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December 24, 2018 by admin Updated: March 26, 2020

  • Dashboard & Reports
  • Dashboard, health check, reports

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Categories

  • 1. Getting Started (7)
    • Markate Platform overview
    • New User - Transfer the Data into Markate
    • New user - Account Setup
    • Update default Notification options
    • Setup Business Email Branding
    • Site Map - Navigate the System
    • Navigate Mobile App
  • 2. Online Payments (14)
    • 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
    • Save your Card for Auto renewal on your Markate subscription
    • Ask for Deposit
    • Accept Tip
    • Record Expense from App
    • Record Payment from app
    • Record a Expense / Mileage
  • 3.Quick Reference (7)
    • Workflow for Mobile app
    • What to do if App freezes?
    • How to set Calendar Time Zone?
    • How to inactive an Employee?
    • How to move items?
    • How to Reschedule a work order?
    • How to Resend Invoice?
  • Add-ons (1)
    • Feature upgrades for your Account
  • Customer & Lead Management (5)
    • Checklist Feature
    • Add / Edit Customers Online
    • Lead Management through Mobile app
    • Create & Track a Lead
    • Manage Customers through Mobile App
  • Customize (4)
    • Customize default Email & SMS templates
    • Add / Edit a Business Logo
    • Change Default Invoice Settings
    • Change Default Estimate Settings
  • Dashboard & Reports (1)
    • View Reports
  • Employee Management (3)
    • How to use Employee app
    • How to add Employee & Setup Permissions
    • Employee Clock In - Time Tracking
  • Estimate (9)
    • Edit / Resend / Clone an Estimate
    • Change Default Estimate Settings
    • Virtual Video Estimate
    • Schedule an Estimate
    • Add Items in bulk to Estimate
    • Add Markup to the Estimate?
    • How to delete an Estimate?
    • Upsell your services using options estimate
    • Sending an Estimate from App
  • How To (41)
    • Merge Customer
    • How to Delete your Account
    • How to Delete Invoice online
    • 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
    • How to use NiceJob Connector?
    • Markate app Offline Mode
    • How to Log Out?
    • 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
    • Hide Quantity, Price
    • Pay by Text
    • Record Payment from app
    • Tag a customer to a Group or Source
    • Setup Virtual Number
    • Virtual Estimator
    • Attach Photos, docs by default
    • How to setup Recurring Work Order?
  • Invoice (1)
    • Change Default Invoice Settings
  • Marketing (14)
    • Promotional Blast
    • Setup Customer Portal & Invite customers
    • Email Blast
    • Customer Finder 360 - Generate potential Leads
    • Virtual Video Estimate
    • Postcard Blast
    • Marketing Features we offer
    • How to setup Ringless voicemail Blast
    • How to setup Drip Text Automation
    • Automated Postcard Marketing
    • Drip Email Automation Marketing
    • Run Deals
    • SMS Blast
    • Design / upload Postcard using designer
  • Online Booking (3)
    • Lead Contact Form
    • Customer Experience booking Online
    • Online Booking Setup
  • Quickbooks (4)
    • Auto Sync Quickbooks
    • How to Check Quickbooks Sync Errors
    • Quickbooks - Common Sync Errors
    • Sync with Quickbooks
  • Reviews (4)
    • How to add Google And Facebook review link
    • How to use NiceJob Connector?
    • NiceJob Connector
    • How to use Ask for Review feature?
  • Schedule & Dispatch (5)
    • How to Create Work Order
    • Change Order Process
    • Schedule Settings
    • How to setup Recurring Work Order?
    • Pre Work order Setup

Knowledge Base Articles

  • January 17, 2022
    Promotional Blast
  • January 14, 2022
    How to set up Online Payment methods? 22

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  • November 3, 2021
    Setup Customer Portal & Invite customers
  • October 25, 2021
    Email Blast

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  • October 22, 2021
    Customer Finder 360 - Generate potential Leads 1

    Reach out to your potential customers directly. Check out various options to narrow down your target customers. filter by demographics. CF360

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