Product Updates

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

• Desktop App

🐞 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

📢 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

📢 ⏰ 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 – Customers Can Upload Images in Online Booking

• Desktop App

📢📸 Feature Update – Customers Can Upload Images in Online Booking

We’re excited to announce a new enhancement to online booking! Your customers can now upload images directly with their booking requests, giving you more details upfront.

How to enable it:

1. Go to your Online Booking Settings

2. Turn on the Image Upload option

3. Customers will now be able to attach images when submitting a request

4. You will also have the option to make this a requirement in the booking as well. 

 

📢 Feature Update – Smarter Scheduling with Kate

• Desktop App

📆📢 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 – 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!

📩 Bug Fix: SMS Blast Reply Routing

• Desktop App

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

• 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

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.

💲 Update: SMS Blast Pricing

• Desktop App

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.

New Feature Release: Bulk Delete Leads Pipeline!

• Desktop App

🚀 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 – 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!

💬🎉 Feature Update – SMS Blast Character Count

• Desktop App

💬🎉 Feature Update – SMS Blast Character Count

We’ve updated how character counts work for SMS Blasts to help ensure your messages are delivered as intended.

Important:

• Avoid using special characters and emojis in your SMS Blasts

• These can increase your character count and may cause your message to split into multiple texts which will result in additional charges

• Keep messages simple to stay within the standard character limit

• When building SMS you can view the character count below the box

 

💡 SMS Blast Tip:
Avoid special characters and emojis — they use extra characters and may split your text into multiple messages. Keep it simple for best delivery!

 

Learn More

📢 New Feature – Bulk Price Increase Option

• Desktop App

📢 New Feature – Bulk Price Increase Option

Updating your pricing just got faster!
You can now apply a bulk price increase to multiple items at once by either a flat $ amount or percentage %—saving you time and ensuring consistency across your services or products.

Benefits:

• Adjust prices for many items in one step

• Keep your pricing up to date effortlessly

• Reduce manual work and avoid errors

🎉Head to your item list to try it out!

Bug Fix: Work Order Notes to Invoice

• Desktop App

Bug Fix: Work Order Notes Now Carry Over to Invoices!

We’re excited to announce that we’ve resolved the issue where notes added in the Work Order (WO) “Details” section were not appearing on the corresponding invoice. Now, when you add a note to the new “Message to Customer” field in a WO, it will automatically carry over to the invoice when converted. This ensures your customers receive all the important information you want to share with them.

Learn More

📝 New Feature – Clone Estimates for Leads

• Desktop App

📢 New Feature – Clone Estimates for Leads

We’ve made sending estimates even faster!
You can now clone an existing estimate and send it directly to a lead—perfect for saving time when creating similar proposals.

Benefits:

• Quickly reuse past estimates without starting from scratch

• Maintain consistency in pricing and formatting

• Speed up your response time to new leads

• Available on Desktop Only

This feature is available now—just open an estimate and select more,  Clone Estimate to get started!

📢 New Feature – Bulk Add Customers to Groups

• Desktop App

📢 New Feature – Bulk Add Customers to Groups

Managing your customer lists is now easier than ever!
You can now add multiple customers to a group at once—perfect for organizing contacts for marketing, notifications, or reporting.

What this means for you:

• Save time by grouping customers in bulk

• Keep your lists organized and up to date

• Quickly target the right audience for campaigns or updates

 

 

 

Report Update Available: Estimate Status Report!

• Desktop App

📊  Report  Update Available: Estimate by Date Report!

We’re excited to announce the launch of the new Estimate By Date report. This report allows you to:

 

• Filter by date range, estimate status (Submitted, Accepted, Rejected), and customer type (Residential, Commercial, or All)

• View key columns: First Name, Last Name, Company, Type, Address, Total, Sales Rep, and Estimate Status

• Download your data as PDF or CSV, and export by customer group

 

The report is based on the familiar “Estimate Items” format, with enhanced filtering and export options.

 

To access the new report, head to the Reports section and look for “Estimate Status.”

Learn More

🗺️Introducing New Feature: Schedule Map

• Desktop App

🚀 Introducing the Schedule Map Feature!

We’re excited to announce the launch of our new Schedule Map feature, designed to help you schedule jobs and sell more efficiently with advanced sales mapping tools.

 

What’s new?

• Visualize customer and lead records directly on the map for smarter prospecting decisions.

• Streamline field sales management and optimize your route planning.

• Save time by scheduling jobs and managing your field team with ease.

 

Start using the Schedule Map today to take your sales and scheduling to the next level!

Learn More