Complete a Work Order and Email the Customer (App)

To learn how to complete a work order and email the 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.


Step-by-step instructions . . .

We’ve shown you how to create and schedule a work order. Now we’ll show you how to complete a work order and email the customer when you’re finished. Of course, that’s as long as emails are toggled on in your company profile, and you have an email address listed for this customer. Starting on the route screen, we see the assigned work order. Tap into the work order.

Add the work performed. If necessary, swipe right on a part to indicate it’s been installed. At the bottom, you can also add photos and captions if you want the customer to see more of your work.

In the email box, anything that's pre-populated can be edited, removed, or added to, so that your message to the customer includes exactly the information you want to share. When ready, tap Finish at the top of screen. Not only will this work order be completed in the system just like a regular route stop, but the email will automatically be sent to the customer. And you’re all set!