One of the most common challenges we hear from pool pros is accurately tracking installed items. Parts are installed in the field, details are shared via text or notes, and invoicing becomes piecing things together after the fact.
It’s rarely a lack of effort. Most teams are doing their best with the tools they have. The real issue is the lack of a connected workflow that ties installs directly to billing.
When Products and the Shopping List are used together in Skimmer, that gap disappears. Installs become trackable, pricing stays consistent, and revenue that would otherwise be missed is captured automatically.
That’s why we’re hosting this live training workshop to show you how to confidently track products from purchase through invoicing.
What You’ll Learn
- Why Products are the foundation for accurate installs and invoicing
- How the Shopping List connects purchasing, installs, and billing
- How technicians should track installs correctly in the app
- The most common mistakes that cause installed products to never get billed
This workshop session is built for owners, office staff, AND technicians. So invite the whole team to tune in!
You’ll see real-world workflows, learn where things typically break down, and leave knowing exactly how to apply this in your business.
Date: Thursday, January 29, 2026
Time: 1 PM PT / 3 PM CT / 4 PM ET
Length: 1 hour
Location: Zoom
👉 REGISTER NOW 👈
Note: You will receive a confirmation email with the Zoom link.
This LIVE workshop will not be recorded, so be sure to add it to your calendar