Welcome to Markate! We’re excited to have you on board.
After Signing up with Markate, follow this step-by-step guide to help you along the way.
- Add your Customers
- Send Estimates
- Schedule Appointments
- Start accepting credit card
- Send Invoices
- Record Expenses
- Add Work Orders and Employees
- Update Business public profile
Let’s get started!
Step 1: Add your Customers!
This is the most important step of getting your account set up! So, you must be wondering what are the options for adding customers to your Markate account. What if you already have a bunch of customers and want to add all of them at once or want to import from your contact list. Not to worry. Let’s check out options below to get it done.
- Option 1:
Bulk import your customer list from an Excel or .CSV file directly into Markate. If you’re coming from another software. You can email your list in Excel or .CSV format to our support team at firstname.lastname@example.org to have it imported for you.
- Option 2:
If you don’t have an official list and your contacts are in your phone or you’re a new business, that’s okay! Markate is a great tool to help you create and build your customer database.
Log in to ‘Markate for Business‘ app, go to ‘Customers‘ on the home page. Tap (+) icon and select ‘Import Customer‘. You will be asked to allow Markate to access your contacts. Then, choose a contact from your contact list to be imported. Tap ‘Import Contact‘. Tap ‘ok‘ icon (Tick Mark on top right). And, it’s done!
- Option 3:
You can also add customers manually from the web as well as the app.
– To add a customer manually from the web,
Go to ‘Customers‘ and then click ‘+ Add New Customer’ or ‘+New Customer’.
After this, a window will appear with your customer’s information form where you fill in all the necessary info and save it.
– To add a customer manually from the app,
Go to ‘Customers‘ on the home page and then, if you are adding your first customer then tap ‘+Create Customer‘ else tap (+) icon and select ‘Add Customer‘.
After this, fill in your customer’s info and Tap ‘Ok‘ icon (Tick Mark on top right).
Now, as the customer has been created, you can directly perform few activities for this customer for example: Schedule Appointment, Create An Estimate, Send Invoice and Create a Work Order by tapping a respective button on the pop-up. Otherwise, simply tap ‘No Thanks’.
Step 2: Send Estimates!
Once customers are added, you are all set to send Estimates to your customers to get jobs.
– To send from the web,
Go to Estimates and click ‘+New Estimate’.
A window will open where you can customize the Estimate for example- choose from existing or add a new Customer, mention Job Name, add Line Item(s), set Discount & Tax, add a message to Customer and set Terms. Click ‘Preview‘ to send it to the selected customer or save it as Draft to send it later on.
– To send from the app,
Go to ‘Estimates‘ on the homepage and then, if you are adding your first estimate then tap ‘+Create Estimate‘ else tap (+) icon.
Fill in Estimate details as mentioned for web immediately above. Tap ‘ok‘ icon (Tick Mark on top right) and then, tap ‘Send‘ to send it to the selected customer. You need to sign the Estimate before actually sending it.
You will be notified by email and push notification on your mobile when the customer views your estimate and also when it gets approved and you are hired for the job.
Step 3: Schedule Appointments
Once you are hired for a job, you can set up one time or recurring Appointment with your customer.
– To schedule from the web,
Go to ‘Appointments‘. Click ‘+Create Appointment’ to create an appointment.
A pop up will open where select or add a new customer, mention Appointment Description, set start and end date/time, Mark ‘Repeat this appointment‘ checkbox for scheduling recurring appointments. Click ‘Confirm‘. .
You can also add the appointment to Google or iCalendar
– To schedule from the app,
Go to ‘Appointments‘ on the homepage and then, tap (+) icon.
You need to fill in similar details as mentioned for web immediately above. Tap ‘Confirm’.
From app also, you can add to Google Calendar (Andriod) or iCalendar (iPhone).
Step 4: Start accepting credit card
We’ve partnered with WePay and Square for processing credit card payments. Accept credit card payments for minimal transaction rate. You’ll be able to process card payments directly through the ‘Markate for Business‘ app and send electronic invoices to customers to pay via email.
You should expect an email post setup asking to verify your account.
Step 5: Send Invoices!
Invoicing is easier, and so is getting paid, with Markate’s customizable invoicing process. Markate eases you to create and send invoices, and track invoices sent, paid, and pending.
– To send an Invoice from the web,
Go to Invoices and click ‘+New Invoice’.
A window will open where you can customize the Invoice for example- choose from existing or add a New Customer, mention Job Name, choose Invoice Type, add Line Item(s), set Discount & Tax, select the payment method(s) you can accept, add a message to Customer and set Terms. Click ‘Preview‘ to send it to the selected customer or save it as Draft to send it later on.
– To send from the app,
Go to ‘Invoices‘ on the homepage and then, if you are adding your first estimate then tap ‘+Create Invoice‘ else tap (+) icon.
Fill in Invoice details as mentioned for web immediately above. Tap ‘ok‘ icon (Tick Mark on top right)
Then, tap ‘Send‘ to send it to the selected customer. You have an option to sign the Invoice (Signature icon on top right beside pencil icon) before actually sending it. Tap ‘Payment‘ to get paid.
And then, tap a payment method (Credit Card or Record Payment) how you want to get paid.
For Credit Card payment, you need to enter Customer’s credit card details, tap Pay $<amount>, After that, credit card holder needs to authorize payment by signing it and tap Authorize Payment.
For Record Payment, you can again choose a payment method out of Check or Cash and tap Record Payment.
You will be notified by email and push notification on your mobile when the customer views your invoice and also when its paid.
Step 6: Record Expenses!
With Markate, it’s easy for you to record expenses no matter where you are. Upload expenses using ‘Markate for Business’ app to easily snap and attach receipt photos.
– To record expenses from the web,
Go to ‘Expenses‘. Click ‘Record Expense‘ to record expenses and ‘Record Mileage‘ to record Mileage expenses.
When you Record Expense, a window will open where select expense date, select expense category from the dropdown or add a new, enter expense amount, tax if applicable, customer if you want to convert it to invoice and make it billable, upload receipts and click ‘Save‘.
When you Record Mileage, a window will open where also select expense date, choose mileage method (Distance traveled or Odometer reading), enter respective details accordingly, tax if applicable, customer if you want to convert it to invoice and make it billable, upload receipts and click ‘Save‘.
– To record expenses from the app,
Go to ‘Expenses‘ on the homepage and then, if you are adding your first expense or mileage, then tap ‘+Record Expense‘ or ‘Record Mileage‘ else tap (+) icon and select the option.
You need to fill in similar details as mentioned for web immediately above. Tap ‘ok‘ icon (Tick Mark on top right) and it’s saved in My Expenses list.
Later on, you can just open the recorded expense and ‘Convert To Invoice’ by tapping the respective button.
-In the app, you have one more option i.e. Record Mileage using GPS. For that, go to ‘Expenses‘ > ‘Record Mileage‘. Select GPS from Mileage options.
You need to provide location access.
And then, tap ‘Start Tracking‘ when you start traveling to your customer’s location and ‘Stop Tracking‘ when you reach the destination.
You will be navigated to Record Expense window where Distance is calculated based on GPS tracking, details are auto-populated in Instructions and the receipt is also uploaded displaying your GPS route.
Step 7: Add Work Orders and Employees
Create a Work Order, choose a customer, and assign it to your team with only a few clicks.
Markate’s Team calendar view is ideal for dispatching your team efficiently. Choose from three different views (Month, Week, Day) when managing your team’s schedule, to get a clear visual of availability for employees to avoid overbooking.
When you add an employee to your business or assign a work order to your employees, they will be notified on their phone within a minute.
Now, let’s see how a business owner can add employees and work orders.
–To add an employee from the web,
Go to ‘More‘ > ‘Employees‘. Click ‘+New Employee‘.
A new window will open where fill-in Employee info and upload employee profile picture. Then, there are three check boxes for notifications- Notify by Email (Employee will be notified of assigned work order via email), Notify by Text (Employee will be notified of assigned work order via text SMS on phone) and Send Next Day Appointments (Employee will be notified on next day appointments ahead of time). Click ‘Additional Information‘ to add detailed info. You can mark multiple checkboxes as per your need. Click ‘Save‘.
–To add an employee from the app,
Tap ‘More‘ on the homepage and go to ‘Employees‘. Tap (+) icon.
Fill in Employee details in a similar way as mentioned for web immediately above. Tap ‘ok‘ icon (Tick Mark on top right).
When you open Employee View by tapping Employee name from the list, it gives you ‘Show Calendar‘ from where you can view all assigned work orders to the employee on the calendar and also, create new Work Order and schedule directly from Employee screen by tapping (+) icon.
Note: You can add up to 20 employees in 14 days free trial. However, you need to pay per employee as soon as trial period ends and you go for a monthly or yearly subscription.
–To create a work order from the web,
Go to ‘Work Orders‘. Click ‘+Add New Work Order‘ or ‘+New Work Order‘.
A new window will open where fill-in Work Order info like Job Date, Job Name, Job Type, Add a new customer or choose from existing ones, enter Job Location, add Line Items if applicable, mention Instructions if required and set Job Priority. Click ‘Save‘.
–To create a work order from the app,
Go to ‘Work Orders‘ on the homepage and then, if you are adding your first Work Order, then tap ‘+Create Work Order‘ else tap (+) icon.
Fill in Work Order info in a similar way as mentioned for web immediately above. Tap ‘ok‘ icon (Tick Mark on top right) to save it.
Step 8: Update Business public profile
Personalize your customer interaction by setting up your public business profile.
–To update your store info from the web,
Go to More > My Store to set up your business profile. Here, you can edit info which will be displayed on your business public profile.
–To update your store info from the app,
Go to ‘My Store‘ from the Homepage.