Directory of Skimmer Reports

Skimmer includes a full set of reports covering invoicing, customers, operations, payments, and sales tax. This article lists every report, organized by category, with a link to more information where available.

AI agent

• AI Insights – a data assistant built into Skimmer Reports. Ask a plain-English question about your business and get a summarized answer in seconds.

Invoice reports

• Invoice Details – lists totals and details for invoices, including balances, work items, line items, and deposits.
• Sales by Category – breaks down invoice revenue by category, showing amounts due for pool service, chemical dosages, work orders, installed items, and manually entered line items.
• Voided Invoice Summary – shows a total count of all voided invoices.
• Quotes with Related Invoices – lists quotes that have one or more related invoices.

Customer reports

• AR Aging Summary – lists current and overdue payments for all customers.
• Customer Balance Summary – shows a high-level total of accounts receivable, current credit balances, and net balance owed for all serviced customers.
• Sales by Customer Summary – shows invoice count for customers serviced within a selected date range, along with taxable and non-taxable amounts due and resulting totals.
• Quotes by Customer – lists all quotes generated within a selected date range.
• Customer Statement – lists all transactions over a selected period, including starting and ending balances.

Operations reports

• Labor – shows completed route stops, work orders, and skipped stops, along with the amount due to techs for finished work.
• Profit – compares service rate to labor cost and chemical cost to price per dosage, to estimate the profitability of servicing each customer.
• Chemical Dosages – shows chemicals administered to customer pools during a set date range, cost versus price for tracked dosages, and estimated profit.
• Installed Items – lists parts, bulk chemicals, or other items techs mark as installed during service, along with the related customer and installation date, for both regular service and work orders.
• Portal Adoption – shows customers with and without access to the customer portal.
• Text Messages – shows texts sent through Skimmer, so you can track message volume and cost over time.
• Procurement – shows what your company has ordered from Heritage and what it's costing you.

Payment reports

• Payments Collected – breaks down the dollars coming to you through Stripe's payment processing.
• Payouts – shows which online payments and refunds link to each payout (a batch of money your payment processor deposits to your bank).
• Income by Category – shows a high-level summary of payments collected for specific services, such as routine maintenance and work orders, and for items such as parts and chemicals.
• Payment Methods on File – lists payment methods on file for a customer, with the option to filter by Autopay enrollment.
• Service Credits – shows credits applied to customer accounts.

Sales tax reports

• Sales Tax Summary – Accrual – shows sales tax information based on invoices sent, whether or not you've received payment yet.
• Sales Tax Summary – Cash – shows sales tax information based on payments received, minus refunds.

Legacy reports

• Invoicing – shows service activity for customers, along with the total dollar amount due for services (excluding installed items).

Exports

• Customer export – exports a full list of customers and service locations to a spreadsheet.
• Service history export – exports records of completed services to a spreadsheet.