Skimmer product updates

Your customers should not always have to choose between their pool and their wallet, so we’ve made it easier for them. Skimmer is now the first pool service software to offer built-in Consumer Financing, giving your customers flexible monthly payment plans for high-cost jobs, right from the quotes you already send.We’ve partnered with Sunbit, the leader in pay over time financing, to bring fast, transparent, and flexible payment plans into your workflow. There’s no extra app. No paperwork. Just a seamless option to give your customers more flexibility and bring your business more revenue. Whether it’s a $ 2,000 pump replacement or a $10,000 resurfacing job, Consumer Financing makes it easier for your customers to say “yes” and helps you close more high-value work without chasing payments.Consumer financing is available in all U.S. states other than Vermont, West Virginia, and US territories, but some restrictions may apply.**This feature is included in the scaling up and Skimmer for enterprise plans Here’s what this means for your business:Get paid faster. You’re paid in full the next business day—no more waiting, partial payments, or follow-up calls. Close more jobs. Your customers are 2.5x more likely to approve the work when financing is offered early. Upsell bigger repairs. When monthly payments replace a large lump sum, your customers are more open to upgrades. Repair sizes can increase 3x or more. Protect your margins. Financing gives you flexibility without offering discounts—so you keep your pricing intact. Stand out. Most pool pros don’t offer this yet. Differentiate your business from the competition And your customers?They get fast, stress-free approvals with no hard credit checks and true 0% interest offers*—plus the ability to handle big repairs without putting off the job. Financing helps them feel in control and confident in moving forward. To help you roll this out with confidence, we’ve also put together the Sunbit–Skimmer Pool Pro Success Hub—your go-to place for talk tracks, marketing materials, training, and FAQs. How it works: Head over to Settings->Payments→ Accept Consumer Financing to get started.  Once that is enabled, your customer will see a new “Sunbit pay over time” option, when you send a quote, If they choose it, they complete a quick, 30-second application with no hard credit check, and you get paid immediately after marking the job complete, while they pay Sunbit over time, with plans ranging from 3 to 18 months. Plus, there’s no risk of recourse if the customer doesn’t pay, and Sunbit handles the collections process so you don’t have to.  You can also share a pre-approval link directly in quotes. This lets your customers check what they qualify for before you even start the job, making approvals smoother and helping you close work faster.  And to make things even easier, Skimmer shows you which customers are already pre-approved—and for how much—so you can walk into every job with clarity and confidence.  NOTE: Consumer financing is available only through quotes and can only be used for invoices that come from quotes and jobs Want to learn more?Read the help article for setup details and FAQs Register for our webinar, Win More Jobs with Flexible Payments, happening Tuesday, January 13 at Noon PST | 2 PM CST | 3 PM EST   *3- month 0% APR plans for all approved customers. 6- through 18-month plans with interest are also available. Subject to approval based on creditworthiness. Account openings and payment activity are reported to a major credit bureau. Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit. 

In December, we launched a new way to handle customers with overdue invoices, instant payouts, updates to quotes and invoices, and more. These improvements focus on clearer visibility, smoother navigation, and better alignment between billing and field operations. Here’s your full monthly roundup: Managing customers with overdue invoicesYou now have a better way to prevent accidental service when a customer falls behind on payment. Customers with overdue invoices can be suspended to pause service Suspended stops are automatically skipped, and techs will see a clear “Suspended” tag in the mobile app. Techs need to be on the latest version of the mobile app for suspended stops to show correctly. Routes and billing stay aligned without manual cleanup or guessworkLearn more here:  Instant payouts Receive funds within 30 minutes instead of waiting for standard payout timing. It works 24/7, including weekends and holidays,  There’s a 1% fee each time you use it, but standard payouts remain the same and incur no additional cost.Learn more here:  InvoicesInvoice listing pages now remember filters and page position You can attach a PDF copy of an invoice directly to invoice emailsLearn more here:  QuotesQuote listing pages now remember your filters and page position, so when you open a quote and come back to the list, you’ll land exactly where you left off. This makes it easier to work through longer quote lists without starting over each time.  Reporting improvementsThe new reporting updates focus on giving you more detail and clearer visibility.The installed items report now supports filtering by specific installed item with visual indicators that show item type and work order type at a glance and a new quantity column that shows how many of each item were installed. Payouts report now includes instant payouts and payouts in transit PDF exports across reports now support up to 1,000 rows The new payments collected report now combines the old payments collected summary and detail reports into a single, clean, easy-to-use view. You can quickly see totals collected, refunded, and net, then jump into detailed payment-level data with better filters for customers, payment types, refunds, and methods. Public API You can now pull full details for an individual work order through the API, making it easier to access complete work order information when using integrations or external tools.As always, don’t forget to update your mobile app to the most current version for the latest improvements.Update for iOS Update for Android  That’s all for this December’s updates. Keep an eye out next month — we’ve got a packed lineup coming your way to keep you in the loop on everything Skimmer. 🚀🚀 

You can now send your invoices with a PDF attached, making life a lot easier if you work with commercial customers or anyone who needs a file they can upload into their own systems.When you send invoices—one at a time or in bulk—you’ll see a new checkbox that lets you include a PDF attachment. You can also turn this on in auto-invoicing settings, so every invoice that goes out automatically includes a PDF. CHECK OUT THIS INTERACTIVE DEMO TO SEE IT IN ACTION This update makes it easier to work with customers who need PDFs for their accounting or ERP systems, and it saves you time by reducing those follow-up requests for a separate copy. It also keeps your billing process consistent whether you’re sending invoices manually or through auto-invoicing, giving you a simple, reliable way to deliver the info your customers expect.As always, please leave your questions or feedback in the comments and we’ll be available to help. 

We just released a new automation that helps you protect your time, your routes, and your bottom line. When a customer’s invoices go overdue by a threshold you choose, they can now automatically be marked as Suspended 🚫 and you can skip their stop until payment is received.This applies retroactively the moment you enable it, so your current overdue customers are handled right away.  What’s new Automatic suspensions based on overdue invoices: Admins can set the number of days before service is suspended (default is 30; adjustable 1–99days) to match your billing policy. Once a customer hits that threshold, Skimmer automatically flags them as suspended and stops adding them to daily routes. Clear communication to customers: When a customer becomes suspended, they are sent an automatic email explaining why service stopped, with direct links to their overdue invoices so they can fix the issue quickly. Flexibility for customers you trust: If you have a trusted commercial client or a customer on special terms, you can mark them as Do Not Suspend, so service continues even if they fall behind. Updated customer dashboard: Anywhere you view customers within Skimmer, you’ll now see a clear Suspended🚫 label instead of “Past Due.” We’ve also added a new filter so admins can instantly see all suspended accounts—making collections follow-up a whole lot easier. Route impact for technicians in the field: Suspended stops are automatically skipped, and techs will see a clear “Suspended” tag in the mobile app. The stop also stays visible in service history as Skipped — Customer Suspended for full documentation. If a tech gets approval to service anyway, they can manually un-skip the stop. Once payment is made and the account is reinstated, the customer reappears in the route on the next sync, no extra admin work required. NOTETechs need to be on the latest version of the mobile app for suspended stops to show correctly. Suspension changes apply during daily route generation. If you suspend a customer after routes are created, that update will take effect the next day or the next time the tech syncs. The “Suspended” label, though, will show right away after sync for visibility.How does this help your business?This update removes all the guesswork around overdue customers. No more mental checklists, no more deleting stops, and no more technicians accidentally servicing accounts that haven’t paid. Now you can save time, reduce mistakes, and protect revenue that might otherwise slip through the cracks. Want to set it up?You can enable auto-suspension and configure your overdue threshold right from the web app by going to Settings->Invoices->Overdue Invoices. Once it’s enabled, Skimmer handles the rest. You can also learn more about how it works by visiting our help centre link here → If you haven’t set up Skimmer Payments yet, this is a great time to get started—online payments make it easier for customers to clear overdue invoices. And if you already use Payments but want help fine-tuning your suspension settings or tightening up your collections workflow, we’ve got you covered too. You can book time with our Payments team anytime using this link. 

We’re introducing instant payouts to give you a faster way to access your money when timing really matters. Instead of waiting for standard settlement times, you’ll now have the option to move your funds to your bank within 30 minutes. It works 24/7, including weekends and holidays, so you can get paid faster whenever you need it.Only card payments qualify for instant payouts — ACH payouts will still follow their normal processing timeline. How it worksInstant Payouts show up automatically once your account has been on Skimmer Payments for 90 days and you’ve processed at least $2,000 in total payments. When you qualify, the instant payout option appears automatically on your owner's dashboard page under the payouts section. You can request instant payouts 24/7, including weekends and holidays, and funds typically appear in the associated bank account within 30 minutes. There’s a 1% fee each time you use it, but standard payouts stay the same and cost nothing extra. You can use instant payouts up to two times per day, and each payout can be up to $9,999. Only owners have access to instant payouts.NOTE: Most instant transfers land within minutes, but timing can vary a bit depending on your bank.We hope this gives you a little more flexibility during busy weeks or after big jobs. If you have any more questions, feel free to drop a comment here. We’re happy to help.!-->

November’s releases includes key upgrades across the public API, stronger password security, new product catalog improvements, and a new mobile app update. Here’s your full monthly roundup: Product catalog enhancementsWe’ve made a few updates to keep product details more accurate and easier to work with.Product cost now syncs with QuickBooks Online and is automatically added when you create a quote. We’ve also added limits to cost and price fields to help prevent entry mistakes. Updated API access for products and invoicesThe API now includes product cost data and supports retrieving and searching invoices, providing you with more complete and accurate information for your integrations.The public API is included in the Skimmer for Enterprise plan Updated password securityPassword requirements have been strengthened to better protect your account. New passwords need to meet updated rules, and Skimmer now gives clearer guidance if a password doesn’t meet the standards, so it’s easier to create a strong, acceptable password the first time. These updates apply when creating or resetting a password. Mobile app update (version 12.8.2)To help prevent accidental actions in the field, technicians will now see a confirmation step before finishing or unskipping a route stop or work order. This extra prompt keeps your customer notifications accurate and helps avoid unintended completions.As always, don’t forget to update your mobile app to the most current version for the latest improvements.Update for iOS Update for Android  That’s all for this month’s updates. Keep an eye out next month — we’ve got a packed lineup coming your way to keep you in the loop on everything Skimmer. 🚀🚀  

Surcharging lets you offset credit card processing fees directly to customers who choose to pay by credit card, instead of absorbing the entire cost yourself. It’s a common practice across service businesses, and with the right notice and setup, it helps you stay compliant while keeping your prices steady.Learn how surcharging works, where it’s allowed, and what to consider before adding it to your business. If you’re getting ready to roll out surcharging to your customers, we’ve also put together a step-by-step implementation guide that covers rules, best practices, customer notice requirements, and what changes in Skimmer once you turn surcharging on. It’s a great place to start before sending any communications out to your customers. Guide to implementing surcharging in your pool service business Informing your customers about upcoming surchargesTo make communication easier, here are ready-to-use templates for a full 60/30/3-day notice plan, plus an invoice note you can use during your first billing cycles. You can copy, paste, and customize any of these for your business.60-day notice emailSubject: Heads up about a small update to credit card paymentsHi [Customer name],We’re reaching out early to let you know about a small change coming to how we process credit card payments. Beginning [Effective Date], a 3% surcharge will be added to all credit card transactions. This helps us cover rising processing costs while keeping our service running smoothly.You can still avoid the fee anytime by paying with ACH, debit card, or check.We’ll send reminders as we get closer, but we wanted to give you plenty of time to plan. If you have any questions, just let us know.Thanks,[Your business name] 30-day notice emailSubject: Reminder: Credit card surcharges start soonHi [Customer name],This is a quick reminder that starting [Effective Date], a 3% surcharge will be added to all credit card payments. This only applies to credit cards; ACH, debit, and checks won’t have a fee.If you’d like to switch your payment method before the change goes into effect, feel free to reach out.Thank you for your continued trust in us to care for your pool. If you have any questions, feel free to reach out[Your business name] 3-day reminder emailSubject: Final reminder about upcoming surchargeHi [Customer name],Just a quick heads-up that the 3% surcharge for credit card payments begins on [Effective Date].You’re always welcome to pay by ACH, debit, or check if you’d prefer to avoid the fee.Thanks again,[Your business name] Invoice notice:  Add this to all invoices for the first one or two billing cyclesNotice: Beginning [Effective Date], a surcharge of 3% will be added to all credit card payments. This fee doesn’t apply to ACH, debit, or check payments. Once you’ve picked your go-live date, you can drop these messages into Skimmer’s broadcast email tool and let the reminders run on autopilot. These templates should cover everything you need, but if you want to double-check your setup, talk through timing, or customize anything, just let us know—we’re happy to help.  

October’s roundup brings one of our biggest updates yet, Jobs — along with improvements across reporting, invoicing, navigation, and more. Here’s your full October roundup: JobsA new way to manage bigger projects like repairs, installs, or renovations—from quote to invoice, all in one connected workflow.Take a deposit from a quote Create and track jobs from approved quotes Add work orders and invoices directly within each job Stay organized with a full history of activity in one placeLearn more here→  SurchargingNow available in states where surcharging is allowed(Skimmer does not currently support surcharging in Minnesota, California, New York, Maine, Massachusetts, and Connecticut) Add surcharges to credit card payments to offset processing fees Built-in compliance with state regulationsLearn more here →  Work order enhancements We’ve added new improvements to make work orders easier to manage and communicate:Every work order now includes its own ID, visible across listings and customer pages Makes it easier to track and share specific work orders with your team Automatic customer notifications can now be sent when work orders are scheduled (You can enable this feature by visiting Settings-> Work Order Type) Revamped reports + portal adoption reportReporting got a major refresh this month.Our productivity reports have been upgraded with a cleaner design, faster load times, filters, more visuals, and better export optionsChemical dosages reportThe new portal adoption report shows which of your customers are using the customer portal, helping you track engagement and adoptionPortal adoption reportLearn more here →  Send invoices via text message Deliver invoices directly to customers’ phones Text message includes a secure link to view and pay invoices instantly Learn more here →  Automatic quote remindersClose more jobs without manually tracking every quoteFollow up on quotes with less effort. Send reminders to customers about pending quotes  Easier navigation to customer details You can now link directly to the customer detail page from quotes, invoices, and jobs Fewer clicks and faster access to what you need  Markup-based product pricingAdmins can now set product prices based on markup instead of a flat value, helping protect margins automatically. Choose to calculate price as a fixed dollar or percentage markup over cost When markup is selected, default prices adjust automatically.Note: Markup prices update automatically when an admin edits a product, but the saved price will appear as a standard number in your product list. ***As always, don’t forget to update your mobile app to the most current version for the latest improvements.Update for iOS Update for Android  That’s it for this month’s roundup. We’ll be back with more updates next month, your easiest way to stay in the loop on what’s new in Skimmer. 🚀 

Credit card fees add up fast, and for many pool pros, those costs cut directly into your margins. Over the past few months, we’ve heard from countless pros looking for a fair way to manage those fees without raising prices across the board.That’s why we’ve introduced Surcharging in Skimmer Payments, a simple, compliant way to share credit card processing costs with customers who choose to pay by credit card. With surcharging, you can offset nearly 70% of your credit card fees on average while keeping your prices competitive and your customer experience consistent.  How it worksSurcharging automatically adds a small fee (3%) to credit card transactions only when and where it’s legally allowed. The surcharge appears as a separate line item on invoices, so customers always see it upfront before paying.You can activate surcharging in your Payments settings with one click. It’s applied only to credit cards, never to debit or prepaid cards. Skimmer handles compliance automatically, based on your state and card network rules.NOTE: Credit card companies require a 30-day waiting period before surcharges can be applied. Once you click “activate”, that waiting period will begin. Why it mattersManual surcharging can be risky and confusing. Skimmer makes it easy, accurate, and compliant, so you can focus on serving your customers and not tracking legal fine print. Plus, surcharging is fully integrated into Skimmer Payments, giving you one connected system for billing, payments, and compliance.Where is surcharging allowed?Surcharging is available for all Skimmer Payments customers, but it can only be used in states where surcharging is legally permitted. Skimmer automatically detects where it’s allowed and ensures compliance, so you don’t have to worry about it.NOTE: Skimmer does not currently support surcharging in Minnesota, California, New York, Maine, Massachusetts, and Connecticut. Is surcharging right for you?Learn how surcharging works, where it’s allowed, and what to consider before adding it to your business.DOWNLOAD GUIDE Ready to get started?We’ve published a full Implementation Guide to help you activate surcharging, notify customers, and stay compliant.Read it here: Guide to Implementing Surcharging in Your Pool Service Business Need more help?  

Reporting in Skimmer is getting a major upgrade. Starting today at 6 p.m. CST, you’ll see a new reporting experience that’s faster, clearer, and built for control.Every report now includes filters, sorting, and exports, making it easier to view and share the data that matters most. You’ll also notice new charts and visualizations across many reports, giving you a clearer picture of your business without needing to leave Skimmer.This first phase of our reporting revamp includes:A new Portal Adoption Report to track which customers have joined your Customer Portal.An enhanced Payouts Report for faster, clearer reconciliation Revamped Productivity Reports:  Profit, Labor, Installed Items, Chemical Dosages, and Text Messages (formerly Sent Service Texts) - see more info below  Revamped reportsWe’ve added new ways to understand your business and spot opportunities faster across several reports, including: Chemical Dosages Report:  It’s now easier to understand chemical costs and usage across your business. You can see and compare costs by tech or customer, filter by service type and rate type, and quickly spot trends with a new “Doses by Pool Size” visualization that helps identify overuse or anomalies.Profit Report:  Get a more complete picture of profitability with new data from work orders and a clearer breakdown by technician and customer. Visual charts now highlight your top performers and most profitable accounts, and summary KPIs show totals for cost, rate, and profit, so you can see what’s driving your bottom line at a glance.Installed Items Report:  See exactly what was installed, by whom, and where. The report now links directly to related work orders and includes new filters for technicians and customers to help you find what you need faster.Labor Report:  You can now see all routine cleanings and work orders together in one view, so it’s easier to see everything in one place. You’ll find overall totals for labor amounts, cleanings, and work orders in the summary KPIs, plus new filters for customer and technician, and a customer summary view for grouped results. Labor amounts are now calculated more accurately for monthly rate locations, giving you a clearer picture of true labor costs per stop.Text Messages Report:  This now includes new filters for customer, message type, and message status, along with visualizations showing monthly trends in cost and message volume, plus distributions by type and status to help you track communication patterns.Each updated report also includes an “About this report” pop-up, which includes a short summary, links to the full help guide, and a quick way to contact Skimmer Support.Need temporary access to the old version? You can open it using the link at the bottom of the “About this report” pop-up. This is just the beginning. Our new reporting framework sets the stage for even more advanced insights and visual tools that are already in the works. NOTE:  You can find all the updated reports under the “ Reports” tab on the left side of your screen, and the new Payouts report under Billing > Billing Reports.   We’ll also love your feedback on what kind of reporting matters most to your business. So please drop a comment or two :)  

Tired of chasing missed invoice emails? Now you can text invoices straight to your customers’ phones — no inbox delays, no follow-ups. Just a quick text, a tap, and you’re paid.How it works:When you send invoices, you can choose to text individual customers or bulk text everyone at once. Each message includes the full invoice link so your customer can pay instantly.NOTE: If the invoice is set for autopay, Skimmer won’t send a text — those customers are automatically excluded. What this means for you:Faster payments, fewer overdue invoices. Works great for customers who don’t use autopay. Included free for customers in the Scaling Up and Skimmer for Enterprise plans, and $0.029 per sent text for Getting Started. It’s a small change that makes a big difference — faster payments, less chasing, and more time back in your day.

 Repairs and installs are some of the most important and complex jobs pool pros handle. They often mean upfront deposits, parts to order, multiple visits, and a scope that changes as the work unfolds. Too often, that work gets managed in a disjointed flow, with quotes in one place, jobs in another, and invoices somewhere else, leaving room for missed details, double entry, or bills that don't match the work.With Skimmer’s new end-to-end repair workflow, you can now move seamlessly from quote to paid in one place.Watch the 1-minute video below to see Jobs in action  Start with stronger quotesQuotes are not just proposals or estimates; they set the stage for creating a job. And with quotes in Skimmer, you get faster approvals, fewer awkward money conversations and less out-of-pocket expenses because you can:Secure commitment up front by collecting deposits and requiring a payment method at approval.  Show the scope of the work clearly with photos, videos and PDFs attached to the quote.  Save time by duplicating winning quotes for similar jobs or using bulk actions to stay organized. Learn how to create a quoteCreate a quote Manage the work as it happens with jobsJobs keep quotes, work orders, and invoicing in sync so you get clearer visibility, more control, cleaner handoffs and improved cash flow because you can: Convert approved quotes into jobs with line items, fees, deposits and discounts carried over.  Schedule work orders with context so you know what parts were sold or if the scope changed.  Update line items as the scope changes to ensure the invoice matches the work completed.  Track job status from start to finish for clear visibility.  Invoice directly from the job, with deposits automatically applied. One connected repair workflow: Quote-> Job-> Invoice->PaymentTogether, Quotes and Jobs give you a complete repair workflow in Skimmer. You secure commitment at approval, manage the job with flexibility as it evolves, and bill accurately when the work is done, with deposits automatically applied. Everything, including quotes, jobs, work orders, invoices, and payments, stays connected in one place. No more bouncing between tools. No more missed revenue. Just one clean, connected workflow that helps you win more repair work, capture more onsite add-ons, stay organized, protect, protect your cash flow, and deliver a more professional experience to your customers.Getting started is easy:Create a quote with a deposit | (How to create a quote) Approve a quote and convert to a Job | (How to create a job) Run the work with context | (How to manage a job) Invoice from the job | (How to create an invoice)         

This month’s release includes quote deposits, a brand-new payouts report, automatic customer notifications for scheduled work orders, and the latest Skimmer mobile app 12.7 update. Here’s your full September roundup: Deposits in quotesYou can now request deposits directly in Skimmer Quotes. Lock in commitment by adding deposit requirements to quotes before sending Collect deposits up front and record them in Skimmer Track deposit status(from pending - approved)Note: If a quote already has a related invoice, a deposit invoice will not be createdLearn more here→    Payouts reportThe new payouts report combines the old summary and detail reports into one, giving you everything in one place. See exactly which payments are included in each Stripe payout for faster, clearer reconciliation Filter by customer or invoice and export clean data for your accounting records The report now only shows successful payouts, payments, and refunds to avoid bad data and ensure accuracyNote: The old payout reports will remain available for a period of time, so you can adjust before they’re decommissioned.Learn more here→  Work order update Automatic customer notifications can now be sent when work orders are scheduled (You can enable this feature by visiting Settings-> Work Order Type) Mobile updates – Version 12.7We’ve made syncing on mobile simpler and more reliable.Sync your data right from the route dashboard with a quick tap or pull-to-refreshBackground sync now runs automatically, so you don’t have to think about itLearn more here→  👉 Make sure to update to version 12.7.2 for the latest improvements.Update for iOS Update for Android That’s it for this month’s roundup. We’ll be back with more updates next month—your easiest way to stay in the loop on what’s new in Skimmer. 🚀  

In version 12.7, we’ve simplified mobile app syncing so you can always know your data is up to date without extra steps.Here’s what’s new: Sync from the route dashboard — you can now refresh your data right where you work with a quick tap or pull-to-refresh Background auto-sync — Unlike before, when you had multiple toggle options to manage, sync now happens automatically in the background, so you don’t have to think about it. You can see exactly when your data was last synced, with clearer status messages in settings.  👉 Make sure to update to version 12.7.2 for the latest improvements.Update for iOS Update for Android  

Deposits in Quotes give pool pros a simple way to protect their business and keep jobs on track; no more chasing money or having awkward conversations. By requiring a deposit up front, you reduce financial risk, protect cash flow, and ensure your customers are fully committed before you even get started. Watch this short video below to see how easy it is to add a deposit requirement to a quote. How quote deposits help your businessProtect your cash flow: Collect deposits to cover materials, chemicals, and prep so you’re not paying out of pocket. Secure commitment: Deposits turn a “yes” into a true commitment, cutting down on cancellations and no-shows. Avoid awkward money talks: Skimmer automates the process, so you spend less time negotiating and more time working. Reduce risk: Deposits safeguard your time and resources by making sure your customers share the cost before work begins. Streamline scheduling: Prioritize jobs that have deposits collected, so your calendar stays efficient and profitable.Common use cases for using deposits in quotesDeposits aren’t one-size-fits-all; they fit into many parts of your business. Here are a few common scenarios where they can make a big difference:Repairs & equipment jobs: Cover pumps, heaters, or other parts before you order. Seasonal openings & closings: Secure deposits to guarantee spots during the rush One-time services: Reduce no-shows by requiring money down on filter cleans or drain & refills. New service sign-ups: Collect a first-month deposit to confidently get customers started.Think of deposits as just the first step in protecting your cash flow. Soon, you’ll be able to carry those deposits seamlessly into Jobs, Skimmer’s connected repair workflow that takes you from quote to scheduled work to payment, all in one place. Stay tuned!Learn more about how to set up deposits here Learn about other quote features in this post.  

We’re starting a major upgrade of reporting in Skimmer, with the goal of giving you clearer insights, more control and reports that save you time. We’ve released some enhancements to some billing reports to get that revamp rolling: ​​​​​​Payouts ReportThe Payouts Report shows which online payments and refunds are linked to each payout. You or your accountant can use it to match bank deposits with customer payments and refunds in your accounting system.What’s new: Combines the old Payouts Summary and Detail reports into one, so you no longer need to switch back and forth to get the full picture. Shows exactly which payments are included in each Stripe payout, making reconciliation with your accounting system faster and clearer. Lets you filter by customer or invoice and export clean data, giving you and your accountant exactly what you need without extra digging. Note: The old payout reports will remain available for a period of time, so you can adjust before they’re decommissioned.Learn more about the new Payouts Report → https://help.getskimmer.com/article/290-payouts-report    Sales Tax Summary ReportsSales Tax Summary Reports help you understand how much sales tax was collected (Cash) or billed (Accrual) on invoices. They make it easier to estimate how much you’ll need to disburse to your local or state tax authorities (based on your tax settings).What’s new: Invoices without a Tax Group are now clearly included, giving you a complete and accurate picture of all taxable and non-taxable invoices. A new “Not Subject to Tax” column has been added to both Accrual and Cash reports, making separating non-taxable items easier and reducing errors during tax prep. We’ll be rolling out more reporting upgrades soon, and we’d love your input as we build them. What kinds of reports do you rely on most today? What insights would you like to see Skimmer provide in the future?Please leave your comments in the chat :) 

This month’s releases include the new LaMotte Spin Touch® integration, along with updates to work orders, reports, invoices, payments, onboarding and more. Here’s your full August roundup:LaMotte® IntegrationThe LaMotte® integration makes water testing in the field faster, easier, and smarter. With Bluetooth-enabled syncing, technicians can send results straight from a LaMotte® Spin Touch® (models 3580, 3581, and 3582) directly into the Skimmer app.Map Spin Touch readings to match your Skimmer setup Sync readings directly from the device into the Skimmer mobile app Easily see which readings came from Spin Touch in service history*Included in the Scaling Up and Skimmer for Enterprise tiers Work OrdersManaging work orders just got easier with a couple of key improvements:We’ve added new columns and filters for “Added By” and “Added On” in Finished Work Orders Improved scheduling by pre-populating 90 days of recurring work orders in advance InvoicesFinding the correct invoices is now quicker with a new filter that shows whether customers do or do not have a payment method on file. PaymentsYou’ll now see a memo icon on payments, so it’s easy to capture details like check numbers and spot them at a glance. Past Due CustomersIt’s now more apparent when a customer has overdue invoices. You’ll see clear past due icons in work orders, quotes, invoices, and shopping lists.Tip: You can set up automated reminders for customers with outstanding invoices. These reminders can be sent before and after the invoice is due. Reporting EnhancementsWe’ve made the Sales Tax Summary reports more transparent and easier to use:Invoices without a Tax Group are now clearly included A new “Not Subject to Tax” column has been added to both Accrual and Cash reports Onboarding Improvements Getting started with Skimmer is now smoother than ever:A new welcome screen highlights the most important setup steps like importing customers, enabling payments, and configuring workflows You can now choose during setup whether or not you use QuickBooks OnlineMobile Updates - Version 12.6.2We’ve made significant improvements to offline sync visibility and photo handling.New “Sync Status” card in Settings with pending upload + sync timestamps Photos now load in a horizontal scroll with loading/error indicators Improved memory efficiency for better app performance Make sure to update to version 12.6.2 for the latest improvements.Update for iOS Update for Android That’s it for this month’s roundup. We’ll share updates like this each month to make it simple to see what’s new in Skimmer. 🚀      

You can now connect your LaMotte Spin Touch device* directly to Skimmer to sync water test results into the app instantly. This integration* makes it easier for techs to capture fast, accurate testing results on the job, and for admins to see exactly where those numbers came from in the service record. It’s all about streamlining your workflow and cutting down the time spent on manual entry. Watch the video below to see how you can easily set it up and use it: What does this integration mean for your team:You can auto-import test results in seconds during a stop, which means less time tapping and more time working. Test results come straight from the device into Skimmer, no misreads or bad data. Each reading is marked to show whether it came from a device or was entered manually, allowing you to maintain accuracy in your reporting and preserve data integrity. You can override a reading if needed, and Skimmer will note the change in the service record.*The LaMotte integration is included in the Scaling Up and Skimmer for Enterprise tiers and is compatible with the LaMotte® WaterLink® Spin Touch® models 3580, 3581, and 3582.  Bonus: We’re doing a giveaway!!To celebrate the launch, we’re giving away a FREE Mobile WaterLink® Spin Touch® Model 3581 to 2 lucky pros! If your team could use one, this is your chance👉 Enter the giveaway nowGetting started is simple:For admins:Go to Settings > Readings & Dosages in Skimmer and click “Activate” under LaMotteFrom there:Map each LaMotte reading to an existing Skimmer field or create a new reading if needed Save your changes to activate the mobile integration.For techs:Download the latest version of the Skimmer mobile app (Version 12.6.1or later) Navigate to the readings section of the app on a service stop or work order Tap “Connect to Spin Touch” to connect via Bluetooth Tap the “Send” button on the Spin Touch Edit any value if needed—it’ll be saved and tracked Complete service stop or work order as usual.Got questions? Check out the full FAQ below:https://help.getskimmer.com/article/285-lamotte-spin-touch-integration-faq-general  

 At Skimmer, we're always looking for ways to serve you better, and your opinion counts!Help us shape the future of Skimmer by completing this brief survey, and be entered to win one of two $250 Amazon gift cards!This survey will help us understand what tools outside of Skimmer you're using today, your satisfaction with them, and what you wish you could offload to automation. The insights you provide will directly influence our 2025/2026 roadmap.The survey will remain open until Aug 15, 2025, and winners will be drawn on Aug 27, 2025!

 Back in March, we introduced Schedule: a smarter, more efficient way to view and manage your team’s work across multiple days and techs. Today, we’re expanding it with a daily view, an improved way to plan, assign, and adjust daily work in real time. Designed with office admins and route managers in mind, the daily view gives you a clean, hour-by-hour layout of your entire team’s schedule for the day.**Note: The schedule is included in the Scaling Up and Owning the Market tiers  Watch this video to see how the new daily view works. How the daily view helps your schedulingWhile the weekly view helps you plan ahead across multiple days, the daily view gives you a real-time look at your team’s day. This makes it easier to assign last-minute work, rebalance routes, and respond quickly when things change. Now it’s so much easier to: 1. See all techs and all stops for today on one screen  2. Drag and drop to reassign or reschedule with zero hassle  3. View live route summaries and stop status at a glance  4. Filter by work type, tech, and more  5. Use the map to adjust based on real-world locations  Two views, one powerful scheduling workflow The daily view doesn’t replace the weekly view; rather, it complements it. Each view gives you a different lens on your team's work, and when used together, they give you complete control over planning and execution. Here are some tips on when to use both views.Use the weekly view when mapping out assignments across multiple days or techs. It's perfect for load balancing, route clustering, and long-term planning. Use the daily view when you need to zoom in on today to see every stop, identify gaps or overlaps, and make adjustments on the go. Need to assign a new work order that came in today? Use the daily view Want to plan ahead for a short week or assign a big project across a few days? Use the weekly view. Since both views are part of the same schedule feature, any updates you make, whether reassigning a stop or adjusting timing, will sync across the board. Getting startedThe guide below walks you through the Schedule feature, how to use the calendar, assign unscheduled work, and get the most out of the map.GUIDEAs always, you can drop your comments or feedback in the comments and we’ll be sure to get back to you :)    

We’ve added new improvements to Quotes that help you move faster, get paid sooner, and keep your workflow clean and simple. Whether you're sending one quote a week or dozens a day, these new features give you more control, clarity, and less busywork. 1. Require a payment method before a quote approval. No more chasing down cards or wondering if a customer is serious. Now, you can ensure a quote isn’t approved until a valid payment method is on file. That means fewer delays, fewer headaches, and faster payments. If you’re using Skimmer Billing and Quotes together, go to “Settings” and turn on “Quote Approval” and make sure you click on “Save” to start locking in serious customers right away.Note: Once you turn this feature on, it will apply to all quotes you send to customers without a payment method, but you can still override if needed.   2. Attach photos, videos and PDFs to your quotesNow you can show, not just tell. Include rich media like photos or videos of the pool, equipment brochures, or a scope of work so customers know exactly what they’re getting. It makes your quotes easier to understand and harder to say no to. ​  3. Manage more quotes in less timeWe’ve also added new quote management tools to help you stay organized, especially if you're juggling a high volume of quotes across your team. You can now: Bulk archive, unarchive, send, delete, or mark quotes as sent  Tag your quotes by workflow stage or any filters that make sense for your business (like “awaiting approval” or “seasonal”) Duplicate quotes to reuse your most common packages or services and save time.             Note: This feature pulls over quote content, but does not duplicate work orders.  Got questions or feedback? Drop them in the comments, we’re always listening :)  

We know managing recurring work is a big part of running your pool service business efficiently. Whether it's filter cleans, salt cell maintenance, or equipment checks, staying on top of these jobs can be challenging, especially during busy season.That's why we've built three different tools to help you manage recurring work, each designed for specific scenarios: Recurring work order schedules: Your autopilot for predictable work Perfect when: You need work to happen on fixed dates, like every third Thursday or the second day of each month.This feature automatically creates and schedules dedicated work orders on your preferred cadence. You can:Assign to a specific tech or leave unassigned - Unassigned work orders appear in your "unscheduled bin" so you can plan week to week while still getting the benefit of automated scheduling. Schedule work on specific day(s) (like every 2nd Tuesday AND Friday) Set it on autopilot while maintaining visibility of what's comingFor helpful tips and FAQs to help you get started quickly on how to use recurring work order schedules, visit the link below                                                          Helpful tips and FAQs  Work order reminders: Flexible scheduling with peace of mind Perfect when: You need flexibility on exactly when work happens, but you still want to track time since the last completion.Instead of automatically creating work orders on specific days, reminders notify you when it's time to create one based on when the job was last completed. This gives you more control while ensuring nothing slips through the cracks.  Recurring checklist items: Seamless integration with regular routine maintenance Perfect when: Checklist items are quick, happen during regular maintenance visits, and don't need separate billing.These items automatically appear on service checklists when they're due—no separate scheduling required. They're ideal for quick work that needs consistent tracking, but doesn't warrant its own work order. We've created this detailed comparison guide to help you decide which recurring tool works best for different scenarios. But here’s a quick summary: Want to learn more? Check out our help centre articles on:Setting up recurring work order schedules Using work order reminders  Setting custom schedules for checklist itemsWhat recurring work are you managing in your business? Share in the comments below! 

We've added a section to your invoice generator page that shows what happened with your past auto invoicing runs. This solves the problem of not being on top of failed auto invoices—now all your admins can see the same information and take action when needed. Each auto invoicing run creates a new entry showing: Run date Billing period How many invoices were successfully created vs. attempted  What to do if invoices weren't created:If you see that some invoices weren't created, you can plug that billing period into the invoice generator and run it again. Our system prevents double billing, so only the missing invoices will get created.For more details about invoices that weren't created, check the email report that gets sent with each auto-invoicing run. A few notes: The email reports you're used to getting will continue alongside this This only shows data for new auto invoicing runs (previous run history won't appear)  Visit the help centre link to learn more

One of the easiest ways to avoid issues in the field is to ensure your whole team is using the latest version of the Skimmer mobile app. When techs run outdated versions, they might miss feature updates or encounter bugs we’ve already fixed while out in the field.There’s now a simple way to stay on top of this:Go to Settings > Users in the web app to check which version of Skimmer each tech runs. You’ll see the version number right next to their name.Quick tip: Ask your techs to enable auto-updates on their devices or make it a habit to check for updates in the App Store or Google Play Store.This quick check can save you and your team a lot of headaches in the field.

Checklists in Skimmer help ensure service work is done at the right time—whether that’s checking chlorine levels, vacuuming, or filter cleaning. You can make checklist items required, ask for photo evidence, and build them into your routine so nothing gets missed.With the new update** to checklists, Skimmer makes it easier to manage checklist items that do not need to happen at every visit and do not need to be billed for separately, like backwashing, line vac service, or regular filter cleans that are included with service.**This feature enhancement is included in the Scaling Up and Owning The Market tiersHow it worksFor admins:Go to your customer’s profile -> pool -> service checklist -> add Set a custom schedule for that checklist item—like monthly, quarterly, or whatever frequency fits your workflow.  Choose a start date for when the schedule should begin You still get all the accountability tools you’re used to—like mandatory checklist items and photo requirements  For technicians(mobile app):Skimmer separates checklist items into two sections: today’s checklist and upcoming checklists Techs only see what’s relevant for the stop they’re on, keeping them focused and reducing clutter. If a tech completes a checklist item early, like a filter clean, Skimmer resets the schedule automatically based on that date.  Watch the video below for a quick look at how the new checklist view works for techs in the field. Please ensure that you and your team are using the latest version of the Skimmer mobile app(version 12.4) in order to access this update. P:S: To complement this feature release, we are currently working on recurring work order schedules, a feature which will allow you set a work order to automatically repeat on a frequency set by you, so watch out for that :) As always, please leave your comments and feedback below, we are here to help :)