Product Updates

📢 Announcement: Updated Processing Fees Settings

• Announcement

We’ve updated the Processing Fees settings in Markate to give you more flexibility when configuring your payment preferences!

Here’s what’s new:

• Credit Cards: You can choose the processing fee they want to apply to credit card payments.
• Debit Cards: Credit card processing fees will no longer apply to debit card payments.

• ACH Payments: You can configure ACH processing fees separately using a dedicated setting. Please know ACH payments are currently only available through Square as a payment processor

😊

✨ Customer Group Increase

• Announcement

We’re excited to announce that we’ve increased the number of customer groups you can create in Markate to 150!

This update gives you more flexibility to organize your customers and manage your business more efficiently. Enjoy the extra room to grow!

🚀 Exciting Update – AI Proposals Are Here!

• Announcement

Our new AI Proposal feature is officially live! 🎉

We’ve rolled out an upgraded Proposal experience with AI-powered capabilities designed to help you create, improve, and send professional proposals faster and more efficiently.

Whether you’re creating a proposal from scratch or looking to enhance your existing content, AI Proposals can help streamline the process and save you time.

✨ Create faster. Improve with AI. Send with confidence.

Be sure to check out the new AI Proposal experience and see how it can help simplify your workflow!

 

📢 Markate Update: Payment Processors

• Announcement

📢 Markate Update: Payment Processors

We have an important update for new Markate users!

Moving forward, new users will have the option to connect Square or PayPal as their payment processor. 💳

This change will help simplify the payment setup process and provide new users with two reliable options for processing customer payments directly through Markate.

If you’re a new user setting up your account, be sure to connect Square or PayPal to start accepting payments!

📢 Markate Update: Accepted Payment Methods

• Announcement

📢 Markate Update: Accepted Payment Methods

We’ve made an update to how Accepted Payment Methods appear on your estimates and invoices!

If you do not have Credit Card (CC) selected as an accepted payment method in your settings, the credit card images/icons will no longer appear on your estimates and invoices. 💳

This update helps ensure that the payment methods displayed to your customers accurately reflect the options you accept.

Be sure to review your Accepted Payment Methods settings to make sure they are configured the way you want! ✅

🚀 Feature Update: Kate AI Receptionist Follow-Up SMS

• Announcement

🚀 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.

 

📢 The Voice of Mark AI

• Announcement

🚀 Connect. Automate. Scale. — Markate Connect API is Here

• Announcement

We’re excited to announce that the Markate Open API is now available to our Pros—giving you the power to connect, extend, and scale your business like never before.

With Markate Connect, you can now integrate your workflows, tools, and systems directly with your Service Operations Platform.

🔗 What this means for you

• Connect your stack
  Integrate with third-party tools like marketing platforms, websites and more.
• Automate your operations
  Trigger workflows automatically — from lead capture to job completion and payments.
• Build custom experiences
  Create tailored solutions for your business, customers, or internal teams.
• Real-time data access
  Sync customer, job, invoice, and operational data instantly across systems.

⚡ Why it matters

Markate is more than software — it’s your Service Operations Platform.
The Open API unlocks a new layer of flexibility, allowing you to:

• Eliminate manual work
• Reduce errors
• Scale faster with connected systems
• Build your own ecosystem around Markate

🛠️ Built for partners & growing businesses

The Markate Open API is designed for:

• Technology partners
• Agencies & developers
• Scaling service businesses

Whether you're building integrations, automations, or entirely new experiences — Markate Connect gives you the foundation.

🔐 Access & Availability

The Open API is available to approved partners and customers.

👉 To request access, contact: api@markate.com
👉 Explore capabilities: https://connect-api-docs.markate.com/

 

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We’re just getting started.
More endpoints, integrations, and developer tools are coming soon as we continue to expand the Markate ecosystem.

Learn More

📊 Feature Update: Upload .XLS & .XLSX Files to Expenses

• Announcement

📊 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!

• Announcement

✅ 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.

💥Kate AI Receptionist Update

• Announcement

Learn More

🎉Product Update- Postcards are improved and trackable

• Announcement

🚀 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.

📱 Android Update Available!

• Announcement

📱 Android Update Available!

Markate v50295 (5.9.6) is now live for Android users.
Please be sure to log out and update your app to access the latest improvements and fixes.

📢 Feature Update: Additional Contacts & Tenant Notifications

• Announcement

📢 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.

📱 Android Update Available!

• Announcement

📱 Android Update Available!

Markate v50295 (5.9.5) is now live for Android users.
Please be sure to log out and update your app to access the latest improvements and fixes.

📢 Feature Update: Mark Leads as “Unread”

• Announcement

📢 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

• Announcement

📊 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.

📣 Feature Update: New Customer Aging Reports Now Available!

• Announcement

📣 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.

 

🚀 Announcement: Zapier Integration Upgrade

• Announcement

🚀 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

• Announcement

📢 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.