> 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/navigating-swimtech.md).

# Navigating SwimTech

Learn how to move around SwimTech, use the Home screen, and access the main areas of the application.

### Understanding the Home screen

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FNyyHPuSqRKdqoK3T91zy%2FSwimTech%20Home%20UI.png?alt=media&amp;token=f8d54eec-284e-42b4-acf4-43a5fe6cc260" alt="" width="188"><figcaption></figcaption></figure>

After signing in, SwimTech opens to the **Home** screen. This is the main starting point for accessing the features you use throughout the day.

At the top of the screen, you’ll see your greeting and name. The **Settings** button in the upper-right corner provides access to application preferences and configuration.

### At a Glance

The **At a Glance** section gives you a quick summary of current business activity.

Depending on your account and available data, this area may display information such as:

* Today’s activity
* Events
* Open work orders

Tap the arrow on the right side of **At a Glance** to expand or collapse the summary.

### Quick Actions

The **Quick Actions** area provides shortcuts to SwimTech’s main business tools.

From here, you may see:

* [**Contacts**](/documentation/using-swimtech/contacts.md) — Manage customer contacts, addresses, and email information.
* [**Quote**](/documentation/using-swimtech/quotes.md) — Create and manage estimates for customers.
* [**Work Order**](/documentation/using-swimtech/work-orders.md) — Schedule and track service jobs.
* [**Invoice**](broken://pages/c4vmt3pj7Hs9AGGlemam) — Create customer invoices and manage billing.
* [**Your Calendar**](/documentation/using-swimtech/your-calendar.md) — View and schedule events.
* [**Users**](/documentation/administration/users.md) — Manage SwimTech users and their roles.
* [**Map**](/documentation/routes-and-fleet/map.md) — View vehicles, stops, and events on a map.
* [**Activity Report**](/documentation/service-management/activity-reports.md) — Report completed work to customers.
* [**Product**](/documentation/service-management/products.md) — Manage products, stock, and pricing.
* [**Services**](/documentation/service-management/services.md) — Define services, pricing, and duration.
* [**Message Template**](/documentation/message-templates.md) — Create reusable message templates.
* [**Message Log**](/documentation/message-log.md) — Review sent messages and their status.
* [**Fleet Management** ](/documentation/routes-and-fleet/fleet-management.md)— Manage vehicles, odometer information, and inspections.
* [**CheckList**](/documentation/service-management/checklists.md) — Create checklists used during jobs.
* [**Account**](/documentation/administration/account.md) — Manage company profile and billing information.
* [**Route**](/documentation/routes-and-fleet/route.md) — View daily route information and technician metrics.
* [**Integrations**](/documentation/administration/integrations.md) — Connect SwimTech with supported external services.
* [**Roles and Permissions**](/documentation/administration/roles-and-permissions.md) **(beta)** — Control what different user roles can access.
* [**Settings**](/documentation/administration/settings.md) — Configure application preferences.

> **Hint:** The Quick Actions available to you may vary depending on your role, permissions, and your company’s SwimTech configuration.

### Bottom navigation

The navigation bar at the bottom of the application provides quick access to five frequently used areas:

* [**Home**](/documentation/using-swimtech/home-and-dashboard.md) — Return to the main SwimTech dashboard.
* [**Contacts**](/documentation/using-swimtech/contacts.md) — Access customer and contact information.
* [**Quote**](/documentation/using-swimtech/quotes.md) — Create and manage customer quotes.
* [**Work Order**](/documentation/using-swimtech/work-orders.md) — Access scheduled and active service jobs.
* [**Invoice**](broken://pages/c4vmt3pj7Hs9AGGlemam) — Access customer invoices and billing.

The currently selected area is highlighted in blue.

### Scrolling through the Home screen

Not every Quick Action may fit on the screen at once. **Scroll vertically** to access additional tools.

The bottom navigation remains available so you can quickly move between the primary areas of SwimTech.

### Where to go next

[**Initial Company Setup**](/documentation/getting-started/initial-company-setup.md) → Configure your company information and initial settings.

[**Home & Dashboard**](/documentation/using-swimtech/home-and-dashboard.md) → Learn more about the dashboard, At a Glance, and Quick Actions.

[**Contacts**](/documentation/using-swimtech/contacts.md) → Learn how to manage customers and contact information.


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