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Skimmer training, tips & tricks

Tips, tricks, & hacks for using Skimmer to its fullest potential!

  • 30 Posts
  • 57 Replies
30 Posts
nikiacosta
Team Skimmer
nikiacostaTeam Skimmer
posted in Skimmer training, tips & tricks
Send "Alert the Office" messages to Slack!

One of our Skimmer customers has relied on Slack to keep track of tasks and wanted to know if “Alert the Office” emails could be sent to Slack. The answer is yes! While the default is to send via email, you can also opt to have these copied to Slack automatically following the instructions below. This provides another way to keep folks on your team informed and receive alerts on your mobile device. Here’s how to do it: First, create a group on Slack and add any members of your team. In my example, I titled the group “Alert the Office.” Next, use the drop down next to the channel name, and select “Integrations.” Down at the bottom, you should see an option to “Send emails to this channel.” Slack > Channel > Integrations > Send emails to this channel Clicking on “Send emails to this channel will give you a custom email address that will forward all “Alert the Office” emails to this particular channel. (You can also follow Slack’s instructions for sending emails to you as an indi

312
peopleops
Team Skimmer
Justine
The Pool Deck Community Team
JustineThe Pool Deck Community Team
published in Skimmer training, tips & tricks
The top 6 features used by Skimmer customers

One of the things we love about our large customer base is that we can use anonymous product data to find helpful benchmarks. One we recently looked at was the top features our largest customers are using. No surprise here, these tend to be features that really support scale by improving organization and customer service through growth.  1. Service report emails If we could name a #1 feature for customer delight, it would be service report emails. You can set Skimmer up so it automatically sends a full recap of service– including pictures– to your customer. Not only do these reports keep your customers in the loop, but they also make your company look professional and high-tech. It’s such an easy way to add another level of service for your customers. We’ve also heard that these emails have saved customers 2-5 hours per week by decreasing customer inquiries about their service. 2. Tags Tags are a really easy way to add customer information and segment your customer base. They let you g

820
Justine
The Pool Deck Community Team
alex
Team Skimmer
alexTeam Skimmer
posted in Skimmer training, tips & tricks
How to Get Off Cash and Get Paid On Time, Every Time.

Hey everyone! I know many of you in the pool service industry face the same frustrating problem: getting paid on time (and in a way that doesn't involve chasing down cash and checks).That's why we put together this quick and easy-to-read e-book.Inside, you'll discover:Why going cashless is a game-changer: It's not just about convenience – it's about saving time, improving cash flow, and making your customers happier. 5 simple steps to improve your cash flow: Practical tips you can implement right away. How Skimmer Billing can help you achieve this!I hope this guide supports you in getting off the cash rollercoaster and getting paid what you're worth without the hassle.Let us know what you think in the comments! 

160
alex
Team Skimmer
Gabriel
Skimmer Support Hero
GabrielSkimmer Support Hero
posted in Skimmer training, tips & tricks
Why do my invoices contain my personal phone number and email address?

If you discover that your invoices contain the wrong contact information, check your Skimmer Web Portals Settings and then Invoicing to make certain they aren’t blank. If they are, Skimmer has been defaulting to your company contact info in the “Howdy Owner” link at the top of the Skimmer Web Portal.   Once  you enter and save the correct contact information into your Settings > Invoicing page, all your new invoices going forward will be correct.  The old invoices cannot be changed.

311
GreySharkPools
Conversation Starter
jcmedrano
Team Skimmer
jcmedranoTeam Skimmer
published in Skimmer training, tips & tricks
Why are customers listed twice(or more) on my tech's route for today? 🤔

Have you ever opened your app for the day and, instead of having your usual 15 stops, the app is showing you’ve got 30?! Or maybe your tech is already out in the field and calls you saying that their whole list of customers is on their route twice, and they’re so confused!  This can be super frustrating, right?! Well, let me save you a future headache 😖 Why do route duplications occur?The most common reason I see route duplications is that a tech or any user is logged into the Skimmer app on two different mobile devices. For example, if you have a new tech getting trained and you’ve given them your username and password, now both of you are logged in under the same name, causing duplications.  How can I avoid duplicates?The best way to avoid duplicates is to ensure everyone has a unique username and password—yes, even the new tech in training or the admin in the office who is never in the field! Don’t forget that with Skimmer, you can add unlimited users to your account! What about if

650
jcmedrano
Team Skimmer

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