Product Updates

📢🎉 New Update – Meet Our AI Receptionist, Kate!

• Announcement
• New Feature

📢🎉 New Update – Meet Our AI Receptionist, Kate!

We’re excited to introduce Kate, as our new AI Receptionist here at Markate! 🎉

When you call Markate, Kate will be the first to assist you. She’s equipped with a powerful knowledge base to help answer your questions quickly and accurately.

If Kate can’t provide the information you need, don’t worry — you’ll be able to leave a message, and a member of our support team will follow up with you as soon as possible.

🐞 Bug Fix – Last Name Sorting

• Bug Fix

🐞 Bug Fix – Last Name Sorting

We’ve resolved an issue where customer last names were not sorting correctly from A–Z.

What’s fixed:

• Last names now sort properly in alphabetical order

• Improves accuracy when searching or organizing your customer list

🐞 Bug Fix – Online Booking Deposit Payments

• Integration
• Bug Fix

🐞 Bug Fix – Online Booking Deposit Payments

We’ve fixed an issue in Online Booking where requesting a deposit also prompted customers to add a tip.

What’s fixed:

• When a deposit is requested, the tip prompt will no longer appear

🐞 Bug Fix – Drag & Drop in Schedule (Team Day View)

• Desktop App
• Bug Fix

🐞 Bug Fix – Drag & Drop in Schedule (Team Day View)

We’ve fixed an issue where events disappeared when dragged and dropped in the Team Day view.
Previously, dragging an event could accidentally unassign it, causing it to vanish from the schedule.

What’s fixed:

• Events now stay assigned when moved

• Drag-and-drop works smoothly without losing the event

📢 New Feature – Mark Customers as Tax Exempt

• Desktop App
• Announcement
• New Feature

📢 New Feature – Mark Customers as Tax Exempt

We’ve added a highly requested option to simplify your billing process!
You can now mark a customer as Tax Exempt directly in their profile.

Benefits:

• Automatically excludes tax from estimates, invoices, and work orders

• Save time by not adjusting taxes manually

• Ensure accurate billing for tax-exempt customers

This feature is live—just open a customer profile and set them as Tax Exempt to get started.

📢⏰ New Report – On-Time Arrival Rate for Work Orders

• Desktop App
• Announcement
• New Feature

📢 ⏰ New Report – On-Time Arrival Rate for Work Orders

We’ve released a new report to help you stay on top of team performance!
You can now track whether employees are arriving on time or late to jobs.

What this means for you:

• Gain visibility into employee punctuality

• Spot patterns and address issues quickly

• Improve accountability and overall efficiency

This report is available now—check it out in your reports in the Work Order section to start tracking today!

📢 Feature Update – Lead Contact Form Tracking Across Multiple Sites

• Desktop App
• Feature Update
• Announcement

📢 Feature Update – Lead Contact Form Tracking Across Multiple Sites

We’ve enhanced the Lead Contact Form to give you better insights!
When you use the form on multiple websites, the system will now track where each lead came from.

📢 Feature Update – Smarter Scheduling with Kate

• Desktop App
• Feature Update

📆📢 Feature Update – Smarter Scheduling with Kate

Kate just got smarter when handling customer availability!
If a customer replies with “anytime tomorrow,” Kate will now automatically calculate the correct date based on today and input it in day-month-year format.

🎉📝 Feature Update – Convert Invoice to Recurring Invoice

• Desktop App
• Feature Update
• Announcement

🎉📝 Feature Update – Convert Invoice to Recurring Invoice

We’ve added a powerful new time-saving feature!
You can now convert a regular invoice into a recurring invoice with just a few clicks.

What this means for you:

• Easily turn one-time invoices into recurring billing

• Save time by reducing duplicate data entry

• Ensure consistency and accuracy in your recurring payments

This update is live now—open any invoice and select the option to make it recurring!

🎉Feature Update – CAPTCHA for Lead Contact Form

• Feature Update
• Announcement

 🎉Feature Update – CAPTCHA for Lead Contact Form

We’ve added CAPTCHA to the lead contact form to help stop spam submissions and ensure you’re only getting genuine inquiries.

Benefits:

• Blocks automated spam bots

• Keeps your lead list clean and accurate

• Saves you time by focusing only on real prospects

This update is live now—your contact form is more secure than ever!

 

📩 Bug Fix: SMS Blast Reply Routing

• Desktop App
• Bug Fix

We’ve fixed an issue where replies to SMS Blasts were being incorrectly routed to the Markate AI chat instead of appearing as messages from your customer.

• Now, when you have Bring Your Own Virtual Number (BYVN) enabled, all SMS Blast replies will correctly show under the customer’s chat.

• This ensures you see and respond to replies directly in the right conversation.

🚪 Update: Login Options & Account Settings

• Desktop App
• Mobile App

• Removed the “Linked Accounts” section from the My Account page.

• Retired Facebook login and updated the login page UI.

• Login with Google has been moved lower in the login form for a cleaner experience.

Markate login remains the preferred and most secure way to access your account.

👥 Assign a Sales Person to an Estimate

• Desktop App
• Feature Update

We’ve added a new feature that gives you more control over who is responsible for each estimate.

What’s new:

• Assign or Reassign Sales Person: Office Managers, Owners, and Partners can now assign an estimate to a specific Sales Person, instead of it always being tied to the creator.

• Default Assignment for Sales: If a Sales Person creates an estimate, it will automatically be assigned to them.

• Role-Based Permissions: Only Owners, Partners, and Office Managers can change or reassign the Sales Person. Sales staff cannot assign themselves to estimates they did not create.

This update helps improve accountability, streamline follow-ups, and maintain a clear record of estimate ownership.

📱 Improved Mobile Experience for Estimate Customer View

• Mobile App
• Bug Fix

We’ve enhanced the Estimate Customer View for mobile users to ensure a smoother and more intuitive experience.

• Consistent Button Order: Primary action (Pay) and secondary action (Close) buttons now follow the same layout as desktop for a familiar flow.

• Optimized Mobile Layout: On smaller screens, buttons are neatly stacked for easier tapping, improving usability on all mobile devices.

• Responsive Design: The layout automatically adjusts for screen sizes, keeping the experience seamless whether you’re on phone, tablet, or desktop.

This update makes it faster and easier to review and pay estimates from your mobile device.

 

📢 New Feature Update – View Declined Messages from Customers

• Feature Update
• Announcement

📢 New Feature Update – View Declined Messages from Customers 

We’ve made an improvement to our system!
You can now see the customer’s message when they decline an estimate in the email sent directly in your account. This update gives you more context on why an estimate was declined, helping you follow up quickly and effectively.

How it helps you:

• Understand customer feedback instantly

• Save time by avoiding back-and-forth messaging

• Improve your estimates based on direct customer input

 

                                       

Learn More

💲 Update: SMS Blast Pricing

• Desktop App
• Announcement

We’ve updated our pricing display for SMS Blasts:

• Pricing now clearly shows $0.05 per SMS segment (previously displayed as $0.05/SMS).

• All relevant pages now reflect the updated rate and terminology for better clarity.

This ensures transparent pricing and helps you understand exactly how SMS segments are billed.

🐞 Bug Fix – Recurring Invoice Location Display

• Announcement
• Bug Fix

🐞 Bug Fix – Recurring Invoice Location Display

We’ve fixed an issue where job locations were not displaying on  child recurring invoices.

What’s changed:

• Job location now displays correctly on all recurring invoices

• Improves clarity for both you and your customers

• No action needed—your invoices will now show the correct location automatically

New Feature Release: Bulk Delete Leads Pipeline!

• Desktop App
• New Feature

🚀 New Feature Release: Bulk Delete Leads Pipeline!

We’re excited to announce a powerful new addition to your workflow: the Bulk Delete Leads Pipeline feature. You can now easily select and delete multiple leads at once, saving you time and streamlining your lead management process.

Key Highlights:

Select multiple leads with a single click using the new multi-select toggle.

Quickly remove unwanted leads in bulk—no more deleting one by one!

Consistent design and functionality with other bulk actions in the platform.

Learn More

📝🎉 Feature Update – Detailed Activity Log Updates

• Desktop App
• Feature Update
• Announcement

📝🎉 Feature Update – Detailed Activity Log Updates

Our Activity Log just got smarter!
You can now see exactly what changes were made to your records—giving you clearer insights and a better audit trail.

What’s new:

• View specific details of edits and updates

• Track who made the change and when

• Improve team accountability and transparency

This enhancement is live now—check your Activity Log to see the difference!