Product Updates

🎉Feature Update – CAPTCHA for Lead Contact Form

• Feature Update
• 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!

 

📩 Bug Fix: SMS Blast Reply Routing

• Desktop App
• Bug Fix

We’ve fixed an issue where replies to SMS Blasts were being incorrectly routed to the Markate AI chat instead of appearing as messages from your customer.

• Now, when you have Bring Your Own Virtual Number (BYVN) enabled, all SMS Blast replies will correctly show under the customer’s chat.

• This ensures you see and respond to replies directly in the right conversation.

🚪 Update: Login Options & Account Settings

• Desktop App
• Mobile App

• Removed the “Linked Accounts” section from the My Account page.

• Retired Facebook login and updated the login page UI.

• Login with Google has been moved lower in the login form for a cleaner experience.

Markate login remains the preferred and most secure way to access your account.

👥 Assign a Sales Person to an Estimate

• Desktop App
• Feature Update

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.

• Role-Based Permissions: Only Owners, Partners, and Office Managers can change or reassign the Sales Person. Sales staff cannot assign themselves to estimates they did not create.

This update helps improve accountability, streamline follow-ups, and maintain a clear record of estimate ownership.

📱 Improved Mobile Experience for Estimate Customer View

• Mobile App
• Bug Fix

We’ve enhanced the Estimate Customer View for mobile users to ensure a smoother and more intuitive experience.

• Consistent Button Order: Primary action (Pay) and secondary action (Close) buttons now follow the same layout as desktop for a familiar flow.

• Optimized Mobile Layout: On smaller screens, buttons are neatly stacked for easier tapping, improving usability on all mobile devices.

• Responsive Design: The layout automatically adjusts for screen sizes, keeping the experience seamless whether you’re on phone, tablet, or desktop.

This update makes it faster and easier to review and pay estimates from your mobile device.

 

📢 New Feature Update – View Declined Messages from Customers

• Feature Update
• 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

• Desktop App
• 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.

New Feature Release: Bulk Delete Leads Pipeline!

• Desktop App
• 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

🐞 Bug Fix – Recurring Invoice Location Display

• Announcement
• Bug Fix

🐞 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

• Desktop App
• Feature Update
• 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

• Desktop App
• Feature Update
• 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

• Desktop App
• Announcement
• 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!

Bug Fix: Work Order Notes to Invoice

• Desktop App
• Mobile App
• Bug Fix

Bug Fix: Work Order Notes Now Carry Over to Invoices!

We’re excited to announce that we’ve resolved the issue where notes added in the Work Order (WO) “Details” section were not appearing on the corresponding invoice. Now, when you add a note to the new “Message to Customer” field in a WO, it will automatically carry over to the invoice when converted. This ensures your customers receive all the important information you want to share with them.

Learn More

📝 New Feature – Clone Estimates for Leads

• Desktop App
• Announcement
• 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

• Announcement
• New Feature

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📢 New Feature – Bulk Add Customers to Groups

• Desktop App
• Feature Update
• 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

 

 

 

📢 New Feature – Blocked Events Now Export to Google Calendar

• Feature Update
• Integration
• 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

Report Update Available: Estimate Status Report!

• Desktop App
• Feature Update

📊  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.”

Learn More

🗺️Introducing New Feature: Schedule Map

• Desktop App
• Feature Update
• 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

📢Feature Update – Set Default Sales Tax Rate for Items

• Desktop App
• Feature Update

📢 Feature Update – Set Default Sales Tax Rate for Items

We’ve made it easier to manage taxes in your account! You can now set a default sales tax rate for your items, and it will automatically apply to all relevant documents.

How it works:

1. Go to your online account: Sales > Items

2. Set the item as taxable and choose the default tax rate

3. The tax will now automatically apply to Estimates, Invoices, Work Orders, and Credit Notes