Frequently Asked Questions
What are Service Emails in Skimmer and why should I use them?
Service Emails are automated, customizable messages sent to customers after a visit using Skimmer pool management software. They share Readings, Dosages, Service Checklist Items, photos and notes. Use them to clarify what you did, educate customers (chemicals, safety, upsells) and build trust and repeat business.
How do I enable Service Emails?
In the Skimmer web app go to Settings → Service Emails and toggle the feature on. Choose which fields to include (Readings, Dosages, Service Checklist Items). The setting is available in the web app; verify technician workflows in the mobile app.
How do I update the “swipe” messages my customers see from the Service Checklist?
Go to Settings → Service Checklist in Skimmer. Edit each checklist item’s “Description When Complete” so it reads as a customer-facing note instead of an internal instruction. You can edit these messages in both the web app and the mobile app.
How do I create custom messages my techs can use per pool?
In Settings → Service Emails click Messages for Emails (mobile: Settings → Service Email Messages). Add or edit templates for common notes—chemical explanations (e.g., “We dosed with muriatic acid to lower pH”), safety tips, and upsell copy like an enzyme treatment offer.
How can Service Emails boost customer engagement and referrals?
Use photo contests (Beautiful Pool, Cutest Pet) and incentivize techs to capture shots. Include contest copy in Service Emails, plus helpful education and targeted offers (e.g., one-time enzyme treatment). Regular, clear updates turn satisfied customers into loyal, referral-generating clients.
Key takeaways
- Turn on Service Emails in Settings > Service Emails and pick what to include (readings, dosages, checklist items). It’s the first step to consistent, automated customer communication.
- Make your “swipe” messages customer-friendly by editing the Service Checklist “Description When Complete” — do this in the web or mobile app so customers see polished updates (not internal instructions).
- Create reusable message templates (Settings > Service Emails > Messages for Emails) for per-pool notes—use them to explain chemical dosages, share swim-safety tips, or offer add-on services with a simple reply CTA.
- Use contests and photo prompts to boost engagement and encourage techs to capture great shots. Consistent, helpful Service Emails build trust, increase loyalty, and open doors for upsells.
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##Key takeaways##
Service Emails are a powerful way to personalize your communication with your customers. Keeping clear communication with your customers is key to building trust. With Skimmer's swimming pool management software you can create custom messages that your team members can utilize in the field. How about an update about a specific chemical that was used in servicing their body of water? Or letting them know that you are now offering additional services? Your creativity is the limit!
Check out this Service Email, and then we'll break down the components:
Let's dive in!
Step 1: First things first - make sure your Service Emails are enabled in your pool company software.
- Go to your Settings in the Skimmer web app and click on Service Emails.
- Make sure the toggle is switched on to enable Service Emails.
- Check the information you’d like to share with your customers in your emails; Readings, Dosages, and Service Checklist Items.
Step 2: Configure the "swipe" message in the Service Checklist.
Make sure your messaging is professional across the board by updating your “swipe” messages.
- Go to your Settings and click on Service Checklist. Edit the checklist items and make sure your “Description When Complete” is a professional message you’d like your customers to see versus an instruction for your team member. Note: You can do this in both the web app and the mobile app!
- For example:
Instruction in Service Checklist What the Customer Sees Clean Filters Filters were cleaned! Vacuum Pool was vacuumed. Brush the pool Pool was brushed to prevent algae growth. Issue Noted Our technician noted an issue on today's visit, please reach out to discuss service options. Stormy Weather Lightning resulted in limited service today. Power wash the deck was power washed.
Step 3: Create custom messages that your team members can use on a per-pool basis.
- Go to Settings and select Service Emails. Go to the upper right-hand corner and click Messages for Emails (If you're in the mobile app, go to Settings and Select Service Email Messages).
- Here you can add messages or edit existing messages.
Example Sample Text Educate your customers with an explanation of a chemical dosage. We dosed your pool with muriatic acid. This is used to lower the pH and alkalinity levels of your pool water. Does the customer clearly have children? (Pool toys are around, etc.) Educate your customers with a swim safety tip.M ay is Swim Safety Month! Ensure gates and pool access are restricted to protect your family, and always have an adult supervising children playing in water. Educate and upsell your customers. Reduce chemical usage by doing an enzyme treatment before the summer heat. Let us know if we should perform this one-time service for $50 on our next service visit by replying to this email.
Step 4: Run a contest!
Do you service some photo-worthy pools? Have you seen some really cute pets? Run a beautiful pool or cutest pet contest! Incentivize your technicians to take photos while driving up engagement from your customers.
Sample message: "This month we’re running a cutest pet contest! Make sure your pet is looking their best on your service day... The winner gets a prize pack of our favorite pool toys and inflatables."
Sample message: "This month, we're running a beautiful pool contest! Make sure your backyard is looking its best on your service day. The winning pool will be featured on our site, and you'll win a complimentary enzyme treatment to make sure your pool is ready for summer."
Service Emails are a powerful feature of your pool business software to help build customer trust and loyalty. By consistently keeping your customer updated on how you service their pool and educating them about their pool you are building a relationship of trust. This trust will soon blossom into loyalty as you keep your customer informed and delighted on a consistent basis.
