Maintain your stellar reputation and drive referrals with Skimmer features designed to delight your customers.
Need to send reminders for equipment maintenance? Want to run a seasonal promotion or inform your customers of a service interruption? With Skimmer, you can communicate with all or some of your customers quickly and easily. Skimmer makes it a snap to target your customers so you can maximize your service revenue.
Filling out door-hangers and leaving them at each pool is a huge pain. With Skimmer, you can email your customers a beautiful, customized service report automatically after each service, giving your customers peace of mind.
Turn all of the work performed in Skimmer into invoices that can be reviewed, edited, and sent in seconds, giving your customers the convenient, digital experience they expect.
Give customers more control with simple pay over time options for repairs and upgrades. They get fast approvals with no hard credit check, and you get the job done without payment delays.
Give your customers a direct line to everything they need — service history, invoices, billing statements, quotes, and payment details. They can pay multiple outstanding invoices in one click, and new prospects can request service directly through a built-in lead form that captures their details automatically.
Give homeowners a clear, professional experience from day one. Share branded quotes with photos, videos and PDFs, collect deposits at approval, and keep customers informed as work moves forward. When the job is complete, invoices reflect the actual work performed and the deposit is automatically applied—no surprises and no back-and-forth.
Run repairs, installs, and one-time projects in one place.
Convert approved quotes into jobs with line items, taxes, and deposits carried over.
Schedule work orders with full context.
Track status from not started to work complete to closed.
Capture onsite changes as they happen so invoices match the work.
See what’s sold, invoiced, and paid at a glance.
A calendar to see scheduled work
An unscheduled bin to organize new work that needs to be assigned
A map to visualize all jobs and plan routes more efficiently
Quickly build routes for different techs throughout the week.
Review the route schedules for all techs, compare workloads across different technicians, and make permanent changes to the schedule.
Optimize driving time between stops on a given route allow pool pros to select start and stop points such as the company office or even the tech's home.
View the current schedule, make permanent and one-time changes, and track progress throughout the day. You can also add work orders to a route directly in this view.
Add an unlimited number of techs and admins to a Skimmer account and assign unlimited service locations to each customer.
Often referred to as a "digital door hanger" or proof-of-service, the Service Email is a report sent to customers to show service completion. It can be customized to include chemical readings, chemical dosages, completed checklist items, and names of techs. If photos are required, the email report includes the photos taken onsite.
Schedule one time or recurring services or repairs outside of regular pool cleanings and maintenance. Each work order type has its own set of checklist items, added items, and general rules such as "needs to be invoiced," "alert the office when added," "require a photo," "notify customer when finished," and "allow techs to add this type."
Configure notifications for operational exceptions — readings out of range, late starts, skipped stops, failed payments, and more. Alerts surface in a panel in your top nav and optionally by email. You control which alerts are active, what triggers them, and who gets notified.
Lets field techs report problems at a service location directly from the mobile app. They select an issue type, add a description and up to 5 photos, and sync. Office staff review, manage, and resolve issues from the Notes & Issues page on the web.
The LSI & Dosing Calculator powered by Orenda provides real-time LSI calculations and dosing recommendations directly within the Skimmer app to achieve optimal water balance with every service. Take readings, observe the LSI value in real-time, enter your desired readings to produce a desired LSI value, and obtain dosing recommendations based on the desired LSI value.
The LaMotte integration makes water testing in the field faster and easier. With Bluetooth-enabled syncing, your team can pull test results straight into the Skimmer app, no manual entry required.
Create a customized checklist for all service stops (pool cleanings and maintenance). These tasks appear for every stop but can be augmented for each service location to include additional checklist items. Each task completed is recorded and appears within the service history record and can be included in the Service Email report to the customer.
Set recurring checklists and/or require specific items to be completed (with photos, if needed) before finishing a stop, for both routine cleanings and work orders.
Include photos during regular pool cleaning service stops and work orders as "proof of service." Photos can only be taken through Skimmer and not uploaded from the camera roll library. In addition, photos can be uploaded directly to the customer profile to capture general location information such as area, equipment, special considerations, or access points.
Quotes are proposed services and/or products for customers to approve prior to starting. Once approved, admins can create invoices for down payments, schedule associated work, and eventually bill for the work completed.
Offer flexible payment plans on any approved quote or invoice
**3- month 0% APR plans for all approved customers. 6- through 18-month plans with interest are also available. Subject to approval based on creditworthiness. Account openings and payment activity are reported to a major credit bureau. Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.
Invoices can be generated from completed work within the system or manually for items not captured in the system as "completed work."
Send automatic email reminders to your customers when an invoice is overdue.
Payments can be either online or offline.
Payments towards an invoice reduce the invoice amount due. Payments toward a customer account increase the credit balance to be used later for future invoices.
Surcharging(where allowed): add a small fee to credit card payments to offset processing costs; never applied to debit or prepaid cards.
Skimmer does not offer surcharging in these states for now: Minnesota, California, New York, Maine, Massachusetts, and Connecticut.
24/7 access to service history, invoices, and payment details.
Self-service options like AutoPay and payment method updates.
Ability to pay multiple outstanding invoices at once with just one click
Ability to view and approve quotes as well as track past requests
Send system notifications via text message to your customers.
Set up AI phone, is a 24/7 AI receptionist built directly into Skimmer. It answers your inbound calls using your real business data, captures new leads automatically, and recognizes your existing customers
Email notifications of completed work to the customer upon completion of a route stop or work order.
Send email communications to customers in bulk. Customers can be segmented by tag, specific service date, day of the week for service, or service tech. Email content can be drafted, saved, and edited for a later date.
Set up automated email reminders for customers with outstanding invoices. These reminders can be sent before and after the invoice is due.
Our support team always picks up the phone, making it easy for admins or technicians to get help when they need it – even when they’re on the road.
Our account managers will gain a deep understanding of your business and your challenges. This allows them to anticipate your needs, proactively offer solutions, and advocate for your best interests within Skimmer.
Allows every transaction in Skimmer to be automatically reflected in your QuickBooks Online account, upon being paid, eliminating manual entry and keeping your financials accurate.
The LSI & Dosing Calculator powered by Orenda provides real-time LSI calculations and dosing recommendations directly within the Skimmer app to achieve optimal water balance with every service. Take readings, observe the LSI value in real-time, enter your desired readings to produce a desired LSI value, and obtain dosing recommendations based on the desired LSI value.
The LaMotte integration makes water testing in the field faster and easier. With Bluetooth-enabled syncing, your team can pull test results straight into the Skimmer app, no manual entry required.
Connect your Heritage account to Skimmer to keep product costs up-to-date. Learn more.
Get started with Skimmer today. If you’re not quite sure yet, book a demo to see it in action.
