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

 

General Topics

 

General FAQs
Logging Into Ubersmith
Logging Out of Ubersmith
Trial License Types

More Topics

Client Manager

Adding Clients
Client Manager Account Management
Client Manager Billing and Invoicing
Client Manager Client Profile

More Topics

 

 

Support Manager
Adding a Comment
Associating Tickets with Clients
Automating Tickets with Ticket Timers
Deleting Support Tickets

More Topics

 

 

Device Manager

Device FAQs
Devices
DNS
Facility Management

More Topics

Order Manager

Order Manager FAQs
Pre-Authorizing Credit Cards Payments for Orders
Using the Order Manager

More Topics

 

 

Sales Manager

 

Adding Leads
Adding Opportunities
Adding Quotes
Managing Leads

More Topics

Reports & Stats

Client Reports

Understanding the Invoice / Renewal Calendar

Understanding the Sent Invoices Report

More Topics

 

 

Setup & Admin

Completing the Welcome to Ubersmith Wizard

Adding a Service Plan

Configuring Your Merchant Account

More Topics

Client Portal

Implementing Two Factor Authentication for Client and Contact Users

More Topics

 

 

Implementation

Disaster Recovery Tips

What are the Ubersmith DE System Requirements?

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

More Topics

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