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Ideas & inspiration for business owners

Ideas & inspiration for business owners

Discuss ideas and opportunities with other business owners and dive into topics like financial management, marketing, hiring, team engagement, and more.

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sharonburchSkimmer Verified Partner

published in Ideas & inspiration for business owners

Are you struggling with Skimmer Payouts reconciling in QuickBooks? Steps I use

How I reconcile, or match, Skimmer Online payments to QuickBooks This is my step-by-step process on how to manage payouts when the processing fee is deducted.Here’s how I match payouts, handle processing fees, and reconcile payments in both Skimmer and QuickBooks. If you've been struggling with this process, I hope this helps you out. Skimmer Billing Report - Payouts Received SummaryClick on Payouts Received Summary - Highlight and copy the payout line that you plan to match in QuickBooksQuickBooks+ New - in the upper left corner of QuickBooks Bank Deposit - Select the bank account where the payout was deposited at the top and use the date that matches the payout date. Paste the Skimmer payout data in the memo box at the bottom left of the Bank Deposit. Add the payout processing fee in the bottom section as shown in the video. Return to Skimmer in a different browser window.Skimmer Billing Report - Payouts Received DetailPayouts Received Detail Select dates at the top and search fo

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2 days ago

365Pools_77Rookie Member

posted in Ideas & inspiration for business owners

Dominate the Game: Empowering Major Accounts with Irresistible Value Propositions

I recently had the opportunity to write an article for Pool Pro Magazine for the FSPA. I wanted to share it here in hopes that it might help others in their pool endeavors. Cleaning the pool, balancing the water, passing health inspections, making repairs, replacing pumps—sounds pretty mundane, doesn’t it? That’s because it is. Any licensed pool technician can shoot off a quote with a click of an email. But landing that big commercial pool contract for repair or service? That requires a connection that goes beyond the everyday tasks.Major account clients seek more than just routine maintenance. They look for partners who offer something exceptional. From my experience, the most common complaint from commercial clients isn’t about cleanliness or inspection failures—it’s about the lack of significant value beyond basic pool maintenance.A compelling value proposition promises an exceptional experience, not just an invoice. It’s this great experience that sets you apart and helps clients s

5 days ago

Michelle KavanaughSkimmer Verified Partner

published in Ideas & inspiration for business owners

Effective Project Management Tips

As a pool service professional, managing multiple projects, client requests, and team members can be a daunting task. Skimmer is great for managing your customers, work orders, and keeping track of your pool service pros, but, how are you managing internal projects, human resources, and administrative tasks.Effective project management is essential to ensure that everything runs smoothly, deadlines are met, and team members are happy. By addressing these areas, you can enhance your workflow, boost productivity, and provide exceptional service to your clients.Team Synchronization: Keeping Everyone on the Same PageOne of the biggest challenges in project management is ensuring that all team members are synchronized. Miscommunication and lack of coordination can lead to delays, errors, and frustrated team members, which can impact your clients in a negative way with absences, turnover, or lackluster performance.Here are some tips to improve team synchronization: Regular Team Meetings: Sch

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5 days ago

RyanSkimmer Verified Partner

published in Ideas & inspiration for business owners

Launching Google Ads - Ask Me Anything!

Hey there! Wanting to run Google Ads to get more pool accounts this summer? Here’s a quick overview of what you can expect and how we see them perform for our clients! Google AdWords search campaigns are the top way to get in front of potential clients that are in need of weekly pool service. You can skip the years of SEO and essentially buy your way to the top of Google at a good price. (If It’s Done Correctly) There are many different types of Google campaigns but the most popular are “Search” campaigns and “Smart” campaigns. Custom Search CampaignsThis type of campaign is usually the most effective campaign if you know what you’re doing. This Is the type of campaign that we run for our clients. It makes sense when you know what you’re doing as google doesn’t give you any training wheels and you’re 100% in full control of your strategy. Smart CampaignsThese campaigns are usually what Google pushes when you first start your new google ad account. They are very easy to setup as google

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6 days ago

RyanSkimmer Verified Partner

published in Ideas & inspiration for business owners

Marketing tips to get new customers

Hello!My name is Ryan, and I will be a regular contributor to The Pool Deck, sharing marketing ideas that I've had success with and learned from running my own pool service business.I hope I can inspire you to use new tactics to promote your business, attract new customers, and build your brand!I've been seeing shifts in the pool marketing space, and it's more important than ever to start diversifying your marketing strategy. Relying on only one marketing channel can deliver inconsistent results, especially when the pool business is so seasonal. My company, Pool Monopoly, has also seen a change in the last year or two with how much competition has entered the pool business, especially with private equity firms getting into the space. One of the most significant impacts is the cost per lead, and I think it will continue to rise. So, I am constantly finding new ways to keep lead costs low with unique strategies to acquire new customers throughout the year. Here are some ideas to get you

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7 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access: Double Your Profits - Strategies for Growing Revenue (Without Adding More Pools)

Are you ready to take your business to the next level? Join us for a webinar featuring renowned business strategist and Yummy Pools Co-founder Casey Graham. He'll share his insights on how to increase pool service revenue without adding more pools.

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7 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access: Not Just Keeping Score - What Great Account Can Do For You

Matt McMichen, CEO and Co-founder of Margin CFO, joins Skimmer to discuss what good accounting can do for your business. When accounting is done right, it can be a powerful tool to help you make informed business decisions.

7 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access: How to Raise Prices (and Increase Profit)

In this webinar, Bryce Sirrine and Niki Acosta discuss the why, when, and how of raising prices, as well as debut the Skimmer Price Increase & Profit Calculator.

7 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access: Making Cash Flow - Best Practices to Get Paid Faster

The best pool & spa pros know strong cash flow is the key to growth. Hiring techs, buying new trucks and equipment, and even keeping up with chemical prices all require a healthy bottom line.Join Skimmer and special guest, Professor of Accounting Eric Hirst, as we discuss how to fund growth (or pad your retirement) by making simple changes that accelerate your ability to generate cash. You’ll learn:How to measure the health and speed of your cash flow How to create a payment experience that helps customers pay faster The financial metrics you need to know (and lenders or acquirers want to see) The 3 simple rules to maximize cash flow (spoiler: don’t take cash)

7 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access: Managing Expectations with Service Agreements

Do you have customers who refuse preventative service? Do you find yourself chasing down payments for customers who consistently pay late?In this webinar, Beyond Pool Cleaning owner Bryce Sirrine and Skimmer's Niki Acosta share strategies to protect your business and delight your customers. You’ll learnHow to create service contracts with clauses that protect you and your customer Welcome packets that define success and create long-term partnerships Setting healthy boundaries and parting ways with customers who aren’t right for your business

7 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On demand access: Buying and Selling Pool Routes - Considerations and Best Practices

Buying and selling pool routes is integral to owning a successful pool service business. In this webinar, Owner of Beyond Pool Cleaning, Bryce Sirrine and GM at National Pool Route Sales, Chris Webb discuss considerations and best practices for buying and selling routes.

7 days ago

sharonburchSkimmer Verified Partner

published in Ideas & inspiration for business owners

Customizing QuickBooks for Business Insights

The key is customizing your Chart of Accounts and Product Income and Expense accounts to align with your business and the reports you want to see. In order to generate reports in QuickBooks that show you the information you want to see, customize your chart of accounts tailored to your pool service business.For example, if you clean pools and charge labor plus chemical, I would suggest creating the following income accounts: Sales of Pool Cleaning Labor Income Sales of Chemical IncomeIn addition, I’d recommend creating a custom cost of goods sold account:Cost of Chemical SoldFor each chemical product you create, designate the income and expense account in QuickBooks accordingly: Examples: Non-Inventory Product: Granular Shock Income Account: Sales of Chemical Income Expense Account: Cost of Chemical SoldIf you charge customers for repair labor separately from the parts needed, I would suggest creating the following accounts: Sales of Repair Labor Income Sales of Parts IncomeIn additio

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11 days ago

jpandlGeneral Member

posted in Ideas & inspiration for business owners

Pricing Presentation and Structure Matters/Change My Mind

I think that the way that you present the pricing to a customer matters. Specifically, in recurring services here in Florida. The two services here that have very dominate price presentation “ways of doing it’’ are lawn mowing and pool maintenance. Just look at the Skimmer Service Rate Index and you can see that 94.1% of all skimmer users are presenting with a monthly flat rate with chemicals included. Here in Florida when a customer asks you for your price on mowing or pool services, they are already expecting to receive a monthly flat rate number, with no asterisks or caveats. I like to think that this is happening in a Pavlovian way. Meaning that the customer has been trained or conditioned to expect the price presented in a specific way. I am not concerned with the “how we got here” in this situation, rather I wanted to discuss the history only so that we can solve the problem of how to fix the problem of flat rate pricing in pool service. I am new to the pool industry

12 days ago

Michelle KavanaughSkimmer Verified Partner

published in Ideas & inspiration for business owners

The Importance of a Customer Loyalty Program

In today's competitive market, a well-designed customer loyalty program can be a game-changer, providing numerous benefits for both your business and your clients. Here’s why you should consider implementing one and some tips on how to get started. Why Have a Customer Loyalty Program?Enhances Customer Retention: Loyalty programs encourage repeat business, ensuring that your customers return to you for all their pool service needs. Increases Referrals: Satisfied customers are more likely to refer your services to friends and family, helping you expand your client base. Boosts Revenue: Loyal customers tend to spend more over time, increasing your overall revenue. Strengthens Relationships: Building a loyalty program helps create a stronger bond between you and your customers, fostering trust and long-term relationships.Tips for Developing a Customer Loyalty ProgramUnderstand Your Customers: Know what your customers value most. Do they appreciate discounts, free services, or exclusive off

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12 days ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access - Proven Paths to Scaling Your Pool Service Business: A Panel Discussion

This week, Skimmer’s own @nikiacosta hosted a panel discussion with three distinguished experts, each with a proven track record of successfully servicing hundreds of pools. Watch the on-demand recording to learn from their experiences and insights and how they are using Skimmer to scale and succeed!The best part is that we can keep the discussion going here in The Pool Deck, as we are lucky to have all three of our panelists as members!So tag our panel in this post with your questions, and let’s keep sharing and learning from one another, as that’s what community is all about ✨Thomas Diaz aka @365Pools_77 , Founder of 365 Pools, serving Brevard County, Florida Chantel Dooley aka @dazzlepools , COO of Dazzle Pools, serving the Fountain Hills area, Arizona Kyle Peter aka @KPeter , Owner of Nevergreen Pools, serving the Sacramento area, California

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13 days ago

sharonburchSkimmer Verified Partner

published in Ideas & inspiration for business owners

Sales Tax Settings in QuickBooks to match Skimmer

In case you’re struggling with QuickBooks changing the sales tax rate on invoices, this post may help resolve the issue. Without actually seeing your QuickBooks account, I'm guessing what I think may be the issue.My guess is that you may have each customer's tax rate in QuickBooks set to "based on location," therefore, QuickBooks is "correcting" your invoices with the tax rate based on the physical address of the customer and not using the custom sales tax rate you created and assigned in Skimmer.In order to stop the autocorrection, try the following steps:Set up custom Sales Tax rates that are identical to what you set up in Skimmer. Edit each customer's sales tax rate in QuickBooks to the tax rate that you assigned to the customer in Skimmer.Here’s a video to show you how to make the changes. I demonstrate how to use three tax rates, but if choosing to only use one or two, you would only create the custom sales tax rates needed and manually apply it to each customer as shown in the v

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13 days ago

sharonburchSkimmer Verified Partner

published in Ideas & inspiration for business owners

What’s your biggest challenges when it comes to using QuickBooks?

In talking with pool pros, I noticed there can be some eye rolling when it comes to Quickbooks and bookkeeping in general. Is this true for you? If yes, I’d love to learn what your biggest frustrations are when it comes to using QuickBooks. Would you mind taking a minute to respond to the poll below?I’ll use your feedback to share the top three challenges in a future post, along with specific resources to address those challenges directly, once several people have taken the poll.Thanks in advance! What’s your biggest challenges when it comes to using QuickBooks?

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14 days ago

ClarityDerekRookie Member

asked in Ideas & inspiration for business owners

Orenda and Skimmer

Does anybody know when Orenda and Skimmer will integrate on Skimmer app? Thank You!

25 days ago

nikiacostaTeam Skimmer

posted in Ideas & inspiration for business owners

Clean is Key: Keep Clients Happy Between Service Visits With Pool Cleaners - AQUA Magazine

Upsell opportunities! Bonus if you’re skilled in the art of repairing Polaris units. https://www.aquamagazine.com/retail/pool-cleaners/article/15668847/clean-is-key-keep-clients-happy-between-service-visits-with-pool-cleaners?utm_source=Newsletter&utm_medium=email&utm_campaign=ATHLCD240530006&utm_term=&oly_enc_id=3792A1312967B9X

26 days ago

sharonburchSkimmer Verified Partner

published in Ideas & inspiration for business owners

If I'm using Skimmer, why do I need QuickBooks?

Greetings!I specialize in setting up QuickBooks for pool service business owners and bookkeepers to track financial transactions and provide the reports needed to make informed business decisions. In The Pool Deck, I’ll share information to help you learn new tips and tricks for running your business more efficiently with your software.I am going to start my first post with one of the most frequently asked questions I get from clients - “If I’m using Skimmer, do I even need QuickBooks?” The answer is YES! This question is typically asked due to frustration with using QuickBooks. They gave up trying to use it or ended up spending more money than expected to have someone else clean it up. If this sounds familiar, here are a few reasons why it’s worth taking another look. So, why do you need QuickBooks? The answer is simple. It’s the easiest way to know the true financial health of your business. Yes, you can still send invoices from Skimmer (and should) and see the cost of your chemical

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27 days ago

Michelle KavanaughSkimmer Verified Partner

posted in Ideas & inspiration for business owners

Setting Revenue Goals for Pool Service Pros

As a pool service professional, setting clear revenue goals and accurate forecasting are crucial steps in ensuring the growth and sustainability of your business. Many small business owners overlook this aspect, focusing solely on daily operations. However, taking the time to plan your financial future can provide significant benefits. I'm Michelle Kavanaugh, President of MK Inc., and I want to share some insights to help you set realistic revenue goals for your pool service business.Understanding the Importance of Revenue GoalsRevenue goals act as a roadmap for your business. They provide direction and measurable targets to strive for. Without these goals, it’s easy to lose focus and miss opportunities for growth. Setting revenue goals helps you:Measure Progress: Track your performance against your targets and adjust your strategies as needed. Motivate Your Team: Clear goals can inspire your team to work harder and more efficiently. Plan for the Future: Understanding your financial ob

27 days ago

Michelle KavanaughSkimmer Verified Partner

published in Ideas & inspiration for business owners

Mid-Year Strategic Planning

Hello everyone, this is Michelle Kavanaugh and I have been in the pool industry for 20 years mostly on the education side. I was the Mission Development Director of NSPF (the CPO people before PHTA) and then I was the Executive Director of the California Pool & Spa Association. I started my own business in 2019 and I am committed to mentoring small business owners who are ready to transform their businesses from a job to a legacy. Whether you're new to setting business goals or reassessing your current targets, now is the perfect time to review and pivot if necessary. If you haven't been a goal-setter in the past, start today! There's still plenty of time left this year to test strategies and try new things. Here are a few tips to get you started:Set Clear, Specific Goals: Define what success looks like for your business. Break Down Goals: Divide big goals into smaller, manageable tasks. Track Progress: Regularly monitor your progress and adjust as needed. Stay Flexible: Be ready t

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1 month ago

JesTeam Skimmer

published in Ideas & inspiration for business owners

3 easy-to-implement operations improvement

I know it’s sometimes tough to take a step back and look at your business as a whole, especially when things are busy. But consider this your monthly reminder that small tweaks to your operations can drastically improve your business.And as we head into busy season, now is absolutely the time to carve out an hour in your day to make these tweaks. To make your life easier, here are 3 operational improvements you can literally make today to benefit your business tomorrow.🛻 TIP #1: Launch Strategic Discounts to Drive Business (30 minute) There are a few types of discounts to consider: Volume discounts encourage more frequent or larger bookings Seasonal discounts can even out cash flow in the slower seasons Referral discounts turn customers into advocatesHere are some creative discount ideas to attract quality customers and enhance your business:Loyalty Discounts: Reward long-term customers with increasing discounts, strengthening the client-business relationship. First-Time Customer Disc

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1 month ago

sharonburchSkimmer Verified Partner

published in Ideas & inspiration for business owners

How do I set up a loan and loan payments in QuickBooks?

Loans and Loan Payments in QuickBooksSo you borrow money to purchase a truck or something else. How do you document the loan and loan payments in QuickBooks? A fellow pool pro asked this question and I thought it was worth sharing with everyone.This takes just a bit of set up but worth doing so. This is the way that I document loan payments.I think this will be easier to explain by video: Loan Accounts needed in QuickBooks (screenshots below)Loan Name - Account type is “Long Term Liabilities” - Detail type is “Other Long Term Liabilities” Loan Interest Paid Name - Account type is “Expense” - Detail type is “Interest Paid”Example of Loan Account - Long Term Liabilities - Other Long Term LiabilitiesExample of Loan Interest Paid AccountLoan CalculatorGoogle “Loan Calculator” and put in your loan information to see the principal and interest allocations per payment. Here’s an example: https://www.calculator.net/loan-calculator.htmlEach time you make a payment, check your payment schedule

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1 month ago

JustineThe Pool Deck Community Team

published in Ideas & inspiration for business owners

On-demand access: Ready, Set, GROW! How to Get Pool Accounts Through Digital Marketing

Thank you for all of your questions for those who could join yesterday's live webinar. It was an action-packed session overflowing with information and tips on using digital marketing to grow your business. There is still definitely lots to discuss and share on this topic, so stay tuned for more community posts!In the meantime, if you missed the live session or want to rewatch, here you go! And the beauty of our new community is that we can keep the lively conversation going in this post thread. So, continue to ask our presenters @nikiacosta @Ryan your questions, and they'll respond below👇 Here’s a quick overview of what you’ll learn:Building your brand: Learn how to establish a strong and memorable digital brand presence to attract potential clients effortlessly. The anatomy of a great website: Discover the key components of a website designed to capture visitors and convert them into loyal customers. Understanding the digital marketing landscape: Learn the ins and outs of the digi

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1 month ago

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