Every pool pro has had this moment: You're at a pool and spot a worn pump, a failing heater, or a 10-year-old cleaner that's barely working. The opportunity is right there. You make a note to send a quote later, but by the time you get back to the office, the day has gotten away from you.
Now there's a better way!
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.
And the best part? Whether you're a one-poler running the whole operation yourself or managing a team of technicians in the field, Mobile Quotes supports your workflow.
- Owner-operators can create and send quotes directly from the Skimmer mobile app while on-site with the customer.
- Technicians create quotes in the field and send them to the office for review, allowing owners or admins to verify pricing and accuracy before the quote goes out.
Either way, the opportunity gets captured right when the problem is discovered, not hours later.
What you'll learn:
- Create and send quotes on-site – Capture opportunities the moment you spot them, not after the day is over
- Heritage integration benefits – Keep parts pricing updated nightly so you can quote with confidence and protect your margins
- Field-to-office workflow – Give techs the ability to draft quotes and send them for review while maintaining pricing control
- Complete quote-to-cash process – Including new multi-tech job capabilities for larger repairs and install
- Payment tools that close deals – How Consumer Financing and improved payment workflows help customers approve work and get you paid faster
Date: Friday, March 27
Time: 9 AM PT / 11 AM CT / 12 PM ET
Location: Zoom
Length: 60 minutes
👉 REGISTER NOW 👈
Note: All registrants will receive a confirmation email with the Zoom link.
This is a LIVE workshop and will NOT be recorded, so be sure to
save it in your calendar!
