Skimmer Release Notes

SKIMMER WEB RELEASE: NOVEMBER 28, 2023

Enhancements / Bug Fixes for Account Credits and Billing Reports

• Date filtering on Customer Statement honors date range more accurately
• Removed transaction amounts from opening and closing balance
• Removed payment method from all Refund transactions on Customer Statement
• Resolved issue when refunding an applied credit that was automatically paid results in transaction type "automatic payment" on customer statement
• Prevented users from refunding applied credit (user should delete instead)
• Inserted payment memo column for the Payouts Received Detail report
• Re-inserted payment memo column for the Payments Collected Detail report

Bug Fixes

• Resolved issue where bad card on file kept retrying after failed payment
• Resolved issue where select online payments were charged the wrong amount in Stripe
• Resolved issue where rounding of partial penny amounts caused discrepancies in invoice total calculations
• Resolved issue where undeleted route moves associated with deleted route assignments caused assigned tech's route for the day to not appear on web dashboard
• Resolved issue where some payments were not appearing in the Payouts Received Detail report

Various Reporting Enhancements

• Added date range to the printout of the Chemical Dosages report
• Added date range to the printout of the Installed Items report
• Added date range to the printout of the Labor report

SKIMMER MOBILE RELEASE v11.3: OCTOBER 24, 2023

Minor update to address time display issues in Android 14.

SKIMMER MOBILE RELEASE v11.3: OCTOBER 24, 2023

Collect and Apply Credit Payments for Customer Accounts

• Collect payment and create a balance of credit for your customer
• Manually apply a credit payment on existing invoices
• Automatically apply a credit payment on new invoices
• Easily view your customer account summary including account receivable, credit balance, and net balance
• View and send customer statements for all transactions within Skimmer

New Billing Reports

• Customer Statement
• Payouts Received Detail

Enhanced Billing Reports to Include Credit Payments

• Payments Collected Summary (formerly Payment Summary)
• Payments Collected Detail (formerly Payment Detail)
• Payouts Received Summary (formerly Online Payout Summary)
• Income by Category
• Customer Balance Summary

SKIMMER WEB RELEASE: SEPTEMBER 

SKIMMER WEB RELEASE: AUGUST 16, 2023

You can now create and manage your own quotes right here in Skimmer! Here’s what you can do and how to get started with quotes.

Create a quote.

• Create a quote for any of your existing customers, or create one for a new customer
• Add various items to your quote including line items, a message to your customer, downpayments, fees & discounts, an expiration date
• Send the quote to your customer for approval

Track and manage quote status.

• Once a quote is sent, your customer can approve or reject it and provide a reason
• View all your quotes and their statuses in one place so you’re up to speed
• If needed, you can adjust your quote and re-send it

Calculate your profit margin on each quote.

• Enter a cost and rate for each line item
• View your profit margin for each quote

Create an invoice from your quote

• Once your customer approves the quote, easily create one or more related invoices in order to collect payment on your work
• Track the status of the invoiced amount of your quotes
• Easily create reports of all quotes so you don’t miss any invoices

What else?

We've also addressed a bug that was affecting the appearance of tags in the Customer List.

SKIMMER MOBILE RELEASE: JULY 12, 2023

Our latest mobile release, v11.1, is now available on Android and iOS, which includes minor performance enhancements to Android and security enhancements for iOS. 

SKIMMER WEB RELEASE: MAY 18, 2023

What's New? 

• Payment confirmation emails and invoice confirmation emails can now be sent separately from each other
• Improved loading speed on Customer Listing page

SKIMMER WEB RELEASE: MAY 2, 2023 

What's New? 

We're working on some features for bulk fees, discounts, and line items. Today's deployment included code to enable these features in a future release. We also resolved some minor Skimmer Billing bugs, including an issue to reflect the correct date for broadcast emails sent after 6pm CT and a 500 error when clicking "Service Rates" button in the Customers page. 

SKIMMER WEB RELEASE: APRIL 27, 2023

What's New? 

From the Route Assignments page, route pins are now clustered together to easily view an area with many route assignments. When several pin locations are in close proximity, manually zoom into an area from lower right corner, or select a cluster to zoom in and see the detailed route assignment pins. The number in each cluster indicates how many route assignments are present and cluster colors do not represent specific tech route colors. You can turn this view off under “More options” from the upper left of the page.

SKIMMER WEB RELEASE: APRIL 22-23, 2023

What’s New? 

This weekend’s release included an infrastructure upgrade to improve performance of the Skimmer web app. We've also added functionality within our web app to let you know when we're going to perform these upgrades. Most upgrades and new feature deployment

RELEASE SKIMMER WEB RELEASE: APRIL 19, 2023

Enhancements and Improvements: 

SKIMMER WEB RELEASE: APRIL 10, 2023

What’s New? 

We’ve made some improvements to the Skipped Stops feature and function! Those with permission to see each others’ tech routes can now see how many stopped without tapping into each technician. This provides admins and owners better visibility into the status of each technician’s route. In addition, techs can now add a reason for skipping a stop, providing admins, owners, and the customer with greater detail. An alert to the office can now be sent when a stop is skipped. If a reason is provided, it will be included. Finally, an alert to the customer’s email can now be sent when a stop is skipped. If a reason is provided, it can be included in the notification to the customer. 

Additional Enhancements: 

Added support for negative readings - You can now create a negative value for a reading in Settings > Readings and Dosages for both Android and iOS. 

Bug Fixes and Improvements:

• Fixed an issue that would sometimes prevent users from saving changes to a Work Order (iOS only)
• Fixed an an issue where whitespace would sometimes appear when editing text in Work Orders (iOS only) 

What’s New? 

Have a service location with an inaccurate Google Maps location or not on the map at all? You can now use GPS coordinates to map an address from the web app! 

Additional Enhancements: 

• You can now exclude your billing and address and phone number from a Skimmer Billing  invoice in situations where it’s a home address or home phone
• Skimmer Billing now allows you to view all stored payment methods across your customer base to easily determine which methods are currently set to AutoPay
• New Skimmer Billing Report allows you to see the entire billing history of a customer from the customer profile page 
• You can also now designate a billing point of contact email from he customer profile page and selectively send invoices to the designated billing point of contact 

Bug Fixes and Improvements: 

• Resolved issue experienced by some users where duplicate work orders were being created fro recurring work orders 
• Resolved an issue where adding a new service location required reroute assignments in order to be saved

• Display Company Name on Skimmer Billing Invoice 
• Added a “Help” button to Quick Start and Support Pages
• Added Help Center button on Skimmer Billing Pages 

• Resolved issue where a chemical dosage of zero was not displaying the character “0”
• Resolved error when adding payment method if Stripe is not active
• Resolved an issue for Apple Pay users that resulted in an “unhandled exception” error  

SKIMMER WEB RELEASE: FEBRUARY 22, 2023

Minor Skimmer Billing bug fixes and improvements following the Skimmer Billing GA Release. 

SKIMMER WEB RELEASE FEBRUARY 15, 2023

What’s New? 

Skimmer Billing is now generally available and enabled for all Skimmer users! Visit this page for more information. Our account managers can meet with you 1x1 to answer questions and help you get set up. Reach out to support if you'd like to set up a meeting. 

SKIMMER WEB RELEASE FEBRUARY 10, 2023

New Reports:

• Income by Category
  • Report on all income or payments broken down by category including pool service, dosages, work orders, installed items, and manually entered items
• AR Aging Summary
  • Report on  accounts receivable by customer as current, less than 30 days overdue, 31-60 days overdue, 61-90 days overdue, and greater than 90 days overdue
• Customer Balance Summary
  • Report on customer accounts with open balances along with overpayment balances
    
• Voided Invoice Summary
  • Report on all voided invoices and the reason for the void

Enhancements: 

• Allow customer to retrieve stored payment methods from the customer invoice
• Display a payment status from within the Invoice Detail to provide business insight into pending and refunded payments within the context of the invoice
• Set the payment date for ACH payments when the payment is pending rather than initiated
• Ensure Apple Pay and Google Pay are enabled for systems where wallet settings are defined and using the proper browser
• Do not require a customer to "re-verify" a bank method if payment was already used previously from customer invoice
• Treat manually entered line items as "manually entered" rather than as generic pool service for more accurate reporting in Sales by Category and Income by Category reports
• Present customer with pending ACH payment message from the customer invoice
• Update the Route Dashboard  to reflect skipped stops more clearly

Bug Fixes and Improvements: 

• Resolved odd behavior with an editing an invoice open in multiple tabs 
• Resolved issue where users with expired or invalid QBO access tokens users were experiencing failures during export

SKIMMER WEB RELEASE: FEBRUARY 3, 2023

We continue to roll out additional Skimmer Billing Capabilities and Bug Fixes as reported by users in our Early Release Program. 

New Reports:

• Sales Tax Summary (Cash Basis) 

Enhancements: 

• Allow businesses to add a card payment method on behalf of customer directly in Skimmer
• Handle ACH automatic verification process (in preparation for enabling ACH)
• Handle ACH manual verification process (in preparation for enabling ACH) 
• Indicate in the payments dashboard when a bank payment is being manually verified (in preparation for enabling ACH) 

Bug Fixes and Improvements: 

• Resolved issue deleting an existing line item on an invoice with payment applied
• Resolved issue when filtering customers by tag to support "none" and "all" options to generate invoices
• Resolved issue where invoices were showing falsely as overdue
• Resolved issue where payment origin was not properly set originating from invoice email
• Improve data accuracy of payments dashboard widget "Payments Expected This Week" 
• Resolved issue when excluding recipients in a broadcast email draft
• Improved performance of QBO export progress bar and error messaging

SKIMMER MOBILE RELEASE 10.0: JANUARY 31, 2023

Builds for Android and iOS were released to the Google and Apple stores. This release includes: 

• Support for Pendo, which will allow Skimmer users to receive in-app messages from Skimmer 
• Update to the splash screen for Android 12 compatibility
• Code improvements for unit testing and logging 
• Bug fixes: 
  • Update to fix crash errors for users with emojis in grouping key
  • Fix to bug that resulted in map/browser opens in split-screen on Android devices
  • Fix to pinch-to-zoom behavior in image viewer
  • Fix to iOS display issues with Telerik controls

SKIMMER WEB RELEASE: JANUARY 23, 2023

The following Bug Fixes and Improvements have been made to Skimmer Billing as we have onboarded Early Access Program participants:

• Resolved issue with Skimmer test invoice emails linking to an invoice that doesn't exist
• Resolved issue with editing existing line items on a Skimmer invoice with payment applied
• Improved progress bar performance for deleting Skimmer invoices
• Allow for Stripe connection "Update Required" to accept payments in certain scenarios
• Improved Stripe redirects during customer onboarding
• Resolved issue with generating  Skimmer invoices for work orders only for new accounts

Thank you to all of our Early Access Program participants for your excellent feedback! 

SKIMMER WEB RELEASE: JANUARY 18, 2023

Hooray! Skimmer Billing is now ready for the first wave of Skimmer Billing Early Access Program participants! Skimmer Billing has been tested to successfully generate 2,000 invoices in less than 60 seconds. Here is more of what you can do with Skimmer Billing: 

• Create invoices from scratch, edit and add line items as necessary
• Send your customers invoices via email, customers can pay invoices online, and save a card on file for future use
• Manage invoices with ease, add payments directly, bulk update invoices, and view your outgoing sales at a glance
• Manage payments, view failed attempts, refund all types of payments, see your income flow in real time
• Create tax rates and group them together for specific locations, bulk update your service locations
• Customize your invoice emails and payment receipts, manage your default taxable items
• Define your pool service and work order line item defaults for invoices
• Report on invoices, line items, general sales, payments received, payouts, and sales tax summaries

Our product and engineering teams will be working closely with Early Access Program participants to quickly identify and resolve any bugs that may come up during the Early Access period. 

SKIMMER WEB RELEASE: JANUARY 10, 2023

• Release of updates related to upcoming Skimmer Billing launch
• Enhancements    
  • Addition of global timezone setting field in company settings
  • Updates to improve QBO batch processing of invoices 

SKIMMER WEB RELEASE: JANUARY 3, 2023

• Release of updates related to upcoming Skimmer Billing launch

SKIMMER WEB RELEASE: DECEMBER 19, 2022

• Performance improvements to infrastructure in preparation for Skimmer Billing 
• Bug fixes
  • Fix that addresses QBO online rate limiting issues 
  • Fix to address date issues with one-time route moves 
  • Fix to address errors when creating same-day route stops 

SKIMMER WEB RELEASE: DECEMBER 8, 2022

• Bug fix to addresses issues with displaying consistent times across route builder, route assignment, and route dashboard pages

SKIMMER WEB RELEASE: DECEMBER 7, 2022

• Bug fix to address date issues with one-time route moves 

SKIMMER WEB RELEASE: DECEMBER 5, 2022

• Bug fix to address error with date selector in dropdown lists being off by a day 

SKIMMER WEB RELEASE: NOVEMBER 30, 2022 

• Bug fixes
  • Fix address QBO export rate limits
  • Fix to address customer details not appearing on Route Assignments page 

SKIMMER WEB RELEASE: NOVEMBER 23, 2022

• Bug fix to address issue with route assignments

SKIMMER WEB RELEASE: NOVEMBER 22, 2022

• Bug fix to address timestamp issues 

SKIMMER WEB RELEASE: NOVEMBER 11, 2022 

• Enhancement that directs users to specific customers and invoices when QBO failure occurs 

SKIMMER WEB RELEASE: NOVEMBER 1, 2022 

• UI/UX updates and improvements  
• Enhancement to dashboard widget to reflect serviced locations in addition to serviced customers
• Bug fixes
  • Fix to address delays with QBO exports
  • Fix to address QBO export not exporting all invoices 

SKIMMER MOBILE RELEASE: NOVEMBER 1, 2022 

• Bug fix to address issues with syncing 

SKIMMER WEB RELEASE: OCTOBER 28, 2022

• Performance improvements related to customer imports 
  • Customer import from file and from QBO

SKIMMER WEB RELEASE: OCTOBER 19, 2022

• Networking improvements related to new website launch

SKIMMER MOBILE RELEASE 9.9:  OCTOBER 14, 2022

• Bug fixes
  • Fix to Android touch sensitivity/scrolling issue
  • Fix to address iOS 15/16 layout issues with Readings & Dosages 

SKIMMER WEB RELEASE: OCTOBER 1, 2022

• Performance improvements to backend architecture 
• Enhancements in preparation for new website launch

SKIMMER WEB & MOBILE RELEASE 9.7: SEPTEMBER 29, 2022

• Performance improvements 
• Mobile enhancements to service tech permissions 
  • Prevent service techs from moving route stops on mobile app
  • Prevent service techs from reordering route stops on mobile app
  • NOTE: Techs need to update to version 9.7 before permissions are adjusted by admin

SKIMMER WEB RELEASE: SEPTEMBER 7, 2022

• Enhancements to reporting & dashboard widget
  • Added column sorting to all reports that have a table layout
  • Allow skipped stops dashboard widget to be clickable and target user to the correctly filtered section of the report 

SKIMMER WEB RELEASE: THURSDAY, AUGUST 18

• Enhancements to Broadcast Emails
  • Added ability for admins to create and save a broadcast email as a draft so they can return to it later 
  • Added Ability for admins to save list of intended customers when saving as draft
  • Save function is accessible from the Email Customers button as a dropdown allowing admin to Save or Save and Exit 
  • Draft email will appear under broadcast email history for an admin to open and edit after saving 

• Enhancements to Skipped Stops on Labor report
  • Added skipped stops to the Labor report. From the Labor report, select the orange button dropdown (formerly just Service and Work Orders to reveal Skipped Stops)
  • Admin can now view a summary and details of a skipped stops by date range selected. An admin can view the tech, number of stops skipped, the customer that was skipped, the location that was skipped, and the route assignment 
  • Addition of skipped stops dashboard widget. This enhancement adds a widget on the dashboard to surface count of skipped stops as they occur. The number of stops skipped for this week, last week, and this month are exposed
• Bug Fixes
  • Fix to address the adding/editing captions when using Edit Caption button for customer photos in the customer profile 
  • Fix to address issue with ability to print from the Customers > Service Rates page

SKIMMER WEB RELEASE: AUG 10, 2022

• Performance and monitoring system improvements
• Bug fixes to addresses QBO export errors

SKIMMER WEB RELEASE: JULY 27, 2022

• Enhancements
  • Allows Skimmer users to delete a customer if the customer was corrupted during creation, for example, if the customer has no service location 
  • Added ability for select Skimmer support agent to bulk delete customers on behalf of a user upon request. NOTE: This is an “all or nothing” action. All customers will be eliminated from the system 

• Security enhancement to put a time limit on password reset request URLs and prevent the same link from being re-used

SKIMMER WEB RELEASE: WEDNESDAY, JULY 13, 2022

• Bug Fixes 
  • Fix to addresses date errors when sending a service report email without completing a stop
  • Fix to address issue with pins on map overlapping and displaying at the same when viewing multiple route stops 

SKIMMER WEB RELEASE: JUNE 15, 2022

• Performance and monitoring system improvements

SKIMMER WEB RELEASE: JUNE 8, 2022

• Enhancements
  • Introduces first part of fix addressing QBO performance 

SKIMMER WEB RELEASE:  JUNE 7, 2022

• Performance and monitoring system improvements for web

SKIMMER WEB RELEASE UPDATE: FRIDAY, JUNE 3, 2022

• Performance and monitoring system improvements for web and mobile
• Enhancement adding suggestive text to the State/Province field
• Bug fixes to address issue with customer service history not exporting & timing out

SKIMMER WEB RELEASE: FRIDAY, MAY 20, 2022

• Bug Fixes 
  • Fix to improve response time on Invoicing and Profit report
  • Fix to address QBO-related errors experienced by some users
  • Fix to Customers > Service Rates page to improve performance

SKIMMER WEB RELEASE: THURSDAY, MAY 19, 2022

• Performance improvements
• Enhancements to service history to reflect completion dates 
• Enhancements to the Customers > Service Rates page
  • Improves filtering and pagination on Service Rates page to allow filters and pagination to persist after bulk updates and navigating away from the page within the session
  • Bulk update improvements to expose tag count by service location with a hover state indicating what tags are present 
• Bug Fixes
  • Fix Print function on the Customers > Service Rates page
  • Fix to improve performance when retrieving checklist items for service stops 
  • Fix to service rates tag filtering

SKIMMER WEB RELEASE - MAY 9, 2022

• Performance improvements

SKIMMER WEB RELEASE: APRIL 30, 2022 

• Performance improvements 
• Enhancement to data exports
  • Added tags to customer data export. This enhancement adds customer tags in a column in the customer export. Tags are in a separate column, separated by comma.
• Enhancements to Broadcast Emails 
  • Added controls for customers to change text size
• Bug Fixes
  • Exception error for company settings 
  • Time stamps for Broadcast Emails
  • Date and time errors when editing work orders

SKIMMER MOBILE RELEASE ver 9.6 - APRIL 13, 2022

• Bug fix to repaired time calculation when moving an incomplete work order from one day to another 
• UI/UX update

SKIMMER WEB RELEASE - APRIL 5, 2022

• Bug fixes to address mismatching times on route dashboard

SKIMMER WEB RELEASE - March 22, 2022

• UI updates and inclusion of customer support contact information in Spanish

SKIMMER WEB RELEASE: FEBRUARY 19, 2022

• Bug Fixes
  • Fix to issues with customer export filter
  • Fix to improve functionality when changing account owner