🚀 Feature Update: Employee Route Colors

• Desktop App
• Feature Update

🚀 Feature Update: Employee Route Colors

Keeping track of your team on the route just got easier!

You can now assign specific colors to each employee, making it simple to identify who is assigned to which jobs directly on the route map and schedule.

This update provides a clearer visual overview of your team's daily assignments, helping you quickly see where everyone is located and improving route management at a glance.

How to Use It:

1. Navigate to the employee's profile.
2. Select a color for that employee.
3. Save your changes.
4. View the assigned color throughout the route and scheduling tools.

Enjoy a more organized and color-coded way to manage your team!

Product Announcement: Kate AI Now Helps Schedule, Reschedule & Dispatch Jobs

• Feature Update

We’re excited to announce the next evolution of Kate AI — Markate’s AI-powered front office assistant for service businesses.

Kate already helps service pros answer calls, capture leads, and keep the pipeline full. Now Kate is becoming even more powerful with AI scheduling, rescheduling, and dispatch support.

Meet Your AI Front Office

Kate AI is designed to help service businesses stay responsive, organized, and booked — even when you’re busy on the job, after hours, or away from the phone.

With Kate AI, your business can:

✅ Answer customer calls 24/7
✅ Capture new leads automatically
✅ Collect customer details and job notes
✅ Recognize returning customers
✅ Send instant lead notifications
✅ Log conversations into Markate CRM
✅ Help schedule new jobs
✅ Reschedule appointments when needed
✅ Support dispatching jobs to the right team
✅ Keep your calendar and pipeline moving

From Call to Scheduled Job

Kate AI helps reduce the back-and-forth that slows down service businesses.

When a customer calls, Kate can help gather the request, understand the service need, capture the details, and assist with the next step — whether that means creating a lead, helping schedule the job, rescheduling an existing appointment, or supporting dispatch workflow.

Call → Lead → Schedule → Dispatch → Job

Why This Matters

Service pros lose opportunities when calls are missed, follow-ups are delayed, or scheduling takes too long.

Kate AI helps your business stay available and responsive 24/7, so you can capture more opportunities and keep your schedule full without adding more office workload.

Key Benefits

Never Miss a Lead

Kate answers calls around the clock, even when your office is closed or your team is busy.

Faster Customer Response

Customers get instant engagement instead of waiting for a callback.

Less Manual Work

Kate captures customer information, notes, and call details so your team does not have to enter everything manually.

Better Scheduling Flow

Kate helps move customers from inquiry to appointment faster.

Easier Rescheduling

When plans change, Kate can support rescheduling and help keep the calendar organized.

Smarter Dispatch Support

Kate helps connect scheduled work to the right job flow, so your team can stay focused on getting work done.

More Professional Customer Experience

Kate speaks professionally, follows your business instructions, and helps customers feel taken care of.

Built Into Markate

Kate works with your Markate CRM, customer history, leads, jobs, and communication workflow.

Simple Pricing

Kate AI Receptionist is available with simple usage-based pricing:

$1 per call, up to 5 minutes
No setup fees. No long-term commitment.

Built for Service Businesses

Kate AI is ideal for:

• Handyman businesses
• Pressure washing companies
• Window cleaning companies
• Cleaning businesses
• HVAC, plumbing, electrical, landscaping, painting, and other service pros

The Future of the Service Business Front Office

Kate AI is more than an answering service. It is becoming a full AI front office assistant that helps your business answer calls, capture leads, schedule jobs, reschedule appointments, and support dispatch — all connected inside Markate.

 

Learn More

New Feature: Markate Website Lead Engine — Turn Your Website Into a Job-Generating Machine

• New Feature

We’re excited to introduce Markate Website Lead Engine, a new website service built specifically for service pros who want more leads, faster follow-up, and more booked jobs.

Your website should not just look good. It should work for your business every day — helping customers find you, request quotes, call your business, and flow directly into your Markate Service Platform.

🚀 What’s New

Markate Website Lead Engine gives service businesses a modern, mobile-friendly website connected to the Markate platform.

With your website connected to Markate, new leads can move from:

Website → Lead → CRM → Job

This helps you respond faster, track every opportunity, and turn more visitors into paying customers.

✅ Key Benefits

Capture More Leads

Built-in quote forms, click-to-call buttons, and clear service pages help convert website visitors into real customer inquiries.

Connected to Markate Service Platform

New leads flow into your Markate pipeline, so nothing gets missed or buried in email.

Mobile-First Design

Your site is built to look great on phones, tablets, and desktops — where most customers search for local service businesses.

SEO / AIO  / GEO Foundation Included

Each website includes SEO basics such as page structure, titles, and content setup to help your business get found online.

Done-for-You Setup

No technical work needed. Our team helps build the site, set up the pages, connect forms, and prepare it for launch.

Fast Launch

Submit your business info, services, photos, logo, hours, and service areas — and our team handles the rest.

 

💰 Simple Pricing

Starter Website — $59/month

A clean, professional website built to capture leads and help your business look credible online.

Growth Website — $89/month

A stronger growth-focused website for businesses that want more visibility, more lead capture, and more conversion opportunities.

Why It Matters

Customers are searching online every day. If your website is outdated, slow, or not connected to your business workflow, you could be losing leads before you even know they were interested.

Markate Website Lead Engine helps service pros create a stronger online presence, respond faster, and book more jobs — all from one connected system.

 

Learn More

📱 iOS & Android App Update Now Available!

• Mobile App
• New Feature
• Bug Fix

📱 iOS & Android App Update Now Available!

We're excited to announce a new mobile app update packed with improvements, fixes, and new AI-powered functionality!

🚀 New Features

✅ AI Estimate Tool on Mobile
You can now generate AI-powered estimates directly from:

• Customer Profile → Add AI Estimate
• Lead Profile → Add AI Estimate
• Home Page → AI Estimate

✅ Additional Phone Number Field
Customers can now have an additional phone number stored on their profile, making it easier to keep track of multiple contact methods.

🔧 Fixes

✅ iOS Add Item Fix
Resolved an issue where adding items required multiple taps. You can now simply double-tap the "+" icon to add an item as expected.

If you do not have automatic updates enabled, please visit the App Store or Google Play Store to download the latest version.

Thank you for your continued feedback and support as we continue improving the Markate mobile experience!

📢 The Voice of Mark AI

• Feature Update
• Announcement

🚀 Feature Update: Kate AI Receptionist Follow-Up SMS

• Feature Update
• 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.

 

📢 Mobile App Fix Released

• Mobile App
• Bug Fix

📢 Mobile App Fix Released

We’ve released a fix for the issue in the mobile app where “Not Tax” was incorrectly displaying on estimates.

If you do not have automatic updates enabled, we recommend updating to the latest version of the app through the App Store or Google Play Store to ensure the fix is applied.

Thank you for your patience while our team worked to resolve this issue!

🚀 New Feature: Kate AI Estimator is here. Create professional job estimates in about a minute using job details and photos. Respond faster, win more jobs, and increase ticket size with smart upsells — all fully connected inside Markate.

• Desktop App
• New Feature

 

 

New Feature: Kate AI Estimator — Create Estimates in a minute

We’re excited to introduce Kate AI Estimator — a powerful new way to create professional estimates faster than ever.

---

⚡ What’s new

Kate AI Estimator helps you turn job details and photos into accurate, customer-ready estimates in about one minute

No more manual quoting.
No more delays.
No more missed opportunities.

---

💥 What this means for you

• ⚡ Respond instantly to new leads before competitors
• 📸 Analyze job details and photos automatically
• 💰 Generate accurate pricing using your data + smart insights
• 📈 Increase job size with built-in upsell suggestions
• 🔄 Stay fully connected from estimate → job → invoice

• ---

  🎯 Why it matters

  Speed wins jobs.

  Customers often go with the first professional estimate they receive.
  Kate AI Estimator helps you respond faster, look more professional, and close more deals.

  ---

  🧠 How it works

  1. Enter job details or upload photos
  2. Kate analyzes scope, labor, and materials
  3. Generates a complete estimate with pricing and upsells
  4. Review and send instantly via SMS or email

  ---

  🔥 Built for service pros

  Perfect for:

  • Pressure washing
  • Carpet & tile cleaning
  • Window cleaning
  • Handyman & contractors
  • HVAC, plumbing, landscaping, and more

  ---

  🚀 Fully connected inside Markate

  Kate AI Estimator is part of your Service Operations Platform:

  👉 Lead → Estimate → Approval → Job → Invoice → Payment

  All in one system. No switching tools.

  ---

  💡 The result

  • Faster estimates
  • Higher close rates
  • Bigger jobs
  • Less admin work

  ---

  👉 Get started

  Kate AI Estimator is now available.
  Start creating smarter estimates and winning more jobs today.

Learn More

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

• Desktop App
• Announcement
• New Feature

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/

 

---

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: Employee Forgot Password

• Feature Update

📢 Feature Update: Employee Forgot Password

We’ve updated the Employee “Forgot Password” process to improve account security and management.

Now, when an employee selects the “Forgot Password” option, they will receive an email instructing them to contact their employer to reset their password.

This ensures that account access remains securely managed by the business owner or administrator.

If you have any questions, feel free to reach out!

📢 Feature Update: Bring Your Own Virtual Number and Virtual Number receive all messages now!

• Desktop App
• Feature Update

📢 Feature Update: Bring Your Own Virtual Number and Virtual Number receive all messages now!

We’ve made an update to the Bring Your Own Virtual Number (BYOVN) & Virtual Number  configurations.

There is now an option that allows you to receive SMS messages from all numbers, not just customers or leads. This enhancement provides more flexibility and makes it easier to support marketing efforts and broader communication through your virtual number.

 

 

 

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

• Feature Update
• 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!

• Feature Update
• 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

• Feature Update
• 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.

🐞 Bug Fix: Export Limit Increased for Customer Service Addresses

• Bug Fix

🐞 Bug Fix: Export Limit Increased for Customer Service Addresses

A recent fix has been implemented to allow you to export up to 200 service addresses per customer.

This update resolves previous export limitations and makes it easier to manage and report on customers with multiple service locations.

🐞 Bug Fix: Attachments Now Carry Over When Cloning Estimates

• Bug Fix

🐞 Bug Fix: Attachments Now Carry Over When Cloning Estimates

We’ve resolved a recent issue where attachments were not carrying over when an estimate was cloned.

With this fix, all attachments from the original estimate will now correctly transfer to the cloned version, ensuring nothing is missed and saving you extra steps.

📢 Feature Update: Employee Schedule Filters Now Carry Over to Print

• Desktop App
• Feature Update

📢 Feature Update: Employee Schedule Filters Now Carry Over to Print

You now have the option to retain employee filters when printing the weekday schedule.

With this update, any employee filters applied while viewing the schedule will carry over to the printed version, making printed schedules more accurate and easier to share—without needing to reapply filters.

📱 Android Update Available!

• Mobile App
• 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

• Feature Update
• 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.