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Ubersmith Docs

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Created by Camille Marshall, last modified on May 05, 2016

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

General Topics

Client Manager

Adding a New Service

Generating an Invoice

Support Manager

Replying to a Ticket

Associating a Ticket with a Client, Contact and Service

Adding a Comment

Associating Tickets with Clients

Automating Tickets with Ticket Timers

Deleting Support Tickets

Editing Ticket Titles

Device Manager

Adding a Device

Adding and Configuring a Monitor

Connection Manager

Order Manager

Adding and Editing an Order Queue

Generating an Order form with the Wizard

Provision CloudStack Account

Sales Manager

Quoting Services

Converting a Lead to a Client

Reports & Stats

Understanding the Invoice / Renewal Calendar

Understanding the Sent Invoices Report

Setup & Admin

Completing the Welcome to Ubersmith Wizard

Adding a Service Plan

Configuring Your Merchant Account

Client Portal

Implementing Two Factor Authentication for Client and Contact Users

Implementation

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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