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 tiers
How it works
For 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 :)
