SonarCast
Account List View
This cast provides an overview of the information and features available from the Account List View within Sonar.
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.
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.
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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.
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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.
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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.
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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Print to Mail
This cast provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.
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.
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
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.
SonarCast
Billing Settings
This cast reviews and breaks down the various Billing Parameters available in Sonar.
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.
SonarCast
Services Overview
This cast details the different types of services available, their use cases, and fields to consider when building them.
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.
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.
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
Phone Number Types
This cast provides an overview of what phone number types are and how they can be used.
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.
SonarCast
Message Categories
This cast provides an overview of what message categories are and how they can be used.
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.
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.
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.
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
Invoices in Sonar
This cast provides details on how invoices can be configured, customized and created within Sonar.
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
Invoice Messages
This cast explains what invoice messages are, how they can be used, and how you can add them to your Sonar instance.
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.
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
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.
SonarCast
GoCardless Integration
This cast provides an overview of GoCardless, as well as how it can be integrated with Sonar.
SonarCast
Avalara
This cast provides an overview of what Avalara is as well as how to integrate and use it within your instance.
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.
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.
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.
SonarCast
Purchase Orders
This cast provides an overview of what Purchase Orders are and how they can be used within Sonar.
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
Geofences
This cast will guide you through the process of creating a Geofence in Sonar and applying it to a Schedule Availability.
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
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.
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.
SonarCast
Elevation Tool Overview
This cast will provide an overview of the Elevation Tool within Sonar and how it can be used.
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
Network Sites List View
This cast will provide an overview to the functionality of the landing page for Network Sites in Sonar.
SonarCast
Network Dashboard
This cast will provide an overview to the functionality of the Network Dashboard within Sonar.
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.
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.
SonarCast
IPAM Overview
This cast provides a general overview of the IPAM (IP Address Management) interface.
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.
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
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
SonarCast
Roles and Users
This cast will explain User Roles in your instance, provide examples on their usage, and detail their creation process.
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.
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.
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.
SonarCast
Simple vs Advanced Filtering
This cast provides details on how to use Simple and Advanced filters within Sonar.
SonarCast
SMS Notifications
This cast provides an overview of the SMS notification feature, including the initial setup and permissions needed.
SonarCast
Advanced Ticketing Features
This cast provides details on some of the advanced features available from within Sonar's ticketing interface.
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.
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.
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.
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.
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
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.
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.
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.
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
Learning with Sonar: Tools and Resources
This cast details the various learning resources available within your Sonar instance.
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.
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.
SonarCast
Invoice Templates
This cast will provide you with an overview of how to use the Invoice Templates customization feature within your Sonar instance.
SonarCast
Vetro FiberMap Integration
Please watch this video first before doing anything Vetro FiberMap-related within your Sonar Software instance!
SonarCast
Edit Job Options
This cast details the options available when editing a job in your Sonar Instance.
SonarCast
Scheduling Week View: Overview
This cast will guide you through the usage and functionality of the weekly view contained in the Scheduling module.
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