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 (3:17) | This cast provides an overview of the information and features available from the Account List View. |
The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This first cast in the Account Management View series details all the information and actions available within the Overview Tab. | |
The second cast in the Account Management View series details all the information and actions available within the Billing Tab. | |
Account Management View Series - The Network & Inventory Tab (6:21) | The third cast in the Account Management View series details all the information and actions available within the Network & Inventory tab. |
Account Management View Series - The Tickets and Jobs Tabs (3:30) | The fourth cast in the Account Management View series details all the information and actions available within both the Tickets and Jobs tabs. |
Account Management View Series - The Correspondence, Contacts, Custom Fields, and All Logs Tabs (4:24) | The fifth and final cast in the Account Management View series details all the information and actions available within the Correspondence, Contacts, Custom Fields, and All Logs tabs. |
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 Multi-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 Multi-Dwelling Unit example. | |
Archiving an Account (5:39) | Sonar allows you to archive accounts that are inactive, whether from a disconnected account or an inquiry that never became active. This feature also helps clean up duplicate or unused accounts within your instance. This cast will overview how to archive an account and what you can do with it once it's been archived. |
Creating a New Account (11:53) | In this video, we’ll provide a comprehensive overview of the account creation process, from initial setup to delivering services to the new account. |
Future Serviceable Addresses (7:58) | Future Serviceable Addresses in Sonar allow you to schedule a target date for a new or current subscriber to take over a currently assigned Serviceable Address. This allows you to schedule a job for the subscriber's Account without the Serviceable Address actually being assigned to the Account yet. This cast will take you through an example scenario where a new subscriber calls to notify you that they'll be moving into a new address and would like to subscribe to your services. |
Scheduled Events (7:38) | Scheduled Events offer a convenient way to plan and automate future individual account changes, whether they need to occur outside business hours or serve as an alternative to creating a note to complete the change at a later date. This eliminates the need for manual intervention when the scheduled time arrives, streamlining processes and ensuring timely modifications! In this cast, we’ll overview how to set up Scheduled Events with a few example scenarios you might come across day-to-day in your Sonar instance. |
Tasks & Templates (7:15) | The Tasks feature can be used like a to-do list to display pertinent information and track necessary actions that need to be taken, both in Sonar and on the job. In this cast, we'll overview the basics of creating individual tasks, understanding the three different types of completion requirements, and utilizing task templates to streamline on-the-job workflows. |
In this cast, we’ll walk you through the steps in gathering your FCC Broadband Consumer Labels report, provide you with a Data Entry guide, and give you access to Sonar's FCC Broadband Label Generation Tool and how to use it! |
Billing
Invoice Templates (9:02) | This cast will provide you with an overview of how to use the Invoice Templates customization feature within your Sonar instance. |
This cast contains information designed to assist in the creation and setting up of bank account and credit card processors within your Sonar instance. | |
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 (6:10) | Call logs allow users to record and collect data while on the phone with a customer. This cast will overview how to interact with call logs, where to find them within your instance, and some best practices and tips when using them. |
Outbound Email Domains (4:13) | Setting up an outbound email domain is essential to ensure your emails reliably reach your recipients. By properly configuring your outbound email domain, you enable email authentication methods—such as SPF, DKIM and DMARC—that help receiving mail servers verify your identity and prevent your messages from being marked as spam. This cast will walk you through the steps necessary to configure your domain correctly, improving deliverability and establishing trust with your email recipients! |
Using Outbound SMS (11:13) | 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. |
Companies
Company Setup (5:14) | To bill customers in Sonar, you must create and configure at least one company with essential details like services, contact info, and invoice settings. This ensures proper functionality and accurate customer billing. This cast will take you through the company setup process. |
Financial
Agreement Templates (7:02) | In this cast, we’ll provide an overview of Sonar’s agreement templates feature, covering how to create them, assign them to customer accounts, and the different ways customers can view and sign them. |
Integrations
GPS Integration (5:58) | This cast will show you how to set up GPS tracking, connect your provider, link your vehicles, and see real-time technician locations on the Map and Scheduling pages. |
Vetro FiberMap Integration (2:28) | Please watch this video first before doing anything Vetro FiberMap-related within your Sonar Software instance! |
Inventory
Segmentable Inventory (8:52) | Managing your inventory is a crucial part of maintaining your momentum. With Sonar, inventory management is made easy with trackable and segmentable items. By adding inventory such as cable spools into Sonar as Segmentable Inventory, you can improve the categorization of fiber and network cables by splitting them into smaller, individual pieces; assign metadata to each segment; and track the location of where each custom piece was deployed. |
Jobs
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. |
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
Sonar Status Page (7:18) | 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. |
Monitoring
This cast will walk you through the process of creating a monitoring template, in addition to some details on gathering hardware OIDs. |
Networking
Network Sites Management View (10:12) | 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. |
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. |
Sonar's Customer Portal
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. |
Sonar Field Tech App
Sonar Field Technician App (6:00) | This cast will take you through a typical workflow example your technician might undergo during a customer’s residential installation when using the Sonar Field Tech App. |
System
Filtering Overview (6:29) | Designed for simplicity and ease of use, our new filtering system empowers you to find the exact information you need within your Sonar instance, in just a few clicks! |
SMS Notifications (10:18) | This cast provides an overview of the SMS notification feature, including the initial setup and permissions needed. |
Ticketing
Using Parent Tickets (4:49) | Parent tickets allow you to link multiple tickets together within Sonar's ticketing interface. This cast provides an overview on how to set up parent tickets, how you can interact with them, and communications with parent tickets. |
