions, positive quantities, unit prices, tax treatment, scope, and terms."},{"title":"Review the calculated totals","body":"Check subtotal, tax, and total from the line items. Do not override financial truth with a manually typed total."},{"title":"Publish the customer version","body":"Create the saved, read-only publication only after review. Later draft edits do not rewrite the document the customer received."},{"title":"Share through an authorised path","body":"Use secure delivery or the Customer Portal. Do not copy internal working URLs."},{"title":"Record the customer decision","body":"An eligible customer can accept or decline once. The decision updates Quote evidence but does not automatically schedule a Job or collect Payment."}],"troubleshooting":[{"problem":"The customer sees an older document.","resolution":"Check which publication is current. A PDF is a frozen document and should not be confused with the editable working Quote."},{"problem":"Accept or decline is unavailable.","resolution":"Confirm the selected business, Portal relationship, publication eligibility, and whether a decision already exists."}],"related":["lead-to-job-workflow","customer-portal-overview","invoice-and-payment-workflow"],"assistantGuidance":{"answerWhen":["The user asks about draft versus published Quotes.","The customer cannot respond to a Quote."],"neverAssume":["That the latest working draft is the customer’s frozen document.","That acceptance creates a schedule or Payment."]}},{"slug":"plan-and-dispatch-a-job","publication":"public","title":"Plan and dispatch a Job","summary":"Create the operational record, choose the location, schedule work, and assign eligible team members.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["job","calendar","dispatch","schedule","assignment","availability","stage","save"],"productAreas":["Jobs","Calendar","Dispatch","Team"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":12,"prerequisites":["A Customer and accurate service-location context.","An eligible team member with current business access."],"permissions":["Job and scheduling actions require the relevant management capability."],"routes":[{"label":"Jobs","path":"Jobs"},{"label":"Calendar","path":"Calendar"},{"label":"Dispatch","path":"Calendar → Dispatch"},{"label":"Availability","path":"Calendar → Availability"}],"steps":[{"title":"Create or review the Job","body":"Confirm Customer, location snapshot, title, priority, operational status, and source Quote where present."},{"title":"Choose the schedule view","body":"Use Day, Week, or Agenda for the planning question at hand. Use Dispatch when coordinating workers and unscheduled work."},{"title":"Check availability and conflicts","body":"Review worker availability and any detected overlap before saving the assignment."},{"title":"Assign the right team member","body":"Assign only a live eligible member who needs the Job. The worker sees limited to the assigned work information, not unrestricted business data."},{"title":"Confirm what the customer can see","body":"Scheduling and worker evidence remain private unless the business deliberately publishes customer-safe progress."},{"title":"Wait for an explicit save result","body":"Job Stage, Task, Issue/Damage, Company Asset/location and assignment-material forms show a pending state, then one visible result. A validation result keeps safe entered values, a conflict asks you to reload, and an unexpected failure shows a safe support reference. Do not repeatedly submit while the first save is pending."}],"troubleshooting":[{"problem":"The worker cannot see the Job.","resolution":"Confirm active business membership, the exact live assignment, and that the worker is using My Day or My Jobs in the correct business."},{"problem":"The schedule rejects the assignment.","resolution":"Review overlap, availability, Job state, and worker eligibility. Do not repeatedly submit stale schedule data."},{"problem":"A Job change did not save.","resolution":"Follow the result shown beside the form. Correct named fields, reload a changed record, or give support the displayed reference. The reference is safe to share and does not contain the form values."}],"related":["field-worker-my-day","navigate-nenvik-by-role","customers-and-service-sites"],"assistantGuidance":{"answerWhen":["The user asks how to schedule or dispatch work.","A worker cannot find an expected assignment.","A Job form reports a field error, conflict or support reference."],"neverAssume":["That every team member is eligible for every Job.","That scheduling publishes information to the Customer Portal.","That a click saved without a visible success result."]}},{"slug":"field-worker-my-day","publication":"public","title":"Use My Day and complete assigned work","summary":"Find assigned work, record progress, add evidence, and submit the assignment for office review.","category":"field-work","audience":["Field Worker"],"keywords":["my day","my jobs","field worker","assignment","submit","mobile"],"productAreas":["Field Workspace","Assignments"],"status":"available","lastReviewed":"2 October 2026","estimatedMinutes":10,"prerequisites":["An active Staff identity with the Field Worker role.","A current assignment in the selected business."],"permissions":["Field Workers see only eligible assigned work.","Submission does not directly change the shared Job status."],"routes":[{"label":"Today’s work","path":"My Day"},{"label":"All assigned work","path":"My Jobs"},{"label":"Assigned Job","path":"My Jobs → Select Job"}],"steps":[{"title":"Open My Day","body":"Start with today’s assignments. Use My Jobs for work outside the current day or to review other assignment states."},{"title":"Find past unfinished assignments","body":"My Jobs keeps open assignments whose schedule ended before today in Past unfinished, without rescheduling them. Search by number (for example the business prefix and number), title, customer or site. This section shows up to 25 in Job number order; use More past unfinished assignments to continue or First past unfinished page to return. Counts describe the loaded view, and finished or cancelled Jobs are kept in history."},{"title":"Confirm the exact assignment","body":"Review the business, Job number, Customer-safe location context, schedule, and assignment state before recording work."},{"title":"Start work","body":"Use the assignment progress control. If the assignment is held or blocked, review the reason and office instruction before continuing."},{"title":"Record factual evidence","body":"Complete required checklist items and add only relevant notes, materials, time, and private photos."},{"title":"Submit for office review","body":"Resolve required evidence and open timers, then submit once. Wait for the explicit result before leaving the page."}],"notes":["The current web experience does not provide a true offline queue. Keep original photos and notes until a save is confirmed.","Private worker evidence is not published to the Customer Portal automatically."],"troubleshooting":[{"problem":"No Jobs appear today.","resolution":"This can be a valid empty day. Check My Jobs and confirm the selected business before asking the office to review assignments."},{"problem":"A save failed on a weak connection.","resolution":"Keep the original information, reconnect, reload the current assignment, check what already saved, then retry once."}],"related":["plan-and-dispatch-a-job","field-evidence-and-time","navigate-nenvik-by-role"],"assistantGuidance":{"answerWhen":["A Field Worker asks what to do next.","An assigned Job is missing or a save failed."],"neverAssume":["That a tap saved without an explicit success state.","That the Field Worker can change the shared Job status."]}},{"slug":"field-evidence-and-time","publication":"public","title":"Record field evidence, time, and completion","summary":"Use the current assignment workspace to record required evidence, time, and completion.","category":"field-work","audience":["Field Worker","Owner","Office Staff"],"keywords":["photos","checklist","forms","signature","materials","timer","timesheet","issues","automatic arrival","Android","iOS","background location","departure"],"productAreas":["Field evidence","Time","Supervisor review"],"status":"available","lastReviewed":"3 October 2026","estimatedMinutes":14,"prerequisites":["A current assignment visible in My Jobs.","For automatic arrival: a supported Android or iOS app, an online connection and enabled Company GPS policy."],"permissions":["Evidence remains limited to the assigned work and private unless a separate customer-publication action is authorised."],"routes":[{"label":"Assignment evidence","path":"My Jobs → Assigned Job"},{"label":"Automatic arrival and departure","path":"My Day → Automatic arrival / Company time automation"},{"label":"Timesheets","path":"My Timesheets"},{"label":"Supervisor review","path":"Jobs → Select Job → Field delivery evidence"}],"steps":[{"title":"Choose whether to use automatic arrival","body":"Automatic arrival is optional. Your Company GPS policy, your consent on this device and device permissions are separate requirements. Allowing location does not enable automatic arrival."},{"title":"Prepare location access","body":"On iOS, choose Allow location; after While Using the App, request again for Always access. If no prompt appears, open the app's Location settings, choose Always if offered and turn Precise Location on. On Android, review the disclosure and allow precise location first. Choose Allow location again for background access; Android 11 or later opens app settings, where you choose Allow all the time if offered. Device restrictions may require an administrator."},{"title":"Check background availability","body":"Read the device checks in the Automatic arrival panel. On iOS, check Settings → General → Background App Refresh if unavailable; the app may be absent from the per-app list. Low Power Mode or device restrictions can affect availability, but the status does not identify the cause. On Android, check background location and Google Play services. Unsupported installed versions still require manual start."},{"title":"Return, refresh and set up","body":"Return to the app and choose Refresh. When the device and Company policy allow it, choose Set up and confirm consent. Open the app after new assignments. Background checks may be delayed by battery restrictions, restart or force quit. Check the confirmed timer; use Start timer when needed. Older installed versions may still require manual start."},{"title":"Choose departure assistance separately","body":"For Assisted or Automatic stop, choose Enable departure on this device and confirm separately. Arrival consent never grants stop permission. Policy changes require renewed consent. A confirmed departure opens a five-minute window: stop time, continue outside with permission and a reason, or report a suspected location error with a reason. Error reports keep safeguards active. Verified return cancels a window until time has actually stopped. Assisted leaves time running; Automatic stop needs a new online check after expiry. Notifications and countdowns do not stop time. Review the confirmed result and use manual controls when needed."},{"title":"Use the controls currently visible","body":"Open the assigned Job to use its configured checklist and forms, capture signatures, record materials, issues and diary entries, access available Job documents, and use the Work, Break or Travel timer controls shown for the assignment."},{"title":"Start work before recording time or photos","body":"A new assignment may show time and photo evidence as not started. If you are the assigned worker and Start work is offered, use it to initialize those records; this does not clock you in or start a timer. Use the separate timer control when you are ready to record time. Open map uses the Job's saved Site destination and hands it to a map app on supported devices."},{"title":"Keep evidence factual and private","body":"Capture only what is needed for the assignment. Do not include unrelated people, credentials, payment details, or private customer information in notes or photos."},{"title":"Resolve open work before submission","body":"Complete required checklist or form fields and close active time evidence before submitting. Submission gives the office evidence to review; it does not automatically complete the Job or publish evidence to the customer."},{"title":"Wait for office review","body":"A submission is operational evidence, not automatic Job completion or customer publication."}],"notes":["Evidence remains private to the assigned Job unless a separate customer-publication action is available and authorised.","Availability of individual controls depends on the Job configuration, assignment state and current access.","Automatic arrival works in supported Android and iOS apps with Company policy, separate device consent, precise and background location, and an online check. Open the app after new assignments. Arrival consent never authorises stopping time. Nothing is queued offline.","Company time automation offers Manual, Arrival only, Assisted (recommended) and explicit Automatic stop. Departure requires separate consent for the current Company policy. Two fresh outside checks confirm departure and open a five-minute window. Verified return cancels an uncommitted window even after expiry; a confirmed stop remains recorded.","During a departure window, Stop time ends the current segment through the normal timer controls. Continue working outside requires Company permission and a reason. Report suspected location error records a reason without disabling safeguards. Assisted expiry leaves time running for review. Automatic stop requires fresh online verification after the server deadline and uses the actual confirmed server stop time; it never backdates time to the deadline or completes the Job.","Android and iOS may delay or suppress checks after force quit, restart or battery restrictions. An exact stop at five minutes is not guaranteed. Refresh and use manual controls when needed. Notifications, opening the app and countdowns do not themselves stop time; the confirmed status and timestamp show the result. Older apps keep the manual fallback."],"troubleshooting":[{"problem":"Automatic arrival is unavailable on Android.","resolution":"Use the Android setup guide. Allow precise location first, then choose Allow location again for the separate background step. On Android 11 or later, choose Allow all the time in app settings. Check Google Play services and battery restrictions, return and Refresh. Then Set up and confirm consent. Use Start timer if unavailable; enabling Company policy or granting permission alone does not enable automatic arrival."},{"problem":"Automatic arrival is restricted or Nenvik is missing from Background App Refresh.","resolution":"Open the optional setup guide in Automatic arrival. New supported iOS containers report location authorization and background refresh separately. Older versions show a manual Settings fallback and cannot identify the exact refresh restriction. Nenvik may be absent from the per-app list; use the observed status, global settings and device restrictions, then return and Refresh status. Company activation does not grant device permission or worker consent. No prompt is guaranteed by iOS."},{"problem":"A capability described here is not visible.","resolution":"Check the assigned Job, its configuration, your access and current connection. Only use controls displayed for that assignment."},{"problem":"Evidence appears read-only.","resolution":"Review the assignment state. Submitted or frozen evidence is intentionally saved, read-only; an authorised correction or reopen flow may be required."},{"problem":"Time or photos say not started or unavailable.","resolution":"Not started means the assignment has no work-progress record yet; an assigned worker can use Start work when offered to initialize it without starting a timer. Unavailable after work starts means the records could not be loaded; reload and seek support if it persists."}],"related":["field-worker-my-day","plan-and-dispatch-a-job"],"assistantGuidance":{"answerWhen":["The user asks about field evidence or time."],"neverAssume":["That every Job has the same required checklist, form or document configuration.","That worker evidence is customer-visible.","That timesheets calculate payroll."]}},{"slug":"job-evidence-exports","publication":"public","title":"Create a private Job evidence package","summary":"Download a private ZIP of job records with a list of included and excluded items. Downloading does not share it with the customer.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["evidence export","job export","zip","manifest","photos","documents","audit"],"productAreas":["Jobs","Field evidence","Private documents"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":8,"prerequisites":["Evidence export included in your plan.","Jobs: view and Jobs: manage.","Configured private Job-media storage."],"permissions":["Financial evidence additionally requires Job costs: view and Expenses: view."],"routes":[{"label":"Job evidence exports","path":"Jobs → Select Job → Evidence exports"}],"steps":[{"title":"Choose the requested scope","body":"Select Field evidence, Job documents and—when separately authorised—Financial evidence. Excluded scope is recorded honestly as not requested."},{"title":"Create the private ZIP","body":"Nenvik freezes an exact manifest, verifies private source digests and rechecks the Job before making a package available."},{"title":"Review omissions","body":"Pending, retired, unavailable, corrupt, changed or limit-exceeding evidence is listed rather than silently ignored."},{"title":"Download before expiry","body":"The current user, permissions, plan access and optional financial scope are rechecked before the private no-store download is authorised."}],"notes":["Exports never publish evidence to the Customer Portal or change Job, approval, cost or accounting state.","Available packages expire after seven days."],"troubleshooting":[{"problem":"Private storage is unavailable.","resolution":"No package is created. Contact support if the private Job evidence service is unavailable."},{"problem":"The package is available with omissions.","resolution":"Open the exact manifest and review each fixed omission reason. Do not treat a partial package as complete."},{"problem":"A source changed during generation.","resolution":"Reload the Job, review the new evidence and create a new package. The changed package remains unavailable."}],"related":["field-evidence-and-time","plan-and-dispatch-a-job","navigate-nenvik-by-role"],"assistantGuidance":{"answerWhen":["A user asks how to export Job evidence.","A user asks why an evidence package is partial or unavailable."],"neverAssume":["That an omitted source is included.","That an evidence ZIP is customer-visible.","That financial evidence is authorised by Jobs access alone.","That a local migration has been deployed."]}},{"slug":"invoice-and-payment-workflow","publication":"public","title":"Issue an Invoice and record Payment evidence","summary":"Create a correct Invoice, publish the customer document, and keep the live balance tied to Payment records.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["invoice","payment","balance","partial payment","refund","pdf","expense","GST inclusive","units","discount","deposit","progress invoice","catalogue"],"productAreas":["Invoices","Payments","Finance"],"status":"available","lastReviewed":"7 October 2026","estimatedMinutes":12,"prerequisites":["A Customer and accurate billing information.","Invoice management and financial visibility."],"permissions":["Financial visibility and Payment actions require explicit capabilities."],"routes":[{"label":"Invoices","path":"Invoices"},{"label":"Finance overview","path":"Finance → Financial Overview"},{"label":"Customer Invoices","path":"Customer Portal → Invoices"}],"steps":[{"title":"Choose GST entry and units","body":"The Owner can set Enter invoice prices including GST in Settings → Company → Business details for documents when GST-registered. Each new invoice defaults to that choice. Quote-prefilled invoices start excluding GST. Prices include GST reinterprets unit prices without converting them; review the totals. Add an optional unit such as hr, m² or each (up to 16 characters). Issued documents keep the mode and units."},{"title":"Reuse lines and add discounts","body":"Add from service catalogue starts a line at the catalogue’s excluding-GST price, converted for an inclusive invoice. Staff who can edit website content can use Save to catalogue on an ordinary line; the catalogue stores the excluding-GST price. Add discount accepts a positive fixed amount or a percentage of the non-discount subtotal. Percentages become fixed amounts when added. Discount lines reduce both subtotal and GST; totals cannot become negative."},{"title":"Create deposit or progress invoices","body":"On an accepted Quote or its Job, choose Create deposit invoice. Review Invoice total for this quote: deposits and the final invoice use per-line invoice rounding, which can differ by a cent from the Quote total. Enter a percentage of that invoice total (30% initially) or a fixed amount including GST. The Draft uses the same Customer, Job and Site. GST is allocated from the remaining invoice amounts across non-void deposits so a fully credited final invoice reaches exactly zero. Deposit line amounts and relationships remain fixed; edit dates, notes and terms before issuing. Record payments only when received."},{"title":"Prepare the final invoice","body":"Choose Create final invoice from the Quote or Job. The excluding-GST quote lines include a Less deposit line for each earlier non-void deposit for that quote that has not already been credited. These credit amounts preserve the deposit subtotal and GST. They can be removed but cannot be edited. Draft final invoices reserve their deposits, so another non-void invoice cannot use the same credit. A credited deposit cannot be voided until its credit is removed from the Draft final invoice or that issued final invoice is voided."},{"title":"Create the Invoice","body":"Choose the Customer or linked Job and add accurate line items, tax treatment, terms, and due date."},{"title":"Review totals and issue","body":"Confirm calculated totals before creating the saved, read-only issued document. When the active customer has a valid email address, Email the secure invoice link is checked by default in the Issue dialog. Clear it to issue without emailing. Issuing succeeds independently of email delivery; check both results."},{"title":"Publish to the customer","body":"Use Email secure Invoice link if you did not email when issuing, or share through the Customer Portal. The PDF remains the frozen issued document. Overdue reminders include a secure invoice link when one can be prepared safely, with View and pay invoice when online card payment is available; otherwise they offer View invoice or retain the reminder without a link."},{"title":"Record Payment evidence","body":"Add each full or partial Payment with amount, method, and date. The balance reflects applied payments, manual corrections, and completed provider refunds."},{"title":"Review live balance separately","body":"The Portal can show current balance and limited payment history even though the original PDF does not change. ISO-currency amounts use grouped two-decimal presentation without changing the underlying exact evidence."},{"title":"Check completed refunds","body":"Refund invoice payments in the business's Stripe Dashboard. Once verified refund notifications are received, completed refunds appear in invoice payment history and the customer invoice page or Portal. A completed full or partial refund increases the outstanding balance; pending, failed, or cancelled refunds do not. Nenvik does not start refunds itself. If an older local refund request is still listed for the payment, cancel it before refunding in Stripe so it does not reserve the refundable amount."}],"notes":["Use online checkout when it is offered on the Invoice. A return from hosted checkout is never proof of Payment without verified payment records.","After a new emailed secure link is activated, older invoice links are cancelled. Use the newest email. An unconfirmed email may have arrived; check with the customer before sending again.","Reporting describes scoped operational evidence and does not claim a complete accounting profit statement."],"troubleshooting":[{"problem":"A deposit credit is unavailable when saving.","resolution":"Reload and check whether another non-void invoice already credits that deposit, the deposit was voided or the Customer, Quote or currency changed. Remove the unavailable line and review the totals."},{"problem":"I need to change the Customer or linked Job on a Draft with deposit credits.","resolution":"Remove the deposit credit lines first. A standard Draft can then clear its old Quote when you remove its Job or change Customer, or use the Quote belonging to the newly selected Job. Deposit invoices keep their original relationships."},{"problem":"Save to catalogue is missing.","resolution":"Check your permission to edit website content and your plan’s website access. Discounts and deposit credits cannot be saved to the catalogue."},{"problem":"A Stripe refund has not appeared on the invoice.","resolution":"Check the refund status in Stripe. Pending refunds do not change the balance. If an older local refund request is still listed for that payment, cancel it and wait for notification retry. If retries have ended or a completed refund is still missing, contact support to check or resend the connected-account refund notification. Disputes and chargebacks are not reflected by this refund workflow."},{"problem":"The PDF and live balance differ.","resolution":"This can be correct. The PDF is the frozen issued document; the page balance reflects later Payment evidence."},{"problem":"Online payment is unavailable.","resolution":"Check Invoice eligibility and controlled provider readiness. Record an offline Payment only when the business has genuine evidence."}],"related":["connect-stripe-card-payments","customer-portal-overview","create-and-publish-a-quote"],"assistantGuidance":{"answerWhen":["The user asks how balances are calculated.","A PDF differs from current Payment history."],"neverAssume":["That an Invoice is paid because a user returned from checkout.","That a manually set status can replace Payment evidence."]}},{"slug":"customer-portal-overview","publication":"public","title":"Use the Customer Portal","summary":"Choose the correct business account and use customer-safe Quotes, Jobs, Invoices, service requests, profile, Service Site, and security tools.","category":"customer-portal","audience":["Customer"],"keywords":["portal","customer","quotes","jobs","invoices","service requests","profile","service sites","security"],"productAreas":["Customer Portal"],"status":"available","lastReviewed":"29 September 2026","estimatedMinutes":9,"prerequisites":["A live invitation-created Customer Portal identity.","Current access to the exact business and Customer account."],"permissions":["There is no public self-registration.","Every Quote, Job, Invoice, and notification has its own current eligibility boundary."],"routes":[{"label":"Portal sign in","path":"Customer Portal → Sign in"},{"label":"Business selection","path":"Customer Portal → Choose business"},{"label":"Account overview","path":"Customer Portal → Account overview"},{"label":"Service Sites","path":"Customer Portal → Service Sites"},{"label":"Service requests","path":"Customer Portal → Requests"},{"label":"Account security","path":"Customer Portal → Account security"}],"steps":[{"title":"Sign in through the Portal","body":"Use the Customer Portal identity created by a business invitation. It is separate from your Staff sign-in."},{"title":"Choose the business account","body":"One identity can have more than one live relationship. Confirm the business and Customer before opening private records."},{"title":"Review shared work","body":"Start with the single next-action card: a Quote response, overdue Invoice or scheduled customer-visible Job is prioritised from the current selected relationship. Then open only current published Quotes, explicitly shared Jobs, issued Invoices and customer-safe notifications."},{"title":"Respond through the available action","body":"Accept or decline an eligible Quote after confirming its exact published revision, review response evidence, inspect published Job progress, download documents, submit a service request, or request a profile or Service Site change."},{"title":"Choose device notifications in the mobile app","body":"Open Profile and choose Enable notifications for this device. Approve the device prompt if you want generic lock-screen alerts. The Portal inbox and current account access remain the source of truth when you open an alert."},{"title":"Protect the account","body":"Use Account security for password changes and session controls. Never share invitations or recovery links with support."}],"notes":["A completed Quote shows response time and publication revision. Commercial Signature signer, method and channel evidence appears only when that workflow was requested and completed; without it, response channel and signer identity are labelled as not retained rather than inferred.","If online payment is unavailable, the Invoice shows valid frozen seller contact evidence or honestly says none was included. The Portal never invents bank details or asks for card details in that state.","Contacts and private operational Service Site facts are not managed in the Portal. Site changes remain review-gated.","Private worker records, photos, timesheets, costs, and internal notes are never customer-visible by default.","Mobile document links need a connection and current access. The device viewer or share sheet opens only after the Portal checks the document again."],"troubleshooting":[{"problem":"A shared item is not found.","resolution":"Return to business selection and confirm the account. Access or publication may have been revoked or replaced."},{"problem":"The customer needs to change contact details.","resolution":"Submit a profile change request. The business must review it before the Customer record changes."}],"related":["customer-portal-service-requests","customer-portal-service-sites","account-security","create-and-publish-a-quote","invoice-and-payment-workflow"],"assistantGuidance":{"answerWhen":["A customer asks what the Portal can do.","A customer cannot find a Quote, Job, or Invoice."],"neverAssume":["That the Portal relationship is still live.","That private business or worker information should be disclosed."]}},{"slug":"customer-portal-service-requests","publication":"public","title":"Submit a Customer Portal service request","summary":"Ask the business to review new work and follow a customer-safe status without creating a duplicate Customer record.","category":"customer-portal","audience":["Customer","Owner","Office Staff"],"keywords":["portal","service request","lead","request","status","service site"],"productAreas":["Customer Portal","Customers","Leads"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":4,"prerequisites":["A live invitation-created Customer Portal identity and exact business access."],"permissions":["Portal users submit and read only within their exact live Customer relationship.","Staff lifecycle decisions keep their existing Customer and Quote management capability checks."],"routes":[{"label":"Customer request","path":"Customer Portal → Requests"},{"label":"Staff review","path":"Business Console → Leads"}],"steps":[{"title":"Describe the service","body":"Enter a concise service description and optionally choose one current Service Site."},{"title":"Submit once","body":"The request enters the business Lead workflow. A successful submission is not a quote, booking or confirmed schedule."},{"title":"Follow the safe status","body":"Received, In review, Ready to plan, Accepted and Closed are customer-safe views of the one Lead lifecycle."}],"notes":["Only requests submitted through the current Portal identity are listed.","Staff triage, assignment, notes, contact details and other customers remain private.","Acceptance reuses the existing Customer and does not create a duplicate Customer or Contact."],"troubleshooting":[{"problem":"A Service Site is unavailable.","resolution":"Reload the Requests page. The Site may have been archived or may not belong to this Customer account."},{"problem":"Submission did not complete.","resolution":"Reload once and retry. Safe retries reuse the same recorded request instead of creating a duplicate."}],"related":["customer-portal-overview","customer-portal-service-sites","lead-to-job-workflow"],"assistantGuidance":{"answerWhen":["A customer asks how to request new work.","A customer asks what a request status means."],"neverAssume":["That a submitted request confirms pricing or timing.","That internal Lead details may be disclosed."]}},{"slug":"customer-portal-service-sites","publication":"public","title":"Request Customer Portal Service Site changes","summary":"Review customer-safe Sites and request creation, correction, or archival without directly changing operational records.","category":"customer-portal","audience":["Customer","Owner","Office Staff"],"keywords":["portal","service site","address","location","request","review"],"productAreas":["Customer Portal","Customers","Service Sites","Work Review Inbox"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["A live invitation-created Customer Portal identity and exact business access.","Customer-management authority for staff review."],"permissions":["Portal users see only the current Customer's allowlisted Site view.","Only authorised staff can apply or reject a request; Work Review visibility is not decision authority."],"routes":[{"label":"Customer request","path":"Customer Portal → Service Sites"},{"label":"Staff decision","path":"Business Console → Customer → Service Site requests"}],"steps":[{"title":"Review the current Site","body":"Confirm the customer-safe name, type and postal address. Operational instructions, Contacts, safety and coordinates remain private."},{"title":"Submit one exact request","body":"Request a new Site, a correction or archival. Submitting the same request again does not create a second change. Your business reviews it before updating the site."},{"title":"Review through the Customer workspace","body":"Authorised staff recheck the live Portal access, Customer, request and expected Site version before approving or safely rejecting."},{"title":"Trust only Nenvik outcome","body":"Pending means waiting for the business. Applied means the canonical Site service completed; a stale request must be refreshed and resubmitted."}],"notes":["No Portal request directly mutates a Service Site.","A Job keeps its own frozen service-location snapshot after a later Site change.","Offline state may be an unsent local draft only; approval and rejection are connected-only."],"troubleshooting":[{"problem":"A request cannot be applied.","resolution":"Refresh the Site. Its version or access may have changed; submit a new request from current evidence."},{"problem":"A private location detail is missing.","resolution":"This is intentional. Ask the business through its normal support channel; do not request internal Site data."}],"related":["customer-portal-overview","customers-and-service-sites","work-review-inbox"],"assistantGuidance":{"answerWhen":["A customer asks how to add or change a Service Site.","Staff asks why a Portal Site request is pending or stale."],"neverAssume":["That a Portal submission changed the operational Site.","That Work Review visibility grants Customer-management authority.","That customer-safe Site data includes private operational facts."]}},{"slug":"customer-communication-preferences","publication":"public","title":"Manage Customer Portal communication preferences","summary":"Choose service and marketing email or SMS preferences for one business relationship and review the saved, read-only change history.","category":"customer-portal","audience":["Customer"],"keywords":["communication preferences","email","sms","opt in","opt out","notifications","consent"],"productAreas":["Customer Portal","Communications"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["A live invitation-created Customer Portal identity.","Current access to the exact business and Customer account.","One exact matching business Contact with a mobile number before changing SMS preferences."],"permissions":["Preferences apply only to the selected business relationship.","Required account and security notices remain separate.","An SMS STOP suppression cannot be removed by this form."],"routes":[{"label":"Communication preferences","path":"Customer Portal → Notifications → Communication preferences"}],"steps":[{"title":"Confirm the business relationship","body":"Check the business and Customer shown in the Portal shell. The same identity may have more than one independent business relationship."},{"title":"Choose service and marketing channels","body":"Email and SMS choices are separate for service updates and optional marketing. SMS choices stay unavailable unless the business has one exact matching Contact with a mobile number."},{"title":"Save with current evidence","body":"Nenvik checks your current portal access and saves a new copy of your contact choices. Earlier choices remain in the history."},{"title":"Review preference and conversation history","body":"Use the histories on the same page to see recorded preference revisions and customer-safe SMS messages for this relationship."}],"notes":["Saving a preference records consent evidence; it does not prove provider delivery.","Customers cannot see private setup details, internal delivery checks or staff information."],"troubleshooting":[{"problem":"SMS choices are unavailable.","resolution":"Ask the business to confirm that one active Contact matches the Portal email and has a mobile number. Ambiguous or missing matches fail closed."},{"problem":"A preference was not changed.","resolution":"Refresh the page and try again. The record may have changed since the form was opened, or the current Portal relationship may no longer be eligible."}],"related":["customer-portal-overview","account-security","troubleshooting-and-support"],"assistantGuidance":{"answerWhen":["A customer asks how to manage service or marketing email and SMS choices.","A customer cannot change SMS preferences or wants to understand the recorded history."],"neverAssume":["That a saved preference proves a message was sent or delivered.","That one business relationship changes preferences for another.","That a Portal form can remove an SMS STOP suppression."]}},{"slug":"website-and-growth-setup","publication":"public","title":"Set up the optional Business Website","summary":"Prepare business-owned pages, media, enquiries, SEO facts, preview, and publication without mixing them with the Nenvik product website.","category":"website-and-growth","audience":["Owner","Office Staff"],"keywords":["website","cms","services","projects","media","seo","custom domain","quote request"],"productAreas":["Website Studio","Public Business Website","CRM"],"status":"available","lastReviewed":"5 October 2026","estimatedMinutes":18,"prerequisites":["Website management availability for the business.","Accurate business identity, services, service areas, contact details, and approved public media."],"permissions":["Website edit and publish access can differ.","Only the Owner can manage the custom domain, with Website management and custom-domain plan access.","Public Website media is separate from private operational evidence."],"routes":[{"label":"Website overview","path":"Settings → Website"},{"label":"Design","path":"Settings → Website → Design"},{"label":"Composer","path":"Settings → Website → Composer"},{"label":"Publishing","path":"Settings → Website → Publishing"},{"label":"Content","path":"Settings → Website → Homepage / Services / Areas / Projects"},{"label":"SEO","path":"Settings → Website → SEO"},{"label":"Domain","path":"Settings → Website → Domain"},{"label":"Public AI Facts","path":"Public Website → AI Facts"},{"label":"Preview","path":"Settings → Website → Design → Preview"}],"steps":[{"title":"Confirm readiness","body":"Review business identity, contact details, services, areas, and the public slug before editing visual presentation."},{"title":"Choose a controlled design","body":"Choose a theme, colours, font, spacing and corner style from the available options. Reorder or rename existing navigation links; the Privacy link stays. Website Studio does not accept custom code or unsupported claims."},{"title":"Build the content model","body":"Add homepage facts, services, service areas, projects, About, FAQ, contact, quote-request, and privacy content as appropriate. A Service may include an optional starting price in the business currency; public pages label it Starting from, and the final price still comes from a real quote."},{"title":"Test the progressive quote request","body":"The visitor first chooses services and describes the job, then supplies location, timing and contact details. Opening Request a quote from a Service detail page safely preselects that current active Service; an unknown or old URL value is ignored. Continue only validates the current browser form; no enquiry is saved until the visitor submits the final step. Optional photos begin uploading only after explicit photo interaction. Unsupported, oversized or over-limit files are identified visibly. Rapid or retried delivery of the same final submission returns one CRM request and its original reference instead of creating another Lead."},{"title":"Arrange a safe section draft","body":"Create a draft explicitly from current real Website content, then use Composer to move, duplicate or hide only registered sections. The responsive draft preview does not publish changes."},{"title":"Review and publish the exact snapshot","body":"Submit the saved snapshot in Publishing. An eligible reviewer approves or rejects that exact revision; an eligible publisher then confirms the customer-visible change. A later edit supersedes a pending review, and restore copies history into a new draft without changing the live Website."},{"title":"Prepare public media","body":"Use only approved images with useful alt text and the right visibility. Never reuse private Job evidence automatically."},{"title":"Review SEO and AI-discovery facts","body":"Check title, description, index policy, Nenvik-derived route audit, trusted canonical information, sitemap membership and fact-only structured data. A valid published revision can also provide human-readable AI Facts and an experimental llms.txt view when OAI discovery is allowed. Follow real correction links and never promise ranking, rich results, traffic or AI citations."},{"title":"Preview before publication","body":"Inspect desktop and mobile presentation, links, forms, contact details, and missing-content states before publishing."},{"title":"Connect your own website address","body":"As the Owner, open Domain in Website Studio, enter the exact hostname visitors should use without https:// or a path, and choose Save and check domain. Add the displayed DNS records at the provider managing your domain's nameservers, preserving unrelated and email records. Allow time for DNS changes to propagate, then choose Check setup now. Automatic checks also retry; the connection activates after domain verification, DNS, HTTPS and routing checks pass. Connecting a domain does not enable the website or publish draft content; review Website overview and Publishing separately."},{"title":"Connect enquiries","body":"A public Quote Request becomes a business-owned Lead and structured Quote Request in the same CRM workflow. The form shows its 2,000-character description limit, validates Australian postcode and supplied phone formats, keeps safe entries after validation, and shows a visible sending state. Photos are optional, a specific preferred date cannot be before the Company's current local date, and an unexpected submission failure keeps the visitor's entries while showing a safe support reference. The Contact page directs visitors to the published contact methods or the Quote Request flow; it does not submit a separate Contact Request."}],"notes":["Custom domains are available with the required plan access. You make the DNS changes at your domain provider; Website Studio shows the instructions and connection checks. Your current live address stays active while a replacement is checked, and the provided platform address remains the fallback when a custom domain is removed.","Navigation and footer choices are revisioned with the design. Contact remains visible, at least two navigation destinations remain, and missing business facts are never invented.","Published inner pages reuse the full server-derived Website navigation. Tablet and small-desktop visitors keep an explicit Menu and available Call action until there is enough room for the full navigation.","Saved crawler permissions and the effective environment policy are separate evidence. A staging/no-index environment can show a preference as configured to allow while correctly keeping crawling inactive.","Search eligibility requires an enabled public website, ordinary search crawling, a current live paid subscription and no sample content rendered on the public site. Trials and test billing accounts do not qualify; active, past-due and scheduled-cancellation paid subscriptions can qualify. After applying or removing sample content, review the cleaned content and publish it again; publishing only the design does not replace the old public content. Website → SEO explains when this republish step is required. Eligibility does not guarantee indexing or ranking.","Content, design, SEO and domain releases are separate. Publishing content changes only the approved homepage section document.","The technical route audit is diagnostic evidence. Hidden and quote-request routes remain excluded; structured data uses only visible supplied facts and trusted server-resolved URLs.","Requesting a discovery refresh saves the website address for review. It does not prove submission, indexing or improved search rankings.","Online booking is a separate setting in Website Studio (Requests → Online booking) and is off until you enable it. Reviews now require a link to the completed job, exact-content consent, moderation and explicit publication; review-request automation is off by default and remains subject to destination, plan access and marketing-consent checks."],"troubleshooting":[{"problem":"The public site does not show a recent edit.","resolution":"Confirm the change was saved, the correct preview or published state is being viewed, and publication completed successfully."},{"problem":"A custom domain is not active.","resolution":"Open Domain in Website Studio, review the displayed DNS records and verification, DNS, HTTPS and routing checks, then choose Check setup now. If records are not available yet, wait for the exact instructions before changing DNS. Allow time for propagation and confirm the website is enabled in Website overview. Keep using your current live or provided platform address until the connection is confirmed; contact support if the checks continue to need attention."},{"problem":"A visitor cannot submit a Quote Request.","resolution":"Ask them to review the highlighted fields, confirm the postcode has four digits, use a valid Australian phone format when supplied, and keep the displayed support reference. Any specific preferred date must be today or later. They can retry without waiting for an optional failed photo. If the page says the form identity was already used for different details, refresh before sending the changed request. The reference is safe to share with support and does not contain their submitted details."}],"related":["getting-started","lead-to-job-workflow"],"assistantGuidance":{"answerWhen":["The user asks how to configure the optional Business Website.","The user asks how public enquiries reach the CRM."],"neverAssume":["That a domain or provider is configured.","That a private image is approved for publication.","That technical SEO guarantees discovery."]}},{"slug":"on-the-way-customer-communication","publication":"public","title":"Send an on-the-way customer update","summary":"Send an on-the-way job email to a checked customer address and review the delivery result.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["on the way","running late","arrived","customer email","job update","template","retry"],"productAreas":["Business Console","Jobs","Customer communication"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["An active Job with an active Customer.","A valid email on the Customer or one active Contact.","The Customer communication feature enabled for the business."],"permissions":["Owners can use the feature.","Office Staff need live Jobs view and manage capabilities.","Field Workers cannot send business-wide customer arrival updates."],"routes":[{"label":"Customer arrival updates","path":"Jobs → Job detail"}],"steps":[{"title":"Choose the milestone and recipient","body":"Select On the way, Running late or Arrived, then choose one server-presented Customer or Contact email route. The browser never supplies a recipient address or Company."},{"title":"Review the exact preview","body":"Add an optional plain-text note and review the subject and body. Nenvik re-renders from current checked Job facts when the intent is created."},{"title":"Save and send explicitly","body":"Choose Save and send email once. The action creates saved, read-only intent evidence before any provider call and does not change Job status or the Customer Portal timeline."},{"title":"Read delivery truth","body":"Pending means no provider acceptance is recorded. Accepted means the configured provider accepted the request, not that the customer opened it. Only transient failures expose Retry email."},{"title":"Version templates safely","body":"Manage the three Company templates from the same panel. Saving creates a new saved, read-only version; historical messages keep their original rendered snapshots."}],"notes":["Email is the only implemented channel; SMS and automatic location-triggered sends are absent.","Retries reuse one provider idempotency key and never mutate the Job lifecycle."],"troubleshooting":[{"problem":"No recipient is available.","resolution":"Add a valid email to the active Customer or an active Contact, then reload the Job."},{"problem":"The communication remains pending.","resolution":"Email delivery may be intentionally paused. Pending never means sent; review the environment delivery control before retrying."},{"problem":"The route became invalid.","resolution":"Review the current Customer or Contact email and create a new intent. An old intent never silently follows a changed address."}],"related":["lead-to-job-workflow","staff-notification-centre","troubleshooting-and-support"],"assistantGuidance":{"answerWhen":["An Owner or Office Staff user asks how to send an arrival update.","A Job communication status, recipient, retry or template is unclear."],"neverAssume":["That provider acceptance means delivery or reading.","That a Customer email grants Portal or Staff authority.","That SMS, automatic sends or location tracking exists."]}},{"slug":"staff-notification-centre","publication":"public","title":"Use the Staff Notification Centre","summary":"Review permission-aware operational alerts, open their original records safely, and manage optional topic preferences.","category":"account-and-security","audience":["Owner","Office Staff"],"keywords":["notifications","inbox","unread","work review","expense review","job issue","quote response","preferences"],"productAreas":["Business Console","Staff notifications"],"status":"available","lastReviewed":"29 September 2026","estimatedMinutes":6,"prerequisites":["An active Staff account for the correct business.","The Staff Notification Centre enabled for the business."],"permissions":["Owners can see eligible business notifications.","Office Staff also need the live capability for each notification domain.","Hidden domains disclose no notification count or existence signal."],"routes":[{"label":"Staff notifications","path":"Notifications"}],"steps":[{"title":"Review the personal inbox","body":"Use the bell or open Notifications. Unread totals follow the current business, membership, role, capability, plan access, and in-app topic preferences."},{"title":"Open the original record","body":"Choose Open safely. Nenvik rechecks current server authority and resolves the source destination; the browser does not supply a Company, recipient, or hidden target."},{"title":"Record read state","body":"Mark one item or the visible page as read. This adds personal read evidence without editing or deleting the saved, read-only notification fact."},{"title":"Choose optional topic preferences","body":"Choose whether a supported topic appears in the inbox. An eligible email option currently creates only a held provider-neutral intent and sends no email."},{"title":"Enable device alerts in the mobile app","body":"Open Profile, choose Enable notifications and approve the device prompt. Use Disable on this device to revoke this device's registration. Alerts have generic text; opening one checks your current account and record access online."}],"notes":["Account and security communications remain separate mandatory workflows and cannot be disabled here.","A held email intent means no provider call occurred and does not claim delivery.","A registered device can miss an alert because of device settings, connection or provider availability. Check the in-app inbox for the current state."],"troubleshooting":[{"problem":"The notification bell is absent.","resolution":"Confirm the selected business, current role, and controlled Staff Notification Centre availability. A missing feature can be an plan access boundary rather than an error."},{"problem":"A topic or item is missing.","resolution":"Check the live domain capability and the in-app topic preference. Hidden domains intentionally reveal no count or existence signal."},{"problem":"An item returns to the inbox instead of opening.","resolution":"The source or current access may have changed. Open the authorised module through normal navigation instead of guessing or editing the URL."}],"related":["navigate-nenvik-by-role","account-security","troubleshooting-and-support"],"assistantGuidance":{"answerWhen":["An Owner or Office Staff user asks how the notification inbox works.","A notification, unread count, safe destination, or topic preference is unclear."],"neverAssume":["That a missing notification proves the source event exists.","That an Office Staff member has access to every notification domain.","That a held delivery intent means an email was sent."]}},{"slug":"global-search-and-quick-create","publication":"public","title":"Search authorised records and start work quickly","summary":"Use the command menu to find available records, pages, and creation actions without crossing Company or permission boundaries.","category":"getting-started","audience":["Owner","Office Staff","Field Worker"],"keywords":["search","command menu","quick create","customer","lead","quote","job","invoice","expense","expense claim","keyboard"],"productAreas":["Business Console","Search","Quick actions"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":5,"prerequisites":["An active Staff account for the correct business.","The relevant feature and live module capability."],"permissions":["Owners and authorised Office Staff search only enabled domains they can view.","Quick actions require the corresponding live manage capability and feature.","Field Workers receive no business record search; an enabled Expense Claim action can still appear.","Hidden domains disclose no record or count."],"routes":[{"label":"Command menu","path":"Business Console → top search or Ctrl/Command+K"}],"steps":[{"title":"Open the command menu","body":"Select the top search control or press Ctrl+K on Windows or Command+K on macOS."},{"title":"Enter a limited search","body":"Type at least two characters. The Business Console searches only current Company records under the live role, capabilities, and enabled features."},{"title":"Open a safe result","body":"Choose an authorised record or existing page. Results contain a safe label, status summary, and in-product destination rather than private notes or financial details."},{"title":"Start an available action","body":"Choose a create or capture action only when it appears. The destination reauthorises the session and validates the submitted record."}],"notes":["No result never proves that a restricted domain or another business has no matching record.","Record search can be temporarily unavailable while pages and authorised actions remain usable.","Search uses the current business records available to your account. It does not search other businesses or private fields you cannot access."],"troubleshooting":[{"problem":"A module or action is missing.","resolution":"Confirm the selected business, role, live capability, and feature access. Hidden domains intentionally reveal no item or count."},{"problem":"Record search is temporarily unavailable.","resolution":"Continue through normal navigation or retry after refreshing current access. Do not infer that records are absent."}],"related":["navigate-nenvik-by-role","getting-started","account-security"],"assistantGuidance":{"answerWhen":["A Staff user asks how to find a record or start a common create action.","The command menu, keyboard shortcut, missing domain, or unavailable state is unclear."],"neverAssume":["That the browser can choose a Company, role, capability, or enabled feature.","That a hidden domain has no records.","That a Field Worker can search business customer records or financial records."]}},{"slug":"voice-to-text","publication":"public","title":"Dictate and review text safely","summary":"Use supported voice dictation to draft text, then review it before saving. Dictation does not change who can edit the field.","category":"field-work","audience":["Owner","Office Staff","Field Worker"],"keywords":["voice","dictation","speech","microphone","transcript","completion note","customer note","assignment form","privacy"],"productAreas":["Business Console","Field Workspace","Customers"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":5,"prerequisites":["An authorised editable text field that offers Dictate.","A browser or platform that provides speech recognition and microphone permission."],"permissions":["Dictation grants no new Company, role, capability, plan access, assignment or record authority.","It appears only beside a text field the current screen already permits the user to edit.","The existing server action reauthorises and validates the field when the surrounding form is submitted."],"routes":[{"label":"Customer note","path":"Business Console → Customers → Customer → Notes"},{"label":"Assignment progress","path":"Field Workspace → My Jobs → Assignment → Progress"},{"label":"Assignment form","path":"Field Workspace → My Jobs → Assignment → Forms"}],"steps":[{"title":"Start explicitly","body":"Select Dictate beside an authorised text field and respond to the browser or platform microphone prompt."},{"title":"Stop and review","body":"Select Stop dictation, then edit the temporary local transcript. The application has not submitted or saved it."},{"title":"Insert or discard","body":"Insert reviewed text into the normal field, or discard the transcript. Inserting still does not submit the form."},{"title":"Submit normally","body":"Check the complete field in context and use the normal form action. Existing server authority, version and validation rules still apply."}],"notes":["The application does not record, upload or retain raw audio.","Your browser or platform may process speech outside the application.","The transcript exists only in the open component until it is inserted or discarded.","Unsupported or denied dictation never disables the normal text field."],"troubleshooting":[{"problem":"Dictation is unavailable or microphone access was denied.","resolution":"Type normally, or review this site's browser permission and try again. The application cannot override the browser decision."},{"problem":"The reviewed transcript cannot be inserted.","resolution":"Shorten it to fit the existing field limit, or confirm the authorised text field is still open and editable."}],"related":["field-worker-my-day","field-evidence-and-time","customers-and-service-sites"],"assistantGuidance":{"answerWhen":["A user asks how dictation, microphone consent, transcript review or retention works.","A user cannot insert a transcript or sees an unsupported, denied or no-speech state."],"neverAssume":["That speech processing is on-device or private beyond the browser/platform disclosure.","That a transcript was saved, submitted or accepted by a domain action.","That dictation grants access to a text field the user cannot already edit."]}},{"slug":"weekly-timesheets","publication":"public","title":"Review weekly timesheets without rewriting time evidence","summary":"Understand worker weeks, timer-derived rows, exceptions, submission and authorised review.","category":"field-work","audience":["Owner","Office Staff","Field Worker"],"keywords":["timesheet","weekly","time","timer","review","exception"],"productAreas":["My Timesheets","Timesheets","Assignments"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["Recorded assignment time in the selected business."],"permissions":["Workers see only their own eligible time.","Authorised reviewers see only in-scope worker time evidence and Job details they can access."],"routes":[{"label":"Worker view","path":"My Timesheets"},{"label":"Reviewer view","path":"Timesheets"}],"steps":[{"title":"Choose the correct week","body":"Confirm the business timezone, week range and worker before relying on totals."},{"title":"Resolve visible exceptions","body":"Review missing stop times, overlaps and other warnings against assignment evidence. Do not replace recorded facts with an unsupported estimate."},{"title":"Submit or review the current version","body":"Use the available action only after checking the displayed version and status. A stale change must be reloaded before retrying."}],"notes":["Timesheet review does not grant Job access or financial visibility.","Timer evidence remains auditable after review."],"troubleshooting":[{"problem":"A time row or total changed after reload.","resolution":"Confirm the selected week and timezone, then review the current timer evidence and exceptions before submitting again."}],"related":["field-worker-my-day","field-evidence-and-time","work-review-inbox"],"assistantGuidance":{"answerWhen":["A user asks about weekly time, timer exceptions or timesheet review."],"neverAssume":["That a displayed duration is approved payroll or a manually editable fact.","That a reviewer can see workers or Job details outside their current access."]}},{"slug":"company-asset-register","publication":"public","title":"Register, assign and maintain Company equipment","summary":"Identify, assign and maintain Company equipment while keeping Expense and accounting truth separate.","category":"invoices-and-payments","audience":["Owner","Office Staff","Field Worker"],"keywords":["asset","equipment","fixed asset","expense handoff","source review","asset tag","QR","custody","maintenance"],"productAreas":["Company Assets","Expenses"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":8,"prerequisites":["Company Asset access.","Expense visibility when preparing or reviewing an Expense-linked draft."],"permissions":["Owners have Company Asset authority; Office Staff require explicit Asset grants.","Source money remains hidden when the current role lacks Expense visibility."],"routes":[{"label":"Asset register","path":"Company Assets"},{"label":"Scan equipment","path":"Company Assets → Scan equipment"},{"label":"Equipment locations","path":"Company Assets → Locations"},{"label":"Field Worker equipment","path":"My Equipment"},{"label":"Expense handoff","path":"Expenses → Expense detail → Company asset handoff"}],"steps":[{"title":"Choose manual or Expense-linked creation","body":"Create a manual Draft asset for operational identity only. To preserve the source of the cost, open one posted Expense and prepare a separate asset draft from its handoff panel."},{"title":"Review the frozen source and allocation","body":"Confirm the source Expense, allocated gross amount, quantity, class and ownership. The draft is evidence for review; it is not depreciation, tax treatment or an accounting posting."},{"title":"Confirm once","body":"Confirmation creates the exact number of operational Asset records in one transaction. Posting or reviewing an Expense never creates them automatically."},{"title":"Respond to later source review","body":"If the source Expense is voided or corrected, the Asset stays intact and is flagged for an authorised finance review. Check the operational record before acknowledging the flag."},{"title":"Add a field identity","body":"Record the manufacturer, model, serial number and one unique Company asset tag. Print Nenvik-generated QR label or use a keyboard-wedge barcode scanner from Scan equipment."},{"title":"Hand over equipment","body":"Assign active equipment to an authorised staff member, Job or equipment location. A Field Worker sees only equipment handed directly to them or attached to one of their assigned Jobs, and can acknowledge or release only their own custody."},{"title":"Schedule and close maintenance","body":"Create an inspection, service, repair or calibration due date, optionally linked to a Job. Complete or cancel it explicitly so the permanent history remains truthful."}],"notes":["Disposed is a terminal operational status.","Equipment locations are separate from consumable Inventory locations.","QR and asset-tag lookup require an authorised signed-in staff context; no public asset record is exposed.","Company assets remain separate from consumable Inventory and Customer or Service Site assets.","Review displayed quantities and timestamps before acting. Stock and equipment changes require a current connection and are checked against the latest record."],"troubleshooting":[{"problem":"The Expense handoff is unavailable.","resolution":"Confirm the Expense is posted, the current role has both Expense and Asset access, the Company Asset feature is enabled, and un-cancelled draft allocations have not used the full gross amount."},{"problem":"The source Expense requires review.","resolution":"Open the linked Expense with finance authority, compare the saved, read-only source snapshot with the correction, and acknowledge only after deciding the operational Asset remains appropriate."},{"problem":"Equipment cannot be retired or disposed.","resolution":"Release active custody and complete or cancel every scheduled maintenance record, then retry from the latest equipment version."},{"problem":"A Field Worker cannot see or acknowledge equipment.","resolution":"Confirm the equipment is handed directly to that active Field Worker or attached to one of their assigned Jobs. Broad Company register access is intentionally unavailable."}],"related":["expense-document-intake","expense-claim-review","accounting-operations"],"assistantGuidance":{"answerWhen":["An authorised user asks how to create, activate, retire or dispose a Company Asset.","An authorised user asks how a posted or voided Expense relates to operational assets.","A user asks about asset tags, QR lookup, custody, equipment locations or maintenance."],"neverAssume":["That posting an Expense creates an Asset.","That an Asset is a depreciation schedule, tax classification or accounting-provider record.","That a Field Worker or Customer can browse the Company register.","That equipment custody or maintenance changes any Expense or accounting records."]}},{"slug":"inventory-stock-operations","publication":"public","title":"Track consumable Inventory safely","summary":"Create consumable items and locations, then track every stock change in a permanent movement history.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["inventory","stock","consumable","receive","consume","return","transfer","stocktake","adjustment","reorder"],"productAreas":["Inventory","Jobs"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["Inventory access.","At least one active stock location before recording a movement."],"permissions":["Owners have implicit Inventory authority.","Office Staff require exact Inventory view and manage grants.","Field Workers do not receive broad Inventory access in this release."],"routes":[{"label":"Inventory","path":"Inventory"},{"label":"Stock locations","path":"Inventory → Locations"},{"label":"Item movement history","path":"Inventory → Item"}],"steps":[{"title":"Create the consumable identity","body":"Add the item name, stock unit and optional SKU/category. Choose the unit carefully: it can change before the first movement but is locked once stock history exists. The item begins at zero; creating it does not create a purchase, Expense, Supplier or accounting entry."},{"title":"Create operational locations","body":"Add the stockroom, warehouse, vehicle or other place that physically holds consumables. A location cannot be archived while it has stock or an active reorder rule."},{"title":"Record one explicit movement","body":"Receive, consume, return, transfer, stocktake or adjust. Nenvik locks the exact item and locations, derives signed entries and rejects any result below zero."},{"title":"Attach Job evidence only when relevant","body":"Consume and return may reference one exact active Job. This is operational evidence only and does not post a Job cost or change the Field Worker material log."},{"title":"Set a visible reorder threshold","body":"Configure a non-negative threshold for an item/location pair. The threshold shows low-stock evidence. A separate authorised replenishment policy can turn that evidence into an explainable suggestion, but never sends or approves an order."},{"title":"Use stocktake and adjustment carefully","body":"Both require a reason. A stocktake records the counted balance and its exact delta; an adjustment records a signed correction. Neither rewrites earlier movements."}],"notes":["Stock balances are calculated from recorded movements. You cannot overwrite the balance directly.","An item unit cannot change after its first movement because doing so would reinterpret saved, read-only history.","Transfers are atomic and zero-sum across two different active locations.","Company equipment, Customer assets, Expenses, accounting value and consumable Inventory remain separate.","Review the current quantity and movement history before acting. Inventory changes require a current connection and are checked against the latest balance."],"troubleshooting":[{"problem":"A movement would not save.","resolution":"Reload the item, confirm the latest version and active location, and check that the requested consume, transfer or negative adjustment would not make the location balance negative. If the message includes a MUT support reference, keep that code when contacting support; it identifies the failed attempt without exposing business data or technical details."},{"problem":"An item or location cannot be archived.","resolution":"Return or transfer its remaining stock to zero and remove every active reorder rule before retrying."},{"problem":"A Field Worker material entry did not change Inventory.","resolution":"That is intentional in this release. Assignment material evidence and the stock movement history are separate; record an authorised Inventory consume movement explicitly."},{"problem":"Low stock did not send a message.","resolution":"That is intentional. A reorder threshold alone is visible evidence. An authorised office user may add a replenishment policy and run an evaluation, but every conversion remains a human action and no supplier transmission is enabled."}],"related":["company-asset-register","job-cost-and-review-controls","field-evidence-and-time"],"assistantGuidance":{"answerWhen":["An authorised user asks how to receive, consume, return, transfer, stocktake or adjust consumable stock.","A user asks why Inventory differs from Company equipment, Job materials or Expenses."],"neverAssume":["That a displayed operational quantity is an accounting valuation.","That a Job material entry automatically decrements Inventory.","That low stock sends a notification, approves a purchase or transmits an order.","That a Field Worker has broad Inventory access."]}},{"slug":"supplier-directory-and-connections","publication":"public","title":"Set up Suppliers and catalogue evidence","summary":"Create the Supplier record, keep optional source references and import catalogue evidence. Supplier account connections and live catalogue exchange are not available.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["supplier","vendor","catalogue","price list","manual","document exchange"],"productAreas":["Suppliers","Purchasing","Inventory"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["Suppliers view access.","Suppliers manage access to create or revise records."],"permissions":["Owners have implicit Supplier authority.","Office Staff need exact Suppliers view or manage grants.","Field Workers do not receive the Supplier directory or commercial source metadata."],"routes":[{"label":"Suppliers","path":"Suppliers"},{"label":"Supplier detail","path":"Suppliers → Supplier"}],"steps":[{"title":"Create one canonical Supplier","body":"Record the trading identity, account reference, contact, address, currency and payment terms. Browser input never supplies Company authority."},{"title":"Record a source reference","body":"Manual details and catalogue files can help identify supplier information. A source reference does not connect Nenvik to the Supplier."},{"title":"Keep credentials outside this record","body":"Source records accept a non-secret reference and account label only. Never enter tokens, passwords or private service details."},{"title":"Import catalogue evidence","body":"Review tab-delimited rows containing SKU, description, unit, currency, tax mode/rate, observed price, pack quantity, minimum and order multiple. Commas inside descriptions are preserved. Importing the same file again does not add duplicates; stale or expired prices remain visibly stale."},{"title":"Archive without rewriting history","body":"Archiving removes the Supplier from new selections. Existing Purchase Orders and Expenses retain their stored supplier snapshots and references."}],"notes":["Supplier providers and live catalogue, price, stock or order exchange are not included in this delivery.","Recording a Purchase Order in Nenvik does not send it to the Supplier.","Expense supplier text remains a historical snapshot; the nullable canonical Supplier reference is additive and is not backfilled automatically."],"troubleshooting":[{"problem":"I cannot connect a Supplier account.","resolution":"Supplier account connections are not available. You can still manage the Supplier record and imported catalogue evidence."},{"problem":"A catalogue product will not map.","resolution":"Confirm the Supplier, Inventory item, unit conversion and observed price belong to the current Company and are still active."}],"related":["purchase-orders-and-approvals","receiving-and-safe-replenishment","inventory-stock-operations"],"assistantGuidance":{"answerWhen":["An authorised user asks how to create a Supplier, record a source reference or import catalogue evidence."],"neverAssume":["That a source record is a live integration.","That catalogue evidence is live pricing or stock.","That a Supplier rename rewrites historical documents.","That source metadata stores credentials."]}},{"slug":"purchase-orders-and-approvals","publication":"public","title":"Create, revise and approve Purchase Orders","summary":"Create a Purchase Order from a draft or approved Purchase Request, then record its issue separately from sending it to a Supplier.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["purchase request","purchase order","po","approval","draft","supplier","pdf"],"productAreas":["Purchasing","Suppliers","Files"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["Purchasing view access.","Purchasing manage access for drafts and issue evidence.","Purchasing approve access for approval decisions."],"permissions":["Manage and Approve are separate server-enforced capabilities.","A user with Manage but without Approve cannot approve a request or order.","Every resource lookup is scoped to the current server-derived Company."],"routes":[{"label":"Purchase Orders","path":"Purchasing"},{"label":"Purchase Requests","path":"Purchasing → Requests"},{"label":"New draft","path":"Purchasing → New purchase order"}],"steps":[{"title":"Choose the controlled starting point","body":"Create a direct draft, or submit and approve a Purchase Request first. A request-derived order must preserve every approved line identity, quantity, unit and resource mapping."},{"title":"Build the direct draft","body":"Choose the Supplier, commercial settings and one or more lines. Nenvik calculates decimal totals and stores Supplier, catalogue, unit, tax and price snapshots."},{"title":"Revise before approval","body":"A direct DRAFT can replace its line set and commercial values using the current version. Request-derived drafts stay locked to the approved request. Reload after a conflict."},{"title":"Approve separately","body":"Request approval or approve with the dedicated capability. Once approval begins, commercial snapshots and lines are read-only."},{"title":"Record issue evidence","body":"Mark issued only after the business has handled its external process. This status does not email, submit or otherwise transmit the order."},{"title":"Preview or retain evidence","body":"Preview or download the generated PO PDF and attach private business files through the General File Manager."}],"notes":["PO numbers are allocated per Company on Nenvik.","Every mutation uses optimistic version and idempotency controls.","The generated PDF is evidence only; it is not a delivery receipt."],"troubleshooting":[{"problem":"A draft revision reports a conflict.","resolution":"Another accepted mutation changed the order version. Reload, review the current draft and submit a new operation rather than replaying stale values."},{"problem":"An order cannot be edited.","resolution":"Only direct orders still in DRAFT are editable. Request-derived or approval-stage orders preserve the controlled snapshot."},{"problem":"Mark issued did not contact the Supplier.","resolution":"That is the designed boundary. Live supplier transmission is disabled and no status label claims otherwise."}],"related":["supplier-directory-and-connections","receiving-and-safe-replenishment","general-file-manager"],"assistantGuidance":{"answerWhen":["An authorised user asks about Purchase Requests, draft PO editing, approval, issue evidence or PO PDFs."],"neverAssume":["That creating or issuing a PO transmits it.","That Manage includes Approve.","That stale versions merge automatically.","That approved snapshots can be edited."]}},{"slug":"receiving-and-safe-replenishment","publication":"public","title":"Receive orders and use safe replenishment suggestions","summary":"Record partial deliveries in the stock history. Review replenishment suggestions before creating a draft order; no purchase or message is made automatically.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["receiving","goods receipt","partial receipt","inventory","replenishment","reorder","suggestion"],"productAreas":["Purchasing","Inventory","Replenishment","Files"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":8,"prerequisites":["Purchasing receive access for receipts.","Purchasing manage access for replenishment policies and draft conversion.","An active Inventory item, location and reorder rule."],"permissions":["Receiving and Purchasing management are separate capabilities.","Only authorised office roles can evaluate or convert Company-wide suggestions."],"routes":[{"label":"Order receiving","path":"Purchasing → Purchase Order"},{"label":"Replenishment","path":"Purchasing → Replenishment"},{"label":"Inventory","path":"Inventory"}],"steps":[{"title":"Receive against an issued order","body":"Choose the active Inventory location and enter delivered quantity plus any damaged quantity within it. Partial and multiple receipts are supported; over-receipt and damaged-above-delivered values are rejected."},{"title":"Preserve delivery evidence","body":"Each posted receipt is permanent and may carry a docket reference, discrepancy note and private business files."},{"title":"Let Inventory post exactly once","body":"Mapped lines post only delivered quantity minus damaged quantity as one canonical RECEIVED movement in the same database transaction. A fully damaged line creates receipt evidence but no stock movement. Replaying the accepted operation never duplicates stock."},{"title":"Configure an explicit policy","body":"Bind one reorder rule to a target, safety stock, optional Supplier product, lead time and maximum price age. A mode records the preferred human-confirmed draft destination only."},{"title":"Review the explanation","body":"Evaluation shows on hand, open inbound, open suggestions, threshold, target, recommended quantity and source warnings. Stable deduplication prevents repeated open suggestions for unchanged evidence."},{"title":"Convert with a human action","body":"Create a draft Purchase Request or draft Purchase Order only after review. Conversion never approves, issues, spends or sends."}],"notes":["AUTO_SPEND is off and AUTO_SEND is off.","Inventory quantities are derived from saved, read-only signed entries.","Price age, missing mapping and stale evidence remain explicit warnings, never invented certainty."],"troubleshooting":[{"problem":"A receipt will not post.","resolution":"Confirm the order is Issued or Partially received, quantities do not exceed the remaining balance, and every mapped line has an active location and unit conversion."},{"problem":"No replenishment suggestion appeared.","resolution":"Review the live on-hand balance plus open inbound and open suggestions. The net available quantity must be at or below the rule threshold, and the policy must be active."},{"problem":"A warning blocks draft PO conversion.","resolution":"Review and explicitly accept source or price warnings. The resulting record is still only a draft and remains subject to normal approval."}],"related":["inventory-stock-operations","purchase-orders-and-approvals","supplier-directory-and-connections"],"assistantGuidance":{"answerWhen":["An authorised user asks about partial receiving, Inventory posting, reorder explanations or safe draft conversion."],"neverAssume":["That receiving can exceed the order.","That a replay creates more stock.","That a suggestion approves or sends anything."]}},{"slug":"customer-asset-service-history","publication":"public","title":"Track Customer Assets and service history","summary":"Register Customer-owned equipment by Service Site, keep permanent service history and share only approved Portal summaries.","category":"customer-portal","audience":["Owner","Office Staff","Customer"],"keywords":["customer asset","service site asset","equipment","serial number","warranty","service history","portal asset","void service"],"productAreas":["Customers","Customer Assets","Customer Portal"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["An active Customer.","Customer Asset access; an active Service Site is optional."],"permissions":["Owners have implicit Customer Asset authority.","Office Staff require exact Asset view/manage grants.","Portal identities see only Assets and service summaries explicitly marked customer-visible for their exact business access."],"routes":[{"label":"Customer Asset register","path":"Customer Assets"},{"label":"Customer relationship","path":"Customers → Customer → Customer Assets"},{"label":"Customer Portal","path":"Portal → Assets"}],"steps":[{"title":"Choose the exact Customer and Service Site","body":"Create a Draft Customer Asset for one active Customer. Optionally choose one active Service Site belonging to that same Customer; Nenvik rejects cross-Customer Sites."},{"title":"Record a useful equipment identity","body":"Add the name, category, manufacturer, model, serial number and optional installation or warranty dates. Warranty expiry cannot precede installation."},{"title":"Activate before sharing","body":"Draft Assets are staff-only. Activate the Asset, then explicitly enable Customer Portal visibility only when the identity is suitable for that Customer."},{"title":"Record permanent service history","body":"Choose the service type and actual time, add a factual summary and optionally link an exact same-Customer Job. Put internal detail in the private staff note."},{"title":"Share only deliberate service summaries","body":"Select customer-visible only when the summary is ready to share. Staff notes, actors, internal IDs, void reasons, costs and accounting data are never selected by the Portal query."},{"title":"Correct without rewriting history","body":"Recorded service facts cannot be edited or deleted. Void the incorrect fact with a reason, then record the corrected fact as a new entry."}],"notes":["Customer Assets remain Customer property and never become Company equipment or consumable Inventory.","No Expense, depreciation, tax, Supplier or accounting entry is created.","Retired is terminal and removes Customer Portal visibility while preserving staff evidence.","Customer Asset changes use the relevant business workflow and remain separate from Company equipment and Inventory."],"troubleshooting":[{"problem":"A Service Site is unavailable.","resolution":"Confirm the Site is active and belongs to the exact Customer. Archived or other-Customer Sites cannot be assigned."},{"problem":"The Asset does not appear in the Customer Portal.","resolution":"Confirm the Asset is Active or Inactive, not archived, Portal visibility is enabled, the Customer access is active and the assets.customer feature is enabled."},{"problem":"A service summary is missing from the Portal.","resolution":"Confirm the record is not voided and was explicitly marked customer-visible. Staff-private notes are intentionally never displayed."},{"problem":"A Job cannot be linked.","resolution":"Select a Job belonging to the exact Customer and current Service Site. Portal Job links appear only when that Job also has active customer-visible evidence."}],"related":["customers-and-service-sites","company-asset-register","inventory-stock-operations"],"assistantGuidance":{"answerWhen":["An authorised user asks how to register Customer-owned equipment or service history.","A Customer asks why an Asset or service summary is or is not visible in the Portal."],"neverAssume":["That a Customer Asset belongs to the Company.","That a service record is editable or deletable.","That Portal visibility includes staff notes, internal IDs, costs or void reasons.","That a service record schedules maintenance or sends a reminder."]}},{"slug":"asset-inventory-operational-reporting","publication":"public","title":"Read Asset and Inventory operational reporting","summary":"Compare separate equipment, stock and Customer property snapshots without turning operational evidence into accounting claims.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["asset reporting","inventory reporting","operational snapshot","low stock","maintenance","customer assets"],"productAreas":["Company Assets","Inventory","Customer Assets","Reporting"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":5,"prerequisites":["Asset or Inventory view access.","View access to the relevant Company Asset, Inventory or Customer Asset section."],"permissions":["Owners receive the enabled Company registers.","Office Staff see only sections allowed by exact Asset or Inventory capabilities and plan features.","Field Workers do not receive the broad Business Console report; their equipment access is limited to the assigned work."],"routes":[{"label":"Operational reporting","path":"Company Assets or Inventory → Operational reporting"},{"label":"Company Asset register","path":"Company Assets"},{"label":"Stock movement history","path":"Inventory"},{"label":"Customer property","path":"Customer Assets"}],"steps":[{"title":"Check the snapshot evidence","body":"Read the as-of time and limited-snapshot label first. Exact register totals and visible-list evidence are labelled separately so a truncated list is never presented as complete."},{"title":"Keep the three registers separate","body":"Company equipment tracks custody and maintenance. Inventory tracks consumable quantities through saved, read-only entries. Customer Assets track Customer property and service facts. One section never changes another."},{"title":"Open the authoritative register","body":"Use the section link to inspect the current records before acting. A report count is a navigation and attention signal, not a mutation or approval."},{"title":"Stay connected for every write","body":"Inventory movements, transfers, stocktakes, adjustments, equipment scan resolution, custody transitions and Customer Asset writes require a live server decision. No generic offline replay is enabled."}],"notes":["The report carries no purchase cost, book value, depreciation, tax, payment or accounting-provider status.","Posting an Expense does not create an Asset; it can only prepare a separately reviewed draft through the explicit handoff.","A Job material log never silently changes Inventory."],"troubleshooting":[{"problem":"A reporting section is unavailable.","resolution":"Confirm the exact Company feature is enabled and the current role has the matching view capability. The report does not combine permissions across sections."},{"problem":"The report says visible or limited.","resolution":"Open the underlying register and refine its scope. The label means the current response reached a reviewed list limit and does not claim a full count for that field."},{"problem":"A displayed quantity has changed.","resolution":"Refresh the register before acting. Every stock write rechecks current server balance and version and must surface a conflict instead of silently merging."},{"problem":"A Field Worker cannot scan arbitrary Company equipment.","resolution":"That is intentional. Field Workers receive only equipment proved by personal custody or an assigned Job; broad scan lookup remains manager-scoped."}],"related":["company-asset-register","inventory-stock-operations","customer-asset-service-history","accounting-operations"],"assistantGuidance":{"answerWhen":["An authorised user asks what the Asset and Inventory report means.","A user asks whether Inventory, Company equipment, Customer property or accounting values are connected."],"neverAssume":["That an operational quantity is a financial valuation.","That a limited visible count is the full Company total."]}},{"slug":"expense-document-intake","publication":"public","title":"Capture and classify an Expense document safely","summary":"Create a private intake record, review any suggestion and post only verified Expense facts.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["expense","receipt","document","intake","suggestion","duplicate"],"productAreas":["Expense intake","Expenses"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":8,"prerequisites":["Expense access and a business document you are authorised to handle."],"permissions":["Documents and suggestions remain private business and permission-scoped."],"routes":[{"label":"Capture","path":"Expenses → Intake → New"},{"label":"Review intake","path":"Expenses → Intake"}],"steps":[{"title":"Capture the source document","body":"Upload only the intended business evidence. A successful upload creates private evidence, not a posted Expense."},{"title":"Review every suggested field","body":"Suggestions require manual review. Confirm supplier, date, currency, tax and total against the source document before using them."},{"title":"Post the current reviewed version","body":"Create the Expense only after the classified draft is complete and unchanged. Refresh and review again after a version conflict."}],"notes":["The intake does not post an Expense automatically. Any suggestion shown is a draft that must be reviewed and confirmed by an authorised person."],"troubleshooting":[{"problem":"The suggested values do not match the document.","resolution":"Keep the intake unposted, correct the classified draft from the source evidence, and report a duplicate only after reviewing the visible match."}],"related":["invoice-and-payment-workflow","field-worker-expense-claims"],"assistantGuidance":{"answerWhen":["A user asks how document intake, suggestions or duplicate warnings work."],"neverAssume":["That a suggestion is verified, posted or safe to pay."]}},{"slug":"field-worker-expense-claims","publication":"public","title":"Create and submit a Field Worker Expense Claim","summary":"Keep a private draft, attach evidence and submit the exact current version for review.","category":"field-work","audience":["Field Worker"],"keywords":["expense claim","receipt","draft","submit","worker"],"productAreas":["My Expense Claims"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["An active Field Worker membership in the selected business."],"permissions":["A worker sees only their own claims and authorised evidence."],"routes":[{"label":"Claims","path":"My Expense Claims"}],"steps":[{"title":"Save a complete private draft","body":"Enter the claimed amount, currency, date, purpose and related work where available. Keep original evidence until the save is confirmed."},{"title":"Attach the intended evidence","body":"Review each private attachment and remove the wrong file before submission."},{"title":"Submit once","body":"Check the current version and submit for review. A submitted claim is no longer an editable draft unless an authorised correction path returns it."}],"notes":["Submission does not mean approval, reimbursement or a posted Expense."],"troubleshooting":[{"problem":"The claim cannot be submitted.","resolution":"Review required fields, attachment status and the current draft version. Reload after a conflict instead of creating a duplicate claim."}],"related":["expense-claim-review","field-evidence-and-time"],"assistantGuidance":{"answerWhen":["A Field Worker asks how to draft, evidence or submit a claim."],"neverAssume":["That a submitted claim is approved, paid or visible to another business."]}},{"slug":"expense-claim-review","publication":"public","title":"Review and resolve Expense Claims","summary":"Approve, reject or request correction with explicit evidence and exactly-once Expense conversion.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["expense claim","approve","reject","correction","expense"],"productAreas":["Expense Claim review","Expenses"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["Expense-review access and a submitted claim."],"permissions":["You need the relevant financial and review permissions to see amounts or approve claims."],"routes":[{"label":"Review claims","path":"Expenses → Claims"}],"steps":[{"title":"Review source and current version","body":"Check claimant, purpose, evidence, amount, currency, tax and related work before choosing an outcome."},{"title":"Choose one reasoned outcome","body":"Approve only verified claims. Rejection or correction requests require a useful reason without exposing unrelated private information."},{"title":"Confirm the result","body":"An approval creates at most one unreviewed Draft Expense. Reload after conflicts instead of repeating the action."}],"notes":["Approval is not payment and does not mark the resulting Expense as reviewed."],"troubleshooting":[{"problem":"The review action reports a conflict.","resolution":"Reload the claim, review its current version and existing outcome, then act only if the decision is still required."}],"related":["field-worker-expense-claims","expense-document-intake","work-review-inbox"],"assistantGuidance":{"answerWhen":["A reviewer asks about claim outcomes or Expense conversion."],"neverAssume":["That approval pays the worker or bypasses Expense review."]}},{"slug":"job-cost-and-review-controls","publication":"public","title":"Use Job estimates, actual costs and variance honestly","summary":"Keep planned and recorded costs separate and read profit only from synchronized evidence.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["job estimate","actual cost","variance","profit","stage","task"],"productAreas":["Job Estimates","Actual Costs","Variance","Work Review"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":9,"prerequisites":["Access to the Job and the required financial capability."],"permissions":["Cost, margin and financial review remain hidden without financial access."],"routes":[{"label":"Estimates","path":"Job → Estimates"},{"label":"Actual costs","path":"Job → Actual costs"},{"label":"Variance","path":"Job → Variance"}],"steps":[{"title":"Classify the work scope","body":"Use the correct Job, Stage and Task context before recording planned or actual values."},{"title":"Keep evidence types separate","body":"An estimate is planned evidence. Time, materials, expenses and other actual costs remain recorded facts with their own source details."},{"title":"Read variance from one synchronized snapshot","body":"Treat unavailable or incomplete profit as unavailable. Do not infer margin when required cost or revenue evidence is missing or from another currency."}],"notes":["Indicative margin is labelled and never replaces accounting-confirmed truth."],"troubleshooting":[{"problem":"Profit or variance is unavailable.","resolution":"Check currency and evidence coverage. Record missing authorised costs or revenue facts rather than inventing a value."}],"related":["plan-and-dispatch-a-job","weekly-timesheets","accounting-operations"],"assistantGuidance":{"answerWhen":["A user asks about estimate, actual cost, variance or profit figures."],"neverAssume":["That incomplete, mixed-currency or stale evidence produces confirmed profit."]}},{"slug":"work-review-inbox","publication":"public","title":"Review work that needs your attention","summary":"Find submitted work, corrections and requests, then open the relevant record to make a decision.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["review inbox","attention","approval","timesheet","claim","job","customer profile","service site request"],"productAreas":["Work Review Inbox","Customer profile requests","Customer Service Site requests"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":5,"prerequisites":["Access to at least one supported review domain."],"permissions":["Rows appear only when the current role can open the owning workflow; Customer profile and Service Site requests require Customer management authority."],"routes":[{"label":"Review Inbox","path":"Jobs & Schedule → Work Review"}],"steps":[{"title":"Filter by the work you can resolve","body":"Use the review-type filters to prioritise current work. The total includes only review types this account may open."},{"title":"Open the owning workflow","body":"This list helps you find work. Complete the decision in the relevant Job, Customer, timesheet, claim or document screen."}],"notes":["An empty Inbox does not prove that another role or business has no pending work."],"troubleshooting":[{"problem":"Expected work is not in the Inbox.","resolution":"Open the owning workflow through normal navigation and confirm its current state and your permissions; the Inbox does not broaden access."}],"related":["weekly-timesheets","expense-claim-review","job-cost-and-review-controls"],"assistantGuidance":{"answerWhen":["A user asks what the Review Inbox includes or why a row is absent."],"neverAssume":["That Inbox visibility grants permission to approve the source record."]}},{"slug":"accounting-operations","publication":"public","title":"Check accounting connection availability","summary":"Check the support available for Xero, QuickBooks or MYOB before relying on an accounting connection. Contact us if you need help.","category":"invoices-and-payments","audience":["Owner"],"keywords":["accounting","Xero","QuickBooks","MYOB","reconciliation","confirmed"],"productAreas":["Accounting settings","Finance","Reporting"],"status":"coming-soon","lastReviewed":"3 October 2026","estimatedMinutes":9,"prerequisites":["Owner access if you want to check the Accounting settings page."],"permissions":["Provider credentials and accounting detail are server-owned and Owner-only."],"routes":[{"label":"Connections","path":"Settings → Accounting"},{"label":"Financial view","path":"Finance"}],"steps":[{"title":"Confirm the provider and business account","body":"Open Settings → Accounting and read the availability message. Accounting connections are not advertised as available; a settings page alone does not mean your accounting software is connected."},{"title":"Resolve scoped exceptions","body":"If a connection is offered for your account, check its business name, currency and last successful update before relying on any figures."},{"title":"Check the source before using totals","body":"Use the last-confirmed time and coverage labels shown with the figures. Keep accounting-confirmed values separate from operational estimates."}],"notes":["A connection must be confirmed for your business before you rely on it. Contact us to check support for your accounting software."],"troubleshooting":[{"problem":"A scope is not accounting-confirmed.","resolution":"Review its provider, connection, currency, exception and last-confirmed evidence. Do not substitute an operational estimate."}],"related":["invoice-and-payment-workflow","job-cost-and-review-controls","troubleshooting-and-support"],"assistantGuidance":{"answerWhen":["An Owner asks about accounting connections, exceptions or confirmed figures."],"neverAssume":["That a provider is connected, synchronized or authoritative without current evidence."]}},{"slug":"saas-billing-and-subscriptions","publication":"public","title":"Manage your Nenvik subscription","summary":"Review the Owner-only Subscription & plan page, eligible plan choices, trial, seats, SMS credits, billing evidence, and cancellation request.","category":"invoices-and-payments","audience":["Owner"],"keywords":["subscription","plan","trial","seats","SMS credits","cancellation","billing period"],"productAreas":["Subscription & plan","SMS add-ons"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":5,"prerequisites":["An active Owner account for the business."],"permissions":["Only the Company Owner can open Subscription & plan. Staff, Field Workers and Customer Portal users cannot access the page."],"routes":[{"label":"Subscription & plan","path":"Business settings → Subscription & plan"}],"steps":[{"title":"Review the current subscription","body":"The page shows the plan and version, subscription status, recurring amount and interval, included user and additional-seat charges, tax treatment, current billing period, trial end, grace end, and recent lifecycle evidence when available."},{"title":"Choose a plan when no subscription is active","body":"Available published monthly or yearly plans appear when the business has no subscription and its billing state permits selection. Checkout availability depends on the confirmed billing customer and verified published price; an unavailable state does not request payment."},{"title":"Review the trial or signup promotion","body":"When an eligible 15-day trial was reserved during signup, it starts automatically when the Owner account activation completes; no card is required. A discount promotion replaces that trial and is applied at Checkout after activation. Access and free-period promotions are applied after account creation."},{"title":"Review seats and SMS credits","body":"Seat reconciliation reflects active internal users against the subscription quantity. Available SMS credit packs can be purchased here; credits are added only after Stripe confirms payment. The balance separates remaining, used, reserved and total credits. Purchased SMS credit doesn't expire while your account is open. It isn't refundable, except where the law requires. Any included plan allocation follows its plan period."},{"title":"Request cancellation or manage billing","body":"Use the cancellation panel to submit a reason-coded request. A request does not cancel the subscription until cancellation is confirmed. When shown, the billing portal opens the Stripe billing portal; customer invoice collection remains separate under Settings → Payments."}],"notes":["Subscription & plan is for the business's Nenvik software subscription. It is separate from Stripe Connect used to collect the business's customer invoice payments.","The confirmed billing result determines subscription status and payment outcomes. A plan label, signup preference, or submitted cancellation request alone does not change access or prove payment."],"troubleshooting":[{"problem":"Plan selection or checkout is unavailable.","resolution":"No payment has been requested. Check the page's availability message; selection requires a confirmed billing customer and verified published plan price."},{"problem":"No trial panel appears.","resolution":"A trial panel appears only when signup reserved a trial for this business. Review the available plan and promotion details before continuing; a discount promotion replaces the trial."},{"problem":"A cancellation request is pending.","resolution":"The request records your intent only. Wait for the displayed review and billing confirmation; do not treat it as a completed cancellation."},{"problem":"Customer invoice payments are unavailable.","resolution":"Open Settings → Payments. That separate business payment setup does not control your Nenvik subscription."}],"related":["invoice-and-payment-workflow","account-security"],"assistantGuidance":{"answerWhen":["An Owner asks how to review or manage the business's Nenvik subscription, trial, seats, SMS credits, billing evidence, or cancellation request."],"neverAssume":["That a signup plan preference guarantees a trial or promotion benefit; the recorded choice is checked again.","That a cancellation request means confirmed cancellation is complete.","That customer Invoice payments and the Nenvik subscription share one billing workflow.","That checkout is available when the page reports missing configuration."]}},{"slug":"builder-calculation-sheets","publication":"public","title":"Use Building Calculators safely","summary":"Use building calculators, save the results and add a checked result to an estimate or draft quote without sending it to a customer.","category":"jobs-and-scheduling","audience":["Owner","Office Staff"],"keywords":["building calculators","builder","calculator","measurement","material quantity","saved sheet","estimate draft","quote draft","offline"],"productAreas":["Building Calculators","Job Estimates","Quotes"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":9,"prerequisites":["The Building Calculators feature must be enabled for the business.","Owner access or Office Staff permission to view Building Calculators is required to read saved sheets.","Permission to manage Building Calculators plus the target Estimate or Quote permissions is required for saving and insertion."],"permissions":["Owners can use Building Calculators when the module is enabled.","Office Staff need explicit permission to view or manage Building Calculators.","Draft insertion separately rechecks the current target permissions, access, state and version."],"routes":[{"label":"Calculation sheets","path":"Business Console → Tools → Building Calculators"},{"label":"New calculation sheet","path":"Tools → Building Calculators → New calculation sheet"}],"steps":[{"title":"Choose the recorded formula","body":"Read the formula expression, required units, rounding rule and limitations. Enter measured values rather than asking Nenvik to infer site, product or compliance facts."},{"title":"Review the local result","body":"Confirm dimensions, openings, product coverage, waste, pack size and manufacturer instructions. A calculated result is assistance only and does not change a commercial record."},{"title":"Add the reviewed preview to the sheet","body":"Choose Add to sheet for every result you want to preserve. Draft calculator inputs are working values only; the final save validates and writes the calculations listed in the saved-sheet section."},{"title":"Save connected evidence","body":"When online, save the sheet. Nenvik rechecks the Company measurement system, currency, tax default, formula version, role and access settings, then writes a saved, read-only revision."},{"title":"Handle a conflict explicitly","body":"If the saved sheet changed, reload the latest version. Nenvik does not silently merge stale revisions or append a duplicate result."},{"title":"Insert only after review","body":"Choose one output and one exact current Job Estimate Draft or Quote Draft. Confirm description, price and tax treatment. The target service recalculates totals and records where the result came from when it saves."},{"title":"Publish through the target workflow","body":"Inserting a calculation result never publishes, sends, accepts, invoices, orders, records actual cost or records payment. Continue through the Estimate or Quote workflow only when the commercial document is ready."}],"settings":[{"title":"Offline calculation","body":"The versioned formula package may run locally and an unsaved result may remain a protected local draft. It is not a Nenvik server record."},{"title":"Connected-only changes","body":"Save, update, archive and Estimate/Quote Draft insertion require a current connection and fresh server authorization."}],"notes":["The calculators do not provide structural, electrical, gas, fire, engineering, building-code, tax-jurisdiction or product-compliance decisions."],"troubleshooting":[{"problem":"Building Calculators are missing from the menu.","resolution":"Ask an Owner to confirm Building Calculators access and your view permission. The menu hides fail-closed when availability cannot be confirmed."},{"problem":"The sheet says the record changed.","resolution":"Reload the latest saved revision, compare it with any protected local draft, then submit a new intent with a new operation and idempotency identity."},{"problem":"The sheet asks for a valid saved calculation.","resolution":"Review the Calculations in this sheet list. Add the current preview, or edit or remove any entry that no longer matches the current formula and unit rules, then save again."},{"problem":"A Quote or Estimate does not appear as an insertion target.","resolution":"Confirm the record is still a current Draft and that you hold the separate Quote or Job-cost permissions. Published or superseded records are not eligible."},{"problem":"A saved result cannot be inserted.","resolution":"Recheck the source revision, target version, output, decimal limits, price and tax mode. Do not create a duplicate target to bypass the conflict."}],"related":["create-and-publish-a-quote","job-cost-and-review-controls","troubleshooting-and-support"],"assistantGuidance":{"answerWhen":["An authorised staff member asks how Building Calculators, saved revisions, offline drafts or Draft insertion work."],"neverAssume":["That a local result was saved or inserted.","That a client can set Company, tax, permission, access or target lifecycle authority.","That a calculated quantity is an approved order, cost, Quote, Estimate, Invoice or compliance decision."]}},{"slug":"financial-data-products","publication":"public","title":"Read Financial Overview data products","summary":"Use exact fixed financial widgets without confusing operational evidence with accounting profit, tax advice or forecasts.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["financial overview","payment time","expense category","claims","estimate actual","utilization","accounting","GST","tax"],"productAreas":["Financial Overview","Expenses","Job Costing","Accounting"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["The Financial Overview requires live Invoice, Expense and Job-cost access.","Individual widgets may also require their own module plan access or Owner role."],"permissions":["Company identity and access are resolved on Nenvik.","Accounting evidence widgets remain Owner-only and plan-aware."],"routes":[{"label":"Financial Overview","path":"Business Console → Finance → Overview"}],"steps":[{"title":"Choose a date range","body":"Use a preset or valid Company-local custom period. Current attention and seven-day utilization cards identify their different time basis."},{"title":"Add only useful widgets","body":"Open Personal Financial Overview layout and choose from the implemented fixed catalogue. Each widget loads only its required evidence group."},{"title":"Read evidence labels","body":"Keep currencies separate and review partial, incomplete, missing-cost and no-evidence states before acting."},{"title":"Open the original record","body":"Use Job, Expense Claim, intake or Accounting links to review and change the source through its normal protected workflow."}],"settings":[{"title":"Personal layout","body":"Widget order, size and visibility are personal. They do not alter Company financial facts."}],"notes":["Average payment time is historical settled-Invoice evidence, not a forecast.","GST/tax evidence is not a BAS, tax liability or advice.","Accounting cards read stored sync and reconciliation evidence; viewing them does not contact a provider."],"troubleshooting":[{"problem":"A widget is empty.","resolution":"Check the selected period, your permissions and the source module. Honest empty states never create sample values."},{"problem":"Estimate versus actual says coverage is incomplete.","resolution":"Open the Job cost workspace and resolve missing approved labour, material or scope evidence before treating the variance as complete."}],"related":["invoice-and-payment-workflow","accounting-operations","job-cost-and-review-controls"],"assistantGuidance":{"answerWhen":["An authorised staff member asks what a Financial Overview widget means or why it is empty/incomplete."],"neverAssume":["That currencies can be converted or combined.","That an operational margin is accounting profit.","That tax evidence is a filing, liability or advice.","That stored accounting evidence proves a live provider call occurred."]}},{"slug":"custom-bi-report-builder","publication":"public","title":"Build a Custom BI report","summary":"Save reusable financial views from the closed Financial Overview catalogue without creating a second set of financial records or custom formulas.","category":"invoices-and-payments","audience":["Owner","Office Staff"],"keywords":["custom BI","report builder","financial widgets","report period","finance","reporting"],"productAreas":["Custom BI","Financial Overview","Reporting"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["Custom BI must be included in your business plan.","The staff account must hold the complete Financial Overview capability set."],"permissions":["Your business, role and plan access are checked whenever you view or save a report."],"routes":[{"label":"Custom BI","path":"Business Console → Finance → Custom BI"}],"steps":[{"title":"Name the report","body":"Add a clear name and optional description so another authorised staff member can understand its purpose."},{"title":"Choose a date range","body":"Use a Company-local preset or a valid custom period no longer than 24 months."},{"title":"Compose approved widgets","body":"Select one to sixteen currently authorised financial widgets, set allowed sizes and use the accessible move controls to order them."},{"title":"Save while connected","body":"Nenvik rechecks authority, plan access, registry version and expected revision before saving the definition."},{"title":"Read current figures","body":"Opening a report loads current Financial Overview figures. A saved report stores your layout choices, not a copy of earlier totals."}],"settings":[{"title":"Closed catalogue","body":"Reports accept approved widget keys and sizes only; custom SQL, formulas, joins and forecasts are unavailable."}],"notes":["Currencies stay separate and incomplete evidence remains explicit.","Operational margin is not accounting profit, and tax evidence is not a BAS or tax advice.","Stored accounting evidence does not prove that a provider was contacted when the report opened."],"troubleshooting":[{"problem":"Custom BI is missing.","resolution":"Ask an Owner to check that Custom BI is in the plan and you have Financial Overview access."},{"problem":"A saved widget disappeared.","resolution":"Check your current permissions and plan features. A widget is hidden when you no longer have access to its information."},{"problem":"The report changed before save.","resolution":"Reload the latest revision, review it and submit a new update instead of overwriting it."},{"problem":"A card is empty or incomplete.","resolution":"Check the selected period and original records; Nenvik never inserts sample values to fill evidence gaps."}],"related":["financial-data-products","accounting-operations","job-cost-and-review-controls"],"assistantGuidance":{"answerWhen":["An authorised staff member asks how to create, update, archive or interpret a Custom BI report."],"neverAssume":["That a saved report layout is a saved copy of financial totals or record history.","That removed widget access can be bypassed through a saved report.","That currencies can be combined, missing costs are complete or tax evidence is advice."]}},{"slug":"operational-workspace-setup","publication":"public","title":"Filter Expenses and start operational Tools","summary":"Filter expenses and follow setup steps for stock, equipment and building calculators.","category":"getting-started","audience":["Owner","Office Staff"],"keywords":["expense filters","inventory setup","company assets setup","customer assets setup","building calculators setup","SEO save areas"],"productAreas":["Expenses","Inventory","Company Assets","Customer Assets","Building Calculators","Website SEO"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":6,"prerequisites":["A signed-in Owner or Office Staff account.","The exact feature and role capability for the workspace being opened."],"permissions":["Workspace links and actions appear only when access rules, permissions and resource scope allow them.","Website crawler policy remains an Owner-controlled permission separate from content editing."],"routes":[{"label":"Expenses","path":"Finance → Expenses"},{"label":"Inventory","path":"Tools → Inventory"},{"label":"Company Assets","path":"Tools → Company Assets"},{"label":"Customer Assets","path":"Tools → Customer Assets"},{"label":"Building Calculators","path":"Tools → Building Calculators"},{"label":"Website SEO","path":"Website Settings → SEO"}],"steps":[{"title":"Filter before reviewing Expenses","body":"Filter supplier text, status, date range, Job, worker or creator, category and cost classification before review. Filters run on Nenvik; summary cards cover only the displayed records and keep every currency separate."},{"title":"Classify and reconcile the Draft","body":"Choose Company, Employee, Subcontractor or Customer supplied. Optional line items must reconcile exactly to gross and tax totals before review; Customer supplied and historical unclassified Job costs remain separate from Company-incurred cost."},{"title":"Follow the empty-workspace sequence","body":"When a Tool has no records, use its three setup steps in order. Actions are shown only when the current role may perform them."},{"title":"Keep operational boundaries visible","body":"Inventory, Company equipment, Customer property, Expenses and Building Calculators remain separate until an existing explicit service connects them."},{"title":"Save one SEO area at a time","body":"Default metadata, page overrides and crawler policy each have their own form and success message. Saving one does not save the others."}],"notes":["Expense summaries cover the results shown. Older matching records may sit outside the displayed list.","Setup guidance never grants a feature or permission.","Website → SEO also shows search eligibility. A public site needs a current live paid subscription and no rendered sample content, as well as enabled search crawling and environment indexing. If sample content was applied or removed after the last content publication, review the cleaned content and publish it again before eligibility can resume. Search engines decide whether an eligible site appears in results."],"troubleshooting":[{"problem":"No Expense matches the filters.","resolution":"Clear or change the current filters. Your business records have not been changed."},{"problem":"A setup action is missing.","resolution":"Confirm the module is available and the current user has the exact manage permission. View-only users receive guidance without mutation controls."},{"problem":"An SEO change did not affect another card.","resolution":"That is intentional. Save the exact defaults, overrides or crawler-policy card that owns the intended setting."}],"related":["inventory-stock-operations","company-asset-register","customer-asset-service-history","builder-calculation-sheets","website-and-growth-setup"],"assistantGuidance":{"answerWhen":["A user asks how Expense filters or visible totals work.","A user asks how to begin an empty Inventory, Asset or Building Calculators workspace.","A user is unsure which SEO save button owns a setting."],"neverAssume":["That the visible expense cards include every expense.","That different currencies can be combined.","That setup guidance grants access or permission.","That one SEO save updates every SEO setting."]}},{"slug":"promotion-codes","publication":"public","title":"Use a promotion or access code","summary":"Use an eligible access or discount code for your Nenvik subscription. Check what the code covers and review the confirmed plan benefit.","category":"invoices-and-payments","audience":["Owner"],"keywords":["promotion code","access code","discount","free plan","feature access","subscription"],"productAreas":["Subscription & plan","Promotions"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":4,"prerequisites":["An active Company Owner account and a code provided for the business."],"permissions":["Only the Company Owner can apply a code to their own business. The code and its benefit are checked against current business and plan eligibility."],"routes":[{"label":"Subscription & plan","path":"Business settings → Subscription & plan"}],"steps":[{"title":"Apply feature or free-plan access","body":"Use the Access code section and choose Apply code. A valid feature code grants its stated temporary access. A free-plan code is available only before the business's first paid subscription and cannot overlap another active plan."},{"title":"Apply a plan discount","body":"Choose the eligible published monthly plan and enter the discount code in its plan form. Review the final amount in Checkout before paying. The discount applies for its stated number of monthly payments, then the normal plan fee resumes."},{"title":"Use a code saved during signup","body":"Signup codes are checked again before their benefit applies. A discount replaces the standard trial and is applied at Checkout after activation; access and free-period benefits apply after account creation."}],"notes":["Access codes do not start a paid subscription or collect a payment method.","A promotion can be limited by its dates, eligible plan, currency or use limit. The page reports when a code is unavailable.","Discounts apply to the plan fee; seats, SMS and applicable tax are separate. Checkout shows the final amount before payment."],"troubleshooting":[{"problem":"An access code is unavailable.","resolution":"Check the code, its dates and the Owner account. A free-plan code cannot overlap an active plan or follow a paid subscription."},{"problem":"A discount code is unavailable.","resolution":"Confirm the selected plan and billing period match the code and review the message shown by the page. Do not submit payment until Checkout displays the amount you expect."}],"related":["saas-billing-and-subscriptions","public-signup-email-verification"],"assistantGuidance":{"answerWhen":["An Owner asks how to apply an access or plan-discount code to their business subscription."],"neverAssume":["That a code is eligible before the page confirms it.","That an access code starts a paid subscription or that a discount applies to seats, SMS or tax."]}},{"slug":"account-security","publication":"public","title":"Manage your profile and protect account access","summary":"Use the correct identity surface, minimum access, safe recovery, and support boundaries.","category":"account-and-security","audience":["Owner","Office Staff","Field Worker","Customer"],"keywords":["profile","avatar","email","security","password","reset","mfa","authenticator","recovery codes","sessions","roles","permissions","invite"],"productAreas":["Authentication","MFA","Profile","Team","Customer Portal"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":8,"prerequisites":["Access to the correct Staff or Customer Portal identity."],"permissions":["Only eligible Owners can manage team access.","Support cannot view passwords or give someone access to another business or customer account."],"routes":[{"label":"My profile","path":"Account menu → My profile"},{"label":"Account security","path":"Account menu → Account security"},{"label":"Team access","path":"Settings → Team"},{"label":"Staff recovery","path":"Staff sign in → Forgot password"},{"label":"Portal security","path":"Customer Portal → Account security"}],"steps":[{"title":"Keep your own profile current","body":"Use My profile to update your display name, phone and private staff photo. Current-password verification protects every change. Your Company Owner still controls roles and permissions."},{"title":"Verify a new sign-in email","body":"Request the change in Account security, then use the single-use link delivered to the new inbox. The old address remains your sign-in address until confirmation succeeds. Confirmation signs out every web session."},{"title":"Rotate credentials and sessions","body":"Review newly issued web sessions in Account security. Revoke one exact session after current-password verification, or use Sign out everywhere to invalidate current and legacy web sessions."},{"title":"Enrol a Staff authenticator","body":"In Account security, confirm the current password, scan the one-time QR code (or enter its manual secret), then verify one six-digit code. MFA is inactive until verification succeeds. Save all ten one-time recovery codes when they are shown."},{"title":"Complete MFA at sign-in","body":"After a correct Staff password, enter a current authenticator code or one unused recovery code. No full browser session exists until this challenge succeeds; five invalid attempts lock that challenge."},{"title":"Use one identity per person","body":"Do not share Staff or Customer Portal credentials. Invite each person through the correct surface."},{"title":"Grant minimum access","body":"Choose the role and capabilities required for the person’s work. Financial, team, Website, and security actions need explicit access."},{"title":"Use the correct recovery flow","body":"Staff and Customer Portal recovery are separate. If a Staff user loses both authenticator and recovery codes, complete the official Staff password reset. Success invalidates the old MFA factor, every recovery code and existing sessions before re-enrolment."},{"title":"Treat links as secrets","body":"Invitation and password-reset links are single-purpose credentials. Do not paste them into tickets, chat, or screenshots."},{"title":"Revoke access promptly","body":"When someone leaves or no longer needs access, update membership and sessions through the authorised account controls."}],"notes":["Profile/security mutations require an online connection and are never queued offline.","The staff photo is private, sanitised and served only through an authenticated no-store route.","Staff MFA uses an authenticator and single-use recovery codes. Customer Portal sign-in is separate; SMS is not an MFA factor.","Authenticator secrets, current codes and recovery codes must never be pasted into tickets, chat or screenshots.","Recognised-device labels are review evidence, not location or risk verdicts; raw IP and browser strings are not displayed.","A not-found or unavailable response can deliberately hide whether a private record exists."],"troubleshooting":[{"problem":"A recovery email did not arrive.","resolution":"Confirm the correct identity surface and email address. Repeat only through the official Forgot password flow and do not disclose whether another account exists."},{"problem":"A user can sign in but cannot open a module.","resolution":"Check selected business membership, role, capability, and module availability separately."}],"related":["navigate-nenvik-by-role","customer-portal-overview","getting-started"],"assistantGuidance":{"answerWhen":["The user asks about sign-in, invitations, passwords, roles, or missing access.","The user needs safe support guidance."],"neverAssume":["That an email address proves identity.","That support should receive a password, token, invitation link, or internal identifier."]}},{"slug":"troubleshooting-and-support","publication":"public","title":"Troubleshoot safely and contact support","summary":"Collect useful, non-sensitive evidence and distinguish access, availability, validation, and temporary failures.","category":"account-and-security","audience":["Owner","Office Staff","Field Worker","Customer"],"keywords":["support","error","unavailable","permission","retry","contact","screenshot","attachment"],"productAreas":["Support"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":7,"prerequisites":["A clear description of the action and visible result."],"permissions":["Support does not need passwords, recovery links, provider credentials, storage keys, or raw database identifiers."],"routes":[{"label":"Help Centre","path":"Help Centre"},{"label":"Dashboard Support","path":"/dashboard/support"},{"label":"Email support","path":"support@nenvik.com.au"}],"steps":[{"title":"Read the visible state","body":"Read what happened, the affected field or record state, and the labelled next step. Not every error can safely reveal an exact value."},{"title":"Confirm context","body":"Check the signed-in surface, selected business, role, customer account, and current record before retrying."},{"title":"Protect unsaved information","body":"On a weak connection, keep original photos, notes, or values until the page confirms the save."},{"title":"Retry once with current state","body":"Follow the visible What to do instruction. Reload and review current state before a conflict retry, and never create duplicates to test whether the first attempt worked."},{"title":"Contact support with safe evidence","body":"Open Dashboard Support to create a ticket or reply. Include the page name, visible business label, approximate time, expected result, actual message, and non-sensitive reproduction steps."},{"title":"Add screenshots when they help","body":"You can attach up to five JPEG, PNG, or WebP screenshots to a new ticket or business reply. Each image may be up to 5 MiB. Wait until every preview says Ready before submitting. A failed selection keeps the message draft blocked until you explicitly Retry or Remove it."}],"notes":["Do not include customer private media, financial documents, passwords, tokens, private service details, or secrets unless an approved secure support process explicitly requests them.","Support screenshots are private and available only to authorised support staff. File metadata is removed and the image is re-encoded before storage."],"troubleshooting":[{"problem":"The same action keeps failing.","resolution":"Stop repeated submissions. Record the visible message, What to do instruction and any opaque support reference, then contact support."},{"problem":"The page says not found.","resolution":"Return through normal navigation and confirm the selected business or Portal account. Private resources may intentionally appear not found when access is no longer valid."},{"problem":"A screenshot does not become ready.","resolution":"Use Retry on the failed preview, or Remove it if you intend to send without that screenshot. The message remains in the form and cannot be sent while a selected screenshot is failed or still uploading. Keep the ticket page open while uploads finish."}],"related":["account-security","navigate-nenvik-by-role"],"assistantGuidance":{"answerWhen":["The user has a generic error or does not know what evidence support needs.","The user is considering repeated retries."],"neverAssume":["That a generic error reveals the internal cause.","That sensitive evidence is required for first-line support."]}},{"slug":"public-signup-email-verification","publication":"public","title":"Start signup and verify your email","summary":"Verify your email, review the current signup documents, and acknowledge them before your business account is created.","category":"getting-started","audience":["New business owner"],"keywords":["signup","verification","email","start","business setup"],"productAreas":["Public signup","Account security"],"status":"available","lastReviewed":"25 September 2026","estimatedMinutes":3,"prerequisites":["Access to the work email address you submit."],"permissions":["Account creation requires the verified signup link and acknowledgement of both displayed documents."],"routes":[{"label":"Start signup","path":"/signup"}],"steps":[{"title":"Enter your signup details","body":"Enter your name, business name and work email, choose a monthly or yearly plan preference, and optionally enter a promotion code. The recorded plan and promotion are checked again before their benefits apply."},{"title":"Open the verification email","body":"Use the latest single-use verification link within 48 hours. Opening the link shows a confirmation step; choose Verify email address to complete it."},{"title":"Review and acknowledge both documents","body":"Follow the verified link to review the current Product Terms and Product Privacy and Data Handling Notice. Select both acknowledgements and choose Accept and create account. The account is not created until you complete this step."},{"title":"Activate your account","body":"Accepting both documents creates the business account but does not sign you in. Complete account activation and sign in. If an eligible 15-day trial was reserved, it starts automatically when activation completes. A discount promotion replaces the trial and is applied at Checkout after activation; access and free-period promotions apply after account creation."}],"notes":["For privacy, the public response does not confirm whether an email is already registered.","The exact accepted document versions are recorded with account creation. Email verification alone creates no account or agreement.","Verification, account creation and activation require an active connection."],"troubleshooting":[{"problem":"The link is invalid or expired.","resolution":"Return to Start signup and request a fresh verification email. Do not forward a verification link."},{"problem":"No email arrives.","resolution":"Check spam or junk folders, then wait briefly before starting a fresh request. Support cannot confirm whether a particular email is registered."},{"problem":"The resume page cannot continue.","resolution":"The link may be expired, already used, or based on changed signup documents. Return to Start signup and request a fresh verification link."}],"related":["getting-started","account-security"],"assistantGuidance":{"answerWhen":["A visitor asks how email verification works before signup provisioning."],"neverAssume":["That verification creates an account, or that a signup plan choice guarantees a trial or promotion benefit.","That a public message confirms whether an email is already registered."]}},{"slug":"account-closure-retention","publication":"public","title":"Close an account, export data, and understand retained evidence","summary":"Close one Company, use the 30-day export window, and understand the 90-day deletion point, shared sign-in, and retained evidence.","category":"account-and-security","audience":["Owner"],"keywords":["close account","account closure","export","90 days","recovery","retention","deletion receipt","shared sign-in","password reset"],"productAreas":["Account closure","Export","Account security"],"status":"available","lastReviewed":"28 September 2026","estimatedMinutes":5,"prerequisites":["An active Owner account for the Company you intend to close."],"permissions":["Only the original Owner can use the closure page and prepare the available export during the recovery window."],"routes":[{"label":"Account closure","path":"/dashboard/settings/account-closure"}],"steps":[{"title":"Confirm the closure request","body":"Open Settings → Account closure and enter the requested business-name confirmation. Closure applies to the selected Company. Its ordinary access is immediately frozen, while the original Owner's dedicated closure portal remains read-only and limited to recovery."},{"title":"Prepare the recovery export within 30 days","body":"Use Prepare closure export before the export window ends. The download contains the listed business, team, customer, job and invoice records at the time of export. Its contents list explains what is excluded and why."},{"title":"Cancel during the recovery window","body":"Use Cancel closure request while the status is Export window. After 90 days, primary data becomes eligible for deletion and cannot be recovered through the browser. Follow the status and dates shown on the closure page."},{"title":"Save the optional terminal receipt","body":"Before deletion, you can create an expiring terminal receipt link. Keep it private. It can show the final deletion timestamp, but it cannot reopen the business or download an export."}],"notes":["Closing this Company does not close another Company you can access through the same personal account. Sessions for the closing Company stop working. You can sign in again to an eligible active Company with the shared account password and select its available context.","Some legal, financial, audit, delivery retry and notification records may be retained under their own controls. Personal text in retained communication evidence is removed or pseudonymized; the audit references and delivery outcome remain. The closure page explains the export and deletion dates for the selected Company's primary data.","Changing a shared account password from an active Company signs out linked sessions and invalidates pending sign-in or reset proofs across the shared account. A reset requested through a different local Company email cannot silently change the shared password or rebind the shared account email.","Primary deletion requires separate backup verifier evidence; a successful attestation does not mean that a backup was erased."],"troubleshooting":[{"problem":"The export link is unavailable.","resolution":"Confirm that you are the original Owner, your closure session is valid and unrevoked, and the 30-day export window has not expired. The response intentionally stays generic for other Companies and expired or cancelled closures."},{"problem":"A legal hold blocks deletion.","resolution":"A legal hold pauses deletion. Contact support for help with the closure status."},{"problem":"The deletion receipt link no longer works.","resolution":"It may have expired or been revoked. The link cannot restore access or be reissued after revocation."},{"problem":"I can no longer sign in to another Company after this one closes.","resolution":"Use the shared account password and an available active Company context. A closed Company cannot be selected. If your password or recovery email no longer proves which shared account you own, contact support; an ambiguous reset is declined rather than applied to another Company."}],"related":["business-audit-export","account-security"],"assistantGuidance":{"answerWhen":["An Owner asks how long export/recovery remains available after requesting closure.","An Owner asks what the deletion receipt link can show."],"neverAssume":["That an export includes every category of business data.","That an expiring deletion receipt link restores account access."]}}],"capabilities":[{"id":"win-work/lead-capture","slug":"lead-capture","publicSlug":"capability-win-work-lead-capture","href":"/help/capability-win-work-lead-capture","name":"Lead capture","summary":"Save enquiries with contact details, the work needed, notes and where they came from.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/lead-pipeline","slug":"lead-pipeline","publicSlug":"capability-win-work-lead-pipeline","href":"/help/capability-win-work-lead-pipeline","name":"Lead pipeline","summary":"Track enquiries from first contact through to won or lost work.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/customer-crm","slug":"customer-crm","publicSlug":"capability-win-work-customer-crm","href":"/help/capability-win-work-customer-crm","name":"Customer CRM","summary":"Keep customer details, notes, quotes, jobs, invoices and payments together.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/contacts","slug":"contacts","publicSlug":"capability-win-work-contacts","href":"/help/capability-win-work-contacts","name":"Contacts","summary":"Keep the right contact people with each customer.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/service-sites","slug":"service-sites","publicSlug":"capability-win-work-service-sites","href":"/help/capability-win-work-service-sites","name":"Service Sites","summary":"Save customer work locations and keep the address used for each job.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/quote-builder","slug":"quote-builder","publicSlug":"capability-win-work-quote-builder","href":"/help/capability-win-work-quote-builder","name":"Quote builder","summary":"Build quotes with item quantities, prices, tax, terms and calculated totals.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/secure-quote-delivery","slug":"secure-quote-delivery","publicSlug":"capability-win-work-secure-quote-delivery","href":"/help/capability-win-work-secure-quote-delivery","name":"Secure Quote delivery","summary":"Send customers a private quote link and keep the sent version separate from later edits.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/customer-quote-decisions","slug":"customer-quote-decisions","publicSlug":"capability-win-work-customer-quote-decisions","href":"/help/capability-win-work-customer-quote-decisions","name":"Customer Quote decisions","summary":"Let customers accept or decline a sent quote and save their decision.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/quote-pdfs","slug":"quote-pdfs","publicSlug":"capability-win-work-quote-pdfs","href":"/help/capability-win-work-quote-pdfs","name":"Quote PDFs","summary":"Give customers a private, printable copy of their quote.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"win-work/quote-to-job-conversion","slug":"quote-to-job-conversion","publicSlug":"capability-win-work-quote-to-job-conversion","href":"/help/capability-win-work-quote-to-job-conversion","name":"Quote-to-Job conversion","summary":"Create a linked job from an accepted quote without typing the details again.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"win-work","groupEyebrow":"Win work","groupTitle":"Keep enquiries and quotes together.","groupDescription":"Take enquiries through to accepted quotes without losing customer details.","groupOutcome":"Less retyping as an enquiry becomes a job.","media":[]},{"id":"run-work/job-management","slug":"job-management","publicSlug":"capability-run-work-job-management","href":"/help/capability-run-work-job-management","name":"Job management","summary":"Keep job details, priority, customer, site, schedule, crew and billing together.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/job-completion-and-closeout","slug":"job-completion-and-closeout","publicSlug":"capability-run-work-job-completion-and-closeout","href":"/help/capability-run-work-job-completion-and-closeout","name":"Job completion and closeout","summary":"Review the crew’s submitted work before closing the job and sharing progress.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/day-week-and-agenda-calendar","slug":"day-week-and-agenda-calendar","publicSlug":"capability-run-work-day-week-and-agenda-calendar","href":"/help/capability-run-work-day-week-and-agenda-calendar","name":"Day, Week, and Agenda calendar","summary":"See scheduled jobs and assigned workers by day, week or agenda.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/dispatch-workspace","slug":"dispatch-workspace","publicSlug":"capability-run-work-dispatch-workspace","href":"/help/capability-run-work-dispatch-workspace","name":"Dispatch workspace","summary":"Plan crew assignments and move unscheduled work into the calendar.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/worker-availability","slug":"worker-availability","publicSlug":"capability-run-work-worker-availability","href":"/help/capability-run-work-worker-availability","name":"Worker availability","summary":"Check working hours and scheduling conflicts before assigning work.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/job-stages","slug":"job-stages","publicSlug":"capability-run-work-job-stages","href":"/help/capability-run-work-job-stages","name":"Job Stages","summary":"Break longer jobs into stages so the team can follow the work.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/job-tasks","slug":"job-tasks","publicSlug":"capability-run-work-job-tasks","href":"/help/capability-run-work-job-tasks","name":"Job Tasks","summary":"Add tasks to a job or stage and track what needs doing.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/task-crew-assignment","slug":"task-crew-assignment","publicSlug":"capability-run-work-task-crew-assignment","href":"/help/capability-run-work-task-crew-assignment","name":"Task crew assignment","summary":"Assign a task to crew members already working on that job.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/operational-site-contacts","slug":"operational-site-contacts","publicSlug":"capability-run-work-operational-site-contacts","href":"/help/capability-run-work-operational-site-contacts","name":"Operational Site Contacts","summary":"Keep site contact details with the work for team members who have access.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/verified-directions","slug":"verified-directions","publicSlug":"capability-run-work-verified-directions","href":"/help/capability-run-work-verified-directions","name":"Verified directions","summary":"Open directions from the saved job location or check the address first.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/hold-block-and-resume","slug":"hold-block-and-resume","publicSlug":"capability-run-work-hold-block-and-resume","href":"/help/capability-run-work-hold-block-and-resume","name":"Hold, block, and resume","summary":"Pause work, record why it is held up and resume with a clear history.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/recurring-service-and-agreements","slug":"recurring-service-and-agreements","publicSlug":"capability-run-work-recurring-service-and-agreements","href":"/help/capability-run-work-recurring-service-and-agreements","name":"Recurring service and agreements","summary":"Manage service agreements and plans for repeat work; schedule each visit through the job workflow.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/company-asset-register","slug":"company-asset-register","publicSlug":"capability-run-work-company-asset-register","href":"/help/capability-run-work-company-asset-register","name":"Company asset register","summary":"Register business equipment, label it and track who has it and where it is.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/inventory-operations","slug":"inventory-operations","publicSlug":"capability-run-work-inventory-operations","href":"/help/capability-run-work-inventory-operations","name":"Inventory operations","summary":"Record stock received, used, returned, moved and counted at each location.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/customer-and-service-site-assets","slug":"customer-and-service-site-assets","publicSlug":"capability-run-work-customer-and-service-site-assets","href":"/help/capability-run-work-customer-and-service-site-assets","name":"Customer and Service Site assets","summary":"Track customer equipment and service history, sharing only the details you choose.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"run-work/asset-and-inventory-operational-reporting","slug":"asset-and-inventory-operational-reporting","publicSlug":"capability-run-work-asset-and-inventory-operational-reporting","href":"/help/capability-run-work-asset-and-inventory-operational-reporting","name":"Asset and Inventory operational reporting","summary":"Review equipment and stock activity with clear dates and quantities.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"run-work","groupEyebrow":"Run work","groupTitle":"Plan jobs and keep the team organised.","groupDescription":"Schedule jobs, assign the crew and track equipment and stock.","groupOutcome":"Office and crew can follow the same job.","media":[]},{"id":"field-work/my-day","slug":"my-day","publicSlug":"capability-field-work-my-day","href":"/help/capability-field-work-my-day","name":"My Day","summary":"Give each worker a phone-friendly view of today’s assigned work.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/my-jobs","slug":"my-jobs","publicSlug":"capability-field-work-my-jobs","href":"/help/capability-field-work-my-jobs","name":"My Jobs","summary":"Show workers the jobs assigned to them and what needs attention.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/assignment-progress","slug":"assignment-progress","publicSlug":"capability-field-work-assignment-progress","href":"/help/capability-field-work-assignment-progress","name":"Assignment progress","summary":"Start work, record progress and submit it for office review.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/simple-checklists","slug":"simple-checklists","publicSlug":"capability-field-work-simple-checklists","href":"/help/capability-field-work-simple-checklists","name":"Simple checklists","summary":"Complete required checklist items and keep a copy with the submitted work.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/materials-used","slug":"materials-used","publicSlug":"capability-field-work-materials-used","href":"/help/capability-field-work-materials-used","name":"Materials used","summary":"Record materials used on an assignment without showing private business costs.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/time-evidence","slug":"time-evidence","publicSlug":"capability-field-work-time-evidence","href":"/help/capability-field-work-time-evidence","name":"Time evidence","summary":"Record time worked and request corrections for review.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/private-work-photos","slug":"private-work-photos","publicSlug":"capability-field-work-private-work-photos","href":"/help/capability-field-work-private-work-photos","name":"Private work photos","summary":"Attach work photos that stay private until the business chooses to share them.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/issues-damage-and-work-diary","slug":"issues-damage-and-work-diary","publicSlug":"capability-field-work-issues-damage-and-work-diary","href":"/help/capability-field-work-issues-damage-and-work-diary","name":"Issues, damage, and Work Diary","summary":"Log issues, damage and work notes against the job.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/categorised-photo-evidence","slug":"categorised-photo-evidence","publicSlug":"capability-field-work-categorised-photo-evidence","href":"/help/capability-field-work-categorised-photo-evidence","name":"Categorised photo evidence","summary":"Organise job photos by category to make review easier.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/photo-markup","slug":"photo-markup","publicSlug":"capability-field-work-photo-markup","href":"/help/capability-field-work-photo-markup","name":"Photo markup","summary":"Mark up a job photo while keeping its original copy.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/advanced-forms","slug":"advanced-forms","publicSlug":"capability-field-work-advanced-forms","href":"/help/capability-field-work-advanced-forms","name":"Advanced forms","summary":"Complete job forms with text, numbers, dates, checkboxes and choice fields.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/completion-signatures","slug":"completion-signatures","publicSlug":"capability-field-work-completion-signatures","href":"/help/capability-field-work-completion-signatures","name":"Completion signatures","summary":"Save a typed or drawn signature with the submitted work.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/private-job-documents","slug":"private-job-documents","publicSlug":"capability-field-work-private-job-documents","href":"/help/capability-field-work-private-job-documents","name":"Private Job documents","summary":"Give assigned workers access to the document versions shared with them.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/supervisor-review","slug":"supervisor-review","publicSlug":"capability-field-work-supervisor-review","href":"/help/capability-field-work-supervisor-review","name":"Supervisor review","summary":"Review submitted checklists, photos, forms, time and signatures; approve or ask for corrections.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/work-break-and-travel-timers","slug":"work-break-and-travel-timers","publicSlug":"capability-field-work-work-break-and-travel-timers","href":"/help/capability-field-work-work-break-and-travel-timers","name":"Work, Break, and Travel timers","summary":"Track work, break and travel separately, with pause, resume and correction history.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"field-work/weekly-timesheets","slug":"weekly-timesheets","publicSlug":"capability-field-work-weekly-timesheets","href":"/help/capability-field-work-weekly-timesheets","name":"Weekly timesheets","summary":"Prepare weekly timesheets from recorded time and submit them for review. This is not payroll.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"field-work","groupEyebrow":"Field work","groupTitle":"Give the crew the details they need.","groupDescription":"Use the web app on a phone for assigned jobs, photos, forms and time.","groupOutcome":"Work records are ready for office review.","media":[]},{"id":"get-paid/invoice-builder","slug":"invoice-builder","publicSlug":"capability-get-paid-invoice-builder","href":"/help/capability-get-paid-invoice-builder","name":"Invoice builder","summary":"Build invoices for a customer or job and use linked quote items as a starting point.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/invoice-issue-and-publication","slug":"invoice-issue-and-publication","publicSlug":"capability-get-paid-invoice-issue-and-publication","href":"/help/capability-get-paid-invoice-issue-and-publication","name":"Invoice issue and publication","summary":"Keep a copy of the invoice you issued while showing the current amount owing separately.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/invoice-pdfs","slug":"invoice-pdfs","publicSlug":"capability-get-paid-invoice-pdfs","href":"/help/capability-get-paid-invoice-pdfs","name":"Invoice PDFs","summary":"Give customers a private, printable copy of their issued invoice.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/manual-payment-ledger","slug":"manual-payment-ledger","publicSlug":"capability-get-paid-manual-payment-ledger","href":"/help/capability-get-paid-manual-payment-ledger","name":"Manual payment records","summary":"Record full or part payments, dates, methods and corrections, with the remaining invoice balance.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/customer-payment-history","slug":"customer-payment-history","publicSlug":"capability-get-paid-customer-payment-history","href":"/help/capability-get-paid-customer-payment-history","name":"Customer payment history","summary":"Let customers see their recorded payments and current balance in the portal.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/expenses","slug":"expenses","publicSlug":"capability-get-paid-expenses","href":"/help/capability-get-paid-expenses","name":"Expenses","summary":"Record expenses and link supported costs to jobs.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/job-costing","slug":"job-costing","publicSlug":"capability-get-paid-job-costing","href":"/help/capability-get-paid-job-costing","name":"Job costing","summary":"Bring labour, material and expense costs together and show when cost details are missing.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/finance-and-reporting","slug":"finance-and-reporting","publicSlug":"capability-get-paid-finance-and-reporting","href":"/help/capability-get-paid-finance-and-reporting","name":"Finance and reporting","summary":"Review unpaid invoices, collected payments, upcoming work and job costs from your business records.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/expense-document-intake","slug":"expense-document-intake","publicSlug":"capability-get-paid-expense-document-intake","href":"/help/capability-get-paid-expense-document-intake","name":"Expense document intake","summary":"Attach private receipts and expense documents for review.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/estimate-versus-actual","slug":"estimate-versus-actual","publicSlug":"capability-get-paid-estimate-versus-actual","href":"/help/capability-get-paid-estimate-versus-actual","name":"Estimate versus actual","summary":"Compare planned labour, materials and costs with the actual job records.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/operations-dashboard-and-work-review-inbox","slug":"operations-dashboard-and-work-review-inbox","publicSlug":"capability-get-paid-operations-dashboard-and-work-review-inbox","href":"/help/capability-get-paid-operations-dashboard-and-work-review-inbox","name":"Operations dashboard and Work Review Inbox","summary":"See work needing review, including time, expenses and cost differences.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/xero-quickbooks-and-myob","slug":"xero-quickbooks-and-myob","publicSlug":"capability-get-paid-xero-quickbooks-and-myob","href":"/help/capability-get-paid-xero-quickbooks-and-myob","name":"Xero, QuickBooks, and MYOB","summary":"Accounting connections are not advertised as available. Contact us to check support for the accounting software you use.","status":"coming-soon","statusLabel":"Coming soon","statusDescription":"Not advertised as available. No delivery date is promised.","lastReviewed":"3 October 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"get-paid/subscriptions-and-recurring-billing","slug":"subscriptions-and-recurring-billing","publicSlug":"capability-get-paid-subscriptions-and-recurring-billing","href":"/help/capability-get-paid-subscriptions-and-recurring-billing","name":"Subscriptions and recurring billing","summary":"Manage your Nenvik subscription, extra users and SMS packs. Customer invoice payments remain separate.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"get-paid","groupEyebrow":"Get paid","groupTitle":"Invoice work and track payments.","groupDescription":"Keep invoices, payments, expenses and job costs linked to the work.","groupOutcome":"See what is owing and which costs are recorded.","media":[]},{"id":"customer-team/team-invitations","slug":"team-invitations","publicSlug":"capability-customer-team-team-invitations","href":"/help/capability-customer-team-team-invitations","name":"Team invitations","summary":"Invite staff to your business and keep a record of their access.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/roles-and-capabilities","slug":"roles-and-capabilities","publicSlug":"capability-customer-team-roles-and-capabilities","href":"/help/capability-customer-team-roles-and-capabilities","name":"Roles and capabilities","summary":"Choose what owners, office staff and field workers can view and change.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/role-specific-console","slug":"role-specific-console","publicSlug":"capability-customer-team-role-specific-console","href":"/help/capability-customer-team-role-specific-console","name":"Role-specific Console","summary":"Give each team member navigation and actions suited to their role.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/customer-portal-invitations","slug":"customer-portal-invitations","publicSlug":"capability-customer-team-customer-portal-invitations","href":"/help/capability-customer-team-customer-portal-invitations","name":"Customer Portal invitations","summary":"Invite customers to a separate portal for the records you share.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/multi-business-account-selection","slug":"multi-business-account-selection","publicSlug":"capability-customer-team-multi-business-account-selection","href":"/help/capability-customer-team-multi-business-account-selection","name":"Multi-business account selection","summary":"Let customers switch between businesses they deal with while keeping those records separate.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/portal-quotes-jobs-and-invoices","slug":"portal-quotes-jobs-and-invoices","publicSlug":"capability-customer-team-portal-quotes-jobs-and-invoices","href":"/help/capability-customer-team-portal-quotes-jobs-and-invoices","name":"Portal Quotes, Jobs, and Invoices","summary":"Share quotes, invoices and selected job progress with the right customer.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/profile-change-requests","slug":"profile-change-requests","publicSlug":"capability-customer-team-profile-change-requests","href":"/help/capability-customer-team-profile-change-requests","name":"Profile change requests","summary":"Let customers request detail changes for your business to review.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/portal-notifications","slug":"portal-notifications","publicSlug":"capability-customer-team-portal-notifications","href":"/help/capability-customer-team-portal-notifications","name":"Portal notifications","summary":"Show customers updates about their shared records without exposing private crew notes.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/password-recovery-and-account-security","slug":"password-recovery-and-account-security","publicSlug":"capability-customer-team-password-recovery-and-account-security","href":"/help/capability-customer-team-password-recovery-and-account-security","name":"Password recovery and account security","summary":"Recover account access through the correct staff or customer sign-in flow.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/lifecycle-email-foundations","slug":"lifecycle-email-foundations","publicSlug":"capability-customer-team-lifecycle-email-foundations","href":"/help/capability-customer-team-lifecycle-email-foundations","name":"Lifecycle email foundations","summary":"Send account invitations, password recovery and supported document and job messages.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/staff-notification-centre","slug":"staff-notification-centre","publicSlug":"capability-customer-team-staff-notification-centre","href":"/help/capability-customer-team-staff-notification-centre","name":"Staff Notification Centre","summary":"Keep work alerts together with read status and links to records you can access.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/on-the-way-customer-communication","slug":"on-the-way-customer-communication","publicSlug":"capability-customer-team-on-the-way-customer-communication","href":"/help/capability-customer-team-on-the-way-customer-communication","name":"On-the-way customer communication","summary":"Send an on-the-way update using supported channels, customer contact choices and delivery checks.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/search-and-quick-create","slug":"search-and-quick-create","publicSlug":"capability-customer-team-search-and-quick-create","href":"/help/capability-customer-team-search-and-quick-create","name":"Search and quick create","summary":"Find records you can access and quickly start common tasks.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/mfa-and-active-session-management","slug":"mfa-and-active-session-management","publicSlug":"capability-customer-team-mfa-and-active-session-management","href":"/help/capability-customer-team-mfa-and-active-session-management","name":"MFA and active-session management","summary":"Protect sign-in with an extra verification step and review or sign out active sessions.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"customer-team/self-service-signup","slug":"self-service-signup","publicSlug":"capability-customer-team-self-service-signup","href":"/help/capability-customer-team-self-service-signup","name":"Self-service signup","summary":"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.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"customer-team","groupEyebrow":"Customers & team","groupTitle":"Give each person the right access.","groupDescription":"Owners, staff, crew and customers see the records shared with their role.","groupOutcome":"Keep customer information and private business records separate.","media":[]},{"id":"website-growth/multi-page-business-website","slug":"multi-page-business-website","publicSlug":"capability-website-growth-multi-page-business-website","href":"/help/capability-website-growth-multi-page-business-website","name":"Multi-page Business Website","summary":"Manage your home, services, areas, projects, about, FAQ, contact and quote request pages.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/website-studio","slug":"website-studio","publicSlug":"capability-website-growth-website-studio","href":"/help/capability-website-growth-website-studio","name":"Website Studio","summary":"Manage website design, content, photos, preview and publishing in one place.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/themes-and-brand-controls","slug":"themes-and-brand-controls","publicSlug":"capability-website-growth-themes-and-brand-controls","href":"/help/capability-website-growth-themes-and-brand-controls","name":"Themes and brand controls","summary":"Choose a website theme and colours to suit your business.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/content-and-visibility-controls","slug":"content-and-visibility-controls","publicSlug":"capability-website-growth-content-and-visibility-controls","href":"/help/capability-website-growth-content-and-visibility-controls","name":"Content and visibility controls","summary":"Edit services, projects, areas, FAQs and contact details; choose which pages to show.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/public-media-library","slug":"public-media-library","publicSlug":"capability-website-growth-public-media-library","href":"/help/capability-website-growth-public-media-library","name":"Public media library","summary":"Manage website photos separately from private job and customer documents.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/crm-connected-quote-requests","slug":"crm-connected-quote-requests","publicSlug":"capability-website-growth-crm-connected-quote-requests","href":"/help/capability-website-growth-crm-connected-quote-requests","name":"CRM-connected quote requests","summary":"Turn a website quote request into an enquiry in your business records.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/preview-and-publication-recovery","slug":"preview-and-publication-recovery","publicSlug":"capability-website-growth-preview-and-publication-recovery","href":"/help/capability-website-growth-preview-and-publication-recovery","name":"Preview and publication recovery","summary":"Preview website changes before publishing and see what to fix if publishing fails.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/technical-seo-workspace","slug":"technical-seo-workspace","publicSlug":"capability-website-growth-technical-seo-workspace","href":"/help/capability-website-growth-technical-seo-workspace","name":"Technical SEO workspace","summary":"Manage page titles, descriptions and search settings, and review website issues.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/ai-discovery-workspace","slug":"ai-discovery-workspace","publicSlug":"capability-website-growth-ai-discovery-workspace","href":"/help/capability-website-growth-ai-discovery-workspace","name":"AI-discovery workspace","summary":"Prepare clear business facts for search tools and assistants. Rankings and mentions are not guaranteed.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/website-statistics","slug":"website-statistics","publicSlug":"capability-website-growth-website-statistics","href":"/help/capability-website-growth-website-statistics","name":"Website statistics","summary":"Review recorded website visits and enquiry activity without invented results.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/reviews-and-reputation","slug":"reviews-and-reputation","publicSlug":"capability-website-growth-reviews-and-reputation","href":"/help/capability-website-growth-reviews-and-reputation","name":"Reviews and reputation","summary":"Request, review and publish customer feedback from completed work with their consent.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"website-growth/completed-work-growth-loop","slug":"completed-work-growth-loop","publicSlug":"capability-website-growth-completed-work-growth-loop","href":"/help/capability-website-growth-completed-work-growth-loop","name":"Completed-work growth loop","summary":"Create a website draft from an approved job photo, then review it before publishing.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"website-growth","groupEyebrow":"Website & growth","groupTitle":"Bring website enquiries into your business.","groupDescription":"Manage your business website and connect quote requests to customer work.","groupOutcome":"One place for website content and enquiries.","media":[]},{"id":"ai-and-automation/ai-operator","slug":"ai-operator","publicSlug":"capability-ai-and-automation-ai-operator","href":"/help/capability-ai-and-automation-ai-operator","name":"AI Operator","summary":"AI Operator is coming soon and is not available. No delivery date is announced.","status":"coming-soon","statusLabel":"Coming soon","statusDescription":"Not advertised as available. No delivery date is promised.","lastReviewed":"3 October 2026","groupId":"ai-and-automation","groupEyebrow":"Messages & assistance","groupTitle":"Keep communication clear.","groupDescription":"Supported message settings are available. AI tools remain coming soon.","groupOutcome":"Check availability before planning how to use a feature.","media":[]},{"id":"ai-and-automation/configurable-lifecycle-automation","slug":"configurable-lifecycle-automation","publicSlug":"capability-ai-and-automation-configurable-lifecycle-automation","href":"/help/capability-ai-and-automation-configurable-lifecycle-automation","name":"Configurable lifecycle automation","summary":"Configure supported message recipes, channels and delivery windows. Saving these settings alone does not send messages.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"ai-and-automation","groupEyebrow":"Messages & assistance","groupTitle":"Keep communication clear.","groupDescription":"Supported message settings are available. AI tools remain coming soon.","groupOutcome":"Check availability before planning how to use a feature.","media":[]},{"id":"ai-and-automation/sms-and-additional-channels","slug":"sms-and-additional-channels","publicSlug":"capability-ai-and-automation-sms-and-additional-channels","href":"/help/capability-ai-and-automation-sms-and-additional-channels","name":"SMS messages","summary":"SMS is supported for selected messages with purchased credits and customer contact permission. Other channels are not included in this claim.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"3 October 2026","groupId":"ai-and-automation","groupEyebrow":"Messages & assistance","groupTitle":"Keep communication clear.","groupDescription":"Supported message settings are available. AI tools remain coming soon.","groupOutcome":"Check availability before planning how to use a feature.","media":[]},{"id":"builder/practical-calculation-sheets","slug":"practical-calculation-sheets","publicSlug":"capability-builder-practical-calculation-sheets","href":"/help/capability-builder-practical-calculation-sheets","name":"Practical calculation sheets","summary":"Use 21 building calculators, save results and add a reviewed result to an estimate or draft quote.","status":"available","statusLabel":"Available","statusDescription":"Available in the app. Your plan, role and any required account setup determine what you can use.","lastReviewed":"26 July 2026","groupId":"builder","groupEyebrow":"Building calculators","groupTitle":"Building calculators","groupDescription":"Building calculators are available. The wider construction project tools are coming soon.","groupOutcome":"Save a calculation and review it before adding it to a quote.","media":[]}]}