Request, collect, and manage payments all in one place. Issue invoices, track payments, and send payment reminders without switching software. Skimmer Billing makes it easy to see what needs to be issued, invoices sent, what still needs to be paid, and overdue payments.
No more printing and mailing invoices to customers, or waiting for techs to return to the office with cash or checks. Skimmer Billing delivers electronic invoices, collects payments, and automates many of your most tedious billing workflows.
All of the work completed, parts installed, and chemicals dosed are logged and saved. Invoices can easily be edited, sent, and tracked all from one place. Have a customer that's overdue? Send a reminder with the click of a button.
Create job quotes for customer approval, generate invoices, and manage them all in Skimmer Billing.
Your customers want convenient, digital experiences. Skip the paper bills, and manage everything through Skimmer. Emailed invoices can be paid quickly via credit card, ACH, Google Pay, or Apple Pay directly from Skimmer. Or, offer customers the convenience of AutoPay for routine service.
Have customers that insist on paying via cash, check, or payment apps? Skimmer Billing lets you log, track, and report on those, too.
Schedule automatic invoice generation for recurring pool service on a set date. Focus on servicing pools and growing your business, while Skimmer Billing handles sending invoices and reminding your customers about overdue invoices automatically.
Choose the billing approach that works best for you! Bill ahead for monthly service at the beginning of the month, even before work is completed or in arrears after work is completed.
Skimmer Billing give you a range of reports to track and manage your financial performance:
The days of using a separate invoicing system or processing invoices manually are over! Save time, get paid faster, and improve your customer experience with Skimmer Billing.
Generate and send invoices in just a few clicks
Accept credit, Debit, ACH, Google Pay & Apple Pay
Get paid on time for routine pool service with AutoPay
Manage your finances with the QBO Payout Sync
Keep track of manual payments like cash and check
Track payments and send reminders with real-time reporting
Payment information is stored safely and securely
Two billing methods to choose from; ahead or arrears
Quickly build routes for different techs throughout the week.
Review the route schedules for all techs, compare workloads across different technicians, and make permanent changes to the schedule.
Optimize driving time between stops on a given route allow pool pros to select start and stop points such as the company office or even the tech's home.
View the current schedule, make permanent and one-time changes, and track progress throughout the day. You can also add work orders to a route directly in this view.
Add an unlimited number of techs and admins to a Skimmer account and assign unlimited service locations to each customer.
Often referred to as a "digital door hanger" or proof-of-service, the Service Email is a report sent to customers to show service completion. It can be customized to include chemical readings, chemical dosages, completed checklist items, and names of techs. If photos are required, the email report includes the photos taken onsite.
Schedule services or repairs outside of regular pool cleanings and maintenance. Each work order type has its own set of checklist items, added items, and general rules such as "needs to be invoiced," "alert the office when added," "require a photo," "notify customer when finished," and "allow techs to add this type."
The LSI & Dosing Calculator powered by Orenda provides real-time LSI calculations and dosing recommendations directly within the Skimmer app to achieve optimal water balance with every service. Take readings, observe the LSI value in real-time, enter your desired readings to produce a desired LSI value, and obtain dosing recommendations based on the desired LSI value.
Create a customized checklist for all service stops (pool cleanings and maintenance). These tasks appear for every stop but can be augmented for each service location to include additional checklist items. Each task completed is recorded and appears within the service history record and can be included in the Service Email report to the customer.
Require a checklist item to finish the stop for both routine cleanings and work orders, as well as require a photo to complete the checklist item itself.
Include photos during regular pool cleaning service stops and work orders as "proof of service." Photos can only be taken through Skimmer and not uploaded from the camera roll library. In addition, photos can be uploaded directly to the customer profile to capture general location information such as area, equipment, special considerations, or access points.
Quotes are proposed services and/or products for customers to approve prior to starting. Once approved, admins can create invoices for down payments, schedule associated work, and eventually bill for the work completed.
Invoices can be generated from completed work within the system or manually for items not captured in the system as "completed work."
Send automatic email reminders to your customers when an invoice is overdue.
Payments can be either online or offline.
Payments towards an invoice reduce the invoice amount due. Payments toward a customer account increase the credit balance to be used later for future invoices.
Send system notifications via text message to your customers.
Email notifications of completed work to the customer upon completion of a route stop or work order.
Send email communications to customers in bulk. Customers can be segmented by tag, specific service date, day of the week for service, or service tech. Email content can be drafted, saved, and edited for a later date.
Set up automated email reminders for customers with outstanding invoices. These reminders can be sent before and after the invoice is due.
Our support team always picks up the phone, making it easy for admins or technicians to get help when they need it – even when they’re on the road.
Our account managers will gain a deep understanding of your business and your challenges. This allows them to anticipate your needs, proactively offer solutions, and advocate for your best interests within Skimmer.
Get started with Skimmer today. If you’re not quite sure yet, book a demo to see it in action.
