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Getting Started With Syncta
Getting Started With Syncta

This collection outlines the steps needed to start using Syncta

Angela avatar
By Angela1 author32 articles
Onboarding Checklist
Training Videos
Syncta's Plans
Selecting Your Subscription Plan
Recommended System Requirements
Creating Your Syncta Account
What to Do After You Sign Up With Syncta
Performing a Test With Xpress Test
Adding Customers
Adding Backflow Assemblies
Adding Service Locations
Scheduling Tests
Testing Backflow Assemblies
Selecting a Test Report for a Water Purveyor
Adding a Water Purveyor's Certification Number to a User Profile
Using the Search Page

User Setup


Adding New Users
Setting Up a User's Signature
Adding Tester Certification Number(s)
Adding and Updating Gauges
User Role Definitions
Setting Up Your User Information
Setting Up Two Factor Authentication

Company Setup


Updating Your Company Information
Adding and Updating Test Prices
Creating Test Validation Parameters
Location Services
Setting Up a New Test Report Form for a Water Purveyor
Turning on Receipts in Stripe
Turning on Emailed Backflow Reports for Customers
Setting Up the Customer Portal
Activating Two Factor Authentication for Your Company
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