Add a New Customer (App)

To learn how to add a customer directly to 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
Start by navigating to the Customer tab. There you will find a plus (+) sign in the top right corner. Tap the plus sign.

2
When you tap on the plus sign, a new Add Customer screen will appear.

3
Enter the customer's name. If this is a commercial property, you may also choose to enter a company name and have that displayed in the customer list. However, this example is a residential customer, so we'll keep with the owner's name. You may also add a customer code if you wish, as a further differentiator, and this will appear next to the customer's name on the customer tab. Next, enter the billing address.

4
Enter mobile, home, or work phone numbers. You have the option of labeling mobile phone numbers so you know who they belong to. Then add a primary email. The secondary email address is optional. You can also add customer and billing notes that will reflect in the monthly billing report.

5
Scroll down, then add the location information for the body of water being serviced. If the location address differs from the billing address, you may enter it here. If the two addresses match, simply tap the Use Billing Address button to copy it here.

6
You can then add a rate per stop if you wish. To select a rate type, tap the Rate Type box.

7
Choose a rate type. For this example, we chose Per Stop Plus Chemicals.

8
Here you see that Per Stop Plus Chemicals has been selected. Following that, you may choose to enter a Labor Cost and select a Labor Cost Type.

9
You can record any other useful or pertinent information in the Location Notes section.

10
Indicate which bodies of water you will be tracking for this location. You can add more locations and more bodies of water after the customer is added to Skimmer. We will cover that in another video. Note that you can also add a route assignment here, and we will also cover that in another video.

11
When you have finished entering the necessary information, tap Save at the top of the screen. This will save your new customer.

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