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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?
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....
Expenses
Really enjoy being able to add things to my expenses for a job on here. Helps me not forget when it comes to billing. If I ask it to create an invoice at the end of the project, will these expenses show up on that invoice? Or is this something I would have to ask it to do?
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Looking for information and an Turtorial of this Product
Good morning I am an Markate user. I am looking to see a tutorial on this product Xecute to see what is can do for my business where can I find all the information in video form of what this offers! I am running a 3 man Home Service Electrical business and looking for any and all ways to expand!
xecute has changed my business
Execute makes day-to-day operations 10 times easier and more efficient. I don't think I could ever go back to manually filling out things now that I have execute. If you are on the fence about it, just do it. It is 100% worth it
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Xecute
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a place to learn business fundamentals and master Xecute + Markate so you can automate, scale, and win.
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