Sonar 2026 · Learning Resources
Sonar Casts
Short, practical walkthroughs for every part of Sonar, from billing and field service to inventory, network, and integrations. 96 casts and counting, recorded by the people who build and run the platform.
Watch all on VimeoAccounts & Customers17
Account List View
Account Management View
Account Management View Series - The Overview Tab
Account Management View Series - The Tickets and Jobs Tabs
Account Management View Series - The Correspondence, Contacts, Custom Fields, and All Logs Tabs
Account Management View Series - The Network & Inventory Tab
Account Management View: The Billing Tab
Creating a New Account
Disconnecting an Account
Child Accounts
Notes
Custom Fields
Serviceable Addresses
Future Serviceable Addresses
Anchor & Linked Serviceable Addresses - Part 1
Anchor & Linked Serviceable Addresses - Part 2
Using Sonar's Customer Portal
Billing & Payments15
Billing Defaults
Billing Settings
Services Overview
Building a Data Service
Multi-Month Billing and Multi-Month Services
Setting up Payment Methods & Taking Payments
Setting Up Bank Account & Credit Card Processors
Batch Payments and Deposit Slips
Getting Started with Taxes
Print to Mail
Invoices in Sonar
Invoice Messages
Invoice Attachments
Invoice Templates
Communications8
Phone Number Types
Call Logs
Message Categories
Mass Messages
Triggered Messages
Outbound Domains
Using Outbound SMS
SMS Notifications
Ticketing5
Ticketing Interface
Advanced Ticketing Features
Using Parent Tickets
Canned Replies
Field Service & Scheduling10
Jobs and Scheduling Overview
Creating and Booking a Job
Job Types - Best Practices
Edit Job Options
Scheduling Addresses, Availabilities, Blockers & Time Off
Scheduling Week View: Overview
Scheduled Events
Geofences
The Map Interface Overview
Elevation Tool Overview
Sonar Field Tech App9
Sonar Field Technician App
How to Assign Equipment to an Account - Sonar Field Tech App
How to Unassign Equipment from an Account - Sonar Field Tech App
How to Assign IP Addresses - Sonar Field Tech App
How to Take a Customer Payment - Sonar Field Tech App
How to Generate a One-Time Invoice - Sonar Field Tech App
How to View and Have a Customer Sign a Contract - Sonar Field Tech App
Add a Bank Account as a Customer Payment Method - Sonar Field Tech App
Add a Credit Card as a Customer Payment Method - Sonar Field Tech App
Network & Monitoring6
Network Dashboard
Network Sites List View
Network Sites Management View
IPAM Overview
Building a Monitoring Template
Building Alerting Rotations
Inventory6
Inventory System Setup
Inventory List Overview
Inventory Model Management
Tracking and Using Consumable Inventory
Segmentable Inventory
Purchase Orders
Integrations5
Calix Integration
Tower Coverage Integration
GoCardless Integration
Avalara
Reports & BI3
Navigating the Reports Dashboard - Sonar's Business Intelligence
How to Create a Report - Sonar's Business Intelligence
Enhanced Business Intelligence - Tips & Tricks for Advanced Users
Platform & Admin12
Company Setup
Roles and Users
User Profile: Your Personal User Settings
Notification Preferences
How to Best Use Global Search
Filtering Overview
Tasks
Task Templates
The Sonar Status Page
Feedback Portal & Suggest a Feature
Learning with Sonar: Tools and Resources
Sonar's FCC Broadband Label Generation Tool