Agent says 'I'll follow up.' Then they don't, because there's no record.
Notes. Templates. Scheduled events.
Account-level tasks, Task Templates for Jobs, and Scheduled Events that run on their own.
Follow-ups slip without a record
When the person who knew the workflow leaves, the workflow leaves with them.
Plan changes scheduled for next month live in someone's calendar, not the system.
Capabilities
Notes, templates,
and timed events.
Sonar's task-related features live across modules: account-level Notes & Tasks, Task Templates applied to Jobs, and Scheduled Events that automate timed account changes.
Notes and Tasks tied to the subscriber record.
Notes and Tasks at the account level document communications and capture action items. Tied to the subscriber record so the next agent picks up where the last one left off.
- Account-level Notes for context
- Account-level Tasks with due dates and assignees
- Visible to the next agent on the account
Account-Level Tasks’s flow
From follow-up needed to closed loop
- 01
Note captured
Agent logs the call or context against the account.
Accounts - 02
Task created
Action item assigned with due date.
Tasks - 03
Task completed
Owner closes the task with resolution notes.
Tasks - 04
Timeline updated
Completion shows on the account record.
Accounts
Frequently asked
- What is the difference between Notes and Tasks in Sonar?
- Notes document context on the account; Tasks capture action items with owners and due dates. Both live on the subscriber record, so the next agent picks up where the last one left off.
- Can account changes happen automatically on a future date?
- Yes. Scheduled Events queue changes like plan upgrades, status changes, and address moves to fire automatically at a later date, which reduces manual cycle-end work.
- How do Task Templates help field work?
- Task Templates apply defined objectives to jobs with modifiable parameters per job type, so technicians always know what a completed job requires.
- Does Sonar keep an audit trail of completed work?
- Yes. Tasks log against the account with ownership, timestamps, and completion notes, which also lets onboarding reference real completed work instead of tribal knowledge.
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