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Checklist Feature

November 14, 2019 by admin

  • CRM

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Categories

  • 1. Getting Started (3)
    • Onboarding
    • Welcome to Markate
    • Navigate Mobile App
  • 2.Quick Reference (11)
    • Workflow for Mobile app
    • 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 Payment methods?
    • How to Reschedule a work order?
    • How to Resend Invoice?
    • Invoice / Estimate Settings
  • Add-ons (3)
    • Invite Customers to access Customer Portal
    • Virtual Video Estimate
    • Add-ons
  • CRM (7)
    • Invite Customers to access Customer Portal
    • Schedule Estimate
    • Checklist Feature
    • Manage Customers Online
    • Lead Management through Mobile app
    • Create & Track a Lead
    • Manage Customers through Mobile App
  • Dashboard & Reports (1)
    • View Reports
  • Employee App (3)
    • How to use Employee app
    • Setup Employee Access & Permissions
    • Employee Clock In - Time Tracking
  • Finance (13)
    • 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
  • How To (43)
    • 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?
  • Marketing (12)
    • Virtual Video Estimate
    • Postcard Blast
    • Marketing Features
    • How to setup Ringless voicemail Blast
    • How to setup Drip Text Automation
    • Customer Finder 360
    • Automated Postcard Marketing
    • Email Automation Marketing
    • Run Deals
    • SMS Blast
    • Email Blast
    • Design / upload Postcard using designer
  • Online Booking (3)
    • Lead Contact Form
    • Customer Experience booking Online
    • Online Booking Setup
  • Online Payment (1)
    • How to store Customer's Card on File?
  • Reviews (3)
    • How to use NiceJob Connector?
    • NiceJob Connector
    • How to use Ask for Review Add-on?
  • Schedule & Dispatch (5)
    • How to Create Work Order
    • Change Order Process
    • Schedule Settings
    • How to add Recurring Work Order?
    • Pre Work order Setup

Knowledge Base Articles

  • January 11, 2021
    List of Reports
  • November 30, 2020
    How can Customers use Customer Portal app on their mobile device?
  • November 28, 2020
    Invite Customers to access Customer Portal
  • September 19, 2020
    How to store Customer's Card on File?
  • June 18, 2020
    Virtual Video Estimate

    You can connect via Facebook, Google and Skype

See All Articles

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