Create, Edit, or Delete Work Order Reminders (App)

To learn how to set up recurring work 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 . . .

1

With recurring work orders, you can set repeating jobs to automatically show up on the service route. However, you may not always want a work order to recur the same way every time, so Skimmer gives you work order reminders. It will let you know the next time for a job is coming up so you can schedule it yourself. On the Skimmer app, on the customer’s tab, tap into a profile. If they have more than one service location, make sure you choose the right one.

Scroll down to the box called Work Order Reminders. Click the Add button and a setup screen will appear.

2

Reminders attach to a work order type. So start by choosing which work order type you want. The screen will show all work order types that have been set up with a recurrence period. Then tell Skimmer the most recent date this filter cleaning was performed. The system will count forward and remind you when the next service is due. Skimmer will create the reminder.

3

If you want a different labor cost or service price than default in the work order type, or if you realize you last did this job on a different date, tap the reminder to open it. There you can change the date and set a new cost and price. If you want the default, leave those blank. Tap Save and the reminder will update.

If you don’t need this after all, or you want to start over, delete by swiping left, tapping the trash can icon, and confirming.

4

Admins and techs with additional access can go to the Admin Panel, then Work Orders, then the Reminder tab. This will show you all work order reminders coming due within the next four weeks.

To schedule the next job, tap the reminder.

5

The next screen uses the reminder to auto-populate information such as work order type and customer account. The work order type provides information like the work needed, and labor cost and price. You can still change these here if you like.

Choose your tech and service date, and tap Save.

6

Navigating to that tech and day on the route, the work order is there. Once your tech completes the work order, the reminder will count one month ahead, or whatever interval you’ve set, and remind you when it’s time to schedule the next one.