Resource Center
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Account List View
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Account Management View
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Account Management View Series - The Tickets and Jobs Tabs
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Account Management View Series - The Correspondence, Contacts, Custom Fields, and All Logs Tabs
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Account Management View Series - The Network & Inventory Tab
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Account Management View: The Billing Tab
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Anchor & Linked Serviceable Addresses - Part 1
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Anchor & Linked Serviceable Addresses - Part 2
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Tasks
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Child Accounts
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Notes
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Disconnecting an Account
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Creating a New Account
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Serviceable Addresses
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Scheduled Events
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Account Management View Series - The Overview Tab
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Future Serviceable Addresses
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Print to Mail
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Setting up Payment Methods & Taking Payments
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Batch Payments and Deposit Slips
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Billing Defaults
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Billing Settings
This cast reviews and breaks down the various Billing Parameters available in Sonar.
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Multi-Month Billing and Multi-Month Services
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Services Overview
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Setting Up Bank Account & Credit Card Processors
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Building a Data Service
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Getting Started with Taxes
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Phone Number Types
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Call Logs
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Message Categories
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Mass Messages
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Outbound Domains
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Triggered Messages
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Using Outbound SMS
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Invoices in Sonar
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Contract Templates
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Invoice Messages
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Invoice Attachments
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Calix Integration
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Tower Coverage Integration
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GoCardless Integration
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Avalara
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Inventory System Setup
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Inventory List Overview
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Inventory Model Management
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Purchase Orders
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Creating and Booking a Job
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Geofences
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Job Types - Best Practices
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Jobs and Scheduling Overview
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Scheduling Addresses, Availabilities, Blockers & Time Off
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Elevation Tool Overview
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The Map Interface Overview
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Network Sites List View
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Network Dashboard
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Network Sites Management View
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Building Alerting Rotations
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IPAM Overview
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Building a Monitoring Template
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Navigating the Reports Dashboard - Sonar's Business Intelligence
**The reporting dashboards within Sonar have been updated since the release of this video. Due to that, some of the screens shown in this video do not currently reflect the active dashboards you see in Sonar today. We are working to update our resources and will make them available once complete.**
This cast outlines the steps used to navigate the dashboard and how to filter the data in an individual report, including the options available to download and/or send the data elsewhere.
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How to Create a Report - Sonar's Business Intelligence
**The reporting dashboards within Sonar have been updated since the release of this video. Due to that, some of the screens shown in this video do not currently reflect the active dashboards you see in Sonar today. We are working to update our resources and will make them available once complete.**
This cast guides you through the creation process for a custom report, as well as how to publish the report and share it with other users of your Sonar instance.
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Enhanced Business Intelligence - Tips & Tricks for Advanced Users
In this cast, we explore some caveats and suggestions for getting the most out of your BI Reporting through some advanced tips and tricks!
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How to View and Have a Customer Sign a Contract - Sonar Field Tech App
This cast provides an easy how-to guide on how to view and have a customer sign a contract through the Sonar field tech mobile app.
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How to Generate a One-Time Invoice - Sonar Field Tech App
This cast provides an easy how-to guide on generating a one-time invoice through the Sonar field tech mobile app.
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How to Unassign Equipment from an Account - Sonar Field Tech App
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How to Take a Customer Payment - Sonar Field Tech App
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How to Assign Equipment to an Account - Sonar Field Tech App
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How to Assign IP Addresses - Sonar Field Tech App
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Add a Bank Account as a Customer Payment Method - Sonar Field Tech App
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Add a Credit Card as a Customer Payment Method - Sonar Field Tech App
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Sonar Field Technician App
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Roles and Users
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Notification Preferences
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How to Best Use Global Search
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User Profile: Your Personal User Settings
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Filtering Overview
We're excited to announce a major upgrade to Sonar Software's filtering capabilities! This updated feature introduces a unified system that combines simple and advanced filters, a new easy-to-navigate collapsible design, and an enhanced search bar for quickly finding and applying filters.
Designed for simplicity and ease of use, our new filtering system empowers you to find the exact information you need within your Sonar instance, in just a few clicks!
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SMS Notifications
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Advanced Ticketing Features
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Using Parent Tickets
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Canned Replies
This cast walks you through the process of creating Canned Replies - highlighting the use cases and providing links to the detailed examples page.
This cast also details the steps required to create a Canned Reply category from start to finish, while providing examples of common Canned Reply categories used in customer instances.
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Ticketing Interface
This cast provides a general overview of the ticketing system within Sonar, as well as ways to interact with tickets and ticket features.
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Ticketing Categories - Best Practices
Configuring an inbound mailbox allows you to receive incoming emails directly into Sonar, which can be automatically converted into public tickets within the system. This cast outlines how inbound mailboxes work, detailing the process behind creating a new ticket category, and providing some examples of common ticket categories.
This cast also discusses the creation of ticket groups, providing use cases for various groups, and examples of common public and private groups.
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Company Setup
This cast will take you through the process of adding a new company to your Sonar instance, with details on the various fields required.
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Using Sonar's Customer Portal
This cast will walk you through the various pages and tabs available within the Customer Portal and provide some examples of common actions you can take.
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Tracking and Using Consumable Inventory
This cast will provide a brief overview of the Generic Items tag in Sonar's Inventory feature, and how it can be used to track consumable items for your business.
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The Sonar Status Page
This cast provides an overview of the Sonar Status page, as well as how you can subscribe to updates for any incidents or events that occur.
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Task Templates
This cast takes you through the process of adding task templates to your instance and provides some examples of where they can be applied.
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Learning with Sonar: Tools and Resources
This cast details the various learning resources available within your Sonar instance.
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Feedback Portal & Suggest a Feature
This cast provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests.
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Custom Fields
Custom Fields provide a way to track unique data on various entities within Sonar. This cast details the steps involved in setting them up, in addition to a few use cases that outline the usefulness of custom fields.
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Invoice Templates
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Vetro FiberMap Integration
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Edit Job Options
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