From fresh features to behind-the-scenes improvements, this is where you'll find every update that makes our product faster, smarter, and better for you. Check back often — we're always building something new.
📱 Android Update Available!
Markate v50295 (5.9.6) is now live for Android users.
Please be sure to log out and update your app to access the latest improvements and fixes.
📢 Feature Update: Additional Contacts & Tenant Notifications
Additional Contacts and Tenants will now receive reminder notifications via email. This update helps ensure all relevant parties stay informed and up to date with important reminders.
🐞 Bug Fix Update for Sales by Customer Source Report
The Sales by Customer Source Report has been updated and will now allow you to export customers listed with no source.
📱 Android Update Available!
Markate v50295 (5.9.5) is now live for Android users.
Please be sure to log out and update your app to access the latest improvements and fixes.
📊 New Report Available: Job Average Report
We’ve added a new Job Average Report designed to help you better track performance and understand your business trends.
What’s included:
Calculates average job value over a customizable date range
Filter results by customer, employee, or job type
View totals and averages directly within the report
Export functionality for easy reporting and analysis
This report simplifies performance tracking, saves time, and provides quick, actionable insights into your business.
📢 Feature Update: Mark Leads as “Unread”
You can now mark a lead as Unread even after it has already been opened. This update makes it easier to revisit leads at a later time or signal to other team members that a lead still requires attention.
This enhancement helps keep follow-ups organized and ensures no opportunities are overlooked.
📢 Feature Update: New Notes Section on Work Orders!
We’ve added an additional area on work orders where you can easily enter and save notes. This enhancement allows you to include more detailed information, improve communication, and keep everything organized in one place.
📢 Product Update: Attachments Now Available in Customer Emails!
You can now add attachments when sending an email directly from a customer’s profile. This makes it easier than ever to share documents, images, and other important files without leaving the page.
✨ Product Update: Enhanced Markup Options on Estimates
We’ve added more flexibility to your estimating process!
You can now choose exactly where your markup applies — whether to services, materials, or products.
This update gives you greater control and accuracy when building your estimates.
📢 New Feature Alert: Auto Payments for Invoices!
We’re excited to announce that you can now enable Auto Payment on invoices when using Square as your payment processor. If your customer has a card saved on file, Markate can automatically process the payment for you!
Important Details:
Auto payments are processed at 12:00 PM.
For example, if you create an invoice today and have auto payments enabled, the payment will run automatically at 12:00pm. Another example is if you create an invoice after 12:00pm and the due date is that same day, automatic payment will process following day at 12:00pm
You can enable this feature by going to your Invoice Settings and turning on Automatic Payments.
You will see all auto payment activity on the desktop site under the “Payments Received” section.
If an automatic payment fails, you will receive an email notification so you can follow up with the customer as needed.
If you have any questions, our support team is here to help!
📣 Feature Update: Customer Source Limit Increased!
Great news! You can now add up to 200 customer sources in your account.
This enhancement gives you greater flexibility and makes it even easier to track exactly where your customers are coming from.
We hope this update helps you gain clearer insights into your lead sources and marketing efforts.
📣 Feature Update: New Past Customer Reports Now Available!
We’re excited to announce that we’ve added two new reports to help you better manage your past customers: Estimate Aging and Invoice Aging.
These reports give you valuable insight into older estimates and invoices and now include the option to export results into a new customer group or an existing group—making follow-ups and organization easier than ever.
📢 Feature Update: Improved Filter Behavior After Bulk Delete
We’ve enhanced the bulk delete experience!
Previously, after completing a filtered bulk delete, it would automatically return to an unfiltered results view. With this update, your filters will now remain applied after a bulk delete—allowing you to seamlessly continue reviewing or selecting the next set of filtered results without needing to reapply your filters.
📢 Feature Update: Multiple Terms & Conditions Now Available!
We’re excited to announce that you can now add and select from multiple Terms & Conditions when creating estimates.
This new feature allows you to choose the most relevant terms that apply to specific services or customers, giving you greater flexibility and accuracy in your documentation.
📢 Feature Update: Repeat Business Report Now Available!
You can now export Repeat Business data directly from the Customer Source into a report.
This new option makes it easier to track and analyze returning customers, helping you gain insights into customer loyalty and recurring services—all in just a few clicks.
We’ve made it even easier to find your customers! 🔍
You can now search for customers by their service address directly in your account.
This update helps you quickly locate jobs or clients associated with a specific property — saving you time and simplifying your workflow.
➡️ Try it out today and see how fast finding customer info can be!
📣 Feature Update: Additional Contact Info Now Included in Customer Exports!
We’ve enhanced the customer export feature! 🚀
When you export your customer list, any additional contact information linked to a customer will now be included in the export file.
This update ensures you have complete and accurate customer data at your fingertips — perfect for reporting, backups, or marketing lists.
🚀 Announcement: Zapier Integration Upgrade
We’re excited to announce an upgrade to our integration with Zapier!
You can now search Markate directly on Zapier’s website to explore all the apps and tools you can seamlessly connect with.
This update makes it easier than ever to automate workflows, save time, and integrate Markate with the platforms you use every day.
Start exploring today and see how Markate and Zapier can help simplify your business operations!
Learn More📢 Announcement: U.S. Virgin Islands Now Available
We’re excited to share that the U.S. Virgin Islands is now available on the desktop site!
This update will also be available on the mobile app in the next release.
📢 Announcement: Square Pricing Update
Square has recently updated its pricing structure for users. Transaction fees will now range from 2.4% – 2.6%.
Please refer to the link below for a full breakdown of the updated fees.
If you have any questions regarding these changes, we recommend reaching out to Square directly for further assistance.
Square Processing Fees, Plans, and Software Pricing | Square