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: 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.
📢 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.
📣 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: Zapier Integration Upgrade
We’re excited to announce an upgrade to our integration with Zapier!
You can now search Markate directly on Zapier’s website to explore all the apps and tools you can seamlessly connect with.
This update makes it easier than ever to automate workflows, save time, and integrate Markate with the platforms you use every day.
Start exploring today and see how Markate and Zapier can help simplify your business operations!
Learn More📢 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.
📢 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!
📢 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 – 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 – 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!
🎉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!
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.
📢 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
📝🎉 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
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
💡 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!
📢 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
📢 New Feature – Blocked Events Now Export to Google Calendar
We’ve added a highly requested feature!
You can now export your blocked events directly to Google Calendar, making it easier to keep your schedule organized across platforms.
What this means for you:
See blocked times right alongside your other appointments in Google Calendar
Avoid double-booking and scheduling conflicts
Stay in sync whether you’re on desktop or mobile
📊 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.”
