> 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/service-management/checklists.md).
# Checklists
Create and manage reusable Checklists that help standardize work, guide technicians through required tasks, and promote consistent service throughout SwimTech.
**Checklists** provide reusable sets of tasks that help your team perform work consistently. They can be used to define the steps that should be completed for a particular type of service, procedure, inspection, or other repeatable activity.
Instead of relying on memory or manually entering the same tasks each time, your company can create standardized Checklists and reuse them throughout SwimTech.
> **Tip:** Use Checklists for procedures that your technicians perform regularly. A well-designed Checklist helps communicate expectations, reduces missed steps, and makes it easier for new technicians to follow your company's established procedures.
## 1. Checklists LIST — Find and Manage Checklists
The **Checklists LIST** displays the Checklists currently available in your SwimTech account.
Checklists LIST
Additional Checklist LIST actions
From the LIST you can use the available controls to:
* **Search** for a Checklist.
* **Filter or Sort** the list to make Checklists easier to find.
* Select a Checklist to open it in **READ** mode.
* Use **+** to create a new Checklist.
* Use the **three-dot menu** for additional actions available for Checklists.
## 2. Review a Checklist — READ Mode
Select a Checklist from the LIST to open its **READ** screen. READ mode lets you review the Checklist and the tasks it contains before deciding whether changes are needed.
Review a Checklist in READ mode
Review the Checklist name, description, individual tasks, and other available information. Use **Edit** when changes are required.
> **Best practice:** Give Checklists clear names that describe the procedure they support, such as **Weekly Pool Service**, **Filter Cleaning**, **Pool Opening**, or **Equipment Inspection**. This makes the correct Checklist easier to identify when it is used elsewhere in SwimTech.
## 3. Create or Edit a Checklist — EDIT Mode
To create a Checklist, select **+** from the Checklists LIST. To modify an existing Checklist, open it in READ mode and select **Edit**.
Create or edit a Checklist
Enter a clear name and description for the Checklist, then define the tasks that should be performed.
When designing a Checklist:
* Keep each task clear and actionable.
* Put tasks in a logical working order.
* Include important steps that should not be skipped.
* Avoid unnecessary tasks that make the Checklist difficult for technicians to use.
* Review and refine Checklists as your company's procedures improve.
When you are finished, select **Save** to store your changes.
## 4. Using Checklists in SwimTech
Checklists become more valuable when they are reused as part of your normal service workflow. A Checklist can help define **how work should be performed**, while a Service or Work Order defines **what work should be performed**.
For example:
**Service / Work Order → Checklist → Technician Performs Tasks → Activity Report**
This gives technicians a consistent procedure to follow while completing customer work.
## Why Use Checklists?
Checklists help turn your company's experience and preferred procedures into repeatable processes. They can help **reduce missed steps, improve consistency, simplify technician training, standardize service quality, and protect data integrity** by giving employees a defined process rather than relying entirely on memory.
> **Remember:** A Checklist should represent your company's preferred way of performing a repeatable procedure. Start simple and refine your Checklists over time as you learn what works best for your team.
---
# 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/service-management/checklists.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.
