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dashboard
management
Management
finances
Finances
insights
Insights
marketing
Marketing
marketing
Automation
Features Full List
Sales
  • Customers Management
  • Schedule
  • Schedule Employee View
  • Estimate Standard
  • Estimate Options
  • Estimate Packages
  • Invoices
  • Recurring Invoices
  • Schedule Invoices
  • Invoices Online Payments
  • Credit Notes
Job
  • Work Orders
  • Work Orders/Scheduler
  • Recurring Work Orders
  • Jobs Bird Eye View
  • Job Checklists
  • Task Tracker
Expenses
  • Expenses
  • Recurring Expenses
  • Track mileage
Leads
  • Leads
  • Schedule Leads
Employees
  • Employee Management
  • Employee Time Log
  • Employee Mobile App
  • Track Location
  • Employees Role and Access
Marketing
  • SMS Blast
  • SMS Automation
  • Voicemail Blast
  • Email Blast
  • Email Automation
  • Promotional Blast
  • Postcard On Demand
  • Postcard Automation
  • Customer Finder 360
  • Business Profile Page
  • Work Pictures
Insights
  • Sales Reports
  • Receivables Reports
  • Expenses Reports
  • Estimates Reports
  • Customers Reports
  • Employees Reports
  • Time Log Reports
  • Work Order Reports
Productivity
  • Customizable Dashboard
  • Share A Job
  • Email/SMS Templates
  • Email Branding
  • Email Notifications
  • SMS Notifications
  • Push Notifications
  • Files Vault
  • Activity Log
  • Chat
  • Cards On File
  • Before After
Add-ons
  • Online Booking
  • Lead Contact Form
  • Customer Portal
  • Virtual Video Estimate
  • Ask For Review
  • Virtual Number
  • Call Forwarding
  • Proposal Kit
  • Bring Your Own Number
  • Click To Call
Connectors
  • NiceJob
  • Google Calendar
  • Google Contacts
  • Zapier
  • CompanyCam
  • QuickBooks
  • QuickBooks Payroll
Management

Manage customers and send notifications

With Markate, customer information is stored within the intuitive dashboard. So you can easily find addresses with directions and maps for clear navigation.

customers management
work orders

Create and assign work orders

Two simple steps that will help you increase productivity:

  1. Track and update the time log, which allows you to add before and after pictures.
  2. Once the customer is satisfied, they can sign off on the completed job with ease.

Seamless appointment scheduling

Now you can schedule appointments for both your customers and employees, without barely lifting a finger.

schedule
Finances
invoices

Send custom estimates and invoices

Markate lets you build custom estimates and send invoices from the palm of your hand.

  1. Add your logo, terms and conditions. Attach work orders.
  2. Track and record payments like never before. With card, cash, check, and pay over time options available, you have everything you’ll ever need.

Get paid online

  1. Through Markate, payments are safely and securely deposited through our Square, Stripe, Paypal and Authorize.Net integrated processors.
online payment
expenses

Track expenses

What used to be a stressful, time-consuming task just got a whole lot easier. Markate lets you:

  1. Conveniently attach receipts and track mileage.
  2. Seamlessly convert customer expenses into invoices.

Fact

Companies using Markate realized a
3.5x increase in productivity alone.

Try it now for free
Insights
reports

Get instant insights

Markate provides users with valuable reports and insights that paint a clearer picture of where your business is now and where its going.

Marketing
booking plugin

Create your own online store

  1. Customize your store with your business in mind. Simply upload your credentials, pictures, service areas, reviews and so much more.
  2. Customers can view your services and contact you directly through the website.

Run exclusive deals and campaigns

Creating deals just got a whole lot easier.

  1. Effortlessly make a deal with Markate and promote it on your website.
  2. Customers can book and appointment and seal the deal instantly.
run deals
booking plugin

Personalized postcards for your customers

  1. This is a priceless way to build connections and show your customers just how much you care.
  2. Our intuitive card builder lets you create from scratch or upload your own design. The options are endless!

Customer Finder 360

In business, you should always strive to be at least one step ahead of your competition. With custom finder 360 you can narrow your target audience and connect with new customers better than ever before.

customer finder 360
Email automation

Proposal Kit

  1. Create proposals using a library of fully customizable templates.
  2. Once you have the template ready, you will attach the estimate to the proposal and send it from anywhere, every time.
Automation
expenses

SMS Automation

  1. Send custom text messages on specific occasions, like: a follow up for an estimate, an invoice is due or work order is completed.
  2. You can customize the text utilizing smart placeholders.

Email Automation

  1. Now you can send custom emails to customers on specific occasions, like: when an invoice is due, work order is completed or bill has been paid.
  2. Markate lets you effortlessly customize the email templates while utilizing smart placeholders for your convenience.
Email automation
Postcard automation

Postcard Automation

  1. Simply send postcards to your customers once an invoice has been paid.
  2. Deliver thank you notes after the completion of a work order.

Ready to try Markate?

Markate is designed with small businesses in mind.
Manage on the go, save some time and make more money.

Get started now