Welcome to Markate! We’re excited to have you and look forward to working with you!
To get the most out of Markate, we recommend following these steps to get your business account set up in the most efficient way, so you can run your business seamlessly.
Cheerfully yours,
The Markate Team

Please follow the steps below to set up a successful account

 

Step 1 – Import your Customers


You can either import your customers from Quickbooks or email the CSV file to support@markate.com , our team will take care within 1-3 business days.
Please make sure to include in your email what CRM the data your sending is coming from.

To import your Customers from Quickbooks:

 

Step 2 – Upload business logo, Setup Email Branding and customize Email/SMS templates


Send your emails more professionally. Display your business logo, name and a footer text in the emails sent to your customers.

To Upload Business Logo and set up Email Branding:

  • Go to https://www.markate.com/pro/settings/preferences/email
  • Type your name or your business name in “Email from Name”.
  • Type a custom message in “Email footer text”.
  • Under Logo section, click Upload Logo and choose your business logo.
  • Note that your business logo appears on emails, estimates, invoices and work orders.

 

To customize Email & SMS templates:

 

Step 3 – Setup Online Payments


To set up the Payment Method:

To set up the Invoice Payment settings:

 

Step 4 – Setup Notification options


To set up the Notifications:

 

Step 5 –  Setup default company terms


To set up Company Terms for Estimates:

To set up Company Terms for Invoices:


Have any questions? Just shoot us an email to support@markate.com, call us @ 480-360-1360 (Monday-Friday MST 8:00am-5:00 pm) or chat with us.
 We’re always here to help.

You’re ready to discover all the features Markate has to help your business run seamlessly!