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 Managing leads has always been one of those things that falls through the cracks when you're running a busy service business. A prospect calls while you're on a route, leaves a voicemail, and by the time you get back to them, they've already moved on. Or they fill out a contact form on your website and the details end up in an email inbox nobody checks until Friday.We wanted to fix that. So we built a public lead form that lives directly on your Customer Portal. What's includedA branded form hosted on your Customer Portal URL, with your company logo Captures name, email, phone, address, and an optional message Uses your customized lead sources so you can track where new business is coming from Creates a lead record in Skimmer automatically when submitted Sends you an instant email notification with the prospect's details and a link to their record If the prospect is already a customer, their message gets added to their existing record instead of creating a duplicate Built-in spam prot

Let’s talk about multi-tech jobs for a second.If you’re running installs, major repairs, or any job that needs more than one tech, you probably know the drill: duplicate work orders, schedule changes that require three updates, texts flying back and forth to confirm who’s actually showing up, and service records scattered across multiple jobs.It adds up fast. And it pulls time away from actually running the business.You’ve been asking for a better way to coordinate crews, and now it’s here. With multi-tech work orders in Skimmer, you can assign multiple technicians to a single work order, making it easier to handle equipment replacements, major repairs, and any job that needs more than one set of hands.NOTE: The Multi-tech work orders feature is included in the Scaling Up and Skimmer for Enterprise plans What’s new:Take on bigger jobs with confidenceAssign your entire crew to one work order. Everyone can see who’s on the job, what they’re responsible for, and when they need to be there

In this episode, I sit down with a familiar face in The Pool Deck, ​@Justine, Skimmer’s Director of Community!We explore why community might be the most underrated growth lever in the pool service industry. From her roots in the beer industry to building one of the most engaged communities in the pool service industry, Justine brings a fresh perspective on what real connection can do for your business and how that’s amplified with an in-person experience at the Skimmer Pro Summit.🎧 In this episode, you'll learn:Why community is a game-changer for business owners What makes the Skimmer Pro Summit different from traditional trade shows How real conversations with you peers lead to real growth The value of networking, mentorship, and shared experiences What to expect at this year's Skimmer Pro Summit in San Antonio (October 16-17!)Whether you're a solo operator or scaling your business, this conversation is a reminder that connection, not just technology, can take your business to the ne

I wanted to share two resources created by our workshop training guru ​@cshalli to help you get the new AI Phone feature actually working for your business. Not just turned on. Really working for your business!1. AI Phone Getting Started Guide [ACCESS HERE]This guide walks you through the full setup in under 30 minutes, covering how to train your agent, configure transfer rules, set up call forwarding, and test before you go live.A few things worth knowing before you dive in:AI Phone is a safety net, not a replacement. It's designed to catch the calls you can't get to. Don't forward 100% of calls to it as your only call handling strategy. The Knowledge Base is everything. The AI answers based entirely on what you train it. The more specific you make it, the better it performs. Test before you activate. Call the number, walk through a new lead scenario, an existing customer question, and an urgent situation. Check the recording after each one, and you'll spot gaps fast.2. Knowledge Base

In this session, ​@nikiacosta  and ​@joeshiraz  cut through the noise on one of the biggest topics in business right now — and answer the question most pool pros actually want answered: what's worth my time? AI is everywhere. But for pool service operators running routes, managing techs, and chasing invoices, the learning curve can feel steep and the payoff unclear. This session is a no-hype, practical breakdown of where AI is actually showing up in pool service businesses today — and how to build a simple plan for using it without wasting time on tools that don't fit your workflow.Watch the replay 👇  What we covered:The AI landscape, plain and simple — a side-by-side look at today's major tools (ChatGPT, Claude, Gemini, and more), how they differ, and which tends to work best for different use cases so you're not guessing The AI maturity curve — a simple framework for honestly assessing where your business sits today, from total beginner to actively building, and identifying your cle

To everyone who joined us in Austin and Phoenix, you already know what this is about and we hope to see you again this year. To our Skimmer customers in The Pool Deck who haven't been yet, this post is for you 🫵  The Pro Summit is our annual live event (BONUS: PASSES ARE FREE!), and one of the most valuable time investments you can make all year to sharpen your skills and get inspired with ways to build a better business. If you’re already in, visit the website 👉 [Get your pass] 👈 Need more info? Hit play to hear directly from your peers on the value of their Pro Summit experience 🌟 This year, we're making it even bigger and better with a two-day experience on Friday, October 16, and Saturday, October 17, at the San Antonio Marriott Riverwalk. Here's what's waiting for you:Day 1 – Friday, October 16 Hands-on Skimmer training sessions where you'll walk away knowing features and capabilities you didn't even know existed. Plus, book a 1:1 with our Customer Success team to work through

Hey Pool Deck,If you've ever finished a job, checked your phone, and seen a missed call from a number you don't recognize, you already know the problem this solves. That caller didn't leave a voicemail. They called someone else. AI phone was built to make sure that doesn't happen again.It's 24/7 call answering built directly into Skimmer. When you can't get to the phone — because you're changing a filter, driving between stops, or it's 9pm on a Saturday — it picks up. It answers using your real business data, handles the call the way you'd want it handled, and logs everything back into your account automatically.Our in-house expert @CShalli created this video that walks you through how AI phone works.   Here's everything it can do: 🏊 Pool-specific knowledgeTrained on pool industry knowledge — chemical readings, equipment types, service terminology, and seasonal patterns Recognizes your customers, your services, and how your business works  Custom knowledge layer: add your specific pri

Starting today, every paying Skimmer customer can activate 24/7 AI call answering  directly in their account — no extra apps, no third-party tools, no scripts to write from scratch. Here's the short version of what it does:When you can't get to the phone, because you're mid-job, after hours, or slammed during peak season — AI phone picks up. It answers questions using your actual Skimmer data, automatically captures new leads, and logs everything back into your account before the caller hangs up. No voicemail dead ends. No missed revenue.You can also import your hours, service areas, and service types offered directly from your website, and set up rules to route calls to the right person. We built this specifically for pool pros — not a generic answering service, not a bolt-on integration. It lives inside Skimmer and already knows your customers, your services, and how your business works. Your first 30 days are free if you sign up before June 1st; after that, $99/month at our launch p

Is AI actually worth your time as a pool pro? Join us for a live webinar with ​@joeshiraz and ​@nikiacosta  who will cut through the noise with insights from a recent survey of pool professionals, a clear look at today’s top AI tools, and practical use cases from pool pros already putting AI to work — from pricing research and customer communication to technician training and field support. In this session, you’ll learn how to:Understand how today’s major AI tools compare — and which one fits your workflow Address the real concerns around privacy, accuracy, and customer trust (with honest answers) See practical use cases from pool pros already using AI in their businesses Walk away with an adoption plan you can start this weekPlus, get a first look at how Skimmer is building AI directly into the platform, and live Q&A. 📅 Tuesday, April 28 | 3PM ET | 2PM CT | 12PM PST. Can’t make it live? Register anyway and we’ll send you the recording. 👉 Register now!

AI is one of the hot topics in the industry right now, so our team dug in to find out what's actually happening to better understand what companies are trying and succeeding with.Check out this blog for all the details on what we uncovered, including real data on how pool pros are thinking about AI, where they're using it, and where they're drawing the line.BONUS: There’s an audio version built right in if you want to listen on the go, so click the play button and in under 12 minutes, you'll be able to download all this useful intel. 👉 Read (or listen) here Are you using AI in your business yet? What's working, or what's making you hesitant? Drop it below and let’s share some learnings in The Pool Deck👇

March is a big one. We launched mobile quotes, service credits, a new lead capture form, organization management for multi-company operators, and a whole lot more. Whether you're running a single crew or managing multiple locations, there's something here that'll make your day-to-day a little smoother. Here's what's new: Mobile quotes You can now create and send quotes directly from the Skimmer mobile app. Build a quote on-site, present it to the customer, collect their signature on your screen, and send — all before you leave the job. Quotes can go straight to the customer or route through the office for review first, depending on your permissions setup. Available on Scaling up and Enterprise plans and must have the latest version of the mobile app. Learn more here →  Service credits You can now issue formal service credits directly in Skimmer. Whether it's an overcharge, a missed visit, or a goodwill gesture, service credits give you a clean, documented way to make the correction — w

I used to own a pool service company. So I know exactly what happens once busy season hits,  the routes fill up, the calls don't stop, and any plans you had to step back and work on the business get pushed aside indefinitely, and it can feel like the business is running you.But I PROMISE YOU there's still time to do a final round of strategic planning and make the operational tweaks that will make your summer run more smoothly! That's exactly why we're hosting this workshop: to make it turnkey and stress-free, helping you define, document, and implement the plan for a successful summer for your business and your team!I'm joining forces with ​@jcmedrano , Skimmer's most senior Customer Success Manager, for this live, interactive workshop featuring a range of actionable tools and practical tips, along with the Skimmer know-how on implementing them.I guarantee there’s a nugget in here for everyone to benefit from!What you'll learn:Practical tips for getting your operations dialed in befor

Hey Pool Deck community,We've heard this one a lot: you spot a repair need in the field, but by the time a quote makes it back to the customer, the moment's gone. We've been working on that.Mobile Quotes is now live in Skimmer. You can now build a complete quote from your phone — right there on-site — and either send it to your office for review, or hand your phone to the customer and get their signature on the spot. See it in action — if you run the business solo  See it in action — if you have a back office or scheduler  Here's what you can do:Create quotes from the Route Dashboard, a Route Stop, or a Customer Profile Add line items, pricing, and pull photos from your camera roll (new!) or take one on the spot Apply discounts and set deposit requirements Send quotes to the back office for approval (if needed) Or send directly to customers and capture signatures on-device Work offline and sync when the connection returns  Admins, you're in control of who can do what - Under Settings &

Mobile Quotes* is now available in Skimmer, allowing pool service companies to create and send quotes directly from the field.When technicians identify repairs or upgrade opportunities during service, they can now build a complete quote on-site—without waiting to return to the office. Quotes can include line items, discounts, deposits, and photo attachments, all created from the mobile app.NOTE: Quotes are included in the Scaling Up and Skimmer for Enterprise plans.  Businesses can maintain full control over how quotes are sent with two permission levels:View & Build – Technicians create quotes and submit them for office approval   Send to Customer – Authorized users with the right permissions can email quotes directly and capture customer signatures on-siteThis flexibility allows companies to move faster while maintaining pricing oversight.​​​​​ Mobile Quotes supports offline work, automatically syncing when a connection is restored. Approved quotes follow the same lifecycle as we