Great idea! Really like the flexibility of the work orders in Skimmer.

We’ve been using the “notes” feature and turning on the “alert office” toggle. Works great but just lacks the picture for context. If we were able to add a picture it would basically be the same thing. For now, we include the picture on the pool report instead. We typically want the customer to be aware of the issue and since we are sending a pool report anyway, that’s a great place for it. If it’s something our techs are unsure of, I’ll have the tech take a picture on their phone and send separate to avoid getting the customer worked up unnecessarily.

Very helpful! Thank you!

This is definitely a valuable tool for improving efficiency and keeping everything organized, from reporting issues to scheduling repairs or quotes. Thanks for sharing this solution!

We use this for so many things 

Just a little update here - Now that you can “Finish” Work Orders from the web, once the office reviews these they can rescheduled them if further assessment is needed, or finish them and email the customer the resolution or quote. Here is some more information about how to “Finish” Work Orders from the web which I feel closes a gap on this process  : 

I’m still a very small company (single pole), but the feedback I have received from all of my customers that have opted into auto-pay is that they don’t like when I use custom work orders because they can not be auto-paid. Is there any way to give us flexibility to enable a setting for each work order type to enable auto pay for them? I get why this is not a thing by default, but in practice I have found some customers would prefer if it was.

Since pretty much all of my auto-pay customers want everything to run through auto-pay I have stopped using custom work orders and instead run that stuff as “products” so I can attach them as line items to weekly service invoices which do allow auto-pay. For example I have “filter cleaning” as a “product” and anytime I do one I add it to the next weekly service order. It’s not an ideal work around, but for now since I am a single pole it is easy enough to keep track of.