Product Updates

📊 Feature Update: Upload .XLS & .XLSX Files to Expenses

• Feature Update
• Announcement

📊 Feature Update: Upload .XLS & .XLSX Files to Expenses

Managing expenses just got easier.

You can now upload .xls and .xlsx files directly into your Expenses—making it faster than ever to import and organize your financial data.

No more manual entry.
No more formatting headaches.

Simply upload your spreadsheet, and we’ll handle the rest.

✅ Checklist Limit Increased!

• Feature Update
• Announcement

✅ Checklist Limit Increased!

You asked — we delivered.

We’ve increased the limit on checklists, giving you more flexibility to build, organize, and manage your workflows without restrictions.

Create more detailed processes.
Track more tasks.
Keep your team aligned — without hitting limits.

💥Kate AI Receptionist Update

• Announcement

Learn More

🎉Product Update- Postcards are improved and trackable

• Feature Update
• Announcement

🚀 Postcards just got smarter—and fully trackable.

Our Postcard feature just leveled up with powerful new upgrades:
✅ Real-time delivery tracking
✅ Built-in QR code on every postcard
✅ Instant scans that drive customers straight to conversion
✅ Know exactly when your marketing hits the mailbox

No more guessing.
No more wasted mailers.

Now you can track → engage → convert automatically—all in one place.

🐞 Bug Fix: Attachments Now Carry Over When Cloning Estimates

• Bug Fix

🐞 Bug Fix: Attachments Now Carry Over When Cloning Estimates

We’ve resolved a recent issue where attachments were not carrying over when an estimate was cloned.

With this fix, all attachments from the original estimate will now correctly transfer to the cloned version, ensuring nothing is missed and saving you extra steps.

🐞 Bug Fix: Export Limit Increased for Customer Service Addresses

• Bug Fix

🐞 Bug Fix: Export Limit Increased for Customer Service Addresses

A recent fix has been implemented to allow you to export up to 200 service addresses per customer.

This update resolves previous export limitations and makes it easier to manage and report on customers with multiple service locations.

📢 Feature Update: Employee Schedule Filters Now Carry Over to Print

• Desktop App
• Feature Update

📢 Feature Update: Employee Schedule Filters Now Carry Over to Print

You now have the option to retain employee filters when printing the weekday schedule.

With this update, any employee filters applied while viewing the schedule will carry over to the printed version, making printed schedules more accurate and easier to share—without needing to reapply filters.

📱 Android Update Available!

• Mobile App
• Announcement

📱 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

• Feature Update
• Announcement

📢 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.

📱 Android Update Available!

• Mobile App
• Announcement

📱 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.

🐞 Bug Fix Update for Sales by Customer Source Report

• Desktop App
• Bug Fix

🐞 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.

📊 New Report Available: Job Average Report

• Desktop App
• Announcement
• New Feature

📊 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”

• Desktop App
• Feature Update
• Announcement

📢 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!

• Feature Update

📢 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!

• Desktop App
• Feature Update

📢 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

• Desktop App
• Feature Update

✨ 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!

• Desktop App
• New Feature

📢 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.

• For Recurring Invoices the payment will be processed on the due date that is selected on the invoice. For example you have a Recurring Invoice set to create on the 5th of each month, the automatic payment will process at 12:00pm on the 5th of the month
• For security reasons we have allowed only one auto-payment per invoice per day and max 5 auto-payments total per invoice

If you have any questions, our support team is here to help!

 

📣 Feature Update: Customer Source Limit Increased!

• Desktop App
• Feature Update

📣 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 Customer Aging Reports Now Available!

• Desktop App
• Announcement

📣 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

• Desktop App
• Feature Update

📢 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.