Overview
There are a couple of different ways that you can get started in Syncta - by using our self-guided walk throughs in the "Onboarding Checklist" in the Syncta app, or by following the articles in our "Getting Started With Syncta" section. Depending on your user role, the tasks that you need to complete will be slightly different. See the applicable section for your user role below for direct links to each task in your onboarding checklist.
Admin Users
- Setting Up Your Company's Information
- Updating Your User Information
- Adding Gauges
- Adding Test Prices
- Selecting a Test Report for a Water Purveyor
- Adding Users
- Adding Customers
- Adding Service Locations
- Adding Backflow Assemblies
- Scheduling Tests
- Testing Backflow Assemblies
Office Users
- Updating Your User Information
- Adding Gauges
- Adding Test Prices
- Selecting a Test Report for a Water Purveyor
- Adding Users
- Adding Customers
- Adding Service Locations
- Adding Backflow Assemblies
- Scheduling Tests
- Testing Backflow Assemblies
Technicians
- Updating Your User Information
- Adding Gauges
- Adding Customers
- Adding Backflow Assemblies
- Testing Backflow Assemblies
Water Purveyors
- Setting Up Your Company's Information
- Adding Users
- Adding Gauges
- Adding External Companies
- Adding External Users
- Adding External Gauges
- Adding Hazard Types
- Adding Location Types
- Adding Customers
- Adding Service Locations
- Adding Backflow Assemblies
- Testing Backflow Assemblies
- Adding a Survey Certification Number to a User Profile
- Conducting Surveys