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The Skimmer knowledge pool

Ask questions, share your knowledge & learn new tips & tricks to become a Skimmer super user.

47 Posts

JustineThe Pool Deck Community Team

published in POP-UP events

Learn how to customize your QuickBooks reportingCOMPLETED

Financial reporting is something there’s a lot of questions about, so I’m thrilled that @sharonburch is hosting this hands-on workshop series on three different dates over the next three months to ensure there’s a time that works with your schedule – as you don’t want to miss this training opportunity! The content is tailored for pool service owners who are looking to streamline their financial reporting without relying on an outside accountant. It is also geared for administrators, so feel free to invite your team to attend, along with your bookkeeper, so afterward, you can all collaborate on how best to customize your QuickBooks to view the metrics and create the reports that matter most for your business. Topics Sharon will cover in the live workshop:Setting up QuickBooks for real-time, accurate reporting Customizing reports for key metrics like: Net profit on pool cleaning labor Net profit on chemical sales Net profit on maintenance labor Techniques for keeping books updated yea

GabrielTeam Skimmer

published in Skimmer training, tips & tricks

Time-Saving Tip: How to use Skimmer in multiple browser tabs 💡

When I share this tip with our customers, they are so grateful to discover this is possible, as it fundamentally changes how they do their daily work in Skimmer. So, I wanted to post it here so all of you can learn this trick to save you time ⏳Check out this short video for all the details on how to quickly open multiple Skimmer browser tabs to work simultaneously in different feature menu options. This way, you don’t lose any of your work and can easily switch between Schedule, Customers, Routes, or whatever you need to work on that day.

Chlorine KingSkimmer Verified Partner

published in Skimmer training, tips & tricks

Are Clients Blaming You For EVERYTHING? With Skimmer, Here's How You Can Mitigate That!

How many times have you been blamed for something you DIDN’T do? All the time right? Well, I thought of a way to help mitigate that complaint. In the video above, I mention the situation that we didn’t do, then by using Skimmer show you a quick and simple way to create a photo required check list item that will prove you weren’t the only one on site. You’ll see we have two different verbiage’s for the checklist item, but ultimately settled on “Other Workers on Property During Visit” because that essentially covers everyone! Here are some screenshots from the check list item. All of these people left issues that we got a complaint from the client for, but because we took these, stopped them dead in their tracks. Toodaloo client! Go complain somewhere else. I hope this helps you all out!

coltrane5000Rookie Member

asked in Skimmer training, tips & tricks

What's your work order list? - Weekly Techs...

Would you all mind sharing the list of work order types you let your weekly techs add?I need to cleanup my list!!!

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

UPCOMING RELEASE: Skimmer schedule

We’re so excited that we couldn’t wait to share this with you until next month! So, here’s a sneak peek of Skimmer’s upcoming schedule feature release. This new tool gives you a clear weekly view of technician workloads, drag-and-drop scheduling, and optimized route planning to improve your organization, maximize your team’s time, and keep customers happy.Watch and let us know below if you want to join our early access group 👇*Available on the Scaling Up and Owning the Market tiers.

RR Pool ProsSpecialist

posted in Skimmer training, tips & tricks

Quote/Invoice Status

Just noticed that there are dates for quotes and invoices under the status that shows when the quote was opened. I didn’t even know this was coming out. Great improvement to the quote and invoice dashboard. Now we have a better idea if people are even looking at their quotes. It’s great that you can see them all on one page.

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Back by popular demand: Live Skimmer Billing webinars

Starting March 4th, our billing and payments team is rebooting their two-part live webinar series, as there have been many updates to Skimmer Billing. They will overview the latest feature functionality and bust these common misconceptions:"I bill ahead, and bill customers in arrears for chem usage - so Skimmer Billing won't work." "Skimmer's processing fees are more expensive than QBO." "I use QBO for accounting, so I can't use Skimmer for billing." "You don't have a way for me to collect my customer's payment information." "Skimmer billing is the same as QBO, so I don’t need both."Register for one or both webinars to learn how customers save 20 hours a month and eliminate manual tasks by using Skimmer to process invoices and collect payments while still using QuickBooks Online for their accounting software.Or, you can also click here to book a 1:1 meeting with our billing and payments specialists. Skimmer Billing 101: Configuring Account SettingsWhat you’ll learn:Connecting Stripe

RR Pool ProsSpecialist

posted in Skimmer training, tips & tricks

Job Costing Hack

Here’s a way that I have figured out to get an idea on profitability on certain jobs. It’s a process so it probably will work best to choose certain jobs to audit until job costing is built into the platform. As with most processes they are only as good as the information you put into them. Skimmer allows you to add your product costs into the quote but that’s the end of the road after the quote is approved. I’ll show you a way to see the final job costs with some work arounds. Feel free to comment on ideas on how to make this more streamlined. Starting from an approved quote, add your related work order:After saving your work order, add all line items to the items needed area of the work order: Once the job is complete or you have purchased the parts, edit the price of each item in the items needed field. You can also do this from the shopping list tab. The price field needs to be used as your cost of the product and not the price to the customer. This only works if you create the inv

RR Pool ProsSpecialist

posted in Skimmer training, tips & tricks

Just wanted to let everyone know about a work around to text quotes and invoices. We use this all the time and it works great. Open any invoice or quote and go to the preview tab.Next go to the url and copy everything but “preview=true” at the end of the address This link will take the user to a mobile friendly preview of the invoice with a payment link or link to accept the quote.

JustineThe Pool Deck Community Team

published in POP-UP events

Advertising That Converts: Pool Business Growth StrategiesCOMPLETED

Pool marketing season is coming in hot 🔥 The 2025 State of Pool Service report indicates that pool service companies plan to increase their marketing spend this year and are adopting more advanced techniques. So, to help you plan and refine your strategy, we’re hosting a LIVE workshop you don’t want to miss with our resident marketing expert and Pool Deck contributor @Ryan from Pool Monopoly on Thursday, February 20.The trends show that in today’s competitive market, simply running basic ads isn’t enough—you need the right strategy to turn clicks into real pool accounts. Whether you’re using Facebook Ads, Google Ads, or Google Local Services Ads (LSAs) for your pool service business, understanding how to optimize these platforms can make all the difference in how many new pool accounts you acquire in 2025.What You’ll Learn: Facebook Ads – How to create campaigns that drive actual customer inquiries, not just engagement. Google Ads – Best practices for targeting, bidding, and keyword

TravisTeam Skimmer

published in Skimmer training, tips & tricks

🤑 See Service Rates in Your Area 💰

Looking for insights on pool service pricing in your area? You’ve come to the right place!Skimmer’s interactive Service Rate Index is built from anonymous data gathered from over 30,000 users who service more than 700,000 pools monthly.With this benchmark data, you can view the average price ranges across the country, broken down by state, region, and type of rate (per stop, per month, plus chemicals, and including chemicals).Click here to access Skimmer’s Service Rate Index Share with us what your pricing plans are for 2025 👇

JustineThe Pool Deck Community Team

published in POP-UP events

Future-Proof Your Plan: Exit Strategies and Financial Security for Pool ProsCOMPLETED

Are you ready to start thinking about life after the pool service industry? Join us for an empowering workshop led by industry expert and community contributor @DavidSPL, which he designed to help you map out a plan to build long-term financial security and prepare your exit strategy.In this workshop, David will discuss:Why having an exit strategy is essential for every pool professional How real estate investing or other investments can provide passive income, tax benefits, and long-term wealth Actionable steps for financing, market opportunities, and investment strategies Real-world success stories and plans you can duplicateWe’ll also have a live Q&A. Register now and start taking steps towards securing your future. Date: Tuesday, January 28, 2025Time: 1 PM PT / 3 PM CT / 4 PM ETLocation: Zoom To save your seat, register using this link👇 REGISTER NOW Note: All registrants will receive a confirmation email with the Zoom link. This LIVE workshop will not be recorded, so be su

JustineThe Pool Deck Community Team

published in POP-UP events

Mindset Mastery: Overcome Fear and Unlock Business Growth in 2025COMPLETED

Are fear and uncertainty keeping you from growing your pool service business? It’s time to break free and step boldly into 2025! As a bonus addition to our live webinar with industry consultant @Michelle Kavanaugh, you can also register for her complementary 1.5-hour workshop to start building your own action plan. Michelle has designed this interactive session specifically for pool service professionals who are ready to overcome mental roadblocks and create a clear path to business success.What You’ll Gain: A step-by-step framework to shift from fear to confidence in decision-making. Practical strategies to prioritize goals, delegate effectively, and build scalable systems. Insights into crafting a compelling vision for your business in 2025. Hands-on exercises to transform limiting beliefs into empowering actions. Inspiration and tools to take bold, strategic steps toward growth. This will be a transformative experience with hands-on exercises, live group discussions, and ac

JustineThe Pool Deck Community Team

published in POP-UP events

QuickBooks Reporting WorkshopCOMPLETED

If you are thinking about wrapping your books on 2024 and improving your 2025 reporting, then don’t miss the last of our QuickBooks workshop series with @sharonburch to learn some practical takeaways you could start using immediatelyAnd, if you aren’t sure if this workshop is a valuable use of your time, then check out Sharon’s short video for a summary of what she will cover. To save your seat, choose a session from the options below and register using that link👇 All registrants will automatically be sent an email confirmation with the Zoom link. NOTE: This is a LIVE workshop, and it will not be recorded, so be to add the workshop to your calendar so you don’t miss it 📅 Date: Wednesday, January 15, 2025Session Options: 1. Monthly flat rate invoicing (chemicals included) Time: 2:30 - 3:15 PM ET / 1:30 - 2:15 PM CT / 11:30 - 12:15 PM - invoiced in advance CLICK HERE TO REGISTER 2. Per visit invoice (chemicals added) - invoiced in arrears Time: 4 - 4:45 PM ET / 3 - 3:45 PM CT /

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Don’t Leave Money on the Table in 2024

This is a friendly year-end reminder to invoice your customers with outstanding balances before December 31. Start 2025 with a clean slate, and your accountant will thank you for wrapping up the year when they prepare your taxes!If you have not already enabled Skimmer’s automated invoice reminder emails, use the Broadcast Emails feature to quickly send a reminder notification to all of your customers that have an outstanding invoice (NOTE: Available on the Scaling Up & Owning the Market tiers) HOW TO USE BROADCAST EMAILS 💡The Pool Deck Community Tip - To streamline this process moving forward, ensure you’ve enabled Skimmer’s automated Invoice Reminder Emails. HOW TO SET UP INVOICE REMINDER EMAILS

jcmedranoTeam Skimmer

published in Skimmer training, tips & tricks

Who Sees What? A Guide to Using Notes in Skimmer 📝

"Who sees what 🤔?" This is one of the most common questions I get asked on using all of our Notes sections. You likely have important details your techs need to know but don't want your customers to have visibility. Or there's information meant only for office staff. To help you confidently use these useful features, I'm going to explain where to add notes and who can see them. This will help you keep communication flowing and everything running smoothly! Customer Code The Customer Code can be used to warn your tech of a dangerous dog or to let them know the service level to complete for the customer. This note will be visible right next to the customer's name before the tech even taps to start their route. Who will see it?✅ Admins✅ Technicians ❌ Customers How will it look for my tech?How to add:Go to Customers Click Edit on the Customer you want to add a Customer Code for Click Edit one more time in the white box next to the Customer's name Enter the note in the Customer Code f

Chlorine KingSkimmer Verified Partner

posted in Skimmer training, tips & tricks

Using Skimmer to Store Employee Records. Short, Sweet & Simple!

If you start building your company to where you have lots of employees it can be hard and a lot of extra work to maintain records of performance, write ups, etc. We figured out a way to use Skimmer to do this for us. It’s very simple and you can document on the fly whether if it’s to identify weaknesses in performance (like if they ask to be trained on the same item repetitively), an official record of conversion or even things like write ups. I think if you guys and gals watch this it’ll open up a whole new way of utilizing Skimmer to not only manage your customers, but also your employees.

JustineThe Pool Deck Community Team

published in POP-UP events

Chemical Safety TrainingCOMPLETED

It is essential to ensure that everyone on your team is up to speed with the chemical safety issues in our industry. And what best practices you need in place across all critical workflows to help prevent any accidents from occurring. To guide us on this timely topic, we are fortunate to have @Lauren Broom back for this live workshop training, where she will cover these topics:Identify types of hazardous materials and how exposures can occur. Identify the dangers associated with hazardous materials, including injuries that may occur. Overview methods for eliminating the physical dangers of handling hazardous materials. Overview methods for eliminating the health risks of exposure to hazardous materials.We encourage you to invite your team to also attend this workshop to spread awareness of this critical information. Date: Tuesday, November 19, 2024Time: 4 - 4:45 PM ET / 3 - 3:45 PM CT / 1 - 1:45 PM PTLocation: Zoom To save your seat, register using the link below 👇 If you have an

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Marketing tip of the week: Paid marketing landscape - Facebook & Instagram ads

Our final post in this 6 part marketing series focuses on social media channels. We like to say that Facebook / Instagram ads are the new direct mail, but on steroids. They are one of the best exclusive lead sources in 2024 for pool companies in most markets around the country. Ad CreativeWhen you advertise on Facebook / Instagram, you compete with many other posts for your consumers’ attention. That’s why it’s important to try out different creative to see what resonates and converts. According to Pool Monopoly, images and videos both work, but generally, images work best for their clients since they’re more succinct and to the point. According to the experts at Pool Monopoly, using an image of Skimmer’s service report email in ads is effective because it shows the homeowner that they will always be kept in the loop. This is probably the most important thing that people searching for pool service want: strong customer communication and the knowledge that the job will get done well. Ad

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Marketing tip of the week: Paid marketing landscape - Google Ads 101

Google AdWords search campaigns are the top way to get in front of potential clients who need weekly pool service. Building up your organic SEO results on Google can take years, and this essentially lets you buy your way to the top of Google (if it’s done correctly). In this post, we’ll explore the basics of Google and how to maximize your investment here. Keyword ResearchA big part of being successful with Google is understanding keyword research. Google’s Keyword Planner tool allows you to forecast and see what people are searching for on Google regarding the services that you offer.One of the biggest components of a successful Google campaign is keyword research. You always need to dig into which keywords will apply to your campaign.Check out these videos to learn more about how to conduct keyword research:[VIDEO] Local Keyword Research [VIDEO] Local SEO Keyword Research with Semrush [VIDEO] 6 Ways To Use Google Keyword Planner for Keyword ResearchAd CopyGoogle ads copywriting is e

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Marketing tip of the week: Paid marketing landscape - online directories

This next series of posts is a paid marketing cheat sheet that reviews the industry’s main channels and explains how to maximize each one. We’re going to start with a guide for online directories.YelpYelp is one of the best-known directories for consumers, and many folks will consult it for company reviews before making a buying decision. However, there are a few things to note before you commit to running ads on Yelp.Ad structure and fees Yelp ads work on a pay-per-click basis. You set a daily budget, and they charge you per click on your profile. They sponsor your profile and put it at the top of Yelp or on a display page. However, it can be difficult to maintain this placement. If you’re going to advertise on Yelp, you must be able to respond to new leads in under 5 minutes since Yelp prioritizes companies with quick response times. As a side note, this is also a great sales best practice – being responsive to customer inquiries will help engage them while they’re paying attention t

jcmedranoTeam Skimmer

published in Skimmer training, tips & tricks

The 50 Most Popular Tags Skimmer Pros Use—Are You Missing Out?

When talking about Tags with pros, the most common question is, “I want to start using Tags, but I don’t know which ones to use. Can you give me examples of what other people are using?” Well, the results are in!Here are the 50 most commonly used Tags:1. Repair-only2. Full Service3. Weekly Service4. Salt System5. Cartridge Filter6. Salt Pool7. Residential8. Seasonal9. Sand Filter10. Cartridge11. Maintenance12. DE Filter13. Chlorine14. Chlorine Pool15. CS- Priority New*16. Commercial17. Bi-weekly18. Pool19. AutoPay20. BLAST-August 2024 Light Promo**21. VIP22. Spa23. Thursday*** 24. Sand25. CART26. Heater27. Active28. Standard29. Salt Cell30. Monthly31. Basic Service32. Chem Only33. Caged Pool34. Weekly Service Invoice35. Agreement36. Hot Tub37. Check38. ST-Premium39. Chlorine Feeder40. Pre-Auth41. Year Round42. Open/Close43. Chem Plus44. IG - In Ground45. CCOF - Customer Card on File46. No extra clean-up services47. Filter Cleaning Recurring - Dec48. Plaster49. Recurring Credit Card50.

cshalliTeam Skimmer

published in Skimmer training, tips & tricks

Start Using Custom Work Order Types to Streamline Repair Assessments

My favorite thing about Skimmer's Work Order Feature is that it is fully customizable. So, when a pro recently reached out looking for guidance on how their technicians could report issues found during service using Work Orders, I was excited to brainstorm!Here's the scenario: A cleaner technician finds an equipment issue during service and wants to report notes and pictures back to the office to schedule a follow-up assessment with a repair technician or send a quote.Here's the solution: Watch this short video to discover how your cleaner can report issues in Skimmer and how you can action them with a new Work Order Type: I'd love for you to share any clever ways you're using Work Orders to streamline your repair processes. Or, if there are any workflows you're hoping to optimize, let me know, and I can try to brainstorm a solution for you! Please share in the comments! 👇

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Marketing tip of the week: Crafting a website that converts - part 3

To close out our series on website optimization this post covers the importance of including customer reviews, images, and mobile optimization. 3 rules for using customer reviews Social proof is one of the most important components in getting a prospect to convert into a new lead. They want to see real proof that others find your services top-tier and that you’re easy to work with.Use real screenshots OR embed directlyIt shouldn’t need to be said, but never fake your reviews. If you’re going to use reviews on your site, it’s critical that they’re real. You can embed reviews directly from sites like Google or Yelp on your site or create a mockup of your favorite ones to add to your site.Provide at least 4 minimum, ideally moreThe more reviews, the better! If you have a bunch of amazing reviews, embed at least 6-8 of them on your hero page in a “customer reviews” section.Choose specific, relevant reviewsWhen it comes to choosing which reviews to include on your site, it’s good to use on

JustineThe Pool Deck Community Team

published in Skimmer training, tips & tricks

Marketing tip of the week: Crafting a website that converts - part 2

Here are this week’s marketing tips on optimizing your website to build traffic, strengthen your brand, and grow your business. Strong calls to actionIt’s best to have a few different CTAs (calls to action) on your website. “Contact Us” is usually too basic and doesn’t establish any sort of urgency or reason to inquire. Instead, try using things like “Get A Free Quote,” “Get Our New Customer Special,” etc. If you offer any special introductory deals like a free month or free filter cleans, play around with using those as well.Examples of CTAsProfessional logoProfessional logos are more important than people think. Even if you already have a recognizable brand, you can always update your logo to represent your company as positively as possible.Tips for strong logo design.Stand out in the crowd. Most pool companies use the same blue color schemes, and while it makes complete sense in terms of brand congruency, it can make them all blend together. It’s best to consider using another color

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