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Add a customer in Markate

December 27, 2018 by admin

  • CRM
  • add, Customer

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Categories

  • 1. Getting Started (3)
    • Onboarding
    • Welcome to Markate
    • Using Mobile App
  • 2.Quick Reference (10)
    • What to do if App freezes?
    • Ask for Tip
    • How to set Calendar Time Zone?
    • How to delete an Estimate?
    • How to inactive an Employee?
    • How to Log Out?
    • How to move items?
    • How to set up Online Payments?
    • How to Reschedule?
    • How to Resend Invoice?
  • CRM (4)
    • Add a customer in Markate
    • Create a Lead from App
    • Create & Track a Lead
    • Create a customer from App
  • Dashboard & Reports (1)
    • View Reports
  • Employee App (3)
    • Employee Management
    • Employee Clock In - Time Tracking
    • Employee Access permission
  • Finance (12)
    • How to upsell your services using options estimate
    • How to add Flexible Package estimate?
    • How to setup Payment processing fees
    • Store Card on File
    • Ask for Deposit
    • Record Expense from App
    • Invoice / Estimate Settings
    • Record Payment
    • Sending an Estimate from App
    • Create an Estimate
    • Sync with Quickbooks
    • Record a Expense / Mileage
  • How To (23)
    • 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
    • Use app in the off-line mode
    • Hide Quantity, Price
    • Pay by Text
    • Accept Tip
    • Record Payment
    • Tag a customer to a Group or Source
    • Setup Virtual Number
    • Virtual Estimator
    • Setup Credit Card Payments
    • Customer Notification Settings
    • Sync with Quickbooks
    • Attach Photos, docs by default
  • Marketing (9)
    • How to setup Ringless voicemail Blast
    • How to setup Drip Text Automation
    • Customer Finder 360
    • Automated Postcard Marketing
    • Email Automation Marketing
    • Run Deals
    • SMS Marketing
    • Email Blast
    • Postcard Marketing
  • Online Booking (3)
    • Contact plug-in
    • Customer Booking
    • Online Booking Setup
  • Reviews (1)
    • How to setup Ask for Review Feature
  • Schedule & Dispatch (3)
    • Schedule Settings
    • Recurring Work order
    • Setup Work order

Knowledge Base Articles

  • June 24, 2019
    What to do if App freezes?
  • June 24, 2019
    Ask for Tip
  • June 24, 2019
    How to set Calendar Time Zone?
  • June 24, 2019
    How to delete an Estimate?
  • June 24, 2019
    How to inactive an Employee?

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