REGISTER NOW: Quote, Order and Invoice Heritage Parts Without Leaving Skimmer

It's not even seven on Monday, and you're six tabs deep on your distributor's site, cross-referencing what you quoted against what you actually need on will call.

Then a tech finishes a repair, and days later someone builds the invoice off a work order note and a text. Nothing connects what got ordered to what got installed to what got billed.

That's not a process you created. It's what happens when your pricing lives in one place and your work lives in another.

Skimmer is now integrated with Heritage, and it closes the loop:

• Real pricing on the quote, so what you charge is built on what the part actually costs today
• Parts ordered right inside Skimmer,  so they’re attached to the quote or work order instead of floating in a browser tab
• The invoice is built from what was actually ordered and installed

Quote, order, install, invoice. Every step carries forward into the next one. Checks and balances on your own repair revenue.

Summer was a lot. Now that things are slowing down, this is your window to get set up. Handle it now, and winter installs won't turn into a billing scavenger hunt, so you can head into 2027 with your margins right where you want them.

Join our Customer Success and Payments teams for one of our October lunch & learns, and here’s what we’ll cover:

• How to clean up your Product List and attach Heritage IDs
• How to turn on the Heritage sync, and what to know before you do
• How to quote with live pricing in front of you
• How to place orders directly in Skimmer and connect them to your Work Order
• How to bill for completed work with your margins intact

Who should attend: Owners, office staff, and anyone who touches quoting, purchasing, or billing. You'll see real workflows, hear where this usually breaks down, and leave knowing exactly how to set it up in your account.

Not ordering from Heritage?

Not ordering from Heritage? Stick with me; this is still for you. Distributors sell the same parts at pretty similar prices. The real win is setting your margins against cost, so you know what a part actually costs you and mark it up enough to cover the spread, no matter who you bought it from that week.

🚨Before you register🚨

We're going to move fast through the cleanup piece so we can spend most of the hour on the part that makes you money, which means your Product List needs a look first.

Start here → Setting up Heritage, from product cleanup to your first order. 

Step 1 walks you through exporting your list, clearing out what you don't use, and bulk-updating names and Heritage IDs. If your list is long, messy, or you have genuinely no idea what's in there, that's normal, and it's exactly what your CSM is for. 

Email success@getskimmer.com and we'll get you connected, so it's handled before October. Pros who come in with a clean list walk out of the session ordering. Pros who don't spend the next two weeks catching up.