The Course Roadmap

Think of this course as your roadmap to mastering the everyday tools and workflows in Sonar. It’s designed to support and reinforce the guidance you’re getting from your Implementation Project Manager, so you can hit the ground running!

From Start to Finish

Once you’ve completed this course, you’ll be ready to take full control of your Sonar instance, from managing customers and billing to scheduling jobs and keeping communication flowing. You’ll know exactly where to go, what to do, and how to make Sonar work for 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

    1. Chapter Overview

    2. Lesson 1: Creating a New Account

    3. Lesson 2: Account Management View Part 1 - The Overview Tab

    4. Lesson 3: Account Management View Part 2 - The Billing Tab

    5. Lesson 4: Account Management View Part 3 - The Network & Inventory Tab

    6. Lesson 5: Account Management View Part 4 - The Tickets and Jobs Tabs

    7. Lesson 6: Account Management View Part 5 - The Correspondence, Contacts, Custom Fields, and All Logs Tabs

    8. Lesson 7: Disconnecting and Archiving an Account

    9. End of Chapter 2

    10. Chapter 2: Account Management Basics Quiz

    1. Chapter Overview

    2. Lesson 1: Account-level Billing Parameters

    3. Lesson 2: Daily Billing vs Manual Transactions

    4. Lesson 3: Open vs Closed Accounting Periods & Overdue vs Delinquent Tags

    5. Lesson 4: Batch Payment Entry & Deposit Slips

    6. Lesson 5: Printed Invoice Batches

    7. Lesson 6: Email Invoice Batch

    8. Lesson 7: Print to Mail Batches

    9. Lesson 8: ACH Batches

    10. Lesson 9: Chargebacks & Disputes

    11. Lesson 10: Billing in a Customer Scenario

    12. End of Chapter 3

    13. Chapter 3: Billing Basics Quiz

    1. Chapter Overview

    2. Lesson 1: Creating and Scheduling a Job & The Jobs Table

    3. Lesson 2: The Individual Job View

    4. Lesson 3: The Dispatcher View & Week View

    5. End of Chapter 4

    6. Chapter 4: Scheduling Basics Quiz

    1. Chapter Overview

    2. Lesson 1: Mass Messages

    3. Lesson 2: Triggered Messages

    4. Lesson 3: Internal Tickets

    5. Lesson 4: Public Tickets

    6. Lesson 5: Bonus Lesson – Using Parent Tickets

    7. End of Chapter 5

    8. Chapter 5: Communications Basics Quiz

About this Course

  • Free
  • 48 lessons
  • 2 hours of video content

The Instructor

Meet the expert behind the course!

George

Say hello to George, the curious and clever mascot of Sonar Software. He loves exploring the platform, uncovering features, and sharing tips to help you get the most out of Sonar. With his friendly personality, sharp curiosity, and good sense of humour mixed with a little mischief, George keeps learning both fun and engaging. No matter where you are on your journey, he’s here to guide you through Sonar.