> 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/working-smarter-with-swimtech/find-what-you-need-fast.md). # Find What You Need — Fast Use SwimTech's consistent Search, Filter, and Sort tools to quickly find the information you need and focus on the records that matter. **The more information you manage in SwimTech, the more important it becomes to find exactly what you need quickly.** SwimTech uses consistent **Search, Filter, and Sort** tools throughout the application so you can narrow large LISTs, locate specific records, organize information, and get to the information you need without scrolling through everything. Because these tools follow a familiar pattern across SwimTech, once you learn how to Search, Filter, and Sort in one functional area, the same approach will feel familiar in many others. > **Find the right information. See what matters. Get back to work.** ## Search — Find a Specific Record Use **Search** when you know something about the record you are trying to locate. Enter text in the Search field to quickly narrow the LIST and find the information you need. Search is especially useful as the number of Customers, Quotes, Work Orders, Products, Services, Activity Reports, and other records grows over time. ## Filter — Focus on What Matters Use **Filter** when you want to display only records that meet particular criteria. Depending on the functional area, filters may include values such as **Category, Type, Status**, or other information associated with that Entity. Filtering allows a large LIST to become a focused working view. Instead of reviewing every record, you can concentrate on the information that is relevant to the task you are performing. ## Sort — Put Information in a Useful Order Use **Sort** to control the order in which records appear. Depending on the functional area, sorting options can include alphabetical order, most recent, oldest, or other useful sequences. Sorting can make patterns easier to recognize and help bring the information you are most interested in to the top of the LIST. ## Search, Filter, and Sort Work Together These tools become even more useful when they are combined. You can begin by filtering a LIST to the records that matter, sort those records into a useful order, and then use Search to locate a particular item. The exact options available depend on the type of information being viewed, but the way you interact with these tools remains intentionally consistent throughout SwimTech. ## Designed for Growing Businesses As your company grows, so does the amount of information stored in SwimTech. Customers, Work Orders, Quotes, Services, Products, Activity Reports, and other business records can quickly become a substantial collection of operational information. Search, Filter, and Sort help make that growing information useful by allowing users to quickly move from a large collection of records to the specific information needed for the task at hand. > **You should not have to search through your business data manually. SwimTech helps you quickly narrow the information and get to what 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/working-smarter-with-swimtech/find-what-you-need-fast.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.