Knowledge Base

59 articles

Customer Finder 360

Find leads in your neighborhood based on demographics

Sync with Quickbooks

Learn how to sync customers, expenses, estimates and invoices with Quickbooks

Schedule Settings

Learn about Schedule settings, Notification preference, reminders, calendar display, color preference, etc

Recurring Work order

Creating Preventative Maintenance schedules within Markate is absolutely core and critical.

At the end of the day we hope to see a transition from reactive maintenance to preventative, or even better, predictive maintenance for your team.

Setup Work order

A work order gives detailed written instructions to the service professional regarding the project that you need accomplished.

Automated Postcard Marketing

It’s time to set up a drip campaign so you can start turning more leads into customers through personalized, one-to-one communication.