Welcome to Markate! Thanks so much for joining us. You’re on your way to super-productivity and beyond!
Markate is a automated CRM, Finance and integrated Marketing app for service companies. Save time!!
Our number one tip to get the most out of Markate is to follow the on-boarding steps and best practices to run your business seamlessly. Super simple and just a click away.
Have any questions? Just shoot us an email to firstname.lastname@example.org or call us @ 480-360-1360 We’re always here to help.
The Markate Team
Please follow the steps below to setup a successful account
Step 1 – Setup Business Logo , Default Company terms
Your Logo will be displayed on email, estimate, invoice and work order
Step 2 – Setup Credit Card Payments
To setup card payments, click here https://www.markate.com/pro/settings/payments/main
Step 3 – How do you want to Notify your customers?
Step 4 – Customize Email / SMS templates to suit your business needs
Step 5 – Navigate through the app?
Step 6 – Connect your Quickbooks?
Last Step – Do you need help importing customers?
Please email us the CSV file to email@example.com , our team will take care with in 1-3 business days. Please be advised, if you use plan on using QuickBooks with Markate then please sync your customers thru QuickBooks to prevent duplicated customers.