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In this session, ​@nikiacosta  sits down with Ryan Marcinik, founder of Happy Pool & Spa on Florida's Space Coast, where he's built the largest pool service operator in Brevard County in under two years, to walk through the financial moves that separate high-margin pool companies from ones that stay busy but struggle to get ahead.Ryan has acquired 16 routes and businesses over the past year. One of the most common themes? Operators who weren't making money, and in some cases, were effectively earning less than minimum wage when they actually did the math. This session is about making sure that's not you heading into busy season. Watch the replay 👇  We covered:Know your numbers and build your financial foundation — building a simple break-even model, understanding your true cost of service (gas, chems, insurance, payroll taxes, overhead), and why cash flow — not just P&L profit — is what actually pays your bills Price your services right — the critical difference between markup

It's the first of the month. You open the Invoice Generator and immediately think, wait, what dates do I put in here again? You probably have a sticky note instruction somewhere. You don't have time to call Support, but now you're 10 minutes deep in an old email thread or help article, still looking for the answer.These moments are exactly what Skimmer Assistant is for.It lives right inside your Skimmer account and pulls from the same internal FAQs, enablement docs, and support guides our team has built over time. Not a generic chatbot, the actual Skimmer brain. Ask it anything, get the answer instantly, and yes, every response links directly to the source article if you want to go deeper.Since launching in November 2025, it's answered 2,500+ real customer questions and resolved 85% of them without our support team needing to step in. It handles the "how do I do that again" questions so we can stay focused on the complex stuff that actually needs a human. With Skimmer Assistant, you ca

Quick question: Have you ever wished you could give someone almost admin access… without actually making them an admin? For a long time, Skimmer had two main role levels: Admin and Tech. That worked well for smaller teams. But as businesses grow, roles get more nuanced. Maybe you’ve got a repair contractor who doesn’t need to see billing data. Or a senior tech who needs more access than the rest of the crew. Forcing everyone into one of two boxes starts to feel limiting fast, so it became clear we needed a better way to match access to how teams actually work. Why this matters for your growing businessWith advanced roles and permissions, you can now control exactly what each team member can see and do across both desktop and mobile. There are over 100 individual permissions you can toggle on or off, covering everything from customers and routes to invoices, reports, settings, and more.   Curious what that looks like in practice? Check out the walkthrough video below to see it in action

Until now, Skimmer didn't have a clear way to distinguish between potential and active customers. Leads, inactive accounts, and current customers were all on the same list, with no easy way to tell them apart or track how they got there. These new enhancements change that. Customer status and lead tracking You can now segment customers by status: Lead, Active, or Inactive. This makes it easier to manage your pipeline, follow up on prospects, and keep your customer list organized.When you add a new contact who isn't a customer yet, you can mark them as a Lead. You can track where they came from using lead sources, helping you understand which marketing or referral channels are actually driving new business. Leads automatically convert to Active when a quote or job is created, so your data stays accurate without extra manual steps. You can also bulk-update statuses directly from the customer listing. Customer activity feed Each customer's detail page now includes an activity feed — a cen

There have been a lot of conversations lately on how to handle the jump in fuel prices without absorbing unsustainable expenses or surprising customers.The most common solution we're hearing is to notify customers that you're adding a temporary fuel surcharge so that the communication and plan are transparent, straightforward, and easy to remove once prices stabilize.Customers understand that fuel costs affect route-based businesses. A simple, honest explanation goes a long way. To make this easier to implement, here is a sample email you can customize and send to your customers, along with instructions for adding the temporary fee and deploying it in bulk in Skimmer.Learn how to add a bulk line item fee in Skimmer  Learn how to use Broadcast Emails in Skimmer  (NOTE: this feature is available on Scaling Up & Skimmer for Enterprise tiers)Copy, paste, and customize this email copy to fit your plan and brand voice: Dear Valued Customer,We want to keep you informed about a temporary c

Every pool pro has had this moment: You're at a pool and spot a worn pump, a failing heater, or a 10-year-old cleaner that's barely working. The opportunity is right there. You make a note to send a quote later, but by the time you get back to the office, the day has gotten away from you. Now there's a better way! We're hosting a live workshop to show you one of the biggest workflow upgrades coming to Skimmer: Quotes available directly in the mobile app!! That means you can create a quote, send it for approval, and move on to your next job, all from the field. No more reminders to "send the quote later." No more logging back into the web app after a long day. Just a faster way to capture opportunities while you or your team are already at the pool.And the best part? Whether you're a one-poler running the whole operation yourself or managing a team of technicians in the field, Mobile Quotes supports your workflow.Owner-operators can create and send quotes directly from the Skimmer mobil

Our latest workshop on chemical pricing and margin protection was such an eye-opener for everyone who joined. So we're sharing the recording and resources to help more members benefit from this knowledge. If your chemical costs have felt unpredictable lately, this post will help you start making changes. The big takeaway: clarity beats complexity! You don't need to overhaul your pricing model overnight. What matters most is understanding your true cost to serve and putting simple guardrails in place so chemical usage doesn't quietly eat your margin.As ​@cshalli  said during the session: "It's not about knowing the most chemistry, it's about knowing your cost per pool." 1. Watching the workshop recording Learn how to:Build hybrid chemical models that work in the real world Identify where you're unintentionally absorbing chemical risk Spot high-demand pools that need intentional pricing Use AI and reporting to see true margin per pool 2. Use these 3 resources to get started (attached at

 Swim season is right around the corner! In this video, we take you behind the scenes to show how pool companies prepare for swim season and what it takes to get ready for the busy summer months in the pool service industry.If you own a pool service business, work in the pool industry, or you're simply curious about what happens behind the scenes before pools open for the summer, this video will give you a real look at how professionals prepare.Whether you're a pool owner, pool technician, or pool business owner, these insights will help you understand what it takes to deliver reliable pool service during the busiest time of the year.👉 Topics covered in this video:• Preparing pool service routes for swim season• Pool equipment and chemical inventory planning• Getting technicians ready for the busy season• Business strategies for pool companies before summer• Why preparation is critical in the pool service industrySummer comes fast in the pool world, and preparation is everything!👍 If

We just launched service credits — and if you've ever manually adjusted an invoice, created a negative line item, or jumped into QuickBooks just to fix a billing mistake, this is going to make your life easier. What's a service credit?A service credit is how you issue a credit to a customer without touching cash. Think of it as a reverse invoice — it corrects the revenue in your books without requiring a refund or reopening a closed period. It's different from an account credit, which is for prepayments. Service credits are for corrections, missed services, goodwill gestures, and promotions. How it works:Create a service credit from the customer's billing page, add your line items (same structure as an invoice), pick a reason, and you're done. The credit gets added to the customer's account balance and automatically applies to their next invoice. If you're connected to QuickBooks Online, it syncs over as a credit memo — no double entry.One tip: when you're creating the credit, select t

We’re excited to partner with Heritage Pool Supply Group to bring tighter supplier connections into Skimmer.With this new integration, pool service professionals who buy from Heritage can keep product information and costs in sync directly inside Skimmer. That means fewer manual price checks, more accurate pricing, and less time spent managing catalogs across multiple systems.This partnership reflects a shared focus on helping pool pros run more efficient businesses. By connecting Skimmer with one of the industry’s leading suppliers, we’re making it easier to manage products where the work already happens. The first phase of this integration focuses on keeping product information accurate and cutting down manual catalog work while actively building toward deeper Heritage functionality which will include inventory visibility and ordering directly from Skimmer. Read more about the Skimmer- Heritage partnership → https://www.getskimmer.com/blog/skimmer-and-heritage-pool-supply-announce-st

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 February, we launched multi-tech work orders, a Heritage Pool Supply integration, CRM enhancements, reporting upgrades, and more. These enhancements help growing teams coordinate more efficiently, keep data accurate, and get a clearer picture of their business. Here’s what’s new: Heritage + Skimmer Integration  Connect your Heritage Pool Supply account directly to Skimmer to keep your product catalog automatically accurate. Your most-purchased products sync nightly from your selected Heritage branch, so when costs change, your pricing stays up to date without manual updates.Learn more here -> Multi-tech work orders  You can now assign multiple technicians to a single work order, making it easier to manage equipment installs, major repairs, and any job that needs more than one set of hands. Each tech gets their own instructions and time allocation, while the lead tech retains full control over readings, chemicals, and completion. All work rolls into a single service record and inv