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
Deleting an Account
Billing
Accounts in Vacation Mode
Billing Parameters Detailed Breakdown
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
Communication
Setting up Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Trigger Explanations
Companies
Financial
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Getting Started with Inventory as an Administrator
Inventory Creation: Models, Fields, and Deployment types
Adding and Assigning Inventory Items
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
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
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
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
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
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
Customizing your Customer Portal
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
Sales Whitepapers
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. |
