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Getting Started With Syncta
Getting Started With Syncta
This collection outlines the steps needed to start using Syncta
30 articles in this collection
Written by
Angela
Onboarding Checklist
Links to all of the articles that help you get you started as a new user
Written by
Angela
Updated over a week ago
Training Videos
Links to all of Syncta's training videos on our YouTube channel
Written by
Angela
Updated over a week ago
Syncta's Plans
Details about what's offered in each of Syncta's plans for testing companies
Written by
Angela
Updated over a week ago
Selecting Your Subscription Plan
Where new users go to select a plan
Written by
Angela
Updated over a week ago
Recommended System Requirements
What you need to make the most out of Syncta
Written by
Angela
Updated over a week ago
Creating Your Syncta Account
Set up your new Syncta account
Written by
Angela
Updated over a week ago
What to Do After You Sign Up With Syncta
Where to go first to get started
Written by
Angela
Updated over a week ago
Performing a Test With Xpress Test
How testing companies and purveyors can perform a test, add customers, service locations and assemblies with Xpress Test
Written by
Angela
Updated over a week ago
Adding Customers
Written by
Angela
Updated over a week ago
Adding Backflow Assemblies
Written by
Angela
Updated over a week ago
Adding Service Locations
Written by
Angela
Updated over a week ago
Scheduling Tests
Schedule tests for backflow assemblies
Written by
Angela
Updated over a week ago
Testing Backflow Assemblies
Written by
Angela
Updated over a week ago
Selecting a Test Report for a Water Purveyor
Written by
Angela
Updated over a week ago
Adding a Water Purveyor's Certification Number to a User Profile
Written by
Angela
Updated over a week ago
Using the Search Page
How to find information in Syncta
Written by
Angela
Updated over a week ago
User Setup
Adding New Users
How to invite other users from your company
Written by
Angela
Updated over a week ago
Updating User Information
How to update user information
Written by
Angela
Updated over a week ago
Setting Up a User's Signature
Written by
Angela
Updated over a week ago
Adding Tester Certification Number(s)
Written by
Angela
Updated over a week ago
Adding and Updating Gauges
How to add, edit or delete gauges, and how to set a default gauge
Written by
Angela
Updated over a week ago
User Role Definitions
Help with deciding what role to set for a user
Written by
Angela
Updated over a week ago
Company Setup
Updating Your Company Information
Complete setup of company information such as name, address, logo, etc.
Written by
Angela
Updated over a week ago
Adding and Updating Test Prices
Written by
Angela
Updated over a week ago
Creating Test Validation Parameters
How to activate and set up test validation rules for assemblies
Written by
Angela
Updated over a week ago
Location Services
See where users are at and where attachments are uploaded using map icons
Written by
Angela
Updated over a week ago
Setting Up a New Test Report Form for a Water Purveyor
What to do when you need a new backflow test report form set up within Syncta
Written by
Angela
Updated over a week ago
Turning on Receipts in Stripe
How to enable email receipts in Stripe when charges are processed
Written by
Angela
Updated over a week ago
Turning on Emailed Backflow Reports for Customers
Ensure that your customers receive backflow test reports
Written by
Angela
Updated over a week ago
Setting Up the Customer Portal
Instructions for testing companies
Written by
Angela
Updated over a week ago