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How to Set Up Alerts

Skimmer can alert you when all kinds of things happen: a reading or dosage lands outside your range, a stop gets skipped, a payment fails, a work order wraps up. They're all set up the same way.

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Written by Halli Sanchez

This guide walks through it using a reading or dosage alert as the example.

Reading Alerts tell you when the water is off.

Dosage Alerts tell you when a tech used an unusual amount of product, which protects both your water chemistry and your margin.

Step 1: Open Office Alerts, then Readings & Dosages

Head to Settings > Office Alerts, then open the Readings & Dosages section.

The exact section you start in changes depending on the alert (readings and dosages live in their own spot), but the flow is always the same: pick what to watch, set your threshold, choose how it reaches you.

Step 2: Click "+ Add" Next to the Alert You Want to Create

You'll see four rows:

  • Reading was too high or too low

  • Dosage was too high or too low

  • Reading increased or decreased by too much

  • Dosage increased or decreased by too much

The first two are fixed thresholds (a hard number). The last two watch for a big swing between visits.

Pick the row that fits what you are trying to monitor and click + Add. The steps below use a reading as the example, but a dosage works the same way.

Step 3: Select Your Type From the Dropdown

  • For a reading, pick the reading (Free Chlorine, pH, and so on).

  • For a dosage, pick the product (Tabs, Shock, Liquid Chlorine, and so on).

Step 4: Set Your Condition

Choose the condition that triggers the alert (for example, Lower Than or Higher Than).

Click "Lower Than"

Step 5: Select Your Value (the Threshold)

This is the number that triggers the alert. Set it outside your normal range, not at the edge of it. The threshold is where you want a phone call, not where the water is slightly off.

If you alert too tight, you'll drown in pings and turn the feature off.

Click "1"

Step 6: Set Your Delivery and Save

Decide how this alert reaches you using the Alert Controls:

  • Show in Panel: the alert lands in your office bell icon when the reading syncs.

  • Send Email: sends an email to your staff. Be selective, turning email on for everything fills inboxes.

  • Urgent: flags the alert as high priority in the panel.

Two layers control where emails go:

  1. Global Send Alerts To is your company-wide list, set once under Settings > General. It receives every alert switched to email.

  2. Additional Staff Emails for this Alert sends this one alert to extra people on top of that list.

Click Apply to save your alert.

**Set how it reaches you, then click "Apply"** 1. Turn on Show in Panel for the office bell icon 2. Send Email to reach staff 3. Urgent for the few that mean lost money or a problem pool. Email goes to your company-wide "Global Send Alerts To" list, plus anyone you add under "Additional Staff Emails for this Alert." Click Apply to save, then repeat for any other readings or dosages you want to watch.

Need Inspo or a Hand?

Check out our Alert Inspiration Page Here for examples

Send questions to success@getskimmer.com and we'll get you to the right answer (or the right person)!

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