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.
🐞 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.
📢 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.
📊 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.
📢 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: 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.
📢 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: 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.
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!
📢 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.