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Welcome to Ubersmith Docs. This site contains topics for each Ubersmith application section. 

 

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titleGeneral Topics

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titleClient Manager

Adding Clients

Adding a New Service

Generating an Invoice

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titleSupport Manager

Replying to a Ticket

Ticket Types

Associating a Ticket with a Client, Contact and Service

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titleDevice Manager

Adding a Device

Adding and Configuring a Monitor

Connection Manager

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titleOrder Manager

Adding and Editing an Order Queue

Generating an Order form with the Wizard

Provision CloudStack Account

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titleSales Manager

Quoting Services

Converting a Lead to a Client

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titleReports & Stats

Client Reports

Understanding the Invoice / Renewal Calendar

Understanding the Sent Invoices Report

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titleSetup & Admin

Completing the Welcome to Ubersmith Wizard

Adding a Service Plan

Configuring Your Merchant Account

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titleClient Portal

Implementing Two Factor Authentication for Client and Contact Users

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Disaster Recovery Tips

What are the Ubersmith DE System Requirements?

FAQ: What ports should I leave open on my Ubersmith and Appliance servers?

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