Every pool pro has faced it: a repair, renovation or install that starts with a simple quote but quickly grows into something more complicated. Parts need to be ordered, multiple visits get scheduled, and customer requests shift along the way. If you’re still tracking quotes in one system, jobs in another, and invoices in a third, it’s no wonder things slip through the cracks. Deposits get forgotten, work orders drift out of scope, and invoices don’t accurately reflect the actual work completed.
That’s why Skimmer created Jobs, a new connected workflow designed to make large projects smoother, more profitable, and far less stressful. Think of it as the missing piece that links pool repair and renovation quoting software with scheduling, real-time updates, and invoicing—all in one place.
Create the right expectations up front
A successful job begins long before your crew arrives at the customer’s backyard. It starts at the quoting stage, when you’re laying out the scope and terms. The clearer and more professional you are here, the easier the rest of the project runs.
That means breaking down the work into detailed line items: labor, parts, materials, and fees. Attaching photos, schematics, or supporting documents helps the customer see exactly what’s involved. And when every proposal is built on a standardized, branded template—with consistent formatting, markups, and terms—you send a strong signal of professionalism.
Deposits are another critical piece. They aren’t simply a way to secure cash flow; they also demonstrate customer commitment. Whether you collect 25%, 50%, or use a milestone-based approach, the key is being transparent– explain when deposits are due, whether they are refundable, and how they’ll be applied to the final invoice. Customers appreciate clarity, and you’ll avoid uncomfortable disputes later.
Skimmer advantage: Professional quotes that convert
With Skimmer, pool pros can create branded quotes that look sharp, build trust, and convert to more jobs. Attach photos, PDFs, or even videos, and know that every proposal has consistent pricing, terms, and fees baked in. Quotes are trackable, easy to manage, and designed to win bigger work.
Turn quotes into jobs that don’t slip away
Too many jobs are lost, not because the work wasn’t needed, but because quotes were never followed up on. Keeping track of where each proposal stands—new, pending, negotiation, or closed—makes the difference between winning a customer and losing revenue.
To ensure you’re turning those quotes into jobs, make sure your follow-up is timely and personal. Automated reminders work, but pairing them with phone calls or texts adds a human touch that customers appreciate.
Also, giving customers options like good, better, and best packages lets them choose what works for them without feeling pressured. And when approvals can be done online in just a few clicks, you remove friction and speed up decision-making.
Offering flexible payment options is another lever. Credit cards, ACH, staged payments, or even financing can all make larger jobs easier for customers to commit to, which means more work flowing your way.
Skimmer advantage: Quote-to-job conversion
With Skimmer, every approved quote can be instantly converted into a job. Deposits are automatically carried over, line items and fees are preserved, and the handoff from sales to operations is seamless. No double entry. No missed details.
Managing jobs without the chaos
Once a quote is approved, the real challenge begins: scheduling crews, managing multiple work orders, and keeping track of changes. Larger jobs can span several days or weeks, often involving different techs for plumbing, electrical, or specialized work. Without a clear system, confusion sets in quickly.
Skimmer’s job management for pool pros is built for these realities. Within a job, you can create and assign work orders, track statuses like “scheduled” or “work complete,” and monitor progress across multiple visits. On-site add-ons like extra parts, chemicals, or labor can be logged immediately, ensuring they’re included on the invoice. The result: accurate billing that reflects reality, not guesswork.
Customer communication is also extremely important while work is in flight. Providing updates at milestones, sending before-and-after photos, and being upfront about delays or scope changes all reinforce trust. Customers want transparency, and with Jobs in Skimmer, you can keep them informed without adding to your workload.
Skimmer advantage: Job execution
Jobs in Skimmer lets you stay organized, even during the chaos of a big job. You can manage multiple work orders across multiple days and technicians, and work orders are scheduled with full context, job status is tracked from start to finish, and on-site changes are logged in real time. That means fewer missed charges, clearer visibility for the whole team, and jobs that run smoothly, even when they span multiple visits or multiple techs.
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Closing out jobs confidently
When the work is done, the last thing you want is an invoice dispute. Properly managing jobs in a single system makes sure that doesn’t happen. When every change, added part, and deposit collected is captured in the system, the final invoices generated match the actual work performed, not just the original quote. Deposits are automatically applied, tax calculations stay accurate, and your records are locked for future compliance or warranty disputes.
Flexible invoicing means you can bill at milestones, upon completion, or in stages—whatever makes sense for the project. Payment reminders and multiple collection options reduce overdue accounts and keep cash flowing.
Skimmer advantage: Closing out jobs
Closing a job in Skimmer means billing is never guesswork. When the work is finished, the job status moves to “work complete.” You decide when to officially close it out, giving you flexibility if follow-ups or final checks are needed. Every change and deposit is already captured, so invoices accurately reflect the work done. Plus, because everything is now tracked in one place, any future warranty or customer service request is super smooth.
How the new Jobs feature from Skimmer changes the game for pool pros
The introduction of Jobs transforms Skimmer from a scheduling and service platform into a full end-to-end solution for larger projects.
- You win more work because your quotes are professional and easy to approve.
- You protect revenue by capturing upsells and changes onsite.
- You save time by managing quoting, scheduling, invoicing, and payments in one place.
- You gain visibility across the entire lifecycle of a job, from quote to completion.
In short, Jobs is pool repair and renovation quoting software and job management for pool pros rolled into one system, purpose-built for the realities of the pool industry.
The bottom line
Repairs, renovations, installations, and other large projects no longer have to mean chaos. With Skimmer’s Jobs, you can set expectations clearly, convert quotes into jobs smoothly, manage projects with confidence, and close them out with accurate, professional invoices.
