Get Started in Three Simple Steps
Enter Job Details
Start by entering the job address, service type, and any relevant details about the work. Upload photos of the job site directly from your phone or desktop — Kate AI reads every image to better understand scope and complexity. Prefer to speak? Use voice-to-text to describe the job in seconds without typing a word.
- Snap pictures of the job site or attach existing images
- Describe the work in a few words or use voice input
- Kate analyzes the scope, measurements, and job details instantly
- From photos + input, Kate identifies what needs to be done before building the estimate
Let Kate Analyze & Optimize
Once the job details are in, Kate AI gets to work. It analyzes the scope, matches it against your pricing catalog, and identifies the right line items, labor costs, and materials. If anything is unclear, Kate asks targeted clarifying questions through a quick back-and-forth chat — so the final estimate reflects exactly what the job requires, nothing more, nothing less.
- Answer quick clarifying questions (rooms, size, condition, etc.)
- Chat with Kate to adjust details, pricing preferences, or job specifics
- Update scope in real-time until everything looks right
- Kate continuously refines the estimate so it’s accurate, complete, and ready to send
Review & Send Estimate
Before anything goes out, you stay in control. Review the full breakdown — pricing, line items, and suggested upsells — and make any adjustments you want. When it looks right, send a professional branded estimate to your customer via SMS and email with one click. They approve from their phone, and Markate automatically creates the job, updates your schedule, and has the invoice ready to go.
- Review the full estimate with clear pricing breakdown
- See suggested add-ons and upsell opportunities to increase job value
- Check Kate’s confidence score (%) to understand estimate accuracy
- Make quick edits if needed, then send via SMS or email
- Send faster, price smarter, and close more jobs with confidence
