Add, Edit, or Delete a Customer (Web)

To learn how to add, edit, or delete a customer from Skimmer's website, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.


Step-by-step instructions . . .

Skimmer makes it easy to manage your customers, both on the web and the app. We’ll show you how to add, edit, or delete a customer account on the website. Start by going to the Customers tab. To create a new customer account, start by clicking the Add Customer button in the top right corner, and you’ll be taken to the customer creation screen.
Right away, you’ll see there’s lots of information you can include right from the beginning. Having said that, if you need to create an account quickly – for instance, if a potential customer wants a service estimate very quickly – all you need to create and save a customer account, is their name and their billing and location address. Then you can go back and fill in the other information later if you want. Start by adding a first and last name. You can also add a company name, and if you'd like, you can check the box to display this customer account by the company name instead of the first and last name.

Customer Code is a label box that allows you to add a unique identifier to the customer. Whatever you put here will appear next to their name on the Customers list and on the tech’s route. Some use this as a way to indicate service level such as whether a customer receives a Silver, Gold, or Platinum service package – but you can get creative and use it however you like.
Enter the billing address. Following that, you have four boxes available for phone numbers – two mobile phones, which you can also label for who they belong to, a home phone, and a work phone. You can also include up to four email addresses for each customer and any that you add here will be included in receiving the service emails.

Next, you can assign any tags that apply to this customer. These tags are created and managed by you, and we show you how to do that in another video.
Billing and Customer Notes is an open text box. Here you can record any information that you’d like to keep in the system, so you can your admins can view it anytime. This box CANNOT be seen by techs.
If your customer’s service location is the same as the billing address, you can click the "Make Same as Billing Address" button. But if it’s different for your customer – for instance, if they own several properties that all get billed to the same place, but the actual service addresses are different – you can enter that here.
Location Code functions just like the Customer Code, except you’re attaching the label to the service address instead of the customer. So, if the customer has multiple locations, it’s a great way to differentiate them. Gate Code and Dog’s Name can also be very helpful to your techs in the field.
Rate is what you’re charging the customer, and Rate Type tells Skimmer how you charge them. You’ll see there’s several options under Rate Type. If you choose Per Stop, Skimmer will apply the rate to each completed service. If you choose Per Month, Skimmer will apply the rate one time no matter how often you service them during the billing period, whether its 1 time or 10 times. These options allow you to bill each time you service, or just charge a flat monthly rate. What about the chemical options? If you choose Plus Chemicals, Skimmer will note an extra charge for every chemical dosage that you enter into the system. (Note that we show you how to set up chemical readings and dosages, including your cost and price per unit, in other videos.) If you choose With Chemicals, it means that you want to include at least some chemicals in the Rate that you’re already charging the customer. (And again, other videos show you how to specify which chemicals this applies to). Labor Cost indicates what you’re paying the tech to service this pool, if you’re paying per job. Under Labor Cost Type, you can make that a per-stop or per-month payment.

What is Minutes at Stop? In order to estimate how long a particular route will take, Skimmer applies a default duration to each route stop until the tech actually performs the work, at which time their actual duration will overwrite this default. But if you know a particular customer always takes longer than the system default estimate, you can change it here.
The Location Notes box can be used to record any extra information you want to keep in the system about this location. The techs WILL be able to see this box, so if you want them to know anything extra about where they’re going, you can enter it here.
Next, we’ll indicate which bodies of water the customer has. Once the account is actually created, you’re able to go back and add as many bodies of water as you like, with custom names if you prefer, but to get you started you can choose from these options.
Lastly, if you’re ready to add a route assignment for this customer – which means getting them on the regular service schedule – you can do so here, and then they’ll be on the service schedule as soon as you create them. Once they’re created, you’ll be able to add more route assignments, which is useful for customers that are serviced multiple times per week. Click Save and you’ll be taken back to the customer list.
What if you’ve created a customer, but you need to update some of their information? Just find them in the Customers list, and click either their name or the Edit button to the right. Then you’ll be taken to their profile. In other videos, we show you how to add equipment photos and other pool information.
What if the customer changed their gate code and you need to record that? Under Service Location, click Edit, and you’ll see a box showing the location info you previously entered. Changing the gate code is as simple as typing in the new number, and then clicking Save. The next time your tech’s device syncs, they’ll get this new information.
What if you no longer want this customer in Skimmer? You’re able to fully delete their account. Please note that deleting a customer account is permanent, cannot be undone, and will also erase all service history associated with their account. Once gone, it cannot be retrieved, so make ABSOLUTELY sure you want to do this. In the customer’s account, click the Edit button next to their name. On the Edit screen, look in the top right corner and you’ll actually see to options there. If you’re not actively servicing a customer and you don’t want them in your main list, but you also don’t want to delete all their data, you can just make them Inactive. 
However, if you truly want the information erased, click Delete Customer. A Delete screen will ask you to confirm by clicking Delete again. Once you’ve confirmed, Skimmer will permanently erase that customer’s account.