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: Employee Route Colors
Keeping track of your team on the route just got easier!
You can now assign specific colors to each employee, making it simple to identify who is assigned to which jobs directly on the route map and schedule.
This update provides a clearer visual overview of your team's daily assignments, helping you quickly see where everyone is located and improving route management at a glance.
How to Use It:
Enjoy a more organized and color-coded way to manage your team!
We’re excited to announce the next evolution of Kate AI — Markate’s AI-powered front office assistant for service businesses.
Kate already helps service pros answer calls, capture leads, and keep the pipeline full. Now Kate is becoming even more powerful with AI scheduling, rescheduling, and dispatch support.
Kate AI is designed to help service businesses stay responsive, organized, and booked — even when you’re busy on the job, after hours, or away from the phone.
With Kate AI, your business can:
✅ Answer customer calls 24/7
✅ Capture new leads automatically
✅ Collect customer details and job notes
✅ Recognize returning customers
✅ Send instant lead notifications
✅ Log conversations into Markate CRM
✅ Help schedule new jobs
✅ Reschedule appointments when needed
✅ Support dispatching jobs to the right team
✅ Keep your calendar and pipeline moving
Kate AI helps reduce the back-and-forth that slows down service businesses.
When a customer calls, Kate can help gather the request, understand the service need, capture the details, and assist with the next step — whether that means creating a lead, helping schedule the job, rescheduling an existing appointment, or supporting dispatch workflow.
Call → Lead → Schedule → Dispatch → Job
Service pros lose opportunities when calls are missed, follow-ups are delayed, or scheduling takes too long.
Kate AI helps your business stay available and responsive 24/7, so you can capture more opportunities and keep your schedule full without adding more office workload.
Kate answers calls around the clock, even when your office is closed or your team is busy.
Customers get instant engagement instead of waiting for a callback.
Kate captures customer information, notes, and call details so your team does not have to enter everything manually.
Kate helps move customers from inquiry to appointment faster.
When plans change, Kate can support rescheduling and help keep the calendar organized.
Kate helps connect scheduled work to the right job flow, so your team can stay focused on getting work done.
Kate speaks professionally, follows your business instructions, and helps customers feel taken care of.
Kate works with your Markate CRM, customer history, leads, jobs, and communication workflow.
Kate AI Receptionist is available with simple usage-based pricing:
$1 per call, up to 5 minutes
No setup fees. No long-term commitment.
Kate AI is ideal for:
Kate AI is more than an answering service. It is becoming a full AI front office assistant that helps your business answer calls, capture leads, schedule jobs, reschedule appointments, and support dispatch — all connected inside Markate.
Learn More
🚀 Feature Update: Kate AI Receptionist Follow-Up SMS
Kate AI just got even smarter!
Kate AI will now automatically send a follow-up SMS message when someone calls in, helping you stay connected with leads and customers even faster.
This enhancement helps improve communication, customer engagement, and follow-up response times — all automatically.
📢 Feature Update: Employee Forgot Password
We’ve updated the Employee “Forgot Password” process to improve account security and management.
Now, when an employee selects the “Forgot Password” option, they will receive an email instructing them to contact their employer to reset their password.
This ensures that account access remains securely managed by the business owner or administrator.
If you have any questions, feel free to reach out!
📢 Feature Update: Bring Your Own Virtual Number and Virtual Number receive all messages now!
We’ve made an update to the Bring Your Own Virtual Number (BYOVN) & Virtual Number configurations.
There is now an option that allows you to receive SMS messages from all numbers, not just customers or leads. This enhancement provides more flexibility and makes it easier to support marketing efforts and broader communication through your virtual number.
📊 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!
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.
🚀 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.
📢 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.
📢 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.
📢 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!
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!
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.
📣 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: 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: Multiple Terms & Conditions Now Available!
We’re excited to announce that you can now add and select from multiple Terms & Conditions when creating estimates.
This new feature allows you to choose the most relevant terms that apply to specific services or customers, giving you greater flexibility and accuracy in your documentation.
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!