Field Service CRM Integration

Never Miss A Service Call — Synced To Markate

Marlie AI answers every customer call 24/7, qualifies the job, and pushes booking, customer, and quote details into Markate so your crews stay on schedule and your office work runs itself.

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Phone coverage built for residential service crews on Markate

Markate is the field service CRM and job management platform for cleaning companies, lawn care operations, and small residential service businesses. The reality is that owners and crew leads are usually elbows-deep in a job when the phone rings — and missed calls quickly become missed bookings.

Marlie AI plugs that gap. Every call is answered, qualified, and routed to the right crew. New customers are pushed into Markate, jobs are booked or scheduled, and quotes are quoted using your real pricing — so the office side of the business runs itself while the trucks stay rolling.

What You Get with Marlie + Markate

Everything you need to connect your phone calls with Markate — fully automated, zero manual work.

24/7 Booking Capture

Every after-hours, weekend, and overflow call is answered. Marlie qualifies the job and books the visit on the calendar.

Service Qualification

Marlie asks the right questions for cleaning, lawn care, pressure washing, or repair work and routes the job appropriately.

Customer Capture

New callers become Markate customers with name, phone, email, address, and full service notes captured cleanly.

Quote & Pricing Q&A

Marlie answers pricing and package questions using your Markate price list so callers get clear quotes on the phone.

After-Hours Coverage

Off-hours and weekend calls are handled the same as business hours, so urgent service requests never miss the office.

Zapier & Webhook Sync

Until a native Markate API is available, Marlie syncs through Zapier, webhooks, and scheduled CSV import.

How It Works

Get up and running with Markate in minutes — no coding required.

Forward Your Office Line

Forward your office or crew dispatch line to Marlie. Configure business hours, after-hours rules, and overflow logic.

Load Services & Pricing

Add your service types, durations, crew assignments, and pricing so Marlie quotes and books like an experienced dispatcher.

Marlie Books The Job

Inbound callers are qualified, given a quote, and booked. Customer and address details are captured for the crew.

Markate Stays Updated

Customer, job, and booking data flow into Markate via Zapier, webhook, or scheduled import — no double entry from the field.

Built for Real Scenarios

See how businesses use Marlie + Markate to capture more leads and streamline operations.

Cleaning Companies

Scenario

A residential cleaning company misses inbound calls because crews are on jobs and the owner is also cleaning houses.

Outcome

Marlie answers, qualifies the home and frequency, books the cleaning, and creates the customer in Markate so the office work is done by the time the day ends.

Lawn Care & Landscaping

Scenario

A lawn care crew runs full-day routes and can't take calls between properties.

Outcome

Marlie answers, qualifies lot size and service, quotes from your Markate price list, and books the next available visit so the route stays full.

Multi-Service Residential

Scenario

A residential service business offers several lines (cleaning, pressure washing, lawn) and callers need routing to the right crew.

Outcome

Marlie qualifies the service type, picks the right crew and slot, and lands the customer and job in Markate without manual office work.

Frequently Asked Questions

Common questions about the Marlie AI + Markate integration.

Does Markate have a public API for direct integration?

Markate does not currently publish a fully public API. Marlie integrates with Markate through Zapier, webhooks, and scheduled CSV imports so customer, job, and booking data still flow into the platform automatically.

Can Marlie quote my services on the phone?

Yes. Load your Markate service catalog and pricing rules and Marlie will quote callers using your exact pricing logic.

Will Marlie capture address and access notes?

Yes. Marlie collects service address, gate codes, pet notes, parking, and any prep details, then pushes them into the Markate customer or job record.

How does Marlie handle after-hours calls?

Off-hours and weekend calls are handled the same way as business hours: Marlie qualifies, books, and captures details so urgent service requests don't bounce.

Can Marlie hand off to a human if needed?

Yes. Callers can press a key or ask for a person and Marlie warm-transfers to the owner or office staff during business hours.

Will Marlie create duplicate customers in Markate?

Marlie matches callers by phone and email before creating a record, so returning customers update their existing Markate profile instead of duplicating.