Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Inventory
Baseline Configuration
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Disconnecting an Account
Account List View: Overview
Serviceable Addresses: Overview and Usage
Billing
Accounts in Vacation Mode
Billing Settings
Taxes Setup
Building a Data Service
Delinquency Billing Best Practices
Building Packages
General Ledger Codes: Overview
Setting up Bank Account & Credit Card Processors
Payment Reversal vs Refund vs Voiding
Services: Overview
Billing Defaults
Communication
Setting up an Outbound Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Email Variables
Trigger Explanations
Companies
Financial
Integrations
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Getting Started with Inventory as an Administrator
Inventory Creation: Models, Fields, and Deployment types
Inventory List View: Overview
Adding and Assigning Inventory Items
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Example Jobs & Templates
Jobs and Scheduling: Overview
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Networking
IP Assignments & Sonar
MikroTik: Setting Up a Sonar Controlled DHCP Server
Setting Up a DHCP Batcher
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
Setting Up CoA Proxy
RADIUS: Building Reply Attributes
Data Usage Available Methods
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
RADIUS: Build-Out & Integration with Sonar
Network Sites: Overview
Building RADIUS Groups
Building Address Lists
Sales Whitepapers
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
System
How to Best Use Global Search
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
API Calls Using Third Party Applications - Personal Access Tokens
Filtering: Simple vs Advanced
Customizing your Customer Portal
Release Notes
Reporting
Ticketing
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticket Groups To Consider
Using Parent Tickets
Ticketing: Overview
Accounting with Sonar
Working With the Sonar Team & Additional Resources
Table of Contents
- All Categories
- Getting Started
- First Time Setup
- Getting Started With Jobs
Getting Started With Jobs
Updated
by Morgan Wynnes
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. | |
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. | |
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. | |
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. | |
This article provides an overview of how to set up schedules and availability so that you can begin scheduling jobs for your techs. |
