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.
📣 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: 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: 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.
🐞 Bug Fix – Leads Export to Google Contacts
We’ve resolved an issue where leads were not exporting correctly to Google Contacts.
What’s fixed:
Leads now export properly to Google Contacts
Ensures your contact information stays accurate and up to date
No action required—this update is live
📢 Feature Update – Expanded View of Unscheduled Work Orders on the Map 🗺️
We’ve improved the map view to help you manage your work orders more efficiently!
What’s new:
You can now see more unscheduled work orders directly on the map
Plan and assign jobs faster with better visibility
Makes scheduling and route planning simpler and more effective
This update is live now—check your map to see the expanded view in action!
🐞 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 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!
📢 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.
📢📸 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:
Go to your Online Booking Settings
Turn on the Image Upload option
Customers will now be able to attach images when submitting a request
📢 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
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
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!
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.
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.
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.
This update helps improve accountability, streamline follow-ups, and maintain a clear record of estimate ownership.
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!
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.
