Syncta

How Do I Reset My Password?

How to upload images, photos or documents

Uploading Attachments

What each button on the Perform Test page means

What's the Difference Between Save Test and Complete Test?

Describes what assembly information is used for upcoming tests vs. upcoming notifications

Upcoming Tests vs. Upcoming Notifications

Restoring Deleted Gauges

Does Syncta Print and Send My Test Reports and Invoices?

How to find winterization customers and schedule them for service

Winterization in Syncta

How to find spring startup customers and schedule them for service

Spring Startup in Syncta

How to search for and restore deleted customers, assemblies, tests, service locations, and invoices

Locating and Restoring Deleted Records

If a customer contacts the email address donotreply@syncta.com, they will receive this response.

Do Not Reply Email Response

Do I Need the App to Access Syncta?

Where this appears for water purveyors and on the submission portal

What is the Syncta ID?

Data Analytics and Reporting

Restoring Deleted Assemblies and Tests

What is the Commit Date?

Downloading a Backup of Your Data

What a map pin with a plus means and how it works

Collapsed Map Pins

Updating User Information

Invoice payment option for testing company customers

Google Pay and Apple Pay Support

Angela

Collection of useful information to help you use Syncta

Data Import Template Guidelines for Purveyors

Guidelines for testing companies to add data to Syncta's data import template

Data Import Template Guidelines for Testers

Validating Your Data Import in Syncta

Data Imports

Details about what the Test Yearly checkbox means

Test Yearly Checkbox

How users can make text smaller or larger in the mobile app

Changing Text Size in the Mobile App

How to use Syncta's Appointments Feature to Create Messages for Your Testers

Creating Custom Messages for Testers

How technicians can check messages from a testing company before beginning their day

Checking Messages From a Testing Company

Definition of what the star next to a customer name means

What Does the Star Next to a Customer Name Mean?

How to transfer service locations from one customer to another

Transferring Service Locations

Recovering a Deleted Customer

How to control if sections on a page are collapsed or expanded by default

Auto-Collapse Page Sections

How to move the location of the Self Help tab or hide it

Hiding or Moving the Self Help Tab

Tips & Tricks

syncta.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Other Questions and Information

Data Imports

Tips & Tricks