1. What is the Schedule feature in Markate?
The Schedule feature helps you organize your appointments, jobs, and tasks in one place. It provides a calendar view to plan daily, weekly, or monthly activities and assign jobs to employees efficiently.
2. How can I access the Schedule feature?
You can access the Schedule feature from both the desktop and mobile app versions of Markate.
3. Can I change my Calendar Time Zone in Markate?
Yes, you can set or change your Calendar Time Zone to match your local time or business region.
Go to Schedule → Settings → Calendar Timezone → Select Timezone → Save Changes.
4. Why is my appointment time showing incorrectly?
This usually happens if your calendar timezone is not correctly set. Please check your Calendar Timezone settings under Schedule → Settings and ensure it matches your local or business time zone.
5. Can I view multiple employees’ schedules at once?
Yes. The Schedule feature allows you to view individual or multiple employees’ calendars simultaneously. Use the filters on the Schedule page to select which team members’ schedules you want to display.
6. How do I create a new appointment or job from the Schedule?
Click or tap on the desired date and time slot in your calendar. Enter the appointment details (like customer, service, and notes) and save it. The new job or appointment will instantly appear in your schedule.
7. Can I reschedule or edit an existing appointment?
Yes. You can easily reschedule appointments by dragging and dropping them to a new time slot or by editing the event details through the Schedule view.
8. Does Markate send reminders for scheduled appointments?
Yes, Markate can automatically send appointment reminders and notifications to both customers and employees, depending on your notification settings.
9. How do I view my calendar in different formats (daily, weekly, monthly)?
Use the view options at the top of your Schedule page or calendar screen to switch between Day, Week, or Month views based on your preference.
10. Are schedule updates synced across devices?
Absolutely. Any changes you make to your schedule on the desktop are instantly synced with the mobile app, and vice versa, ensuring your calendar is always up to date.
Offline Schedule Sync Feature
11. What is the Offline Schedule Sync feature in the app?
The Offline Schedule Sync feature allows you to view and manage your daily schedule even when you have no internet connection. It’s designed for field workers, travelers, or anyone working in areas with poor or no network coverage.
12. What can I access offline?
When offline sync is enabled, you can still:
View your schedule for the day
Access work orders, events, and tasks
Open attachments and related information
All this data is saved from your last sync and remains available even without an internet connection.
13. How do I enable the Automatic Sync feature?
Open the Markate App and go to Schedule.
Tap the Settings (Gear) icon in the upper-right corner.
Scroll down to find “Auto Save current Schedule to view when opening app.”
Check the box to enable it.
Tap the ✓ icon in the upper-right corner to save.
Now, even without internet, you’ll still be able to view your previously saved schedule.
14. Is the Automatic Sync option available for field technicians?
No. Field techs do not have access to Schedule Settings, so they cannot enable the Auto Sync option.
15. How can field techs manually download their schedule for offline access?
Open the Markate App and go to Schedule.
Tap the Download (↓) button in the upper-right corner.
Press OK when prompted.
The screen will briefly flash red, confirming the download.
Once downloaded, you can view your full schedule with all job details even without internet.
16. How do I know if my schedule was saved successfully?
After pressing OK, a red flash on the screen indicates that your schedule data was successfully downloaded and saved locally.
17. Will my offline changes automatically sync when I reconnect to the internet?
Offline Schedule Sync allows view-only access. Updates or new data will sync only when you reconnect to the internet.
18. Why should I use the Offline Sync feature?
It ensures uninterrupted access to your appointments and work orders—ideal for field service professionals or contractors who often work in remote or mobile environments.
Job Schedule – Calendar and Map View
19. What is the Job Schedule – Calendar and Map View feature?
The Calendar and Map View helps you organize your day efficiently by visualizing all appointments, work orders, events, and tasks in a clear calendar layout or on an interactive map.
20. How can I access the Calendar and Map View?
Log in to your Markate account → Click Schedule → You’ll be taken to the Current Month Calendar View showing all scheduled work orders, events, and tasks.
21. How can I see more details about a scheduled item?
Hover over any scheduled item to view key details like customer name, time, and service information in a pop-up preview.
22. What different calendar views are available?
Month View: Full monthly schedule
Week View: Weekly layout
Day View: Daily time-based appointments
Team Month View: Which work orders are assigned to each employee
Team Day View: Which employee is assigned to which job and time
23. How do I view upcoming schedules?
Click on Upcoming to view your next scheduled jobs and events. Selecting an event opens its detailed view.
24. What is the Map View in the Job Schedule?
The Map View displays all scheduled, unscheduled, and open leads on a map for route visualization and distance tracking.
Scheduled (Red markers): Scheduled jobs with route lines
Unscheduled (Black markers): Pending jobs not yet assigned
Open Leads (Blue markers): Lead locations for planning potential jobs
25. How can I set the default view to Map View?
Go to Schedule → Settings → Default View → Select “Map” → Save Changes.
26. What other Schedule settings can I customize?
You can:
Set Calendar Time Zone
Choose Default View (Month, Week, Day, Team, or Map)
Choose Start Day (Sunday or Monday)
Set working hours
Choose what details to display on calendar entries
27. Can I adjust how events appear on my calendar?
Yes. Under Calendar Event Display Options, choose what information appears (e.g., customer name, phone number, address, job type, or price).
Holidays in Schedule
28. What is the Holidays feature in the Schedule?
The Holidays feature allows you to view official holidays directly within your calendar on the web app. This helps plan jobs and schedules without conflicts on holidays.
29. Where can I see holidays in my calendar?
When enabled, holidays automatically appear in your Schedule calendar view (Month, Week, or Day), highlighted for easy identification.
30. How can I turn Holidays on or off in the Schedule?
Go to Settings → Schedule → Display Holidays in Calendar → Toggle ON or OFF.
31. Why should I enable Holidays on my Schedule?
To avoid scheduling jobs or appointments on non-working days, improving planning and communication.
Blocked Time in Schedule
32. What is a Blocked Time event?
A Blocked Time event is a reserved time slot when employees are unavailable for jobs or appointments. It prevents scheduling conflicts and ensures no jobs are assigned during that time.
33. How can I add a Blocked Time event?
Go to Schedule → Add Blocked Event. Enter a short description, select employees, set start/end date and time, and click Save.
34. Can I block time for multiple employees at once?
Yes. Click “Select employees” and choose one or multiple employees to apply the blocked time to all.
35. What if I want to block an entire day?
Check the “All day event” option while creating the blocked event. This reserves the full day for selected employees.
36. Can I repeat a blocked event every week or month?
Yes. Enable “Repeat this schedule” and set recurrence (daily, weekly, monthly) for automatic repeats.
37. What is the purpose of the Event Color?
The Event Color visually distinguishes blocked events on the calendar by type or employee.
38. Can I add internal notes or instructions?
Yes. Use the Instructions field for internal notes visible only to the team.
39. What timezone is used for blocked events?
The timezone displayed (e.g., Arizona Time (UTC -7)) defines the blocked time. Ensure it matches your team’s timezone.
40. Can I edit or delete a blocked event later?
Yes. Open the blocked event from the calendar and choose Edit or Delete.
41. What happens if a job overlaps with a blocked time?
If a job is scheduled during a blocked time, Markate will either block the action or show a conflict warning, ensuring accurate scheduling
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