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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

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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

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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

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Reports & Stats

Understanding the Active Sessions Report
Understanding the Charge Queue Manager
Understanding the Invoice / Renewal calendar
Understanding the Payments Received Report

More Topics

 

 

Settings

 

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Client Portal

Implementing Two Factor Authentication for Client and Contact Users

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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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