automate chemical and parts reorder tracking with Skimmer's Shopping List

domain: getskimmer.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. From a route stop or work order in the mobile app, tap Add in the Items Needed box and choose a Product, an item from Skimmer's equipment database, a Chemical, or a free-text Other item
  2. Edit a shopping-list item's description, or delete it (swipe left, tap the trash icon, confirm) before it's purchased
  3. As items are installed or sold to the customer, swipe right on the item to mark it Installed, which queues it for billing
  4. Office staff review the aggregated shopping list across all techs on web to know what to buy or restock before the next route day
  5. Billed items flow from the shopping list into the customer's invoice automatically once marked installed

Known gotchas

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