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

1. From the Ubersmith Dashboard, click Setup.
   
   The Ubersmith Settings page appears.
2. From the Clients section, click Service Plan Upgrades.
   
   The Service Plan Upgrades page appears.
3. Click Add New Upgrade Group.
   
   The Add New Upgrade Group page appears.

Creating Service Plan Upgrades

Adding an Upgrade Group

1. In the Name field, enter a name for your upgrade group.
2. In the Description field, enter some information that describes your upgrade group.
3. Click Save or Save & New.
    
   The upgrade group appears in the Service Plan Upgrades list.

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

1.  Click Add Upgrade for your desired upgrade group.
    
   The Add Service Plan Upgrade page appears.
2. In the Upgrade field, enter the name of the upgrade.
3. In the API Variable field, click edit to enable the field, and then update the API variable’s name.
4. In the Group field, select the upgrade group to add this specific upgrade to.
5. 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.
6. In the Description field, enter text to further describe the service plan upgrade.
7. 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

1. Click add option group.
    
   The Add New Service Plan Option Group page appears.
2. In the Name field, enter the name of the option group.
3. In the Description field, enter text to further describe the service plan option group.
4. 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.

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