The Course Roadmap

This course will guide you through the essential tools and workflows you’ll use every day, and complements the work you're doing with your Implementation Project Manager.

From Start to Finish

By the end of this course, you’ll be able to confidently navigate your Sonar instance, optimize your settings, and make the most out of the tools available to you.

In This Course, You'll Learn How To...

  • Navigate Your Sonar Instance

    Understand the layout, explore key modules, and pick up time-saving tips to move around the platform efficiently.

  • Manage Customer Accounts

    Manage customer accounts, from creation to deactivation, and everything in between.

  • Configure Billing Settings

    Dive into the Billing module to set up invoices, handle transactions, and manage payment and billing preferences.

  • Schedule and Manage Jobs

    Learn how to create, assign, and oversee jobs to keep your team’s operations organized and on track.

  • Handle Communication Efficiently

    Create and manage internal and external tickets, plus automate messaging with tools like email & SMS.

What's Included in this Course?

    1. Welcome to Your Sonar Onboarding Journey

    1. Chapter Overview

    2. Lesson 1: Navigating Your Sonar Instance

    3. Lesson 2: Exploring Settings

    4. Lesson 3: Your Personal User Settings

    5. Lesson 4: Quick Tips

    6. Lesson 5: Department & Company Configuration, and Invoice Templates

    7. End of Chapter 1

    8. Chapter 1: Sonar Navigation Basics Quiz

About this Course

  • Free
  • 9 lessons

The Instructor

Meet the expert behind the course!

George

Meet George, the clever and curious mascot of Sonar Software! Always exploring, George loves uncovering features and showing you how to get the most out of the platform. He’s friendly, helpful, and just a little mischievous—so expect the occasional surprise along the way! Whether you’re just getting started or diving deep, George is your trusty guide to all things Sonar.