Manage Pool Equipment (App)

To learn how to add or delete equipment for a customer in the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

 

Skimmer tracks, updates, and maintains equipment records across the web and mobile app, so your team always knows what's installed at a customer's body of water and when it's due for service.

Add equipment

  1. On the top navigation menu, tap the customers option.
  2. On the Customers page, locate and tap the customer you want to work with.
  3. From the customer profile, tap the tab for the body of water (for example, Pool).
  4. Tap the Add option in the Equipment section.
  5. From the Add Equipment screen, tap the following tabs to add information on the customer's equipment: Details, History, and Warranty.
    See the following tables for information on the fields in each tab.

    6. Details tab

    Field Details
    Type Select the equipment type (for example, Pumps). Other types include Auto Cover, Autofill, Blowers, Chlorinators, Cleaners, Control Systems, Filters, Heaters, Infloor, Lights, Reels, and Salt System.
    Manufacturer Select the manufacturer (for example, Jandy).
    Model Select the model (for example, CL 460 Cartridge).
    Serial number Enter the equipment's serial number.
    Condition Select the equipment's current condition:
    • Good - operating normally with no visible issues
    • Fair - minor wear or early signs of degradation
    • Poor - significant wear or performance problems
    • Critical - likely to fail or currently failing
    Specifications Fill in the fields that appear. These change based on the equipment type you selected — for example, Control Systems shows voltage, Filters shows filter area, and Pumps shows horsepower, voltage, and speed type.
    Manufacturer (MFG) # Enter the manufacturer's part identifier, if you use one.
    Notes Add any extra information or context about the equipment.
    Photos Tap the plus icon to take or attach up to 5 photos of the equipment.

    History tab

    Field Details
    Manufacturer date Enter the date the equipment was manufactured.
    Purchase date Enter the date it was purchased.
    Supplier Enter who you bought it from.
    Install date Enter the date it was installed.
    Install tech Select who installed it.
    Last service date Enter the date it was last serviced. Return to this tab and update this date each time you perform service.

    Warranty tab

    Field Details
    Coverage Select the type of coverage: None, Parts Only, Labor Only, or Parts & Labor.
    Starts on Select when the warranty starts: Purchase Date, Install Date, or a custom date of your choosing.
    Start date If you selected a custom date, enter the warranty start date.
    Duration Set the warranty duration in months or years. If you chose Parts & Labor, parts and labor each get their own duration box.
  6. After you fill out the Details, History, and Warranty tabs, tap Save. Skimmer checks the warranty and history information for accidental conflicts, then automatically calculates the warranty expiration date and remaining days.

    Once saved, the new item appears in the Equipment section, and all its information — including photos — syncs to the cloud so you can access it in the field or at the office.