Steps
Accessing the Service Plan Details page
- From the Ubersmith Dashboard, click Setup.
The Ubersmith Settings page appears. - From the Clients section, click Service Plans.
The Service Plans page appears. - Click the service plan you want to change.
The Service Plans Detail page appears.
Editing Service Plans
- From the Service Plan Details page, click on edit in any section.
The Edit Service Plan page appears, with that section’s information displayed. - Make any necessary updates you need.
- Click Update.
Adding a Rate Plan to a Service Plan
- From the Service Plan Details page, click add rate plan.
The Add Rate Plan Service Plan Pricing page appears. - From the Rate Plan field, select the rate plan you need or click Add Rate Plan to create a new rate.
Enter the price for the service plan.
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 each price, use the following setting to refine your rate:
= does not affect the existing default price.
$ sets a specific price override (always $10 instead of the existing default).
+/- is a number of dollars more or less than the base default.
% is a percentage higher or lower than the existing default.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 Add.
Adding Service Plan Notes
Service plan notes are included on your client’s invoices when the associated service is billed.
From the Service Plan Details page, click add note.
The Add Service Plan Note page appears.
In the Note section, enter the note you want to display on your client’s invoice
Click Save or Save & New.
Managing Service Notes
From the Service Plan Details page, in the Service Notes section, click edit or delete.
Managing Custom Welcome Letters
You can send clients a customized welcome letter for the associated service plan. This welcome letter will be specifically for the service plan you add it to.
From the Service Plan Details page, in the Welcome Letter section, click edit.
The Edit Service Plan page appears.
In the Send Welcome Letter field, select Yes.
In the From Address field, enter the address associated with the service plan.
In the Message Body field, enter the body of your welcome message.
Click Update.
Note: Click the View Variables link to display the View Variables: Welcome Letters page that lists all the system variables you can use to customize your letters.
Adding Service Modules
From the Service Plan Details page, click add module.
The Add Service Module page appears.
Complete the Details tab
In the Enabled field, select Yes.
In the Module field, select the service module you want to add to the service plan.
In the Client Access field, select either No Access, View or Edit.
Note: this setting does something different for each service module.
Click the Config tab.
Complete the Config tab
Note: The fields and options in this step vary depending on the selected service module.
The Data section provides a means for you to define a variable name and a value to store with the service plan. This data can be used with the Ubersmith API to generate more in depth reports and order forms.
Copying Service Plans
From the Service Plan Details page, click copy plan.
The Copy Service Plan page appears.
In the Service Title field, enter the name of the new service plan.
In the Service Code field, enter the new alternative abbreviated name or number to represent the service plan. This code will display on your customers’ invoices.
Click Copy.
Deactivating Service Plans
From the Service Plan Details page, click deactivate.
A warning message appears.
Click Yes.
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