Ubersmith Docs
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This page contains sections for each Ubersmith Client Manager section. 

 

Client Dashboard

Adding Clients
Client and Contact Permission Details
Managing Clients

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Client Profile

Cancelling Client Accounts

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Services

Adding Price Scheduling and Prorating Services
Adding Services
Managing Services
Using Post Renew Services
Viewing OnApp Usage

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Billing and Invoicing
Assessing Late Fees
Managing Invoices

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Account Management

Adding, Transferring or Registering Domain Names
Emailing Clients
Ordering SSL Certificates

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Comments

Adding Client Comments

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Reports

Using the Client Ledger Report

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Devices and IPs

Viewing Client Devices

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Sales

Viewing Sales Opportunities
Viewing Sales Quotes

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