Getting Started With Syncta

This collection outlines the steps needed to start using Syncta

27 articles in this collection
Written by Brock Sheehan and 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

What to Do After You Sign Up With Syncta

Where to go first to get started

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

Selecting Your Subscription Plan

Where new users go to select a plan

Written by Brock Sheehan
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

Getting Started as a New User

Set up your new Syncta account

Written by Brock Sheehan
Updated over a week ago

Adding Customers

Written by Brock Sheehan
Updated over a week ago

Adding Backflow Assemblies

Written by Brock Sheehan
Updated over a week ago

Adding Service Locations

Written by Brock Sheehan
Updated over a week ago

Scheduling Tests

Schedule tests for backflow assemblies

Written by Brock Sheehan
Updated over a week ago

Testing Backflow Assemblies

Written by Brock Sheehan
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 Feature

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 Brock Sheehan
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 Brock Sheehan
Updated over a week ago

Adding Tester Certification Number(s)

Written by Brock Sheehan
Updated over a week ago

Adding and Updating Gauges

Written by Brock Sheehan
Updated over a week ago

User Role Definitions

Help with deciding what role to set for a user

Written by Brock Sheehan
Updated over a week ago

Company Setup

Updating Your Company Information

Complete setup of company information such as name, address, logo, etc.

Written by Brock Sheehan
Updated over a week ago

Adding and Updating Test Prices

Written by Brock Sheehan
Updated over a week ago

Location Services

See where users are at and where attachments are uploaded using map icons

Written by Brock Sheehan
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 Brock Sheehan
Updated over a week ago

Turning on Receipts in Stripe

How to enable email receipts in Stripe when charges are processed

Written by Brock Sheehan
Updated over a week ago

Turning on Emailed Backflow Reports for Customers

Ensure that your customers receive backflow test reports

Written by Brock Sheehan
Updated over a week ago

Setting Up the Customer Portal

Instructions for testing companies

Written by Brock Sheehan
Updated over a week ago