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 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) | Child accounts allow you to connect one or more accoutns within Sonar, in a parent-child style relationship. This affects account transactions, invoices, and also comes with additional considerations with the account billing parameters that should be reviewed prior to using this functionality, which we'll discuss in this cast video. |
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) | Deletion of accounts is not supported within Sonar, however, you can disconnect an account. This cast provides the how-to for disconnecting accounts, as well as the results that this action has. |
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. |
Notes (2:56) | Notes allow you to keep all employees on the same page with account-related information and help to prevent any necessary information from being overlooked. This cast contains details on notes, as well as how-to's of setting them up. |
Scheduled Events (7:38) | Scheduled events are actions that you can automate within Sonar to have some change 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
Avalara (9:32) | This cast provides an overview of what Avalara is as well as how to integrate and use it within your instance. |
In this cast, we provide 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) | Taxes in Sonar are incredibly flexible, and this cast takes you through setting up taxes, as well as breaking down geographical taxes. |
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 will help you understand the methods available to you within Sonar to bill in intervals greater than a single month. | |
Print to Mail (9:45) | 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 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. |
Mass Messages (7:11) | The Mass Message tool is used to contact a large number of customers at once through the instance. This cast takes you through the process of creating and using Mass Messaging. |
Message Categories (5:39) | This cast provides an overview of what message categories are and how they can be used. |
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 Messages (9:15) | Triggered Messages are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This cast details how to set up your own customized triggered messages. |
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) | This cast will take you through the process of adding a new company to your Sonar instance, with details on the various fields required. |
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) | An invoice attachment is a way to deliver non-billing information to an account in their next invoice. Steps on how to add an invoice attachment are included in this cast, 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 (13:43) | 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) | In this cast, 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 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. |
Purchase Orders (16:05) | This cast provides an overview of what Purchase Orders are and how they can be used within Sonar. |
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 (6:51) | 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. |
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. |
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. |
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. |
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) | Custom Fields provide a way to track unique data on various entities within Sonar. This cast details the steps involved in setting them up, in addition to a few use cases that outline the usefulness of custom fields. |
This cast provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests. | |
This cast details the various learning resources available within your Sonar instance. | |
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. |
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. | |
Building Alerting Rotations (8:07) | Altering rotations are used to define periods of time where network alerts are sent out to specific users within Sonar. The details of their setup and features are explained in this cast. |
Networking
IPAM Overview (5:42) | This cast provides a general overview of the IPAM interface. |
Network Dashboard (3:24) | This cast will provide an overview of the functionality of the Network Dashboard within Sonar. |
Network Sites List View (3:55) | This cast will provide an overview of the functionality of the landing page for Network Sites in Sonar. |
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. |
Reporting
In this cast, we explore some caveats and suggestions for getting the most out of your BI Reporting through some advanced tips and tricks! | |
How to Create a Report (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. |
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. |
Sonar's Customer Portal
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! | |
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
This cast provides an easy how-to guide for adding a bank account as a customer payment method through the Sonar field tech app. | |
This cast provides an easy how-to guide for adding a credit card as a customer payment method through the Sonar field tech app. | |
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. | |
Sonar Field Technician App (1:23) | This cast provides an easy how-to guide on how to view and have a customer sign a contract through the Sonar field tech mobile app. |
System
Filtering Overview (6:29) | This cast provides an overview of the new unified filtering system throughout your Sonar environment, including the combined simple and advanced filters, collapsible design, and enhanced search bar. |
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. | |
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 provides details on the "User Profile" page within Sonar, where an individual user can access and modify their user-specific settings and information. |
Ticketing
Advanced Ticketing Features (8:14) | This cast provides details on some of the advanced features available from within Sonar's ticketing interface. |
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 pages. |
Ticketing - Getting Started (8:34) | Configuring an inbound mailbox allows you to receive incoming emails directly into Sonar, which can be automatically converted into public tickets within the system. This cast outlines how inbound mailboxes work, detailing the process behind creating a new ticket, category, and providing some examples of common ticket categories. This cast 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. |
