Table of Contents
Field Technician Resources
Updated
by Mitchell Paul-Soumis
The resources linked below are intended to provide an overview of main topics and actions that field technicians would need to be familiar with when using Sonar software.
Required Resources
Knowledge Base Article | Description | Relevant Cast(s) |
This article provides a general overview of Sonar's Field Tech mobile application. | Sonar Field Technician App (4:41) | |
The Sonar Field Tech App: How To Guides for the Mobile App (Add a Credit Card as a Customer Payment Method) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to add a credit card as a customer payment method within the mobile app. | |
The Sonar Field Tech App: How To Guides for the Mobile App (Add a Bank Account as a Customer Payment Method) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to add a bank account as a customer payment method within the mobile app. | |
The Sonar Field Tech App: How To Guides for the Mobile App (Assign Equipment to an Account) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to assign equipment to an account within the mobile app. | |
The Sonar Field Tech App: How To Guides for the Mobile App (How to Assign IP Addresses) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to assign IP addresses within the mobile app. | How to Assign IP Addresses (2:01) |
The Sonar Field Tech App: How To Guides for the Mobile App (How to Generate a One-Time Invoice) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to generate a one-time invoice within the mobile app. | |
The Sonar Field Tech App: How To Guides for the Mobile App (How to Take a Customer Payment) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to take a customer payment within the mobile app. | |
The Sonar Field Tech App: How To Guides for the Mobile App (How to Unassign Equipment From an Account) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to unassign equipment from an account within the mobile app. | |
The Sonar Field Tech App: How to Guides for the Mobile App (How to View and Have a Customer Sign a Contract) | This subsection of the Sonar Field Tech App article provides step-by-step instructions on how to have a customer sign a contract through the mobile app. | |
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 article details all of the information and actions that are available from within this screen and how you can interact with it. | Account Management View (26:14) | |
This article provides an overview of the basic features and page layout for the Inventory List and Inventory Item management views. | Inventory List Overview (11:24) | |
In this article, 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. | Inventory Model Management (8:31) | |
This article 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. | ||
This article provides an in-depth guide to the Jobs view within your Sonar instance, providing insight into the fields within this view. | Jobs and Scheduling Overview (12:33) | |
This article will take you through the available pages and tabs through the Network Sites portion of the ISP management side of your Sonar instance. | Network Sites Management View (8:54) Network Sites List View (3:55) | |
This document provides a general overview of the ticketing system within Sonar as well as ways to interact with tickets and ticket features. | Ticketing Interface (14:38) | |
Deletion of accounts is not supported within Sonar, however, you can disconnect an account. This article provides the how-to for disconnecting accounts, as well as the results that this action has. | Disconnecting an Account (3:15) |
General Recommended Resources
Knowledge Base Article | Description | Relevant Cast(s) |
Global search is a helpful tool that will 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. | ||
An overview of Sonar's rich text editor is provided in this article, with explanations and examples of each tool available in the editor. | ||
This article provides details on how to use simple and advanced filters within Sonar. | Simple vs Advanced Filtering (6:53) | |
This article provides details on the My Info page within Sonar, where an individual user can access and modify their user-specific settings and information. | ||
This article provides details on notifications in Sonar, including the different types of notifications available and how you can start using them. | ||
This article provides instructions for contacting support. | ||
This article provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests. | ||
This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available. | ||
This article provides an overview of the iCalendar integration with Sonar, including a look at how it works and what permissions are required. | ||
This article provides an overview of the SMS notification feature, including the initial setup and permissions needed. | ||
This article walks you through using dynamic time zones to provide more flexibility while scheduling jobs, viewing technician availability, and pulling up table details. | ||
This article provides information for the "Default page on login" feature, contained in your Sonar Instance's User Profile. |
