AI Insights – a data assistant built into Skimmer Reports. Ask a plain-English question about your business and get a summarized answer in seconds.

Skimmer Home - provides one view of what needs attention today, how your routes are progressing, and how your business is performing overall.

Invoice Details – lists totals and details for invoices, including balances, work items, line items, and deposits.

Sales by Category – breaks down invoice revenue by category, showing amounts due for pool service, chemical dosages, work orders, installed items, and manually entered line items.

Voided Invoice Summary – shows a total count of all voided invoices.

Quotes with Related Invoices – lists quotes that have one or more related invoices.

AR Aging Summary – lists current and overdue payments for all customers.

Customer Balance Summary – shows a high-level total of accounts receivable, current credit balances, and net balance owed for all serviced customers.

Sales by Customer Summary – shows invoice count for customers serviced within a selected date range, along with taxable and non-taxable amounts due and resulting totals.

Quotes by Customer – lists all quotes generated within a selected date range.

Customer Statement – lists all transactions over a selected period, including starting and ending balances.

Labor – shows completed route stops, work orders, and skipped stops, along with the amount due to techs for finished work.

Profit – compares service rate to labor cost and chemical cost to price per dosage, to estimate the profitability of servicing each customer.

Readings – shows the latest readings and dosages at each body of water and flags what's out of range based on your Readings & Dosages office alerts.

Chemical Dosages – shows chemicals administered to customer pools during a set date range, cost versus price for tracked dosages, and estimated profit.

Installed Items – lists parts, bulk chemicals, or other items techs mark as installed during service, along with the related customer and installation date, for both regular service and work orders.

Portal Adoption – shows customers with and without access to the customer portal.

Text Messages – shows texts sent through Skimmer, so you can track message volume and cost over time.

Procurement – shows what your company has ordered from Heritage and what it's costing you.

Service Feedback - shows the ratings and comments your customers left for each stop.

Service Rate Benchmark - shows how your service rates compare with what other pool service companies charge in the areas you already service. It also lists the service locations you price below the area median, so you can decide where a rate change makes sense.

Payments Collected – breaks down the dollars coming to you through Stripe's payment processing.

Payouts – shows which online payments and refunds link to each payout (a batch of money your payment processor deposits to your bank).

Income by Category – shows a high-level summary of payments collected for specific services, such as routine maintenance and work orders, and for items such as parts and chemicals.

Payment Methods on File – lists payment methods on file for a customer, with the option to filter by Autopay enrollment.

Service Credits – shows credits applied to customer accounts.

Sales Tax Summary – Accrual – shows sales tax information based on invoices sent, whether or not you've received payment yet.

Sales Tax Summary – Cash – shows sales tax information based on payments received, minus refunds.

Invoicing – shows service activity for customers, along with the total dollar amount due for services (excluding installed items).

Customer export – exports a full list of customers and service locations to a spreadsheet.

Service history export – exports records of completed services to a spreadsheet.