Heads up to those who add attachments to your invoices in Markate, because today it bit me and made me look like a fool. The max attachments that you can do is 20. No big deal, make another invoice for the customer and merge them together. Guess what, when you merge the two invoices to become one that action does not carry over the attachments from the invoice to be merged. Had a customer with 18k in fuel deliveries which used 26 tickets from my meter equaling 26 attachments. When I merged the two invoices into one I didn't think to check to make sure everything was attached.....my bad. Well, customer called pissed!! Though I was overcharging by $5700, come to find out his accounting team did not get all the fuel delivery tickets. After looking into what had happened and I could prove that the total was legit all was good. But, that could of cost me a customer who purchases roughly 15k gallons in fuel. So, my question to Markate. Can we up the amount of attachments?

Good Morning all! Can I schedule my invoices to go at say 830 the next morning? I do a lot of my invoicing late in the evening or early in the morning and don't want my customers phone/emails dinging during those hours. Or, is there a work around to make this happen?

Jobber or Markate?

I created a task through her lead and it’s saying customer name. How is that possible? Also ignore my spelling I was voice texting when creating the task description lol

Hey everyone! Does anyone know if you can set up an automation through Markate that will automatically send a text to someone who fills out your Lead Contact Form?