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
FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help
Account List View: Overview
Specify Account ID upon Creation
Lead Intake Form Processing
Account Groups: Overview & Example Use Cases
CPUC Fixed Broadband Deployment by Address
Serviceable Addresses: Overview and Usage
FCC Data Exports: 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
General Transactions: Best Practices
Usage Based Billing Policies: Overview and Usage
How to: Adding a Service to an Account
Usage Based Billing Policy Free Periods: Overview and Usage
Using Tax Exemptions - How To
Avalara: Overview & Setup
Print to Mail
Communication
Setting up an Outbound Email Domain
Triggered Messages: Setup
Call Logs: General Best Practices
Using the Mass Message Tool
Saved Messages: Overview
Message Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Email Variables & Conditions
Communication Tools: Overview
Trigger Explanations
Companies
How to: Setting Up a Company in Sonar
Managing Multiple Companies in Sonar: Best Practices
Rebranding your Sonar Instance
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
Invoices in Sonar: Examples, Creation & Contents
Integrations
Calix Integration: Overview
Webhooks in Sonar: Basic PHP Example
How to Connect Cambium to your Sonar Instance
iCalendar Integration
External Marketing Providers
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
Scheduling Week View: Overview
Example Jobs & Templates
Scheduling How-to: Creating and Booking a Job
Geofences: Overview
Edit Job Options
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
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
Using Multiple Network Devices in Sonar
IPAM: Overview
Cable Modem Provisioning
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
Netflow Integration: Overview
Building a Device Mapper
Sonar IP Addressing
Automating IP Assignments, Data Rates, and Network Access in Sonar
DHCP Delivery
Assigning an IP Address Using Sonar's IPAM: How to
Network Sites: Management View Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Purchase Orders
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
Auth0: Overview
The New Sonar API
Introducing the New Sidebar
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
User Profile: Your Personal User Settings
SMS Notifications
Dynamic Time Zones in Sonar
System Settings: Overview
Troubleshooting the Customer Portal
Controlling Your Landing Page: Personal Preferences
Interacting with Files via the API
Getting Your Data into Sonar
Customizing Your Customer Portal
Release Notes
Reporting
Understanding Sonar Reports
How To Enhance Your Reporting With Custom Field Data
Report Licenses
Sonar's Business Intelligence: Overview
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
Working With the Sonar Team & Additional Resources
Sonar's Security Practices & Certifications
Sonar and General Data Protection Regulation (GDPR)
Technical Security Overview
CyberSecure Canada Certification
Sonar's Security Strategies
Best Practices for Fast Tracking a Support Request
How Sonar Bills Your Instance
The Sonar Status Page
The Sonar Community Forum
Feedback Portal / Suggest a Feature
Sonar Casts Table of Contents
How to Request Termination of your Sonar Instance
Submitting Bugs vs. Feature Requests
Third Party Customer Support Referrals
Learning with Sonar: Tools and Resources
Voice
Sonar Billing
Table of Contents
- All Categories
- Misc.
- Task Templates Overview & Use Cases
Task Templates Overview & Use Cases
Updated
by Mitchell Paul-Soumis
Read Time: 3 mins
Creating the Task Template
The Task Template is a section of Sonar created in two steps:
- Creating the Template title. The title is used to identify the Template when populating the template, in addition to selecting the template on the job type.
- Populating the template with task items. These items will be what need to be completed by the technician on the dispatch
Once the main template is given a title, a container is created which can then be populated:

Applying and Managing Template Items
Creating a Task template item is easy - simply click on "Edit Task Template Items" from the template created in the last step. This opens the Edit Modal, and from here you can click on the "Create Task Template Item" button:

After clicking, you'll be able to enter the text for the task you're adding, and any completion requirements, if necessary.

With the information entered, click on "Create" to add the new task to the template.
Completion Requirements
For each task within a template, a completion requirement can also be set; if a completion requirement is in place for a task, it will prevent the task from being completed until the requirement is met. There are 3 different types of completion requirements that can be added, which are outlined further below:
Attaching a File Completes the Task: Typically, this requirement will be used when you are looking to have your field techs upload a physical document or a device config file. For example, you could have your field techs upload the configuration file for a customer CPE anytime they perform an install job - that way, if the device fails, you have the previous configuration ready to quickly upload into a replacement device.
Attaching an Image File Completes the Task: This requirement is typically used when you are looking to have your technicians provide photographic documentation for the work that was completed. An example of this might be requiring a picture from the device to the tower for all wireless installs, or a picture of the customer's router from behind for all residential installs to simplify future troubleshoots.
Providing the Configured Field Value Completes the Task: Typically, this requirement is used when you are looking to have your technicians confirm a value for the sake of quality control. An example of this might be requiring technicians to record upload and download values from a local device after an install or repair.
To learn more about custom fields and how they can be created, refer to the Custom Fields Overview & Use Cases article here.
Using Task Templates
Task Templates are a collection of actions that your technicians need to complete while they're on the job, listed on the assigned job in no particular order.
Task templates can be added on the fly. When adding a task to an entity, you will also have an option to select a task template. This will add all the tasks in the template to the entity immediately. Task templates can also be associated with some other items to be added automatically. For example, if you associate a task template with a job type, all jobs created with that type will automatically have those tasks added.
Re-Ordering Tasks within a Template
When adding tasks to a template, you may want to dictate the flow of how your users perform these tasks. Sonar allows you to re-order your tasks as they're added to a template, even if they're added to the template after its initial creation.
For any Task Template, all you need to do to change the order of the tasks is click the "Edit Task Template Items"

Once the Edit modal is open, you can click, hold, and drag any task to shift the spot it appears in.

Task Template Examples
Equipment Change
The Equipment Change template would be used for technical service technicians, who have arrived at the customer premise to replace either their antenna or their router. The following steps might be added to such a template:

Install Tasks
The install tasks would be used on a residential installation, designed to ensure a quality installation and that service is reaching the customer.
