Glossary of Skimmer Terms
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This feature allows you to send mass emails to groups of your customers. You can choose to filter the mailing list down to certain customers for whom each message will apply, or you can email your entire customer list. Perfect for letting your customers know about promotions or service schedule changes.
A label that will appear next to the customer’s name on the Customers list and the Route Dashboard, so both admins and techs will see it. Many Skimmer subscribers use this field to indicate what service level the customer is receiving (Silver Level, Gold Level, etc.), or to provide a reminder to the tech about that customer (Text Before Arriving, for example). It’s an open field, so you can use it to convey whatever information you like.
This functions the same way as the Customer Code, except the label will be attached to specific location and appear next to that instead of next to the customer’s name. This is especially useful for customers that have multiple service locations, enabling you to identify each location by something other than just the address.
You’ll find this feature on the website under Routes. It allows you to quickly build a route for any tech on any day of the week, make changes easily for any existing route, and then optimize each route’s order for maximum efficiency. You can see each route stop plotted on the map, and view pin drops indicating customers that have not received a route assignment yet.
You’ll find this feature on the website under Routes. It allows you to view and manage routes for all days and all techs, including the ability to reassign work (either temporarily or permanently) to different techs and different days when needed. You can also view each tech’s work progress. As techs complete work in the field, their app will periodically sync that data up to the cloud, and the details of their completed work will appear here when it has synced. You can click the Refresh button next to the calendar to ensure you have the most up to date completed service information.
Rate Type - Per Stop
Use this rate type if you intend to charge the customer for each individual service stop performed during the billing period. This does not apply to work orders, only to regular (typically weekly or bi-weekly) service.
Rate Type - Per Month
Use this rate type if you intend to charge the customer a flat monthly fee for all service stops performed during the billing period. The same monthly rate will be applied no matter how many service stops you perform. This does not apply to work orders, only to regular (typically weekly or bi-weekly) service.
Rate Type - Plus Chemicals
Use this rate type if you intend to charge the customer for every chemical dosage applied to their pool during the billing period. You can set up dosage rates on the website under Settings > Chemical Readings & Dosages.
Rate Type - With Chemicals
Use this rate type if you intend to include at least some chemical dosages in the base service rate. For instance, some pool service companies include chemicals such as Liquid Chlorine but charge extra for others such as Cyanuric Acid. If you choose this rate type, each dosage type that you include for no extra charge must have its “Can Include With Service” box checked. You can can find the box for each dosage type under Settings > Chemical Readings & Dosages.
Use this to create the schedule of regular route stops, or maintenance stops. These apply to the typical weekly/bi-weekly service rendered to a customer’s pool. Multiple route assignments can be created for any customer, enabling you to service their pool multiple times per week if desired.
An individual maintenance stop, typically performed on a weekly or bi-weekly basis. Route stops are created and scheduled using route assignments.
This is a reminder of upcoming work order service. When you create a work order type with a particular service interval (for instance, a Filter Cleaning work order that you want to recur every three months), you’ll then create a Recurring Work item to attach to that work order for the client receiving this service. When the next three-month interval is approaching, the Recurring Work item will remind you to schedule the work order.
A customizable list of tasks that you can create for route assignments and work orders. These tasks appear on the screen where techs record the work they performed at a service location. Techs swipe each checklist item to indicate they have completed the tasks, which Skimmer tracks. You can also choose to include completed checklist items in the service email that sends to the customer upon completion.
Notifications of completed work that can be emailed to the customer upon completion of a route stop or work order. These emails are fully customizable, allowing you to choose the message that is sent and the service info that is shared with the customer. Any service photos taken on-site will be attached to this email.
Techs can use the Notes box, which appears on the same screen where they record their work, to record any additional information that they want the office/admins to know about the service they performed. They can also choose to send that note to the office immediately, as an Alert email. Pool service customers do not see what is entered into the Notes box, it is meant for internal communication only.
Designed to accommodate any non-regular route stop work and tasks which typically occur less often. Examples – filter cleanings, pool openings and closings, repairs, etc. When a work order is scheduled, it will appear on the tech’s route dashboard along with regular route assignments.
Work Order Type
Templates that allow you to customize work orders to fit different types of work performed.
Work Order - Upcoming
You’ll find this feature on the website under Work Orders. Any Recurring Work items that are approaching the next interval’s due date will appear here. You can choose how far in advance you want to view, from next week to the next twelve weeks.
Work Order - New
You’ll find this feature on the website under Work Orders. This screen shows any work orders that have been created but not yet scheduled (meaning they have not been assigned a tech or a service date).
Work Order - Scheduled
You’ll find this feature on the website under Work Orders. When a work order is given an assigned tech and a service date, it will move from the New screen to this one. Here you will see work orders that have been created and assigned a tech and a date, but have not yet been completed.
Work Order - Finished
You’ll find this feature on the website under Work Orders. When a work order has been completed (meaning the tech has tapped the Finish button in the top right corner of the work order), it will be entered into the customer’s service history, and it will also appear here. It will no longer be found on the Scheduled screen since it has been completed.