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.

Creating Service Plan Upgrades

Adding an Upgrade Group

1. From the Service Plan Upgrades page, click Add New Upgrade Group.
   
   The Add New Upgrade Group page appears.
2. In the Name field, enter a name for your upgrade group.
3. In the Description field, enter some information that describes your upgrade group.
4. Click Save or Save & New.
    
   
   

Adding a Service Plan Upgrade to an Upgrade Group

1.  From the Service Plan Upgrades page, click Add Upgrade from 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, if necessary.
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.
    

Adding an Option Group to a Service Plan Upgrade

1. From the Service Plan Upgrades page, 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.
    

Adding New Upgrade Options to an Option Group

1. From the Service Plan Upgrades page, click add option.
    
   The Add New Upgrade Option page appears.
2. In the Name field, enter the name of the option. The option name displays in client invoices for any services where the option is selected.
3. In the Option Group field, select the option group this option should belong to.
4. In the Description field, enter text to further describe the option.
5. Click Pricing.
    

6. Complete the Price, Setup Fee, Cost, and Setup Fee Cost fields.
   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 example, the product is $50 a month with a $100 setup fee.

   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.

7. Click Save or Save & New.
    

Related Topics 

Managing Service Plan Upgrades

Service Plan

Services

API