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May 15, 2019 by admin Updated: March 27, 2020

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  • 1. Getting Started (8)
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    • Markate Platform overview
    • New User - Transfer the Data into Markate
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    • Update default Notification options
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    • Site Map - Navigate the System
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  • 2. Online Payments (15)
    • Wisetack - Enroll for Customer Financing
    • How to set up Online Payment methods?
    • Store Customer Credit Card Securely and Process Payments
    • Authorize.net Configuration
    • How to store Customer's Card on File?
    • How to setup Payment Schedule in Invoice
    • Add Markup to the Estimate?
    • How to add Flexible Package estimate?
    • How to include Payment processing fees
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    • Ask for Deposit
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  • 3.Quick Reference (7)
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    • How to move items?
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    • Create & Track a Lead
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  • Customize (4)
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    • Add / Edit a Business Logo
    • Change Default Invoice Settings
    • Change Default Estimate Settings
  • Dashboard & Reports (1)
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    • How to use Employee app
    • How to add Employee & Setup Permissions
    • Employee Clock In - Time Tracking
  • Estimate (10)
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    • Virtual Video Estimate
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  • How To (41)
    • Merge Customer
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    • How to delete recurring workorder
    • How to Migrate Data into Markate
    • How to search by resource id in Quickbooks online
    • 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
    • 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 Install google play on Amazon Fire HD Tablet
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    • File Vault
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    • Hide Quantity, Price
    • Pay by Text
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    • Tag a customer to a Group or Source
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    • How to setup Recurring Work Order?
  • Invoice (2)
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    • Change Default Invoice Settings
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    • Report Settings > Employee Time Log
  • Marketing (15)
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  • Online Booking (3)
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  • Quickbooks (4)
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  • Reviews (4)
    • How to add Google And Facebook review link
    • How to use NiceJob Connector?
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  • Schedule & Dispatch (6)
    • How to Edit / Pause/ Cancel the Recurring Work Order
    • How to Create Work Order
    • Change Order Process
    • Schedule Settings
    • How to setup Recurring Work Order?
    • Pre Work order Setup

Knowledge Base Articles

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  • April 5, 2022
    Pricing Explained 2
  • March 17, 2022
    Cost Estimator
  • March 4, 2022
    Marketing Channel
  • March 3, 2022
    How to Edit / Pause/ Cancel the Recurring Work Order 1

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