Ubersmith Pro Features


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Client Manager

  • Automatic Invoicing and charging of clients

    Create the client’s billing, and only worry about them when they have a support question.

  • Customizable Multi-Client Login

    Make ubersmith the portal for your clients. Allow each contact within the account to have their own personalized login.

  • Full featured API

    Let ubersmith work with your order forms and other systems

  • Create multiple Authorized Client Contacts

    Know who is authorized to make changes to the account and who to talk to for different situations (e.g. Tech, Billing, Emergency, etc)

  • Improved Comments ... Client and Service

    We all have a great memory, until the client remembers it differently. Store conversations and notes on a per client and per service basis so nobody forgets.

  • Custom Data Fields

    Collect any information you need on clients and services.

  • cPanel Integration

    Create the account in ubersmith, and automatically provision or suspend the account on any CPanel server.

  • Multiple Payment Gateway Support

    Authorize.net, MerchantPlus’ Navigate, Linkpoint, BluePay, Paypal and WorldPay

  • Customizable Notices

    Each company has a personality. Ubersmith makes sure you can maintain your corporate image in every notice sent to the client.

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Support Manager

  • Unlimited departments to manage your tickets

    Your company has departments, shouldn’t your support system? Full featured mail filtering to get questions to the right department.

  • Private comments

    On some support tickets, everyone has an opinion on how to solve it. Keep them stored with the ticket so everyone can read it.

  • Ticket Notifications

    Receive notice of ticket updates in your email inbox as well as new tickets into the system.

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Device Manager

  • Organize your Equipment

    Stop guessing where your equipment might be and keep things organized. Store the location, the specs, and which client each item is assigned to.

  • Device Monitoring

    Know when devices are down before your clients. Email alerts can be sent to any address. Allow clients to set up device monitoring on their accounts.

  • Custom Data Fields

    Collect any information you need on a device.

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Order Manager

  • Customized Order Queues

    Clients who sign up for different products and services go through different processes when provisioning their order, Ubersmith's order queues allow you to organize it however you need.

  • Order Modules

    Need the system to do something when a new order comes in? Just drop in a custom order module and Ubersmith will automate the whole process.

  • Customized Order Forms

    You don't need to be a PHP coder to create Ubersmith integrated order forms anymore. Order forms that fit your web site are just a few clicks away.

  • Send Order Links to Unsure Clients

    Ubersmith will store information input by potential clients, even if they don't complete the order form. Just send them a customized link and they'll be able to pick up right where they left off without having to re-enter anything.

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Reports & Stats

  • Aging Invoices

    Stop counting days on your fingers ... Ubersmith tells you which invoices are 30, 60, 90, and 120 days overdue.

  • Payments Received

    Easily find out how much you have received in the past day, week, month, quarter, and year. Then dig deeper to find where the majority of your profits are coming from

  • Support Staff Reports

    See which employees are working the hardest, and which ones may need some encouragement.

  • Support Ticket Trends

    Better understand when most of your tickets come in and optimize your support staff accordingly.

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Admin & Configuration

  • Improved User Management

    Not all of your employees are privy to every department. Restrict access to billing information for tech support employees.

  • Product Brand Management

    If your company offers more than one brand, keep them straight with Brand Management.

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