You can configure a discount code to offer a service at a lower rate for a specified date range. This feature works as a limited-time sale on your services. Coupons can be added to an order by setting the info[coupon] API field to a valid coupon...
Once you have added coupons, you can perform various actions on them. Editing Coupons Access the Coupons page On the coupon’s row, click Edit. The Edit Coupon page appears. Make any necessary changes. Click Update. ...
Ubersmith can receive orders from the Sales Manager when a client signs a service contract, the API, when the order.create API function is called, or an online order form. When an order is received, it is sent to the appropriate order queue. An...
When the module runs, the order fields you set are compared to existing accounts looking for similarities. Select the First Name field, if you want to compare the first name from the current order to your existing clients. Select the Last...
Once you have added a quote, you can perform various actions. Accessing the View Quote Page From the Ubersmith Dashboard, click Sales. The Sales Manager Dashboard appears. Click View All Quotes. The Quotes page appears. Click the...
An opportunity is used to track a potential sale for either a new lead or an existing client, managed in the Sales Manager. You can move opportunities through various stages before they reach the quoting phase. Once a service is sold and a...
Once you sell a service, and the quote has been electronically signed by the client, the quote is transferred to the order queue. Order queues follow predefined steps to facilitate getting the order provisioned. Access the Order...
Once you have created an order queue, you must configure its corresponding order form, so your clients can place an online order. Accessing Order Forms Access the Order Queues page Click Order Forms for the order queue you...
Ubersmith has a built-in quote workflow. Once you create a quote, you will need to request a quote approval, approve the quote, and email the quote to the client for their signature in order to complete the full cycle and reach a signed service...
You can build fully customized quotes for new leads and existing clients with service agreements that can be signed online through Ubersmith. Once quotes are internally approved and signed, the included services are automatically moved and...