Table of Contents

Sonar Casts Table of Contents

Kristen Fiddes 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

This cast provides an overview of the information and features available from the Account List View.

Account Management View

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.

Child Accounts

This cast details how to connect one or more accounts within Sonar, in a parent-child style relationship.

Creating a New Account

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

This cast provides the how-to for disconnecting accounts, as well as the results that this action has.

Notes

This cast contains details on notes, as well as the how-to's of setting them up.

Scheduled Events

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

This cast will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.

Billing

Adding Payment Processors and Payment Methods

This cast contains information designed to assist in the creation and configuration of your companies' payment methods and payment processors.

Batch Payments and Deposit Slips

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

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

This cast reviews and breaks down the various Billing Parameters available in Sonar.

Building a Data Service

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

This cast takes you through setting up taxes, as well as breaking down geographical taxes.

Multi-Month Billing and Multi-Month Services

This cast will help you understand the methods available to you within Sonar to bill in intervals greater than a single month.

Services Overview

This cast details the different types of services available, their use cases, and fields to consider when building them.

Communication

Call Logs

This cast provides an overview of how call logs are used, as well as best practices for when using them.

Canned Replies

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

This cast provides an overview of what email categories are and how they can be used.

Mass Emails

This cast takes you through the process of creating and using Mass Emails.

Outbound Domains

This cast guides users on how to enable the Sonar instance to send emails using the specific domain set by the user.

Triggered Emails

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.

Feedback Portal / Suggest a Feature

Feedback Portal

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

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

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

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

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

This cast provides an easy how-to guide on assigning IP addresses through the Sonar field tech app.

How to Generate a One Time Invoice

This cast provides an easy how-to guide on generating a one-time invoice through the Sonar field tech app.

How to Take a Customer Payment

This cast provides an easy how-to guide on taking a customer payment through the Sonar field tech app.

How to Unassign Equipment From an Account

This cast provides an easy how-to guide on unassigning equipment from an account through the Sonar field tech app.

Financial

Contract Templates

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

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

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

This cast provides details on how invoices can be configured, customized, and created within Sonar.

Inventory

Inventory List Overview

This cast provides an overview of the basic features and page layout for the Inventory List and Inventory Item Management Views.

Inventory Model Management

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

This cast will take you through the process of setting up the Inventory Manufacturers, Model Categories, and Device Assignees in your instance.

Tracking and Using Consumable Inventory

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

Geofences

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

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

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

This cast provides an overview of how to set up schedules within Sonar, so that you can begin scheduling jobs.

Mapping

Map Interface Overview

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

This cast details the steps involved in setting Custom Fields up, in addition to a few use cases that outline the usefulness of them.

Monitoring

Building a Monitoring Template

This cast will walk you through the process of creating a monitoring template, in addition to some details on gathering hardware OIDs.

Networking

IPAM (IP Address Management)

This cast provides a general overview of the IPAM interface.

Network Sites List View

This cast will provide an overview of the functionality of the landing page for Network Sites in Sonar.

Network Sites Management View

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

This cast will provide an overview of the functionality of the Network Dashboard within Sonar.

Security

Roles and Users

This cast will explain User Roles in your instance, provide examples of their usage, and detail their creation process.

System

Company Setup

This cast will take you through the process of adding a new company to your Sonar instance, with details on the various fields required.

How to Best Use Global Search

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.

Simple vs. Advanced Filtering

This video outlines the differences between simple and advanced filtering, as well as how to use both.

My Info - Personal User Settings

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.

Ticketing

Ticketing - Getting Started

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

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

This cast provides an overview of how to set up parent tickets, how you can interact with them, and communications with parent tickets.

How did we do?

Feedback Portal / Suggest a Feature

Submitting Bugs vs. Feature Requests

Contact