Table of Contents

Getting Started With Jobs

Morgan Wynnes Updated by Morgan Wynnes

Jobs Overview

This article is an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields and actions available within this view.

Job Types: Best Practices

This article provides an explanation of what job types are, how you can begin using them, and takes you through the process of creating one.

Example Jobs & Templates

This article provides detailed example templates of commonly used jobs within Sonar.

Task Templates Overview & Use Cases

An overview of the process used to add task templates to your instance is provided here, along with some examples of where they can be applied.

Applying Task Templates to Jobs

Using task templates is a great way of making sure your technicians have defined objectives - this article will take you through the process of adding them to a job, and modifying their parameters.

Setting Up Schedules General Overview

This article provides an overview of how to set up schedules and availability so that you can begin scheduling jobs for your techs.

Geofences: Overview

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

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