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Before joining Skimmer, I used the software to run a Pool Service and Repair company with my husband in Houston, Texas. I was always on the lookout for ways to use Skimmer to level up our records to cut down on extra visits and be able to provide quotes for equipment replacements on the spot. Here are a few ways to get your technicians involved in optimizing customer records during Route Stops:

 

1. Take Location Photos

During a Route Stop, technicians can easily take location photos by tapping on the “Info” tab (top left) and scrolling to the bottom of the screen. Snap photos of the pool, gate, equipment pad, overflow drains, or anything else that could help a team member or prevent an extra trip in the future.

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2. Add Equipment Records

Have you ever had a customer call about a dead pump and wished you had the make, model, and serial number ready to quote for a replacement? Here’s how to add Equipment Records during a Route Stop:

  1. Tap “Equipment” & “Add”

 

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  1. Choose the Equipment Category
  2. Select the Make
  3. Select the Model
  4. Add Notes (like warranty info, installation dates, serial numbers, instructions, etc.)

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💡 Equipment and notes will be viewable by the technician in the app or on the web by admins under the customer body of water tab.

 

3. Update Pool Info

Technicians can also update Pool Info. During a Route Stop, they can tap the “Edit” button in the Pool Info Box to add details like Gallons, Baseline Filter PSI, and any helpful notes.

 

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Updating these customer records might take some effort upfront, but it’s a game-changer that saves time later. If you’ve got any other great ideas for managing customer information, I’d love to hear them—share them below 💡

 

This would be great if we were able to add items rather than having only a predetermined list that cannot be edited. We submitted this enhancement request months ago. Currently, its ineffective.

Thanks for your response @Kings Pool And Spa ! I do see your Feature Request in, your feedback has been relayed to our product team.

 

In the meantime, is it ineffective because certain items you need to record are missing? If so, please feel free to email me a list of Parts that are missing from the database (Type, Brand, Model) and we can get these updated. My email is halli@getskimmer.com - Thanks! 

Moving photos from a work order or service to site photos would also be great. We use a work order to go look at a customer’s pool for the first time and take the equipment and site photos for our report. If the customer accepts, then we manually move them over to the site photos as a reference.

We’ve also raised a support issue about the equipment missing all of the newer equipment items and not being able to add a custom list, even if it's adding our own “Make” and “Model”… plus adding a photo right here would be great, too. Listing these photos on the “Location Photos” would be a great place to display them. 

Great idea @GreySharkPools ! I’ve submitted a feature request for you regarding this. In the meantime, when you’re out doing the initial assessment Work Order, you can easily tap into the “Info” tab and take photos on site under Location Photos. This way, you won’t have to make this manual adjustment in the future. It’s the same picture twice, but it could save you some time!

Also, if there is any equipment missing from that list you can compile a list of the Type, Brand and Model and send it over to support@getskimmer.com or halli@getskimmer.com and we can get that imported for you. 

Great idea @GreySharkPools ! I’ve submitted a feature request for you regarding this. In the meantime, when you’re out doing the initial assessment Work Order, you can easily tap into the “Info” tab and take photos on site under Location Photos. This way, you won’t have to make this manual adjustment in the future. It’s the same picture twice, but it could save you some time!

Also, if there is any equipment missing from that list you can compile a list of the Type, Brand and Model and send it over to support@getskimmer.com or halli@getskimmer.com and we can get that imported for you. 

Ok, thanks. We aim to thoroughly document our initial report in a format that demonstrates our attention to detail. However, we don't want to create additional work for ourselves or duplicate the stored stored in Skimmer. 

Thanks @cshalli This would be a big undertaking as there are many items. Having the ability to add as needed to an account would be much more efficient. 

After going to another pool today for a follow-up call, I noticed something on the pump, the control panel, and the salt cell that triggered a thought 🤓… some have barcodes 𝄃𝄃𝄂𝄂𝄀𝄁𝄃𝄂𝄂𝄃

A “Keyboard Scanner” app is installed on the iPhone (as a keyboard) that allows the camera to scan the barcode and add the resulting text to the equipment notes field. So, we now know the serial and part numbers for the above barcodes. We scanned them into Skimmer (Hayward makes it easy to determine warranty), and ta-da! 

Now, how cool would it be if the barcode scanner was built into Skimmer? 😎

@GreySharkPools Great find! Thank you!!! Yes, it would be a good feature to add to skimmer. But….I can’t even get simple reports so I’m not hopeful.

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