Table of Contents
Sonar Casts Table of Contents
Updated
by Kristen Fiddes
Listed below are all of the Sonar cast videos, categorized by the Sonar module they correspond to. Use the table of contents (to the right) to quickly jump to the different sections.
Accounts
Account List View (3:47) | This cast provides an overview of the information and features available from the Account List View. |
Account Management View (26:14) | This cast details all of the information and actions that are available from within the account view screen and how you can interact with it. |
Part 1 in this two-part series will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance with a Mulit-Unit Business Park example. | |
Part 2 in this two-part series will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance with a Mulit-Dwelling Unit example. | |
Child Accounts (5:44) | This cast details how to connect one or more accounts within Sonar, in a parent-child style relationship. |
Creating a New Account (11:53) | This cast provides an example of what account creation looks like in Sonar, and serves as a rough step-by-step guide to creating a customer account in your own instance. |
Disconnecting an Account (3:15) | This cast provides the how-to for disconnecting accounts, as well as the results that this action has. |
Notes (2:56) | This cast contains details on notes, as well as the how-to's of setting them up. |
Scheduled Events (7:38) | This cast details the actions that you can automate within Sonar that will prompt some sort of change to occur automatically at a later date; they are configured individually per account and can be utilized to help make your normal processes more efficient. |
Serviceable Addresses (3:21) | This cast will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations. |
Tasks (5:02) | Tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This cast contains details on this feature, as well as the how-to's of setting them up. |
Billing
This cast contains information designed to assist in the creation and configuration of your companies' payment methods and payment processors. | |
Avalara (9:32) | This cast provides an overview of what Avalara is as well as how to integrate and use it within your instance. |
This cast provides an overview of the Batch Payment Entry and Deposit Slips tools in Sonar, as well as how you can utilize these to simplify your payment intake process. | |
Billing Defaults (9:18) | This cast will show you how to configure a set of billing instructions for specific account types, allowing fine control for each account type created as part of the billing setup. |
Billing Settings (8:57) | This cast reviews and breaks down the various Billing Parameters available in Sonar. |
Building a Data Service (5:13) | This cast will take you through the creation process and an example of a Data Service, which is used to deliver bandwidth and usage to the customer. |
Getting Started with Taxes (7:00) | This cast takes you through setting up taxes, as well as breaking down geographical taxes. |
This cast will help you understand the methods available to you within Sonar to bill in intervals greater than a single month. | |
Print to Mail (10:38) | This cast provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps. |
Services Overview (4:47) | This cast details the different types of services available, their use cases, and fields to consider when building them. |
This cast takes you through the process of setting up a payment processor, adding a payment method, and taking a payment from a customer. |
Communication
Call Logs (3:33) | This cast provides an overview of how call logs are used, as well as best practices for when using them. |
Canned Replies (4:31) | This cast walks you through the process of creating Canned Replies, highlighting the use cases and providing links to the detailed examples page. |
Email Categories (5:30) | This cast provides an overview of what email categories are and how they can be used. |
Mass Emails (5:22) | This cast takes you through the process of creating and using Mass Emails. |
Outbound Domains (4:13) | This cast guides users on how to enable the Sonar instance to send emails using the specific domain set by the user. |
Phone Number Types (3:29) | This cast provides an overview of what phone number types are and how they can be used. |
Triggered Emails (9:15) | This cast details how to set up your own customized triggered emails, these are sent out to customers automatically based on the occurrence of a particular event. |
Using Outbound SMS (11:11) | This cast will walk you through the process of activating your Outbound SMS service built in to your Sonar instance, and the components that let you send messages to your customers. |
Feedback Portal / Suggest a Feature
Feedback Portal (6:10) | This cast provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests. |
Field Tech App
Field Tech App (4:41) | This cast provides a quick overview of Sonar's Field Tech mobile application through an example of a typical workflow a technician would encounter during a residential installation for a customer. |
How to Add a Bank Account (1:55) | This cast provides an easy how-to guide for adding a bank account as a customer payment method through the Sonar field tech app. |
How to Add a Credit Card (1:33) | This cast provides an easy how-to guide for adding a credit card as a customer payment method through the Sonar field tech app. |
How to Assign Equipment (1:23) | This cast provides an easy how-to guide on assigning equipment to an account through the Sonar field tech app. |
How to Assign IP Addresses (2:01) | This cast provides an easy how-to guide on assigning IP addresses through the Sonar field tech app. |
This cast provides an easy how-to guide on generating a one-time invoice through the Sonar field tech app. | |
This cast provides an easy how-to guide on taking a customer payment through the Sonar field tech app. | |
This cast provides an easy how-to guide on unassigning equipment from an account through the Sonar field tech app. | |
This cast provides an easy how-to guide on how to view and have a customer sign a contract through the Sonar field tech app. |
Financial
Contract Templates (7:02) | This cast provides an overview of electronic contracts in Sonar, including how to create them, adding them to customer accounts, and the ways customers can interact with them. |
Invoice Attachments (3:01) | This cast details why an invoice attachment can be beneficial and provides steps on how to add them, as well as examples of where this might be helpful. |
Invoice Messages (3:16) | This cast explains what invoice messages are, how they can be used, and how you can add them to your Sonar instance. |
Invoices in Sonar (7:29) | This cast provides details on how invoices can be configured, customized, and created within Sonar. |
Integrations
Calix Integration (13:42) | This cast provides instructions on setting up the Calix integration as well as how to enable and utilize various included features. |
GoCardless Integration (6:12) | This cast provides an overview of GoCardless, as well as how it can be integrated with Sonar. |
Tower Coverage Integration (11:15) | This cast provides instructions on setting up the Tower Coverage integration as well as how to manage submissions within your Sonar instance. |
Inventory
Inventory List Overview (10:05) | This cast provides an overview of the basic features and page layout for the Inventory List and Inventory Item Management Views. |
Inventory Model Management (8:32) | This cast will delve into navigating around the inventory model management page, how to create a new inventory model and how to manage and modify an existing inventory model. |
Inventory System Setup (5:09) | This cast will take you through the process of setting up the Inventory Manufacturers, Model Categories, and Device Assignees in your instance. |
This cast 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. |
Jobs
Creating and Booking a Job (10:37) | This cast will take you through the process of creating a new job in Sonar, and the ways you can schedule the created job. |
Edit Job Options (6:50) | This cast details the options available when editing a job in your Sonar instance. |
Geofences (4:38) | This cast will guide you through the process of creating a Geofence in Sonar and applying it to a Schedule Availability. |
Jobs and Scheduling Overview (12:33) | This cast provides an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields within this view. |
Job Types - Best Practices (6:07) | This cast takes you through the process of creating a new job type and explains what a job type is and how to use it. |
Scheduling Addresses, Availabilities, Blockers & Time Off (8:48) | This cast provides an overview of how to set up schedules within Sonar, so that you can begin scheduling jobs. |
Scheduling Week View (4:37) | This cast will guide you through the usage and functionality of the weekly view contained in the Scheduling module. |
Mapping
Elevation Tool Overview (4:17) | This cast will provide an overview of the Elevation Tool within Sonar and how it can be used. |
Map Interface Overview (3:42) | This cast is designed to provide an overview of the main mapping interface in Sonar, including how to navigate the map, and how to filter entities. |
Miscellaneous
Custom Fields (4:15) | This cast details the steps involved in setting Custom Fields up, in addition to a few use cases that outline the usefulness of them. |
Task Templates (6:26) | This cast takes you through the process of adding task templates to your instance and provides some examples where they can be applied. |
Monitoring
Building Alerting Rotations (8:07) | This cast details the setup and features of alerting rotations and how they are used to define periods of time where network alerts are sent out to specific users within Sonar. |
This cast will walk you through the process of creating a monitoring template, in addition to some details on gathering hardware OIDs. |
Networking
This cast provides a general overview of the IPAM interface. | |
Network Sites List View (3:55) | This cast will provide an overview of the functionality of the landing page for Network Sites in Sonar. |
This cast will take you through the available pages and tabs through the Network Sites portion of the ISP management side of your Sonar instance. | |
Network Dashboard (3:24) | This cast will provide an overview of the functionality of the Network Dashboard within Sonar. |
Purchase Orders
Purchase Orders (16:03) | This cast provides an overview of what Purchase Orders are and how they can be used within Sonar. |
Reporting
How to Create a Report - Sonar's Business Intelligence (11:36) | This cast guides you through the creation process for a custom report, as well as how to publish the report and share it with other users of your Sonar instance. |
Navigating the Reports Dashboard - Sonar's Business Intelligence (7:25) | This cast outlines the steps used to navigate the dashboard and how to filter the data in an individual report, including the options available to download and/or send the data elsewhere. |
Security
Roles and Users (8:00) | This cast will explain User Roles in your instance, provide examples of their usage, and detail their creation process. |
System
Company Setup (5:14) | This cast will take you through the process of adding a new company to your Sonar instance, with details on the various fields required. |
This cast will show you how global search is a helpful tool that'll quickly and efficiently find what you are looking for within Sonar. | |
This video outlines the differences between simple and advanced filtering, as well as how to use both. | |
This cast provides details on the "My Info" page within Sonar, where an individual user can access and modify their user-specific settings and information. | |
Notification Preferences (5:49) | This cast provides details on notifications in Sonar, including the different types of notifications available and how you can start using them. |
SMS Notifications (10:18) | This cast provides an overview of the SMS notification feature, including the initial setup and permissions needed. |
This cast will walk you through the various pages and tabs available within the Customer Portal and provide some examples of common actions you can take. |
Ticketing
Advanced Ticketing Features (8:14) | This cast provides details on some of the advanced features available from within Sonar's ticketing interface. |
Ticketing - Getting Started (8:34) | This cast outlines how inbound mailboxes work, detailing the process behind creating a new ticket category, and providing some examples of common ticket categories. It also discusses the creation of ticket groups, providing use cases for various groups, and examples of common public and private groups. |
Ticketing Interface (14:38) | This cast provides a general overview of the ticketing system within Sonar, as well as ways to interact with tickets and ticket features. |
Using Parent Tickets (4:49) | This cast provides an overview of how to set up parent tickets, how you can interact with them, and communications with parent tickets. |
Working With the Sonar Team & Additional Resources
This cast details the various learning resources available within your Sonar instance. | |
The Sonar Status Page (7:17) | This cast provides an overview of the Sonar Status page, as well as how you can subscribe to updates for any incidents or events that occur. |
