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Add a customer in Markate

December 27, 2018 by admin

  • CRM
  • add, Customer

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  • Create a customer from App
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Categories

  • 1. Getting Started (3)
    • Onboarding
    • Welcome to Markate
    • Using Mobile App
  • 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 (1)
    • Employee Access permission
  • Finance (10)
    • Store Card on File
    • Ask for Deposit
    • Record Billable Expense
    • 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 (20)
    • 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 (8)
    • 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)
    • Get reviews instantly
  • Schedule & Dispatch (3)
    • Schedule Settings
    • Recurring Work order
    • Setup Work order

Knowledge Base Articles

  • March 18, 2019
    Route planner
  • March 14, 2019
    How to setup Drip Text Automation

    check out how to setup Drip Text Automation for re-marketing your customers

  • March 12, 2019
    Sync Google Contacts

    Sync with google contacts to display caller-id on the phone

  • February 12, 2019
    Store Card on File

    Credit card on file, Add - Replace - Delete the Credit card

  • February 4, 2019
    Onboarding
    Welcome to Markate! Thanks so much for joining us. You’re on your way to super-productivity and beyond!
    Markate is a automated CRM, Finance and integrated Marketing app for service companies. Save time!!
    Our number one tip to get the most out of  Markate is to follow the on-boarding steps and best practices to run your business seamlessly.  Super simple and just a click away.
    Have any questions? Just shoot us an email to support@markate.com or call us @ 480-360-1360  We’re always here to help.
    Cheerfully yours,
    The Markate Team

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