From Quote to Cash: Winning More Jobs from the Field

LIVE Workshop
Friday, March 27, 9 AM PT | 11 AM CT | 12 PM ET

We're hosting a live workshop to show you one of the biggest workflow upgrades coming to Skimmer: Quotes available directly in the mobile app.

That means you can create a quote, send it for approval, and move on to your next job, all from the field. No more reminders to "send the quote later." No more logging back into the web app after a long day. Just a faster way to capture opportunities while you or your team are already at the pool.‍

Halli Sanchez, Host
Customer Success Manager at Skimmer

Register Now

Decorative waive

What you'll learn:

Blue checkmark

Create and send quotes on-site – Capture opportunities the moment you spot them, not after the day is over

Blue checkmark

Heritage integration benefits – Keep parts pricing updated nightly so you can quote with confidence and protect your margins

Blue checkmark

Field-to-office workflow – Give techs the ability to draft quotes and send them for review while maintaining pricing control

Blue checkmark

Complete quote-to-cash process – Including new multi-tech job capabilities for larger repairs and installs

Blue checkmark

Payment tools that close deals – How Consumer Financing and improved payment workflows help customers approve work and get you paid faster