Adding Service Plan Upgrades

Service plan upgrades are initially defined separately from service plans in order to configure multiple upgrades at once. Once you have finished configuring your upgrades, you can then assign them to one or more service plans.

For example, if you sell five different types of dedicated servers, you can define a hard drive that every server can be upgraded to once, instead of adding each hard drive upgrade five separate times. You define it once and then assign it to the appropriate service plans.

Service plan upgrades can be grouped into organized sets of categories. Two levels of groupings, a high level upgrade group, and a more specific level option group, keep your upgrades flexible and organized.

An upgrade group contains higher level service plan upgrades, such as all types of hardware for a server. This upgrade group is then broken down into more specific upgrade option groups, such as hard drives. The upgrade option groups then contain the types of hard drives available.

Steps

Access the Service Plan Upgrades page

From the Ubersmith Dashboard, click Setup.

The Ubersmith Settings page appears.
From the Clients section, click Service Plan Upgrades.

The Service Plan Upgrades page appears.

Creating Service Plan Upgrades

Adding an Upgrade Group

From the Service Plan Upgrades page, click Add New Upgrade Group.

The Add New Upgrade Group page appears.
In the Name field, enter a name for your upgrade group.
In the Description field, enter some information that describes your upgrade group.
Click Save or Save & New.

The Data tab provides a means for you to define a variable name and a value to store with the service plan upgrade. This data can be used with the Ubersmith API to generate more in depth reports and order forms.

Adding a Service Plan Upgrade to an Upgrade Group

From the Service Plan Upgrades page, click Add Upgrade from your desired upgrade group.

The Add Service Plan Upgrade page appears.
In the Upgrade field, enter the name of the upgrade.
In the API Variable field, click edit to enable the field, and then update the API variable’s name, if necessary.
In the Group field, select the upgrade group to add this specific upgrade to.
In the Client Visibility field, select one of the following:
Visible to Client – this option is selected by default and allows your clients to view this option.
Hidden from Client - this option hides this upgrade from your clients.
Hidden when $0.00 – this option hides this upgrade when there is no dollar value associated to it.
In the Description field, enter text to further describe the service plan upgrade.
Click Save or Save & New.

The Data tab provides a means for you to define a variable name and a value to store with the service plan upgrade. This data can be used with the Ubersmith API to generate more in depth reports and order forms.

Adding an Option Group to a Service Plan Upgrade

From the Service Plan Upgrades page, click add option group.

The Add New Service Plan Option Group page appears.
In the Name field, enter the name of the option group.
In the Description field, enter text to further describe the service plan option group.
Click Save or Save & New.

The Data tab provides a means for you to define a variable name and a value to store with the service plan upgrade. This data can be used with the Ubersmith API to generate more in depth reports and order forms.

Adding New Upgrade Options to an Option Group

From the Service Plan Upgrades page, click add option.

The Add New Upgrade Option page appears.
In the Name field, enter the name of the option. The option name displays in client invoices for any services where the option is selected.
In the Option Group field, select the option group this option should belong to.
In the Description field, enter text to further describe the option.
Click Pricing.
Complete the Price, Setup Fee, Cost, and Setup Fee Cost fields.
These fields contain a range of pricing options you can charge for the service upgrade. The rows represent selectable renewal periods and the columns are the service plan upgrade’s price and corresponding setup fee along with your cost and corresponding upgrade fee for the upgrade. For example, the product is $50 a month with a $100 setup fee.

Careful attention should be paid to configuring the pricing options. For a monthly fee with an associated one-time setup fee, the price for both should go in the monthly row, since the upgrade option is based on a monthly price. If there was a one-time fee along with a one-time setup fee, both prices should be set in the One-Time fee row.
Click Save or Save & New.

The Data tab provides a means for you to define a variable name and a value to store with the service plan upgrade option. This data can be used with the Ubersmith API to generate more in depth reports and order forms.

Managing Service Plan Upgrades

Once you have created your service plan upgrades, you can perform various actions on them.

Assigning a Service Plan Upgrade Group, Upgrade Option Group or Option to a Service Plan

From the Service Plan Upgrades page, click assign.

The Assign page appears.
In the Assign column for the service plan you want to assign the upgrade item to, select Active.
Click Update.

Copying a Service Plan Upgrade Group, Upgrade Option Group or Option

From the Service Plan Upgrades page, click copy.

The Duplicate Option page appears.
Select one or more different fields to copy the selected upgrade item to.
In the Upgrade Group field, select the desired upgrade group to copy this upgrade item to, if desired.
In the Upgrade field, select the desired upgrade to copy this upgrade item to, if desired.
In the Option Group, select the desired option group to copy this upgrade item to.
In the New Name field, enter the name of the copied upgrade.
Click Duplicate.