Knowledge Base
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1. Getting Started
Learn how to get started
3 Articles
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2.Quick Reference
11 Articles
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Add-ons
Check out various add-on features Markate offers
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CRM
Learn about Leads/ prospects , Customer Management and Estimates
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Dashboard & Reports
Learn about various reports, Dashboard available
1 Article
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Employee App
Learn how to assign work orders , Time tracking, Location Tracking
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Finance
Learn about Invoicing, Expenses, profit-loss, financial reports
14 Articles
- Authorize.net Configuration
- How to setup Payment Schedule
- How to upsell your services using options estimate
- How to add Flexible Package estimate?
- How to include Payment processing fees
- Store Card on File
- Ask for Deposit
- Record Expense from App
- Invoice / Estimate Settings
- Record Payment from app
- Sending an Estimate from App
- Create an Estimate
- Sync with Quickbooks
- Record a Expense / Mileage
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How To
Various tips and tricks of the platform
49 Articles
- How to Delete your Account
- Estimate Settings - How to
- How to Delete Invoice online
- How to delete recurring workorder
- How to Migrate Data into Markate
- How to search by resource id in Quickbooks online
- Invite Customers to access Customer Portal
- How to store Customer's Card on File?
- How to create Tasks?
- How to use Zapier
- How to delete recorded payment
- How to switch between accounts
- Jobs Bird Eye View
- Request a deposit via Invoice
- How to Setup Call Forwarding for Virtual Number
- Add Items in bulk to Estimate
- Schedule Settings
- Reschedule Work order from Mobile app
- How to Setup Employee Roles
- How to access Activity Log
- How to add Recurring Invoice?
- How to add Markup to the Estimate?
- How To Install google play on Amazon Fire HD Tablet
- How to use NiceJob Connector?
- Markate app Offline Mode
- How to Log Out?
- How to set up Online Payment methods?
- Customize homepage display on the app
- File Vault
- How to Setup Google and FB review link
- Route planner
- Sync Google Contacts
- Share a Job
- Sync Your Contacts (iPhone, Android)
- Sync Google Calendar / iCal
- Create Service Items, price list
- Convert Inquiries to Customers
- Accept Facebook bookings
- Hide Quantity, Price
- Pay by Text
- Accept Tip (Record Payment by Pro)
- Record Payment from app
- Tag a customer to a Group or Source
- Setup Virtual Number
- Virtual Estimator
- Notification Settings
- Sync with Quickbooks
- Attach Photos, docs by default
- How to add Recurring Work Order?
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Marketing
Check out how to use the Marketing features for your business
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Schedule & Dispatch
Learn about Work orders, Schedule and Dispatch