> 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/getting-started/initial-company-setup.md). # ⚙️ Initial Company Setup Get started quickly with SwimTech by using the starter templates and building your business directory with Contacts. ## Start Using SwimTech You do not need to configure every area of SwimTech before you begin. When the subscriber administrator signs in, SwimTech downloads starter templates that have been prepared in the master account. These templates give your company a starting point for creating and configuring **Quotes, Work Orders, Products, Services, Roles and Permissions, and Checklists** without having to build everything from scratch. You can customize these templates and related information as you become familiar with SwimTech and as the needs of your business develop. > **Recommended first step:** Begin by adding your **Contacts**. Contacts have no dependency on other areas of SwimTech and provide the information you will need as you begin creating Quotes and Work Orders. ## 1. Add Your Contacts Open **Contacts** and begin building your company business directory. Contacts are not limited to customers. A Contact can represent virtually any person or business connected with your company, including: * Customers * Electricians * Plumbers * Vendors and suppliers * Contractors * Other business contacts This makes **Contacts** the central business directory for the people and companies your team works with. > **Tip:** You do not need to enter every contact before moving forward. Start with the customers and business contacts you work with now and add others as needed. ## 2. Add Customer Information When a Contact is a customer, enter the customer information your company needs for service and communication. Keeping the customer's information in Contacts allows SwimTech to reuse that information elsewhere in the application instead of requiring you to enter it again. ## 3. Add Water Body Information For customers with pools, spas, or other serviceable water bodies, add the appropriate **Water Body** information to the customer Contact. Water Body information becomes part of the customer's service information and provides the details your team needs when working with that customer's property. A customer may have one or multiple Water Bodies associated with their Contact record. ## 4. Create Your First Quote or Work Order Once the customer's Contact information has been entered, you can begin creating work for that customer. From the customer information, create a: * **Quote** when you need to prepare proposed work or pricing for the customer. * **Work Order** when you are ready to create and manage service work. SwimTech carries the customer's Contact information forward into the Quote or Work Order, helping reduce duplicate data entry and keeping customer information consistent throughout the workflow. ## 5. Use the SwimTech Starter Templates SwimTech provides starter templates downloaded from the master account when the subscriber administrator signs in. These templates provide a starting point for areas such as: * Quotes * Work Orders * **Products** * **Services** * **Roles and Permissions** * **Checklists** Review the downloaded templates and customize them for your company's services, products, pricing, staff responsibilities, permissions, checklists, and operating procedures as needed. > **You can start before everything is customized.** The starter templates are intended to help you begin using SwimTech quickly. Continue refining your configuration as you become familiar with the application. ## 6. Configure Additional Areas as Needed After you have begun adding Contacts and creating customer work, you can configure other areas of SwimTech based on your business needs. These may include: * **Users** — Add additional office staff, managers, and technicians. * **Roles and Permissions** — Start with the Roles and Permissions templates downloaded from the master account, then review and customize them to match the responsibilities of your team. * **Checklists** — Start with the Checklist templates downloaded from the master account, then customize them to match the procedures your technicians follow during service visits. * **Fleet Management** — Configure company vehicles when using fleet features. * **Integrations** — Connect supported external services used by your company. * **Account** — Review and maintain company and account information. The downloaded templates provide a starting point, so these areas do not all need to be created from scratch or fully customized before you begin using SwimTech. ## A Simple Way to Get Started **Sign In → Starter Templates Download → Add Contacts → Add Customer Water Bodies → Create a Quote or Work Order → Customize SwimTech as Needed** This approach lets you begin with useful business information immediately and expand your SwimTech configuration as your team becomes familiar with the application. ## What's Next? Continue to **Contacts** to learn how to build your business directory and enter your first customer. After adding a customer, you can continue with **Quotes** or **Work Orders** to begin creating customer work. --- # 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. 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