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:
Jobs
A 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 place
Learn more here→
Surcharging
Now 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 regulations
Learn 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 report
Reporting 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 options
- The new portal adoption report shows which of your customers are using the customer portal, helping you track engagement and adoption
Learn 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 reminders
Close more jobs without manually tracking every quote
- Follow 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 pricing
- Admins 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.
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. 🚀