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Segmentable Inventory

SonarCast

Segmentable Inventory

Managing your inventory is a crucial part of maintaining your momentum. With Sonar, inventory management is made easy with trackable and segmentable items.

By adding inventory such as cable spools into Sonar as Segmentable Inventory, you can improve the categorization of fiber and network cables by splitting them into smaller, individual pieces; assign metadata to each segment; and track the location of where each custom piece was deployed.

Sonar's FCC Broadband Label Generation Tool

SonarCast

Sonar's FCC Broadband Label Generation Tool

In this cast, we’ll walk you through the steps in gathering your FCC Broadband Consumer Labels report, provide you with a Data Entry guide, and give you access to Sonar's FCC Broadband Label Generation Tool and how to use it!

Vetro FiberMap Integration

SonarCast

Vetro FiberMap Integration

Please watch this video first before doing anything Vetro FiberMap-related within your Sonar Software instance!

Filtering Overview

SonarCast

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!

Account Management View

SonarCast

Account Management View

The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This cast details all of the information and actions that are available from within this screen and how you can interact with it.

Scheduling Week View: Overview

SonarCast

Scheduling Week View: Overview

This cast will guide you through the usage and functionality of the weekly view contained in the Scheduling module.

Edit Job Options

SonarCast

Edit Job Options

This cast details the options available when editing a job in your Sonar Instance.

Invoice Templates

SonarCast

Invoice Templates

This cast will provide you with an overview of how to use the Invoice Templates customization feature within your Sonar instance.

Account Management View Series - The Correspondence, Contacts, Custom Fields, and All Logs Tabs

SonarCast

Account Management View Series - The Correspondence, Contacts, Custom Fields, and All Logs Tabs

The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This fifth and final cast in the Account Management View series details all the information and actions available within the Correspondence, Contacts, Custom Fields, and All Logs Tabs.

Using Sonar's Customer Portal

SonarCast

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.

Using Parent Tickets

SonarCast

Using Parent Tickets

Parent tickets allow you to link multiple tickets together within Sonar's ticketing interface. This cast provides an overview on how to set up parent tickets, how you can interact with them, and communications with parent tickets.

Using Outbound SMS

SonarCast

Using Outbound SMS

This cast will walk you through the process of activating your Outbound SMS service built in to your Sonar instance, and the components that let you send messages to your customers.

SonarCast

User Profile: Your Personal User Settings

This cast provides details on the 'User Profile' page within Sonar, where individual users can access and modify their user-specific settings and information.

Triggered Messages

SonarCast

Triggered Messages

Triggered Messages are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This cast details how to set up your own customized triggered messages.

Tracking and Using Consumable Inventory

SonarCast

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.

Tower Coverage Integration

SonarCast

Tower Coverage Integration

This cast provides instructions on setting up the Tower Coverage integration as well as how to manage submissions within your Sonar instance.

Ticketing Interface

SonarCast

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.

Ticketing Categories - Best Practices

SonarCast

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.

The Map Interface Overview

SonarCast

The Map Interface Overview

This cast is designed to provide an overview of the main mapping interface in Sonar, including how to navigate the map, and how to filter entities.

SonarCast

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.

SonarCast

Tasks

Tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This cast contains details on this feature, as well as the how-to’s of setting them up.

The Sonar Status Page

SonarCast

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.

How to View and Have a Customer Sign a Contract - Sonar Field Tech App

SonarCast

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.

How to Generate a One-Time Invoice - Sonar Field Tech App

SonarCast

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.

How to Take a Customer Payment - Sonar Field Tech App

SonarCast

How to Take a Customer Payment - Sonar Field Tech App

This cast provides an easy how-to guide on taking a customer payment through the Sonar field tech mobile app.

How to Assign IP Addresses - Sonar Field Tech App

SonarCast

How to Assign IP Addresses - Sonar Field Tech App

This cast provides an easy how-to guide on assigning IP addresses through the Sonar field tech mobile app.

How to Unassign Equipment from an Account - Sonar Field Tech App

SonarCast

How to Unassign Equipment from an Account - Sonar Field Tech App

This cast provides an easy how-to guide on unassigning equipment from an account through the Sonar field tech mobile app.

How to Assign Equipment to an Account - Sonar Field Tech App

SonarCast

How to Assign Equipment to an Account - Sonar Field Tech App

This cast provides an easy how-to guide on assigning equipment to an account through the Sonar field tech mobile app.

Add a Credit Card as a Customer Payment Method - Sonar Field Tech App

SonarCast

Add a Credit Card as a Customer Payment Method - Sonar Field Tech App

This cast provides an easy how-to guide for adding a credit card as a customer payment method through the Sonar field tech mobile app.

Add a Bank Account as a Customer Payment Method - Sonar Field Tech App

SonarCast

Add a Bank Account as a Customer Payment Method - Sonar Field Tech App

This cast provides an easy how-to guide for adding a bank account as a customer payment method through the Sonar field tech mobile app.

Sonar Field Technician App

SonarCast

Sonar Field Technician App

This cast will take you through a typical workflow example your technician might undergo during a customer’s residential installation when using the Sonar Field Tech App.

SMS Notifications

SonarCast

SMS Notifications

This cast provides an overview of the SMS notification feature, including the initial setup and permissions needed.

Setting up Payment Methods & Taking Payments

SonarCast

Setting up Payment Methods & Taking Payments

This cast takes you through the process of setting up a payment processor, adding a payment method, and taking a payment from a customer.

Setting Up Bank Account & Credit Card Processors

SonarCast

Setting Up Bank Account & Credit Card Processors

This cast contains information designed to assist in the creation and setting up of bank account and credit card processors within your Sonar instance.

Services Overview

SonarCast

Services Overview

This cast details the different types of services available, their use cases, and fields to consider when building them.

Serviceable Addresses

SonarCast

Serviceable Addresses

This cast will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.

Scheduling Addresses, Availabilities, Blockers & Time Off

SonarCast

Scheduling Addresses, Availabilities, Blockers & Time Off

This cast provides an overview of how to set up schedules within Sonar, so that you can begin scheduling jobs.

Scheduled Events

SonarCast

Scheduled Events

Scheduled events are actions that you can automate within Sonar to have some change occur automatically at a later date. They are configured individually per account and can be utilized to help make your normal processes more efficient.

Roles and Users

SonarCast

Roles and Users

This cast will explain User Roles in your instance, provide examples on their usage, and detail their creation process.

Purchase Orders

SonarCast

Purchase Orders

This cast provides an overview of what Purchase Orders are and how they can be used within Sonar.

Outbound Domains

SonarCast

Outbound Domains

This cast guides users on how to enable the Sonar instance to send emails using the specific domain set by the user.

Notification Preferences

SonarCast

Notification Preferences

This cast provides details on notifications in Sonar, including the different types of notifications available and how you can start using them.

Network Sites Management View

SonarCast

Network Sites Management View

This cast will take you through the available pages and tabs through the Network Sites portion of the ISP management side of your Sonar instance.

Network Sites List View

SonarCast

Network Sites List View

This cast will provide an overview to the functionality of the landing page for Network Sites in Sonar.

Network Dashboard

SonarCast

Network Dashboard

This cast will provide an overview to the functionality of the Network Dashboard within Sonar.

Multi-Month Billing and Multi-Month Services

SonarCast

Multi-Month Billing and Multi-Month Services

This cast will help you understand the methods available to you within Sonar to bill in intervals greater than a single month.

Message Categories

SonarCast

Message Categories

This cast provides an overview of what message categories are and how they can be used.

Learning with Sonar: Tools and Resources

SonarCast

Learning with Sonar: Tools and Resources

This cast details the various learning resources available within your Sonar instance.

Jobs and Scheduling Overview

SonarCast

Jobs and Scheduling Overview

This cast provides an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields within this view.

Invoice Messages

SonarCast

Invoice Messages

This cast explains what invoice messages are, how they can be used, and how you can add them to your Sonar instance.

Invoice Attachments

SonarCast

Invoice Attachments

An invoice attachment is a way to deliver non-billing information to an account in their next invoice. Steps on how to add an invoice attachment are included in this cast, as well as examples of where this might be helpful.

Inventory System Setup

SonarCast

Inventory System Setup

This cast will take you through the process of setting up the Inventory Manufacturers, Model Categories, and Device Assignees in your instance. These settings come into play when adding new devices to inventory.

Inventory Model Management

SonarCast

Inventory Model Management

In this cast, we'll be looking at navigating around this page, how to create a new Inventory Model, how to manage and modify an existing Inventory Model, and how to add new items to each model.

Inventory List Overview

SonarCast

Inventory List Overview

This cast provides an overview of the basic features and page layout for the Inventory List and Inventory Item Management Views.

How to Create a Report - Sonar's Business Intelligence

SonarCast

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.

How to Best Use Global Search

SonarCast

How to Best Use Global Search

This cast will show you how global search is a helpful tool that'll quickly and efficiently find what you are looking for within Sonar. From searching partial terms to specific entity IDs, global search will return all results relevant to what you are searching and also assist you with navigating to those results within the system.

Future Serviceable Addresses

SonarCast

Future Serviceable Addresses

Future Serviceable Addresses in Sonar allow you to schedule a target date for a new or current subscriber to take over a currently assigned Serviceable Address. This allows you to schedule a job for the subscriber's Account without the Serviceable Address actually being assigned to the Account yet. This cast will take you through an example scenario where a new subscriber calls to notify you that they'll be moving into a new address and would like to subscribe to your services.

Feedback Portal & Suggest a Feature

SonarCast

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.

Creating a New Account

SonarCast

Creating a New Account

This cast provides an example of what account creation looks like in Sonar, and serves as a rough step-by-step guide to creating an account in your own instance.

Creating and Booking a Job

SonarCast

Creating and Booking a Job

This cast will take you through the process of creating a new job in Sonar, and the ways you can schedule the created job.

SonarCast

Child Accounts

Child accounts allow you to connect one or more accounts within Sonar, in a parent-child style relationship. This affects account transactions, invoices, and also comes with additional considerations with the account billing parameters that should be reviewed prior to using this functionality, which we’ll discuss in this cast video.

SonarCast

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.

Calix Integration

SonarCast

Calix Integration

This cast provides instructions on setting up the Calix integration as well as how to enable and utilize various included features.

SonarCast

Print to Mail

This cast provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.

Phone Number Types

SonarCast

Phone Number Types

This cast provides an overview of what phone number types are and how they can be used.

SonarCast

Notes

Notes allow you to keep all employees on the same page with account related information and help to prevent any necessary information from being overlooked. This cast contains details on notes, as well as the how-to’s of setting them up.

Navigating the Reports Dashboard - Sonar's Business Intelligence

SonarCast

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.

SonarCast

Mass Messages

The Mass Message tool is used to contact a large number of customers at once through the instance. This article takes you through the process of creating and using Mass Messaging.

Job Types - Best Practices

SonarCast

Job Types - Best Practices

This cast takes you through the process of creating a new Job Type and explains what a job type is and how to use it.

SonarCast

IPAM Overview

This cast provides a general overview of the IPAM (IP Address Management) interface.

Invoices in Sonar

SonarCast

Invoices in Sonar

This cast provides details on how invoices can be configured, customized and created within Sonar.

GoCardless Integration

SonarCast

GoCardless Integration

This cast provides an overview of GoCardless, as well as how it can be integrated with Sonar.

Getting Started with Taxes

SonarCast

Getting Started with Taxes

Taxes in Sonar are incredibly flexible, and this cast takes you through setting up taxes, as well as breaking down geographical taxes.

SonarCast

Geofences

This cast will guide you through the process of creating a Geofence in Sonar and applying it to a Schedule Availability.

Enhanced Business Intelligence - Tips & Tricks for Advanced Users

SonarCast

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!

Elevation Tool Overview

SonarCast

Elevation Tool Overview

This cast will provide an overview of the Elevation Tool within Sonar and how it can be used.

Disconnecting an Account

SonarCast

Disconnecting an Account

Deletion of accounts is not supported within Sonar, however you can disconnect an account. This cast provides the how-to for disconnecting accounts, as well as the results that this action has.

SonarCast

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.

Contract Templates

SonarCast

Contract Templates

This cast provides an overview of electronic contracts in Sonar, including how to create them, adding them to customer accounts, and the ways customers can interact with them.

SonarCast

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.

SonarCast

Call Logs

Call logs allow users to record and collect data while on the phone with a customer. This cast provides an overview of how call logs are used, as well as best practices for when using them.

Building a Monitoring Template

SonarCast

Building a Monitoring Template

This cast will walk you through the process of creating a monitoring template, in addition to some details on gathering hardware OIDs.

Building Alerting Rotations

SonarCast

Building Alerting Rotations

Alerting rotations are used to define periods of time where network alerts are sent out to specific users within Sonar. The details of their setup and features are explained in this cast.

Building a Data Service

SonarCast

Building a Data Service

This cast will take you through the creation process and an example of a Data Service, which is used to deliver bandwidth and usage to the customer.

Billing Settings

SonarCast

Billing Settings

This cast reviews and breaks down the various Billing Parameters available in Sonar.

Billing Defaults

SonarCast

Billing Defaults

The cast will show you how to configure a set of billing instructions for specific account types, allowing fine control for each account type created as part of the billing setup.

Batch Payments and Deposit Slips

SonarCast

Batch Payments and Deposit Slips

In this cast, we provide an overview of the Batch Payment Entry and Deposit Slips tools in Sonar, as well as how you can utilize these to simplify your payment intake process.

SonarCast

Avalara

This cast provides an overview of what Avalara is as well as how to integrate and use it within your instance.

Anchor & Linked Serviceable Addresses - Part 2

SonarCast

Anchor & Linked Serviceable Addresses - Part 2

Part 2 in this two-part series will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance with a Mulit-Dwelling Unit example.

Anchor & Linked Serviceable Addresses - Part 1

SonarCast

Anchor & Linked Serviceable Addresses - Part 1

Part 1 in this two-part series will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance with a Mulit-Unit Business Park example.

Advanced Ticketing Features

SonarCast

Advanced Ticketing Features

This cast provides details on some of the advanced features available from within Sonar's ticketing interface.

Account Management View Series - The Tickets and Jobs Tabs

SonarCast

Account Management View Series - The Tickets and Jobs Tabs

The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This fourth cast in the Account Management View series details all the information and actions available within both the Tickets and Jobs Tabs.

Account Management View Series - The Overview Tab

SonarCast

Account Management View Series - The Overview Tab

The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This first cast in the Account Management View series details all the information and actions available within the Overview Tab.

Account Management View Series - The Network & Inventory Tab

SonarCast

Account Management View Series - The Network & Inventory Tab

The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This third cast in the Account Management View series details all the information and actions available within the Network & Inventory Tab.

Account Management View: The Billing Tab

SonarCast

Account Management View: The Billing Tab

The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This second cast in the Account Management View series details all the information and actions available within the Billing Tab.

Account List View

SonarCast

Account List View

This cast provides an overview of the information and features available from the Account List View within Sonar.

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