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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 acros

In this episode, I sit down with ​@Casey Graham , co-founder of Yummy Pools and author of From Skimming to Scaling. Casey breaks down the five key "buckets" that define business value and shares a practical framework for building a company that thrives.Here's what you'll learn:💡 Why mindset is the first step to scaling — and why letting go of control is essential for growth💰 The five buckets that drive business value: deal dynamics, financial profile, operations, customers & services, and founder/team/culture📊 Why clean data and systems (like using Skimmer) can significantly increase your business's worth🎯 How to build a business that operates without you — reducing "key man risk" and creating real freedomThe bottom line? Every system that makes your business attractive to a buyer also makes it easier to run today. Even if you never sell, you'll benefit from building a more valuable, structured operation. BONUS!Download Casey's free audiobook From Skimming to Scaling from Skimm

Hey Pool Deck –The third annual State of Pool Service survey is officially live! This is your chance to share what you see coming in 2026 — from pricing and staffing to AI, chemicals, supplies, and growth opportunities.The 2025 report drew on input from 2000+ pros, 30,000+ Skimmer users, and market research to paint the clearest picture yet of our industry. This year, we want to make it even more relevant, and that starts with your voice.By completing the survey, you’ll be entered to win one of five prizes:1st prize: Riptide SL vacuum valued at $2000 2nd prize: A Lamotte SpinTouch valued at $1200 3rd prize: $500 in Heritage Pool Supply Group credit 4th prize: Primate Pole 3X valued at $300 5th prize: A Skimmer swag packThis year’s prizes 😍👉 Complete the survey hereAlso, if you haven’t yet, check out last year’s report to see insights on:Strategic pricing tactics: Learn how pool pros are strategically leveraging pricing to stay on top of economic pressure. Evolving growth strategies:

Show us your best work order and you could win an all-expenses-paid trip to the Skimmer Pro Summit on Wednesday, November 12, at The San Marco Resort in Phoenix, AZ! There are 2 prize packs up for grabs! CONTEST DETAILS: We want to see how you're using Skimmer's Work Order feature to improve your service quality, efficiency, and customer experience.Show us either:Your best active work order in Skimmer                                      ORA detailed new work order you've been planning to try CONTEST ENTRY: Submit a short video walking through one of your work orders to be eligible to win by emailing: success@getskimmer.com TIPS ON WHAT TO INCLUDE IN YOUR VIDEO: Default Work Description fully filled out Required and Checklist items are clearly outlined Installed items configured (if relevant) Billing setup shown in the system BONUS: Include an example of your service email or a positive customer response WINNER SELECTION: Our Customer Success team will review all submissions and select

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.

Skimmer has launched Jobs, our new end-to-end repair workflow built for pool pros. Jobs makes it easier than ever to manage repairs, installs, and one-time projects—all in one place. With Jobs, pool pros can move seamlessly from quote to paid:Send professional quotes with deposits, photos, and attachments that set clear expectations. Convert approved quotes into jobs instantly, with all line items, fees, and deposits carried over. Schedule work orders directly from the job, track progress across visits, and update line items as scope changes. Generate accurate invoices with deposits automatically applied and totals showing sold, invoiced, and paid.Unlike other repair workflows that require juggling multiple systems, Skimmer keeps everything connected—quote, job, work orders, invoice, and payment—so pros don’t waste time retyping details or chasing lost deposits.The result: fewer missed charges, less out-of-pocket expenses, and a more professional experience for your customers. Learn mo

We’re hitting the road and hosting an afternoon you won’t want to miss—education, networking, food, and fun at Topgolf locations across the country!🎟️ Free to attend:These events are the perfect chance to sharpen your skills, connect with fellow pool pros, and see how to get the most out of Skimmer.📌 What’s on deck:Feature Presentation: Streamlining Workflows & Driving Tech Accountability—learn how to get more out of Skimmer by leveraging our latest features and proven best practices. Interactive Q&A: Get your questions answered by the experts. Exclusive Sneak Peek: Be among the first to see what’s coming on our product roadmap.And of course… we’ll wrap it all up with dinner, drinks, and some swings at the bays. 🍔🍹⛳Come for the training, stay for the fun—and leave with new connections and insights to grow your business! Registration is now open for each event: Atlanta: Thursday, October 2ndDallas: Tuesday, October 7thTampa: Tuesday, October 14thMiami: Thursday, October 16th

How to use QuickBooks Classes with Skimmer Billing integration  1. Introduction to Using Classes with QuickBooks The question is about using classes in QuickBooks while integrated with Skimmer. Classes are important for understanding business operations.  2. Syncing Products from Skimmer to QuickBooks  Income accounts are automatically synced from Skimmer to QuickBooks. Each product or service added in Skimmer flows into QuickBooks.  3. Create Products in Skimmer first  Step 1: Create your product or service in Skimmer.  4. Editing Products in QuickBooks Step 2: Once synced, go to QuickBooks and edit the products. Click on the edit button for each product.  5. Adding Categories and Classes After editing, add a category and class to the product. Example: For a 100-foot drain hose, set category as 'parts' and class as 'pool repairs'.  6. Updating Income Accounts and Historical Transactions Ensure the income account is set correctly (e.g., 'sales of parts income'). If the produc

 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.  

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

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