New Client Training Overview
Written by Mitchell Ivany
Updated at March 13th, 2025
- Our Products & Services
- Getting Started
- Accounts
- Communication
- Billing
- Companies
- Financial
- Integrations
- Inventory
- Jobs
- Mapping
- Misc.
- Monitoring
- Purchase Orders
- Release Notes
- Sonar Billing
- Voice
- Reporting
- Security
- sonarPay
- Ticketing
- Working With the Sonar Team & Additional Resources
- System
- Networking
Table of Contents
Sonar's Live Training Schedule
The live trainings are held on a monthly schedule — the dates and times will be updated and reflected on the Training Catalog (linked above). Below is a description of the trainings that are currently available, along with an on-demand recording of a previously recorded training session.
| Training Topic | Description | Training Video |
| Sonar Account Management Basics |
This training is designed for Customer Service Representatives or any team member who needs to understand how to manage accounts in Sonar. After this training, participants will feel comfortable doing basic account management tasks, such as:
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| Sonar Billing Basics |
This training is designed for Billing Administrators or any team member who needs to understand how to use Sonar’s billing tools or manage transactions and invoices for customer accounts in Sonar. After this training, participants will feel comfortable completing basic billing actions, such as:
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| Sonar Customer Communication Basics |
This training is designed for Customer Service Representatives or any team member who needs to understand how to communicate with customers using Sonar. After this training, participants will feel comfortable completing basic communication actions, such as:
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| Sonar Scheduling Basics |
This training is designed for Field Technicians, Dispatchers, or any team member who needs to understand how to use the scheduling module in Sonar. After this training, participants will feel comfortable completing basic communication actions, such as:
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| V1 to V2 Product Improvements |
If you are currently in the onboarding process, or you have completed your onboarding anytime after 2022, you have Sonar V2. If you are unsure if you have V1 or V2, contact your CRM for confirmation, but unless you have been told otherwise, you should be on V2 and have no need to register for this training.
This training is designed for any client who is planning on or has recently upgraded from V1 to V2. After this training, participants will be familiar with the product improvements in V2, such as:
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Have a Training Request?
Is there a training topic you'd like to see covered, but that isn't currently offered? If so, please feel free to send suggestions to cstraining@sonar.software, we'd love to hear your feedback!
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