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Owned by Casey

Xecute

51 members • Free

a place to learn business fundamentals and master Xecute + Markate so you can automate, scale, and win.

Memberships

29 contributions to Xecute
Question
So I've been using Markate for a few years and love it. I have never once input any customer information into the system. I have the lead contact form add on that is on our site, or gets sent to every lead that calls or messages. With that being said, what else can this product do?
0 likes • 9d
Great! I'll see you on the call in a bit!
0 likes • 7h
@Austin Reed it’s very helpful ! We have customers use it all the time
Information Input
A couple things that I have noticed that interfere with my work flow when trying out Xecute. - Is there a way to schedule the arrival times on a work order? Scheduling a work order through the app becomes useless to me if I can't access the full function of Markate. - When entering customer/lead information I do not always have an email address, so when it creates the customer and then I try to send an estimate (in Markate), I have to go back and manually unselect email before I can send. This is probably a Markate issue and they should be smart enough to know that if there is no email to ignore but....
2 likes • 8d
Great questions! and yes Xecute can do all of this! I'd love to hop on a call with you I can show you the whole flow. I will also create a demo video for you shortly answering all of this. It will likely be 3-4 minutes long. There are some back end automations you should have set up as well in house (your own markate account - also in Level 2 training) that will help with these issues as well. https://calendly.com/xecutetech-support/30min to book a call Also will be live shortly if you want to just hop on there!
0 likes • 8d
Sounds great and have fun!
Why is quick books not connecting
I cannot get my quick books to connect for whatever reason I looking for some help not shure if I'm just doing it wrong or what
Why is quick books not connecting
1 like • 8d
@Jennifer Markate Thank you for the response here!
🎥 Welcome — Live Q&A This Week (Jan 12–16)
Hey! You're probably here from Markate — welcome. I'm Casey, founder of Xecute and run a 7-figure home service business. I'm going live all week to demo the system, answer questions, and help you get started. This week I'm live every day: Mon–Fri, Jan 12–16 10am–12pm CT What we're covering: - Live demo of Xecute - How to use it with your Markate account - Your questions — Xecute, Markate, running a service business, whatever you'd like to cover. Join the live here: [Join Live Now] (No account needed — just click and you're in) Ready to sign up? www.xecutetech.com Want to try it first? Text (949) 828-6231 See you in there. 🤙
0 likes • 9d
@Aidan Ratliff hop on a call tomorrow if you’re free!
0 likes • 9d
Hi Mark! Welcome to the group! and welcome to Markate! Glad to hear it. How can I help? We have some courses for new markate users at the top or we can set up a meeting to go over some things. Also will be live tomorrow and friday 10-12pm central time if you wanted to hop on a call too.
1-10 of 29
Casey Christianson
3
20points to level up
@casey-christianson-2673
15 years in the home service industry.

Active 7h ago
Joined Oct 1, 2025
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