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Once you have created a service, you can perform various actions on it. 


Access the Service Details Page

  1. From the Ubersmith Dashboard, click either Clients or Go to Client Manager.

    The Client Manager Dashboard appears.
  2. From the Client Manager Dashboard, click View All Clients.

    The Active Clients page appears. 
  3. Select the client for whom you want to manage services for.

    The Client Profile page appears.
  4. Click Services > List Services.

    The Current Services page appears.
  5. Select the service you want to manage.

    The Service Details page appears.

Viewing and Resending the Welcome Letter

  1. Access the Service Details page.
  2. In the Service Description bar, click the vertical ellipsis and select View & Resend Welcome Letter.

    The Send Welcome Letter page appears.
  3. Click Edit to update the letter.
  4. Click Send to email it to your client.

Provisioning the Service

Provision Service runs the onprovision() function for any enabled service modules on the service.

  1. Access the Service Details page.
  2. In the Service Description bar, click the vertical ellipsis and select Provision Service.

    A confirmation message appears.
  3. Click Yes.

Deactivating the Service

Deactivating a service permanently terminates all billing and cannot be undone. Any outstanding balances are automatically credited immediately.

  1. Access the Service Details page.
  2. In the Service Description bar, click the vertical ellipsis and select Deactivate Service.

    The Deactivate Service page appears.
  3. Click Continue.
  4. Click Deactivate.

Renewing the Service

Renewing a service is only available when the service is able to be renewed.

  1. Access the Service Details page.
  2. In the Service Description bar, click the vertical ellipsis and select Renew Now.

Manually Renewing

Set the Last Renewal and Renewal date fields to the current date or earlier, ensure the Service Status field is billed, click Renew Now, then send the invoice.


Viewing the Service Event Log

  1. Access the Service Details page.
  2. In the Service Description bar, click the vertical ellipsis and select Service Event Log.

    The Event Log page appears.
  3. Click Return to Service Details to close the event log.

Changing the Service Plan and Parent Service

  1. Access the Service Details page.
  2. In the Service Description bar, click the pencil icon.  

    The Service Description bar enables.
  3. Make any necessary changes. Refer to Adding Services for more information.
  4. Click the check icon to save.

Adding and Editing Service Periods

You can add or update service-level contract terms, assigned locations, rate plans, pricing, discounts, quantity, billing periods, and billing calculations.

  1. Access the Service Details page.
  2. In the Service Timeline section, click New Period to add or click the pencil icon for the period you want to edit.

    The New Service Period fields or Edit Service Period fields display.
  3. Make any necessary changes. Refer to Adding Services and Adding Price Scheduling and Prorating Services for more information.
  4. Click the check icon to save.

Viewing Service Periods

  1. Access the Service Details page.
  2. Select the month you want to display in the Service Timeline section.

    The selected month’s information displays. Refer to Adding Services and Adding Price Scheduling and Prorating Services for more information.
  3. Click the Services arrow to toggle the services details on.

Editing Service Dates

  1. Access the Service Details page.
  2. In the Service Dates section, click edit.

    The Edit Service page appears.
  3. Make any necessary changes. Refer to Adding Services and Adding Price Scheduling and Prorating Services for more information.
  4. Click Save.

Editing Details and Tickets

  1. Access the Service Details page.
  2. In the Details & Tickets section, click edit .

    The Edit Service page appears.
  3. Make any necessary changes. Refer to Adding Services for more information.
  4. Click Save.

Editing Billing Details

  1. Access the Service Details page.
  2. In the Billing section, click edit .

    The Edit Service page appears.
  3. Make any necessary changes. Refer to Adding Services for more information.
  4. Click Save.

Adding and Editing Applicable Taxes

If you have a SureTax integration enabled, you can turn it on or off for each service. You would also configure the situs rule and transaction type code. See Managing Tax Engines.

  1. Access the Service Details page.
  2. In the Applicable Taxes section, click edit .

    The Edit Service page appears.
  3. Make any necessary changes. Refer to Adding Services for more information.
  4. Click Save.

Viewing Outstanding Invoices

  1. Access the Service Details page.
  2. In the Outstanding Invoices section, click on an invoice number.

    The Invoice page appears.
  3. You can review the invoice or mark a payment. See Marking Payments for more information.

Adding and Viewing Child Services

  1. Access the Service Details page.
  2. In the Child Services section, click add child service. The Add Service page appears, or click the name of the service you want to view. Refer to Adding Services for more information.

    The Service Details page for the select child service appears.

Editing Usage Plan Rates

  1. Access the Service Details page.
  2. In the Usage Plan Rate Properties section, click edit.

    The Edit Usage Plan Rate page appears.

  3. Make any necessary changes. Refer to Adding Services and Managing Usage Plans for more information.
  4. Click Update.

Editing Usage Plan Data Sources

  1. Access the Service Details page.
  2. In the Usage Plan Rate Properties section, click Configure Datasource.

    The Usage Plan page appears.
  3. Make any necessary changes. Refer to Adding Services and Managing Usage Plans for more information.
  4. Click Save.

Editing Custom Fields

  1. Access the Service Details page.
  2. In the Custom Fields section, click edit .

    The Edit Service page appears.
  3. Make any necessary changes. Refer to Adding Services for more information.
  4. Click Save.

Adding Comments

  1. Access the Service Details page.
  2. In the Comments/Notes section, ensure comments is enabled by clicking Comments.
  3. Click Add Comment.

    The Add Service Comment page appears.
  4. Complete the comment fields. Refer to Adding Services for more information.
  5. Click Save or Save & New.

Editing Comments

  1. Access the Service Details page.
  2. In the Comments/Notes section, ensure comments is enabled by clicking Comments.
  3. Click edit next to the comment you want to update.

    The Edit Service Comment page appears.
  4. Make any necessary updates.
  5. Click Update.

Deleting Comments

  1. Access the Service Details page.
  2. In the Comments/Notes section, ensure comments is enabled by clicking Comments.
  3. Click delete next to the comment you want to remove.

    A confirmation message appears.
  4. Click Yes.

Viewing Notes

  1. Access the Service Details page.
  2. In the Comments/Notes section, ensure notes is enabled by clicking Notes
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Related Topics 

Adding Services