Markate
Last Updated
Overview
Markate is a comprehensive field services software that centralizes operations for small businesses and independent contractors. While many options still need improvement for data migration, its scheduling and invoicing offer notable capabilities. Overall, Markate is a reliable choice for businesses looking to optimize day-to-day business management.
Overall Rating
Based on 12 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
8%
Negative
8%
Starting Price
$49.95
per month
Markate Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Management
What Is Markate?
Markate is an AI-powered Service Operations Platform. It is built for home service professionals who need CRM, job management, scheduling, dispatching, payments, and automation in one system. Businesses that want to manage leads, customers, invoices, expenses, employees, and business performance can use this platform. The mobile app also helps users with scheduling, customer details, communications, and tracking. Overall, Markate is for service business owners and their employees to manage daily field operations easily.
What Is Markate Best For?
The software is best known for its "Job Management" feature. It supports bulk job reassignment and rescheduling, drag-and-drop calendars, change order tracking, e-signatures, checklists, and job photos within the job workflow. Businesses can also set up progressive or persistent work orders and automatically move approved estimates into work orders and invoices. This helps reduce the manual workload in managing jobs.
How Much Does Markate Cost?
The Markate pricing starts at $49.95/month. This basic plan, known as Owner Operator, is ideal for business owners in service field operations. It also includes another plan:
Team: $5/employee plus base price $49.95/month
In addition to the base subscription costs, organizations should account for the various other add-on expenses, such as:
- SMS Blast On Demand: $10 setup fee + $0.05/SMS segment
- Email Blast On Demand: $10 for 2,000 emails
- Postcard On Demand: $1.10/jumbo postcard (two-sided, A5, 8.3 × 5.8 inches)
- Ringless Voicemail Blast: $10 setup fee + $0.20/voicemail
- Customer Finder 360: $1.10/jumbo postcard (two-sided, A5, 8.3 × 5.8 inches)
- Run Deals & Promotions: $10/month
- Automated Ask for Review: $10/month
- Connect API & Developer Access: $50/month
- Employee Access to the App: $5/employee/month
- Fully Branded Customer Portal: $10/month
- Online Booking: $10/month
- Kate AI Receptionist: $1/call
- Automated Lead Capture Contact Form: $10/month
Disclaimer: The pricing is subject to change.
Markate Integrations
The software supports integration with multiple systems and platforms, such as:
How Does Markate Work?
Follow the steps below to understand how Markate typically works:
- Log in to your Markate account to access your business workspace and manage daily operations
- Set up your account by configuring business details, users, roles, services, and other settings
- Create customer and lead records, then track opportunities, follow-ups, and communications through the sales process
- Build estimates and quotes, then convert approved estimates into work orders and invoices as jobs progress
- Schedule jobs and dispatch employees using calendars, assignments, notifications, and routing information
- Manage active jobs by tracking work orders, change orders, checklists, job photos, signatures, and recurring or progressive work
- Process invoices, payments, expenses, and mileage records as work is completed and transactions are recorded
- Review dashboards and reports to monitor sales, lead conversions, profitability, payroll, and other business performance metrics
Who Is Markate For?
Markate is ideal for a wide range of home service industries and sectors, including:
- Plumbing
- HVAC
- Cleaning services
- Electrical services
- Landscaping
- Handyman services
- Pest control
Markate Use Cases
Based on our analysis of user feedback and Markate features, we have identified the following key business scenarios where the platform is a strong fit:
Home Service Businesses Automating Estimates And Customer Reminders
Small home service businesses can use Markate to automate routine communication after an estimate, job, or invoice. The teams can set schedules for estimate follow-ups, payment reminders, job notifications, and review requests instead of handling each message. This is useful for businesses with limited administrative staff that need to keep customer communication consistent while technicians focus on service delivery.
Service Contractors Following Up And Adding Services
Contractors consider the software to keep prospects engaged after sending an estimate and track whether customers view or accept it. Users also highlight the platform's ability to notify customers and monitor estimate views and approvals. These tools are usually relevant to businesses managing frequent customer interactions.
Field Service Companies Tracking Materials And Job Profitability
Businesses handling jobs with varying labor and material requirements prefer the platform to record costs against individual projects. The software helps track overhead, time, labor, and mileage to calculate job costs. Owners can compare project profitability, identify cost overruns, and adjust pricing for future work through these benefits.
Home Service Companies Running Customer And Local Marketing Campaigns
Home service companies often use Markate's postcard and ringless voicemail tools to retain customers and get new clients as well. Businesses can target specific customer groups, create seasonal or promotional messages, and automate event-based follow-ups. This approach fits companies that rely on repeat business and local awareness, particularly when they want to opt for digital communication.
Is Markate Right For You?
Markate may be a good fit for small home service businesses that want to manage operations through its intuitive design and solutions. This can help reduce paperwork, automate processes, and manage daily workflows efficiently. The platform is trusted by businesses such as Panther Power Washing, JZ Handyman Home Repairs, ESNC, and MPR Construction. Moreover, Markate is PCI compliant, and it ensures encrypted data connections with banks.
Still doubtful if Markate software is the right fit for you? Reach out to us at (661) 384-7070 for further guidance.
Markate Features
Leads Management
The platform helps businesses organize leads through opportunity pipelines and track follow-ups from one place. The real-time notifications and alerts keep users informed about lead activity and follow-up needs. Its reporting and analytics also provide a clearer view of lead activity and performance.
Sales
Markate provides customer management tools along with SMS and email notifications and reminders. Users can create standard estimates, quotes, options, and packages while keeping related files in the File Vault. The automated follow-ups, email drip campaigns, and credit notes usually help manage customer and sales activity.
Invoice And Payments
This feature supports progressive and recurring invoices along with online invoicing and payments. It helps businesses save cards on files, collect tips, process ACH and mobile payments, and receive instant payouts. Automated invoice follow-ups and customer financing options help businesses manage payment collection.
Employment Management
The software lets businesses define employee roles and access while tracking time and location. This feature's job assignments can include notifications and reminders to keep employees informed about their work. An in-app team chat, payroll reports, and payroll integration also support day-to-day employee management
Business Performance
The system provides metrics dashboards and reporting tools for monitoring business performance. Users can review profit and loss, sales tax, customer demographics, sales leaderboards, and lead conversions. The platform's monthly and yearly closeouts provide additional information for reviewing business activity along with payroll and time logs.
Pros And Cons of Markate
Pros
Effective appointment and schedule tracking
Organized customer information and account notes
Detailed reports show business health
Convenient estimates and quotes management
Easy invoicing and payment collection
Cons
Software performance may seem slow sometimes
Mobile booking form needs improvement
Some features can be difficult to use
Markate Pricing
Owner Operator | Team |
|---|---|
$49.95 per month | Starts at $49.95 per month |
|
|
Disclaimer: The pricing details were last updated on Oct 12, 2026 from the vendor's website. Please contact us for a tailored pricing list.
Markate Reviews
Total 12 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars17%
3
Stars8%
2
Stars0%
1
Stars8%
Share your experience
Construction, N/A employees
Less than a year
“organized records and business reports”
Pros
It works really well as a CRM for small service businesses. We used it at my handyman company, where keeping data, notes, invoices and estimates organized is essential. My favorite feature was being able to check reports about how my business was doing.
Cons
I wasn't a fan of every add on bringing another monthly charge. I think a CRM should include some basic features in the starting price, such as sending review requests after closing an invoice and following up by text or email.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Transportation/Trucking/Railroad, N/A employees
More than a year
“easy invoicing”
Pros
Invoicing is quick and easy and customization is simple as well.
Cons
It didn't cover as many needs in one place as our company wanted.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Small Business, 11-50 employees
“Beginner friendly tool”
Pros
I really like how simple and user friendly this platform is to navigate.
Cons
Nothing comes to mind that bothers me about this tool.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of Markate pricing plans are available?
The platform offers two Markate price plans, including Owner Operator at $49.95/month and Team at $5/employee plus base price at $49.95/month. Get a detailed Markate cost breakdown tailored to your specific requirements.
What level of support does Markate offer?
Markate offers support through live chat, contact form, email, phone, and a help center.
What other apps does Markate integrate with?
Markate supports integration with various platforms, such as NiceJob, PayPal, Zapier, QuickBooks Payroll, and Twilio.
Does Markate offer an API?
Yes, Markate offers an API.
Does Markate have a mobile app?
Yes, Markate offers a dedicated mobile app.
Who are the typical users of Markate?
Markate is used by multiple home services industries and sectors, including cleaning services, electrical services, plumbing, HVAC, handyman services, landscaping, and pest control.
What language does Markate support?
Markate primarily supports English.