Directory of Skimmer Reports

Below, you will find a list of all reports that Skimmer provides, plus a brief description of each and a link directly to the report.

GENERAL REPORTS

Invoicing:  In summary or detailed form, view all service activity performed for clients within a selected date range, as well as the total dollar amount due for services rendered (excluding the price for installed items).

Profit:  For clients serviced within a selected date range, this report compares service rate versus labor cost, as well as chemical cost versus price per dosage, in order to estimate the profitability of servicing each client. Average and total profit for the selected period can be viewed, and clients are ranked in order of profitability.

Labor:  For a selected date range, view completed route stops, work orders, and skipped stops, and the amount due to be paid to service techs for finished work. Information is organized by tech, and may be viewed in summarized or detailed form.

Installed Items:  View parts, bulk chemicals, or other items which have been marked as “installed” by techs during service, as well as the related client and installation date, for both regular service and work orders.

Chemical Dosages:  Display chemicals administered to client pools during a set date range, cost versus price of each chemical dosage (for those you’ve chosen to track) and estimated profit. Dosages can be viewed in summary or detailed form, organized by tech or by client and service location. You may also choose to view all chemical dosages, or only those for which you charge the client.

Customers:  Export a full list of clients and service locations to a spreadsheet.

Service History:  For a selected date range, for all clients or one that you select, export records of completed service to a spreadsheet.

SKIMMER BILLING – INVOICES

Invoice Summary:  View a basic overview of invoices sent, overdue, paid, partially paid, outstanding, and total sales for the selected date range.

Invoice Detail - Invoice View:  An expanded version of the Invoice Summary report. The report header presents an overview of invoices sent, paid, and outstanding for the set date range. The report body presents all invoices in your date range, the billed client and date, invoice number, status, and outstanding balance.

Invoice Detail - Work Item View:  The report header presents an overview of invoices sent, paid, and outstanding for the set date range. The report body presents specific service information related to all invoice numbers in your date range, such as completed stops, chemical dosages, items installed, completed work orders, and invoice totals. You may sort the list by all available columns.

Invoice Line Item Detail:  View details about each specific line item included in invoices for your chosen date range. This includes the client and location, invoice number and date, item category and description, quantity, and total amount due including taxes. The summary header provides a snapshot of line item count, dollar amount subject to taxation, total taxes due for these line items, and total sales.

Sales by Category:  Displays the dollar amount due from clients for services performed during a set date range. Total sales are broken down to show dollar amounts due for individual services including routine pool maintenance and work orders, as well as for chemical dosages and installed items. Based on your settings, the report also separates money due by amounts that are taxable and non-taxable, as well as the total amount of taxes due.

Voided Invoice Summary:  For a selected date range, view a total count of all voided invoices. Report includes invoiced client, number, date, total amount, and the reason indicated for voiding each invoice.

Quotes With Related Invoices:  Presents all quotes in a set date range for which you have created one or more related invoices (<—LINK THIS TOO). Quote number, date, client, invoice count, invoice total, and quote total are displayed for each line item.

SKIMMER BILLING – CUSTOMERS

AR Aging Summary:  For the selected date range, view current and overdue payments for all clients. These numbers are gathered from across a customer’s invoices and totaled here. For each client, you have the Current column, which shows the amount that’s owed but not yet overdue. Moving to the right, you have a sliding scale that shows how far out any payments are overdue. For instance, if a payment is less than thirty days overdue, between 31 and 60 days overdue, between 61 and 90 days overdue, and finally any payment that’s more than 90 days overdue. The Total column on the far right displays the combined amount of currently owed and overdue payments for each customer.

Customer Balance Summary:  For all serviced clients, view a high-level total of all accounts receivable, any current credit balances, and the resulting net balance owed.

Sales by Customer Summary:  View invoice count for customers serviced within the selected date range, as well as taxable and non-taxable funds due, and resulting totals.

Quotes By Customer:  Displays a complete list of quotes generated within a selected date range. The report body shows each quote’s related client, generation date, quote number, current status, and dollar total. The summary header shows total dollar amounts for quotes sent, expired, approved, or rejected.

Customer Statement:  After selecting client and date range, view a statement of all transactions over a selected period of time, including starting and ending balances. So if you want to see the sequence of invoices, payments collected, credits applied, etc. this will be a good report to give you a high-level view. Maybe a customer thinks they’re all paid up for service, but you know they’re still overdue for a certain amount. Well, this report can show them the exact sequence of their bills versus their payments, and if there’s still a remaining balance owed, demonstrate why that’s the case.

SKIMMER BILLING – PAYMENTS

Payments Collected Summary:  View a breakdown of the dollars coming to you through Stripe’s payment processing for a specific date range. Payments Collected shows the amount paid to you by your clients. Then, if you’ve issued any refunds, that total will reflect here. Refunds are deducted from Payments Collected, and then Payments Net is the amount that Stripe will deposit into your bank account (minus payment processing fees). Below the summary, you can see a breakdown of payment sources.

Payments Collected Detail:  For each payment collected within a specific date range, view information such as client, payment date and transaction type, payment method, related invoice, amounts collected and refunded, and net totals. The summary header displays total payments collected and refunded.

Payouts Received Summary:  General overview of payments estimated to be received within the selected date range. The summary header provides totals for payout gross, processing fees, and net payout expected to arrive in your account. The report body provides basic information related to reach payout, including a specific identifier, estimated arrival date, current status, and individual amounts minus fees.

Payouts Received Detail:  An expanded view of each payment estimated to arrive in your account within the selected date range. The summary header provides totals for payout gross, processing fees, and net payout expected to arrive in your account. The report body provides specific information related to each payout, including paying client, transaction details such as type, date, and ID, specific payment method, estimated arrival date, current status, and individual amounts minus fees.

Income By Category:  A high-level summary of payments collected for specific services such as routine maintenance and work orders, as well as for items such as parts and chemicals, for your chosen date range. The summary header divides total amounts by what funds are taxable and non-taxable, and adjusts for total fees. Applied credits are also factored into total income.

Payment Methods on File:  Any payment methods currently attached to a client’s account are displayed here. All current payment methods on file can be viewed, or the list can be filtered by only those enrolled in Autopay.

SKIMMER BILLING – SALES

Sales Tax Summary - Accrual:  View tax dollar amounts due for services rendered during a specific date range, broken down by specific tax rates. Calculated using the accrual method.

Sales Tax Summary - Cash:  View tax dollar amounts due for services rendered during a specific date range, broken down by specific tax rates. Calculated using the cash method.