> For the complete documentation index, see [llms.txt](https://help.getswimtech.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getswimtech.com/documentation/welcome-to-swimtech.md). # Welcome to SwimTech Welcome to SwimTech, a business management platform designed for swimming pool service and maintenance companies. SwimTech is a business management platform designed specifically for swimming pool service and maintenance companies. It brings your customers, Quotes, Work Orders, scheduling, Activity Reports, Products, Services, Routes, Fleet, communications, and administration together in one system. This User Guide will help you get started with SwimTech and learn how to use its features to manage your day-to-day business operations. Use the sections below to get started, explore a specific area of SwimTech, or ask a question. ## πŸŽ₯ Quick Overview Video ### SwimTech Overview Watch this short overview for an introduction to SwimTech and how the major areas of the application work together. [β–Ά Watch the SwimTech Overview Video](https://drive.google.com/file/d/1whOv1iW1p6CZAGDVyG09pKemlFpjZbyo/view?usp=drive_link) *** ## Where to start ### πŸš€ Get Started New to SwimTech? Start here to subscribe, sign in, understand the common SwimTech screens, and complete your initial company setup. * Subscribe to SwimTech * Signing In * Understanding SwimTech Screens * Initial Company Setup ### πŸ‘₯ Manage Customers & Work Use Contacts as your business directory, then create Quotes and Work Orders for your customers. * Contacts * Quotes * Work Orders * Calendar ### 🧰 Service Operations Configure the Products, Services, and Checklists your team uses in the field and document completed work with Activity Reports. * Services * Products * Checklists * Activity Reports ### βš™οΈ Administration & Support Manage users, permissions, account information, integrations, settings, and support resources. * Users * Roles and Permissions * Account * Integrations * Settings * Frequently Asked Questions * Troubleshooting * Contact Support *** ## A Typical SwimTech Workflow For many pool service businesses, the basic customer workflow is: **Contact β†’ Water Body β†’ Quote β†’ Work Order β†’ Activity Report β†’ Invoice** SwimTech is designed so information entered earlier in the workflow can be carried forward, reducing duplicate entry and helping your team maintain consistent customer and service information. > **Tip:** You do not need to configure every part of SwimTech before you begin. Start with the areas you need now and expand your setup as your team begins using the application. ## Popular Tasks * **Add a customer** β€” Start in Contacts and add the customer's Water Body information. * **Prepare proposed work or pricing** β€” Create a Quote. * **Create service work** β€” Create or convert approved work into a Work Order. * **Schedule work** β€” Use the Calendar to organize upcoming work. * **Document completed service** β€” Use Activity Reports to record the work performed. * **Configure reusable business information** β€” Maintain Products, Services, and Checklists. ## Need Help? Use **Ask a question** at the top of the User Guide to search the SwimTech documentation using natural language. You can also use the navigation on the left to go directly to the functional area you need. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.getswimtech.com/documentation/welcome-to-swimtech.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.