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Add a customer in Markate

December 27, 2018 by admin

  • CRM
  • add, Customer

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  • 1. Getting Started (3)
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  • 2.Quick Reference (9)
    • 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 move items?
    • How to set up Online Payments?
    • How to Reschedule?
    • How to Resend Invoice?
  • CRM (5)
    • Checklist Feature
    • 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
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  • 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
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    • Record Expense from App
    • Invoice / Estimate Settings
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    • Sending an Estimate from App
    • Create an Estimate
    • Sync with Quickbooks
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  • How To (25)
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    • Tag a customer to a Group or Source
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  • Reviews (1)
    • How to setup Ask for Review Feature
  • Schedule & Dispatch (3)
    • Schedule Settings
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    • Setup Work order

Knowledge Base Articles

  • November 14, 2019
    Checklist Feature

    How to create / manage the checklist and how to assign to the work order and have your employees check on the job.

  • October 9, 2019
    Running MARKATE as a desktop app
  • September 17, 2019
    Markate app Offline Mode 1

    You can now view your schedule for the day in Offline Mode, and continue to use your app!

  • June 24, 2019
    What to do if App freezes?
  • June 24, 2019
    Ask for Tip

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