Markate.com Academy
  • Home
  • Knowledge Base
    • Category View
    • Article View
  • FAQ
  • Community
Search in:

Suggested Search: Invoice settings, Estimate, Get reviews
  • Home
  • Knowledge Base
  • How To

File Vault

May 15, 2019 by admin

  • How To

Thanks for your rating!

You have already rated this article

An error occured, please try again later

Was This Article Helpful?
Related Articles
  • Hide Quantity, Price
  • Customer Notification Settings
  • Sync Google Calendar / iCal

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 (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)
    • Get reviews instantly
  • Schedule & Dispatch (3)
    • Schedule Settings
    • Recurring Work order
    • Setup Work order

Knowledge Base Articles

  • June 17, 2019
    Route planner on iphone
  • June 14, 2019
    Customize homepage display on the app

    Customize the moble app home page display

  • May 15, 2019
    File Vault
  • April 25, 2019
    How to upsell your services using options estimate 1

    Give options to your customers to pick & Choose your services

  • April 22, 2019
    How to add Flexible Package estimate?

    Upsell your service with multi option package.

See All Articles

  • Home
  • Knowledge Base
  • FAQ

© 2019 Markate.com Academy

Back to Top