Product Updates

📊 New Report Available: Job Average Report

• New Feature

📊 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.

📢 New Feature Alert: Auto Payments for Invoices!

• New Feature

📢 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.

• For Recurring Invoices the payment will be processed on the due date that is selected on the invoice. For example you have a Recurring Invoice set to create on the 5th of each month, the automatic payment will process at 12:00pm on the 5th of the month
• For security reasons we have allowed only one auto-payment per invoice per day and max 5 auto-payments total per invoice

If you have any questions, our support team is here to help!

 

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

• New Feature

📢🎉 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 Report – On-Time Arrival Rate for Work Orders

• New Feature

📢 ⏰ 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 Release: Bulk Delete Leads Pipeline!

• New Feature

🚀 New Feature Release: Bulk Delete Leads Pipeline!

We’re excited to announce a powerful new addition to your workflow: the Bulk Delete Leads Pipeline feature. You can now easily select and delete multiple leads at once, saving you time and streamlining your lead management process.

Key Highlights:

Select multiple leads with a single click using the new multi-select toggle.

Quickly remove unwanted leads in bulk—no more deleting one by one!

Consistent design and functionality with other bulk actions in the platform.

Learn More

📢 New Feature – Bulk Price Increase Option

• New Feature

📢 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

• New Feature

📢 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

• New Feature

Learn More

📢 New Feature – Blocked Events Now Export to Google Calendar

• New Feature

📢 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