Your whole book, in one place.
Not just a customer list.
Contacts holds every relationship your business runs on: customers, prospects, technicians, suppliers, builders, electricians, plumbers, property managers, HOAs. Everything else in SwimTech connects back to it, so a quote or work order links itself to the right customer automatically.
- Organize by unlimited categories
- Multiple phones, emails, addresses, notes, and photos per contact
- Several service locations, billing addresses, and pools under one customer
- QuickBooks ID and sync status right on the record
- Full communication history and internal notes
- Import from your phone, export to Excel, print a clean list
- Ask Nemo™ answers questions and summarizes a customer for you
From any contact
Contact record · contacts list
Price it, send it, get it signed.
Professional quotes in minutes, not evenings.
Pick the customer, add your products and services, attach the water bodies and checklists, assign a tech. Preview it, send it, collect the signature. When the customer says yes, the quote becomes a work order in one tap. No retyping.
- Pull customers straight from your contact directory
- Add products, services, water bodies, and custom checklists
- Assign technicians and service locations
- Preview and print, or send by email or text
- Collect an electronic signature on the spot
- Save the ones you send often as templates
- Track status from draft through approval, export to Excel
From the quote screen
Quote detail · quotes list
The truck and the office, same page.
Every visit, start to finish.
Work orders are where the job actually happens. Build one from scratch or convert an approved quote. Schedule it once or set it recurring, assign your techs, attach the water bodies, products, and checklists. Your crew gets everything in one screen, and the activity report they file flows straight into invoicing.
- Convert an approved quote in a single tap
- Schedule one-time or recurring visits
- Assign one or more technicians to the job
- Attach water bodies, products, services, and checklists
- Set invoice type and billing frequency up front
- Open service and billing locations on a map
- Sort and filter by category, type, and status
From the work order screen
Work order list · work order detail
Tell them before they call you.
Email and text, from inside the job.
Message customers, technicians, and suppliers without leaving SwimTech. Start from a template, edit it to fit the situation, check exactly who is getting it, then send. You can message from a quote, a work order, an activity report, an invoice, or straight from the contact.
- Send by email or SMS, one recipient or many
- Pick from any email or phone number on the contact
- Start from a template, then make it sound like you
- Verify every recipient and preview the exact message first
- Send from quotes, work orders, reports, invoices, or contacts
- Ready-made: on the way, work completed, invoice ready, payment reminder
- Keep the wording consistent across your whole team
Templates people actually use
Pick a template and edit it · confirm every recipient