Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Accounts
Getting Started with Inventory
Baseline Configuration
User Specific Resources
How To: Using Sonar's Customer Portal
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account Management 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
CPUC June 2021: Instructions for Sonar V1
CPUC June 2021: Instructions for Sonar V2
Specify Account ID upon Creation
Lead Intake Form Processing
Account Groups: Overview & Example Use Cases
Serviceable Addresses: Overview and Usage
FCC Form 477: General Overview and Usage
Creating a New Account
Billing
Setting up Bank Account & Credit Card Processors
Billing Settings
Billing Defaults
Taxes Setup
General Ledger Codes: Overview
Services: Overview
Building a Data Service
Building Packages
Delinquency Billing Best Practices
Accounts in Vacation Mode
Batch Payments & Deposit Slips: Overview
Creating Discounts for Services and Packages
Setting Up Payment Methods and Taking Payments
Canadian ACH tool
Printed Invoice Batches: Overview
Delinquency Exclusions: Overview and Use Cases
Multi-Month Billing & Multi-Month Services
How to Take Bank Account Payments
Email Invoice Batch: Overview
Manual Transactions
ACH Batching: Overview
Billing Calculator
Proration Calculator
General Transactions: Best Practices
How Sonar Prorates Billing
Usage Based Billing Policies: Overview and Usage
How to: Adding a Service to an Account
Usage Based Billing Policy Free Periods: Overview and Usage
Avalara: Overview & Setup
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 Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Email Variables & Conditions
Trigger Explanations
Companies
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
Invoices in Sonar: Examples, Creation & Contents
Integrations
Webhooks in Sonar: Basic PHP Example
The Sonar Field Tech App
How to Connect Preseem to your Sonar System
Tower Coverage Integration: Overview
GoCardless Integration: Overview & Setup
How to: Using Webhooks in Sonar
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Inventory List View: Overview
Inventory Model Management: General Overview
Tracking and Using Consumable Inventory
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Example Jobs & Templates
Scheduling How-to: Creating and Booking a Job
Geofences: Overview
Jobs and Scheduling: Overview
Mapping
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Poller Troubleshooting
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
Pulse, Polling, and PHP
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
LTE Integration
Assigning RADIUS Addresses
Controlling Customer Speeds with Sonar: General Overview
Sonar Flow
RADIUS: Build-Out & Integration with Sonar
Network Dashboard: Overview
Being Cloud Native
Building a Device Mapper
Sonar IP Addressing
Automating IP Assignments, Data Rates, and Network Access in Sonar
Assigning an IP Address Using Sonar's IPAM: How to
Network Sites: Management View Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Users: Overview
Role Creation using GraphiQL
System
How to Best Use Global Search
How Your Data is Backed Up
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
Sonar's Rich Text Editor
Mutations in the Sonar API
Notification Preferences
API Calls Using Third Party Applications - Personal Access Tokens
The New Sonar API
A Deeper Dive into the New Sonar API
Consuming the Sonar API
Filtering: Simple vs Advanced
Browser Compatibility and Minimum Hardware Requirements for Sonar
REST API Wrappers for V1 Compatibility
My Info: Your Personal User Settings
Troubleshooting the Customer Portal
Customizing your Customer Portal
Release Notes
Reporting
Ticketing
Ticketing: Overview
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Exploring Ticket Groups
Using Parent Tickets
How to Integrate Inbound Mailboxes with Slack
Advanced Ticketing Features
Accounting with Sonar
Working With the Sonar Team & Additional Resources
Sonar Security Certifications
Best Practices for Fast Tracking a Support Request
How Sonar Bills Your Instance
The Sonar Forum
Feedback Portal / Suggest a Feature
Sonar Casts Table of Contents
How to Request Termination of your Sonar Instance
Submitting Bugs vs. Feature Requests
Learning with Sonar: Tools and Resources
Table of Contents
- All Categories
- Getting Started
- User Specific Resources
User Specific Resources
Updated
by Morgan Wynnes
Below are links to documents that are specific to the typical users you will have within your Sonar instance; for example, customer service representatives, billing administrators, field technicians, etc. We recommend using these sets of resources as a jumping-off point when beginning to familiarize yourself or your employees with Sonar V2.
Quick Start
If you are looking for a more general overview of main topics and functions within Sonar, we suggest starting with the Quick Start guide. Otherwise, head to the User Specific Resources section below to find resources targeted towards specific types of users.
Defined as: individuals needing an overview of main topics and functions within Sonar.
User Specific Resources
Through the links below, you will find a more tailored set of resources, specific to the type of user within your company and Sonar instance.
Billing Administrator
Defined as: individuals responsible for applying payments, performing adjustments, making bank deposits, and overall ensuring that customers are being billed accordingly.
Customer Service Representative
Defined as: individuals responsible for taking customer calls, dealing with tickets, and troubleshooting issues to ultimately provide a positive customer experience.
Dispatcher
Defined as: individuals that are in charge of scheduling jobs, coordinating technicians and managing their schedules, and ensuring that required work is being completed.
Field Technician
Defined as: individuals responsible for performing work in the field, such as installations, equipment provisioning and setup, and service calls, as scheduled by the dispatcher.
Sales Agent
Defined as: individuals concerned with identifying potential customers, establishing and maintaining positive business relationships, and ultimately growing the company's customer base.
