Managing inventory, chemicals, and recurring service checklists can stay organized within a single system when each piece connects directly to the work being done on the route.
Tracking inventory and supplies
Skimmer handles supply tracking through shopping lists tied to customers and jobs, where techs and office staff can add parts, chemicals, or other items from the field or the office. Each item links to the customer associated with that work order or stop, and you can mark items as purchased or flag them as already on the truck — so techs leave with the right supplies and nothing gets missed on the invoice.
Managing chemical spend
Chemical management works best at the per-stop level rather than by a top-down monthly budget. Knowing your cost per stop lets you set a per-tech weekly budget and measure each technician against it. Skimmer's chemical dosage report shows spend broken down by tech, customer, month, or year — making it easy to spot where costs are running ahead of what you're charging. The LaMotte® integration syncs water test results directly into the app via Bluetooth, and the LSI & Dosing Calculator powered by Orenda gives techs real-time dosing recommendations on-site.
Running recurring service checklists
Skimmer offers three tools for recurring work, each suited to a different type of task:
- Recurring work order schedules auto-create a dedicated work order on a fixed cadence (for example, every third Thursday) and can be assigned to a specific tech or dropped into the unscheduled bin for week-to-week planning.
- Work order reminders trigger based on when a job was last completed rather than a fixed date — better for recurring tasks that don't need to land on a specific day.
- Recurring checklist items surface automatically on the service checklist when due, during a regular stop, with no separate work order needed.
Service checklists can also be customized per service location, with specific items made mandatory and photos required before a tech can close out a stop. Every completed item gets recorded in service history and can be included in the service email sent to the customer.
