SonarCast Resources

Print to Mail
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SonarCast

Print to Mail

This cast provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.
Setting up Payment Methods & Taking Payments
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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.
Batch Payments and Deposit Slips
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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.
Billing Defaults
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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.
Billing Settings
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SonarCast

Billing Settings

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

Multi-Month Billing and Multi-Month Services
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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.
Services Overview
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SonarCast

Services Overview

This cast details the different types of services available, their use cases, and fields to consider when building them.
Setting Up Bank Account & Credit Card Processors
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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.
Building a Data Service
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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.
Getting Started with Taxes
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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.
Phone Number Types
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SonarCast

Phone Number Types

This cast provides an overview of what phone number types are and how they can be used.
Call Logs
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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.
Message Categories
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SonarCast

Message Categories

This cast provides an overview of what message categories are and how they can be used.
Mass Messages
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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.
Outbound Domains
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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.
Triggered Messages
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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.
Using Outbound SMS
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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.
Invoices in Sonar
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SonarCast

Invoices in Sonar

This cast provides details on how invoices can be configured, customized and created within Sonar.
Contract Templates
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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.
Invoice Messages
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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
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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.
Calix Integration
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SonarCast

Calix Integration

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

GoCardless Integration

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

Avalara

This cast provides an overview of what Avalara is as well as how to integrate and use it within your instance.
Inventory System Setup
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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 List Overview
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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.
Inventory Model Management
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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.
Purchase Orders
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SonarCast

Purchase Orders

This cast provides an overview of what Purchase Orders are and how they can be used within Sonar.
Creating and Booking a Job
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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.
Geofences
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SonarCast

Geofences

This cast will guide you through the process of creating a Geofence in Sonar and applying it to a Schedule Availability.
Job Types - Best Practices
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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.
Jobs and Scheduling Overview
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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.
Scheduling Addresses, Availabilities, Blockers & Time Off
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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.
Elevation Tool Overview
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SonarCast

Elevation Tool Overview

This cast will provide an overview of the Elevation Tool within Sonar and how it can be used.
The Map Interface Overview
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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.
Network Sites List View
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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
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SonarCast

Network Dashboard

This cast will provide an overview to the functionality of the Network Dashboard within Sonar.
Network Sites Management View
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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.
Building Alerting Rotations
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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.
IPAM Overview
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SonarCast

IPAM Overview

This cast provides a general overview of the IPAM (IP Address Management) interface.
Building a Monitoring Template
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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.
Navigating the Reports Dashboard - Sonar's Business Intelligence
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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.

How to Create a Report - Sonar's Business Intelligence
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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.

Enhanced Business Intelligence - Tips & Tricks for Advanced Users
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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!

How to View and Have a Customer Sign a Contract - Sonar Field Tech App
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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
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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 Unassign Equipment from an Account - Sonar Field Tech App
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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 Take a Customer Payment - Sonar Field Tech App
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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 Equipment to an Account - Sonar Field Tech App
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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.
How to Assign IP Addresses - Sonar Field Tech App
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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.
Add a Bank Account as a Customer Payment Method - Sonar Field Tech App
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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.
Add a Credit Card as a Customer Payment Method - Sonar Field Tech App
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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.
Sonar Field Technician App
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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.
Roles and Users
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SonarCast

Roles and Users

This cast will explain User Roles in your instance, provide examples on their usage, and detail their creation process.
Notification Preferences
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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.
How to Best Use Global Search
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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.
User Profile: Your Personal User Settings
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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.
Filtering Overview
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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!

SMS Notifications
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SonarCast

SMS Notifications

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

Advanced Ticketing Features

This cast provides details on some of the advanced features available from within Sonar's ticketing interface.
Using Parent Tickets
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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.
Canned Replies
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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.

Ticketing Interface
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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
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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.

Company Setup
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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.

Using Sonar's Customer Portal
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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.

Tracking and Using Consumable Inventory
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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.

The Sonar Status Page
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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.

Task Templates
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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.

Learning with Sonar: Tools and Resources
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SonarCast

Learning with Sonar: Tools and Resources

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

Feedback Portal & Suggest a Feature
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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.

Custom Fields
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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.

Invoice Templates
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SonarCast

Invoice Templates

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

Vetro FiberMap Integration

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

Edit Job Options

This cast details the options available when editing a job in your Sonar Instance.
Scheduling Week View: Overview
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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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