Markate Academy

Below please find instructional documents / videos of our platform. We hope you find these tutorials helpful, but feel free to chat or email us or call us @ 480-360-1360 if we can be of further assistance.

Web

App

Get Started in 5 minutes

 Website Overview

 Deep Dive into Marketing Features

Watch before you get started

Markate App Overview

Customers

Customers (app)

Schedule

Schedule (app)

Estimates

Estimates (app)

Work Orders

Work Orders (app)

Invoices

Invoices (app)

Settings

Settings (app)

Expenses

Expenses (app)

Reports

Reports (app)

Mobile Reports will be released soon…

My Store

My Store (app)

Postcard Marketing

Postcard Marketing is available online only…

Before/After

Collage Maker (app)

Employee’s

Adding employees and providing them Markate app access

Employees (app)

Videos / Instructions coming soon…

Share A Job

Adding Contacts, Contact Groups and sharing jobs

Share A Job is available online only…

Drip Email Automation

Drip Email Automation is available online only…

Online Payments set up

Online Payments set up is available online only…

QuickBooks

QuickBooks is available online only…

Booking Plugin

Booking Plugin is available online only…

Inquiries & Contact Plugin

Inquiries (app)

Ask for Review

Ask for Review (app)

Videos / Instructions coming soon…

Virtual Estimator

Virtual Estimator is available on App…

Virtual Estimator (app)

Virtual Number

Video on how to setup virtual number https://youtu.be/4YtQzZrQvvA

 Offline Mode (app)

 

                                         Frequently Asked Questions

FAQ

Reference Videos

How is my customer being notified? https://youtu.be/T-CpP0QNkrs
How to create recurring work order?  https://youtu.be/Oj-itbXa1ss
How to set default Tax Rate? https://youtu.be/bPGsSz4fC0A
 How to reset the password in Web? https://youtu.be/RY_oXFTsPC0