Manage Pool Equipment (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

 

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 left navigation menu, click the Customers option.
  2. On the Customers page, locate and click the customer you want to work with.
  3. From the customer profile, click the tab for the body of water (for example, Pool).
  4. Click the Add option in the Equipment section.
  5. From the Add Equipment Item window, click 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
    Step 1: Type Select the equipment type (for example, Pump). Other types include Autofill, Blower, Chlorinator, Cleaner, Control System, Filter, Heater, Infloor, Light, Pool Auto Covers, Reel, Salt System, Sanitizer, Valve, Water Feature, White Good, and Zinc Anode.
    Step 2: Manufacturer Select the manufacturer (for example, Hayward).
    Step 3: Model Select the model (for example, Super Pump VS700).
    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 — a cleaner shows cleaner type, a filter shows filter area, a heater shows voltage, BTU rating, and fuel type, and a pump shows horsepower, voltage, and speed type.
    Notes Add any extra information or context about the equipment.
    Photos Click "Click to add files" and select up to 5 PNG or JPEG files (10 MB max each).
    Manufacturer (MFG) # Enter the manufacturer's part identifier, if you use one.

    History tab

    Field Details
    Manufacturer Date Enter the date the equipment was manufactured.
    Purchase Date Enter the date it was purchased.
    Supplier Enter vendor it was purchased 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, click 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 mobile app so your techs have it in the field.