Product Updates

📢🎉 New Update – Meet Our AI Receptionist, Kate!

• Announcement

📢🎉 New Update – Meet Our AI Receptionist, Kate!

We’re excited to introduce Kate, as our new AI Receptionist here at Markate! 🎉

When you call Markate, Kate will be the first to assist you. She’s equipped with a powerful knowledge base to help answer your questions quickly and accurately.

If Kate can’t provide the information you need, don’t worry — you’ll be able to leave a message, and a member of our support team will follow up with you as soon as possible.

📢 New Feature – Mark Customers as Tax Exempt

• Announcement

📢 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

• Announcement

📢 ⏰ 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 – Lead Contact Form Tracking Across Multiple Sites

• Announcement

📢 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 – Convert Invoice to Recurring Invoice

• Announcement

🎉📝 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

• Announcement

 🎉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!

 

📢 New Feature Update – View Declined Messages from Customers

• Announcement

📢 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

 

                                       

Learn More

💲 Update: SMS Blast Pricing

• Announcement

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.

🐞 Bug Fix – Recurring Invoice Location Display

• Announcement

🐞 Bug Fix – Recurring Invoice Location Display

We’ve fixed an issue where job locations were not displaying on  child recurring invoices.

What’s changed:

• Job location now displays correctly on all recurring invoices

• Improves clarity for both you and your customers

• No action needed—your invoices will now show the correct location automatically

📝🎉 Feature Update – Detailed Activity Log Updates

• Announcement

📝🎉 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

• Announcement

💬🎉 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

• Announcement

📢 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!

📝 New Feature – Clone Estimates for Leads

• Announcement

📢 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!

Introducing Kate!! smart AI receptionist

• Announcement

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📢 New Feature – Bulk Add Customers to Groups

• Announcement

📢 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

 

 

 

🗺️Introducing New Feature: Schedule Map

• Announcement

🚀 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

🐞 Bug Fix – Discounts on Child Recurring Work Orders

• Announcement

🐞 Bug Fix – Discounts on Child Recurring Work Orders

We’ve resolved an issue where discounts were not applying to child recurring work orders.

What’s fixed:

• Discounts now apply correctly to all child work orders in a recurring series when discount is added to the Parent Work Order

• Ensures accurate billing and customer satisfaction