MOBILE RELEASE 12.4: APRIL 2, 2025

Various Bug Fixes and Maintenance

• Resolved issue with customer profile photos not uploading
• Resolved issue with iOS crashing when taking photo
• Addressed issue with customer validation to ensure mobile app does not create an invalid customer
• Resolved issue with emojis not showing in customer list

SKIMMER WEB RELEASE: MARCH 27, 2025

What’s New?

Keeping your product list up to date just got a whole lot easier. We’ve made some changes to how product lists are imported, so you can now just add or update your products using a spreadsheet. Whether you're adjusting pricing from suppliers or managing a growing list of items, just download your current list or a blank template, make your changes, and upload the file right back into Skimmer.

No manual entry. No missed updates. Just a faster, smarter way to stay organized and keep your billing accurate.

How it works:

• Navigate to your product list in Skimmer
• Choose to download:
  • A blank template (for new product entries)
  • A file with your current product data (for updates)
• Open and edit the file in Excel or Google Sheets
• Upload the updated file back into Skimmer
• Skimmer will:
  • Create any new products and categories not currently in the system
  • Update existing products that match by Skimmer Product ID (SPID)

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SKIMMER WEB RELEASE: MARCH 10, 2025

Big news! Skimmer’s new Schedule feature is here!

Managing your team’s workload just got a whole lot easier. We’re excited to introduce our latest new feature, Schedule - a simple, powerful way to organize your technicians’ weekly assignments at a glance.

✅ See your full team’s weekly schedule in a calendar view

✅ Drag and drop to adjust workloads instantly

✅ Use the ‘unscheduled bin’ to quickly assign new routine service or work orders

✅ Optimize routes with the map view

Running a pool service business is no easy task. Between managing crew schedules, handling customer cancellations, and optimizing routes, scheduling can become overwhelming, especially as your business grows. With the Schedule, you can streamline operations, save time, and take better care of your customers.

NOTE: The Schedule feature is included in the Scaling Up and Owning The Market tiers

Need help? Our team is here for you! Check out these resources to start using the Schedule today.

Tutorial Guide

Help Articles:

https://help.getskimmer.com/article/272-the-schedule-introduction-and-overview

https://help.getskimmer.com/article/273-the-schedule-calendar

https://help.getskimmer.com/article/274-the-schedule-unscheduled-bin

https://help.getskimmer.com/article/275-the-schedule-map

SKIMMER WEB RELEASE: FEBURARY 13, 2025

AutoPay for work orders

Say goodbye to late payments and better cash flow. We know late payments for jobs can be a major challenge for pool service businesses, so we are thrilled to introduce AutoPay for work orders. AutoPay automatically charges your customer’s stored payment method for invoices, making payments seamless and reliable.

What’s new?

Now, AutoPay extends to work orders, so invoices tied to work order types determined by you can be paid automatically—just like regular routine service.

How does this work?

With AutoPay for work orders, you can now specify which work order types are eligible for automatic payment, ensuring your customers pay on time and your services run smoothly.

How does AutoPay for work orders help you?

This feature is a win-win for your business and your customers as it:

• Improves cash flow: Automatically collect payments for work orders, reducing the risk of late or missed payments.
• Prevents service disruptions: Keep your services running without interruptions caused by unpaid invoices.
• Simplifies billing: Reduce administrative hassles by automating payments for eligible work orders.

Watch this tutorial video to learn how this feature works

Important note:

This only applies to completed work orders in invoices created through the invoice generator

All work orders invoiced together must all be eligible for AutoPay for the invoice to be automatically paid.

Failed payment notifications for AutoPay

We’re introducing failed payment notifications for AutoPay to help you stay on top of late payments for quicker resolution.

What’s new?

• Instant alerts: Pool owners will always get an automatic email when an AutoPay fails (no setup needed). 
• Daily failed payment reports: Admins can opt-in to receive an email report of failed payments from the previous day
• Clearer payment tracking: AutoPay transactions are now labelled on the payments listing page
• Direct invoice access:  Pool owners can review and pay directly from the failed payment notification 

How does this help your business?

Previously, failed AutoPay transactions could go unnoticed, causing late payments and service delays. With this update, both you and your customers get real-time notifications, leading to:

• Fewer service disruptions from missed payments
• Faster collections with automated communication
• Easy tracking of problem payments and faster resolution

Watch this short video to learn how it works

Next-day payouts are here!

Faster payouts mean better cash flow. Currently, at no cost,  Pros using Skimmer Billing can receive debit and credit card payouts in just one business day—a huge improvement from the previous 3–5 day wait. This gives you more control and predictability over your finances, helping you:

• Pay bills on time – Stay on top of expenses like payroll & suppliers
• Invest in growth – Easily reinvest in equipment, marketing, or new hires
• Operate smoothly – Reduce financial stress with more predictable cash flow

Plus, this update includes dispute handling at no cost to your business.

SKIMMER WEB RELEASE: DECEMBER 12, 2024

Various bug fixes and maintenance

• Addressed issue when searching for customer tags that contain a trailing space
• Addressed issues with product classes in QBO stopping invoices from syncing
• Adjusted multiplier for invoices and payments
• Addressed issue where stored card with incorrect CVC should be disabled for autopay

MOBILE RELEASE 12.2.1: DECEMBER 12, 2024

Various bug fixes and maintenance

• Resolved issue on iOS where user was unable to "Select All" text from a "Work Needed" within Work Order
• Resolved issue where Work Orders dollar amounts exported through QBO Legacy sync were inconsistent
• Resolved issue where app crashes when moving routes to another tech
• Resolved issue where checklist Items added to a Work Order Type were not displayed
• Resolved issue where deleting checklist items displayed a blank row
• Resolved issue where choose product from Product page did not display search results correctly
• Improved efficiency of readings and dosage rendering for route stops and work orders pagesNOVEMBER 2024

SKIMMER WEB RELEASE: NOVEMBER 7, 2024

Various Bug Fixes and Maintenance

• Work orders are now marked as “Invoiced” when related to a quote
• Resolved issue where system was attempting to retry payments on expired cards
• Resolved issue where tags icon and service texts icon were showing as disabled although enabled

MOBILE RELEASE 12.1: NOVEMBER 7, 2024

Various Bug Fixes and Maintenance

• Fixed required photo validation for service stops
• Resolved issue where Route Stop completion time on the Skimmer app and web did not match
• Resolved issue where service histories were displaying wrong email content for skipped stops
• Resolved issue where Service Notes Alert messages did not indicate Alert
• Resolved issue where "Move to Date" page was blank when navigating back when moving route stops
• Addressed certain UI text could not be seen dark mode theme when an Android device is configured for a dark theme.
• Resolved issue where app got stuck "Moving Route Stops.." after attempting to move a route stop
• Resolved issue where user could not see checklist item for stops in the future
• Addressed possibility of multiple pages opening when selecting the Add button multiple times on Route Stop page

MOBILE RELEASE 12.2: NOVEMBER 20, 2024

Various Bug Fixes and Maintenance

• Removed possibility of multiple pages opening when Add button is selected multiple times on Admin Panel page
• Resolved issue where LSI Calculator responds slowly when device region is different
• Addressed issue where service email message was reverting back to the default message
• Addressed issues around text sizes when iOS accessbility and text zoom is utilized
• Addressed styling issues on logout prompt page on an Android device using the dark theme
• Resolved issue where "No Work Today" text was not displayed on Route Dashboard

SKIMMER WEB RELEASE: OCTOBER 1, 2024

Various Bug Fixes and Maintenance

• Resolved issue where an installed item was missing ID when creating invoice
• Resolved issue where error occurred when adding offline payment for customers without email address
• Resolved various timestamp issues
• Resolved issue where finished work orders were not considering company time zone when filtering on completion time
• Made "send invoices" checkboxes under customer profile honor "on" to allow and "off" to disallow

MOBILE RELEASE 12.0: OCTOBER 31, 2024

Various stability, security, and performance improvements.

SKIMMER WEB RELEASE: SEPTEMBER 18, 2024

We’ve added two new feature improvements designed to improve your business efficiency and help you get paid faster.

Automatic Email Reminders for Invoices

No more manual follow-ups for outstanding invoices. Now, you can set up automated reminders for customers with outstanding invoices. These reminders can be sent before and after the invoice is due to help you:

• Reduce late payments and get paid faster
• Save time by automating the reminder process, freeing staff to focus on other tasks.
• Maintain a positive experience with your customers while still encouraging timely payments.
• Easily handle increasing invoices and reminders without requiring additional staff time as your business grows.

Finish Work Orders from the Web

Ever wondered why you couldn’t finish a work order without using the mobile app? Well now you can finish work orders directly from your web browser. This feature is beneficial for office-based tasks or when you need to adjust Work Orders completed in the field. With this new improvement, you can:

• Manage work orders more effectively, regardless of your location or status, and eliminate the need to switch between devices.
• Reduce the risk of errors
• Speed up Work Order completion to get paid faster for extra projects

SKIMMER WEB RELEASE: AUGUST 15, 2024

We're excited to announce new features to streamline your workflow, from initial quote to the final invoice. These enhancements build upon our commitment to seamlessly connect your quotes to the work scheduled and getting paid for the work completed.

Quotes Workflow

You told us you needed a better way to connect your quotes to the actual work being done. Now, you can effortlessly create work orders from quotes, include items needed from the quotes in your work orders, and easily monitor the status of all work orders associated with a quote, giving you a clear overview of your project's progress.

• Send and approve quotes
• Schedule the work (with new work order enhancements below!)
• Track the progress of the work
• Bill accurately for the work done

Work Order Enhancements

We’ve also added some new enhancements to work orders to streamline your business operations further. The following items require 11.8 version of the mobile app.

• Additional options for recurring work orders: Now, you can set work order reminders to repeat in days, weeks, months, or even years, giving you more flexibility to match your specific needs.
• Pre-populate items needed on work order types: Save time by pre-populating work order types with the necessary items. No more repetitive manual entry each time you create the work order! The items will automatically be added to your shopping list after creating the work order.
• Send service notes from work orders: Keep the office in the loop! Now, your techs can send service notes, including optional alerts, from a work order just like routine cleanings in the mobile app. Manage these notes from the Service Notes page within Skimmer.
• Notify office when work order is finished: Improve team communication by enabling automatic emails to the office when a work order is finished, ensuring everyone stays informed.

MOBILE RELEASE: 11.8 (AUGUST 15, 2024)

We're excited to announce new features to streamline your workflow and ease of use. The following items require 11.8 version of the mobile app.

• Additional options for recurring work orders: Now, you can set work order reminders to repeat in days, weeks, months, or even years, giving you more flexibility to match your specific needs.
• Pre-populate items needed on work order types: Save time by pre-populating work order types with the necessary items. No more repetitive manual entry each time you create the work order! The items will automatically be added to your shopping list after creating the work order.
• Send service notes from work orders: Keep the office in the loop! Now, your techs can send service notes, including optional alerts, from a work order just like routine cleanings in the mobile app.
• Notify office when work order is finished: Improve team communication by enabling automatic emails to the office when a work order is finished, ensuring everyone stays informed.
• Use Google Maps for directions: Big news for iOS users! Now, techs can select to use Google Maps for directions within the mobile app

MOBILE RELEASE: 11.7 (JULY 15, 2024)

Skimmer’s LSI & Dosing Calculator Powered by Orenda

The wait is over! We're thrilled to announce the official launch of our integration with Orenda, the industry leader in pool water chemistry. This integration available for select packages, equips you with an LSI & Dosing Calculator within Skimmer’s user-friendly platform to help you achieve optimal water balance and offer your customers guaranteed sparkling pools, minimized repairs, and the peace of mind that comes with scientifically backed pool care.

How does the LSI & Dosing Calculator help you deliver exceptional service while saving time?

• Gain real-time LSI insights: See the LSI value instantly as you take readings during a service call, allowing for immediate adjustments and a clear picture of the pool's water balance.
• Improve dosing efficiency: Streamline your workflow and save valuable time by directly populating dosing values from Orenda's recommendations.
• Easy-to-use interface: Skimmer’s user-friendly interface with sliders for recording readings makes it easy to visualize and adjust water chemistry values for a more streamlined approach that also simplifies training for techs.
• Offline access: The LSI & Dosing Calculator functions without an internet connection, ensuring you can use the tool to provide exceptional service regardless of location.
• Track progress over time: The LSI & Dosing Calculator automatically records the current LSI value in the Service History, allowing you to track the trends of each pool you service.

NOTE: To use these new features make sure you and your team are using the latest 11.7 version of the Skimmer mobile app.

Ready to learn more?

Watch our tutorial videos on how to set up and use the LSI & Dosing Calculator via web. Contact our dedicated support team at support@getskimmer.com for any further assistance.

Required Checklists & Photo Evidence

We're thrilled to introduce enhanced checklist features that give you more control and accountability over your techs’ work. This upgrade is available for select packages. Please note that photos associated with checklist items do NOT count towards your general photo limit per stop.

Now you can:

• Enforce completion: Ensure your technicians follow crucial procedures with required checklist items.
• Require photo evidence: Capture proof of service with photos for specific checklist items.

NOTE: To use these new features make sure you and your team are using the latest 11.7 version of the Skimmer mobile app.

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WEB RELEASE: JULY 9, 2024

We have made significant improvements to Skimmer Billing to automate your invoice processing. This eliminates the repetitive work of invoicing for services and dosages, as well as the tedious task of collecting funds and reconciling the payments in QuickBooks Online.

Auto Invoicing & Quickbooks Payment Reconciliation

Our latest release allows you to generate invoices for routine pool service and dosages on the day of your preference. Auto Invoicing allows you to automatically run the generator on a day of the month to quickly and easily invoice pool service and dosages. In addition, you can now reconcile the payments in QBO via the recent QBO integration. Spend less time on paperwork and invoice with ease using this fully automated solution!

How Auto Invoicing Works:

• Under Invoice Settings, enable Auto Invoicing.
• Select the day of the month to generate invoices.
• Select whether to generate & send the invoices automatically or generate as draft only.
• For customers with a Per Month rate type, choose whether to generate invoices for the previous month’s service or the current month’s upcoming service (bill ahead).
• Choose all customers, or only customers with specific tags.
• Select save, and receive an email report showing what invoices were generated and if any need review.
• NOTE: Invoices with work orders still need to be manually generated. Invoices with installed items will be held for review.

How Quickbooks Payment Reconciliation Works:

• When a payout occurs from Stripe, Skimmer makes a copy of the record in QBO for the selected account.
• Payments are marked as “deposited” when a payment is present within a payout.
• NOTE: Payouts have to be using “undeposited funds” in order to mark payments as “deposited.”

With these two new feature enhancements, combined with the existing autopay, you can fully automate the Skimmer Billing process!

WEB RELEASE: JUNE 25, 2024

We’re happy to announce some awesome enhancements from the Skimmer team!

Generating Invoices

• The invoice generator can now tell what items were previously invoiced. This should help you know exactly what has or hasn’t been billed.
• If you use the rate type ‘month,’ the invoice generator can now tell what calendar month has or hasn’t been billed.
• You can bill ahead for future months if you choose to do so. However, the ‘monthly billing item’ is new and therefore is not considered ‘previously invoiced.’
• You can now bill a month of service, regardless if service occurred in that month period. This makes it easier to bill ahead for future service.
• In addition, the following changes to the invoice generator are now ready to use:
  • Customize routine service service line items within the generator.
  • Each routing cleaning stop contains dosages and installed items that occurred for that particular visit.
  • Customize routine service item name, description, price, taxable status, and whether you want to invoice an item.
  • Customize dosage line items from routine cleaning service within the generator.

Bulk Customer Management

• Need to bulk add or remove tags? Now you can from the Customer Listing. Simply select one or more customers you would like to edit, select “Add Tags” or “Remove Tags,” make your changes, and spend less time editing each individual customer profile.
• You can also bulk deactivate/activate customers as well in the same manner described above.

MOBILE RELEASE: 11.6.3 (MAY 2, 2024)

What's new?

BUG FIXES

• Resolved issue where 'Recent Activity' on stops were in reverse order. The past 4 service dates are listed oldest to newest again.

MOBILE RELEASE: 11.6.1 (APRIL 16, 2024)

What's new?

TAKE READINGS AND ENTER DOSAGES ON WORK ORDERS

• Take a reading or enter a dosage now during a work order. This is helpful for recurring work orders such as filter cleans, salt cell cleans, pool openings or closings.
• Technicians can now access the body of water for a service location on a work order just as they would during routine maintenance stop.
• From there, the recent activity, the ability to add a reading or enter a dosage is present like a routine maintenance stop.
• You’ll be able to see readings and dosages entered on the service history for a work order as well as routine maintenance service history.
• All dosages entered on a work order are captured within the Chemical Dosages report as well.

ADD MORE PHOTOS FOR SERVICE STOPS, WORK ORDERS, AND SERVICE LOCATIONS

• We’ve increased the photo capacity for all service stops, work orders, and by service location.
• Now take up to 10 photos for a service stop, 10 photos for a work order, and up to 30 photos for a service location (increased from 5, 5, and 20 respectively).

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WEB RELEASE: APRIL 12, 2024

Service Texts are here!

Keeping your customers up to date has never been easier.

FEATURE ENABLEMENT AND PRICING

• You can enable/disable the feature as you see fit
• You are only charged for the successful text messages sent
• Each successful text message costs 2.9¢ per message
• Your monthly bill for Skimmer will include a line item for charged text messages

PHONE NUMBER AND REPLIES

• All text messages from your Skimmer account will come from one number: (844) 544-0267
• The number cannot be customized or changed
• The number does not accept text responses other than STOP and START
• The number can be called, but the caller will receive a voice message stating the number does not receive calls

CUSTOMER ENABLEMENT

• All your customers pool owners are enabled by default
• You can disable/enable a customer at any time
• A customer only receives texts if there is a viable mobile number as Mobile Phone 1 AND if that number is enabled to receive texts
• Your customer can opt out from receiving texts by replying STOP at anytime
• Your customer can opt back in to receive texts by replying START at anytime

TYPES OF MESSAGES

• There are currently 3 events that can trigger a text message: On My Way, Finished Service (Stops and Work Orders), Skipped Stops
• All 3 messages events are on by default
• You can enable/disable each type as you see fit
• Texts for finished work orders are only sent if the Work Order Type is selected to “Notify customer when finished”

HOW YOUR TECHS NOTIFY "ON MY WAY"

• When the “On My Way” message type is enabled, the mobile app workflow is slightly changed
• The “On My Way” workflow includes a new truck icon for every stop and an automatic prompt to ask if the tech is on the way to the next location
• The “On My Way” workflow is only present if Service Texts are enabled, and the “On My Way” message type is enabled
• This is true for all stops, regardless if the pool owner is enabled/disabled or has a viable number as Mobile Phone 1
• Technicians can manually indicate they are on the way by selecting the truck icon
• Technicians are automatically prompted to acknowledge they are on the way to the next location after finishing or skipping the previous stop
• In both cases, a technician can select “Yes” if they are actually on the way or “Not yet” if they are headed somewhere else such as supplies or lunch
• An “on my way” text is only sent if the tech acknowledges they are on the way AND the customer is enabled to receive texts AND there is a viable mobile number for Mobile Phone 1

REPORTS AND USAGE

• You can view from the dashboard how many message have been sent this week, last week, this month, and last month
• You can view a customer’s text usage from the Customer Profile page
• You can view a new report from the left menu “Reports” called “Sent Service Texts” to view the date/time, customer, number, message type, status and cost for each message

Check out our getting started guide to enable and activate Service Texts. The guide also includes links to download a technician training guide and an email template for your customers to inform them about these new notifications.

WEB RELEASE: MARCH 29, 2024

General Enhancements

• Sync your previous existing invoices and payments from given date to QBO when enabling the integration
• Add notes to equipment to help capture install dates, warranty dates, or other important information

Bug Fixes & Issues

• Resolved various authentication errors in mobile version 11.5
• Addressed an issue with customers without an address that couldn’t sync to QBO
• Resolved an issue where net payment was calculated incorrectly in the Sales Tax (Cash Basis) report
• Addressed an issue with payment receipts not triggering emails when more than one email address was present
• Resolved an issue where "synced invoice to QBO" status was appearing on invoices that do not have a succeeded payments
• Addressed an issue where an edited invoice that was not synced to QBO displayed as succeeded even when not synced in the activity log

SKIMMER QUARTERLY RELEASE REVIEW

Skimmer Product Release Summary - 2024 Q1

What’s New?

Save time with the QBO integration in Skimmer Billing:

MOBILE RELEASE: 11.5 (MARCH 12, 2024)

General Maintenance

• Improved data synchronization upon logging out and in
• Minor bug fixes

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WEB RELEASE: FEBRUARY 14, 2024

General Enhancements

• You can now add your products and work order types as line items directly into quotes as well as invoices you create manually.
• We've redesigned the Payment Settings page for better ease of use and visibility into payment processor connections. Payment connection status and requirement updates are also more prominently displayed throughout the application.

Bug Fixes

• We've brought back the Bcc field for finished work orders to allow you to notify individuals not in your Skimmer account of completed work.
• Resolved minor issues with exposing certain QBO functionality.

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MOBILE RELEASE: 11.4.1 (FEBRUARY 14, 2024)

Minor Patch Update

• Routine maintenance and minor fixes.

SKIMMER WEB RELEASE: JANUARY 8, 2024

• Various maintenance and performance improvements

• Resolved issue where customer associated with an invoice related to quote was displayed as a dropdown picker rather than read-only text
• Resolved issue where approved quotes showed as expired in various views

SKIMMER WEB RELEASE: JANUARY 26, 2024

General

• Various maintenance and performance improvements.

Bug Fixes

• Resolved issue where a Work Order description was longer than the Billing Generator could support.
• Resolved the issue where a user could delete an invoice with a pending payment.

SKIMMER WEB RELEASE: DECEMBER 18, 2023

• Resolved issue where quote approval/rejection email notifications were not being sent to the office alert email address
• Removed app URLs when printing Route Assignments
• Resolved issue where saving customer without required fields causes an error
• Resolved issue where unhandled exceptions occurred during invoicing customers

SKIMMER WEB RELEASE: NOVEMBER 28, 2023

Enhancements / Bug Fixes for Account Credits and Billing Reports

• Added ability to hyperlink from route assignments directly to customer profile
• 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