> 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/using-swimtech/home-and-dashboard.md).

# Home & Dashboard

Use the SwimTech Home screen as your starting point for the day—quickly access scheduled work, customer information, routes, messages, and the tools you use most often.

The **Home screen is your starting point in SwimTech**. It brings together the information and actions you need to manage your day without having to search through the application.

Whether you are a technician preparing for the next service stop or an office user managing the business, Home provides quick access to the areas of SwimTech that are most important to your work.

> **Start your day here. SwimTech puts your work, schedule, and important information within easy reach.**

## Your Home Screen

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FPDd53qfHfX127csNO3Wv%2FIMG_2018.jpeg?alt=media&#x26;token=91fb94c6-c55d-4d49-b7f1-2dda0630d106" alt="SwimTech Home screen" width="375"><figcaption><p>Use the Home screen as your starting point for navigating SwimTech and reviewing your work.</p></figcaption></figure>

When you sign in to SwimTech, use the Home screen to quickly understand what needs your attention and move into the appropriate area of the application.

From Home, you can navigate to the major areas of SwimTech and quickly move from reviewing information to taking action.

For more information about moving through the application, see **Navigating SwimTech**.

## Your Work for the Day

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FaVaEs7JBnyKkMDcZDDwM%2FIMG_2019.jpeg?alt=media&#x26;token=95841436-92cd-47cc-9f09-18ba11716488" alt="SwimTech Home screen showing daily work" width="375"><figcaption><p>Review the information you need to organize and begin your workday.</p></figcaption></figure>

One of the most important purposes of Home is helping you answer a simple question:

**What do I need to do today?**

Use Home and your scheduled work to review upcoming service activity and move into the records needed to complete the work.

For additional scheduling information, see **Your Calendar** and **Route**.

## Quick Access to SwimTech

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FLuSh7g4fmVHw01QJDQWp%2FIMG_2020.jpeg?alt=media&#x26;token=54792784-3576-4c48-a5c8-c1fee972513e" alt="SwimTech Home navigation" width="375"><figcaption><p>Move quickly from Home into the areas of SwimTech you use to manage customers and service work.</p></figcaption></figure>

Home provides a convenient starting point for moving throughout SwimTech.

Rather than thinking of each part of SwimTech as a separate application, think of Home as the **front door to your business information**.

Your customer and service information remains connected as work progresses through SwimTech:

**Contact → Water Body → Quote → Work Order → Schedule → Activity Report → Invoice**

This connected workflow reduces repetitive data entry and makes it easier to move from one stage of customer service to the next.

## Why the Home Screen Matters

The Home screen is designed to help you:

* **Start the day quickly** by seeing the information most relevant to your work.
* **Reduce unnecessary navigation** by providing convenient access to commonly used areas.
* **Stay focused on today's work** and upcoming service activity.
* **Move naturally between customers, scheduled work, Routes, and service information.**
* **Spend less time looking for information and more time completing work.**

For tips on locating records throughout the application, see **Find What You Need — Fast**.

## A Good Daily Habit

When beginning your workday:

**Open SwimTech → Start at Home → Review Today's Work → Review Your Route or Calendar → Begin Your First Service Stop**

As your day progresses, SwimTech keeps the operational information surrounding the customer and the work connected.

> **The goal of Home is simple: help you quickly understand what needs to be done and get you where you need to go.**


---

# 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/using-swimtech/home-and-dashboard.md?ask=<question>&goal=<endgoal>
```

`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.
