Videos

Brief Introductions

Intro to Ubersmith: Client Manager (3 mins)

This video gives a brief overview of Ubersmith’s Client Manager, including the dashboard, client profile, services, and billing/invoicing tools.

Intro to Ubersmith: Sales Manager (5 mins)

This video gives a brief overview of Ubersmith’s Sales Manager, including lead and opportunity tracking, sales quoting, and electronic contract signatures.

Intro to Ubersmith: Support Manager (3 mins)

This video gives a brief overview of Ubersmith’s email-based Support Manager, including departments, ticketing, time tracking, and integrations with client profiles, orders, devices, and services.

Intro to Ubersmith: Device Manager (5 mins)

This video gives a brief overview of the Device Manage’s features, including the dashboard, device pages, device modules, monitoring/alerts, and IP address management.

Intro to Ubersmith: Order Manager (6 mins)

This video gives a brief overview of Ubersmith’s Order Manager and its customizable workflow tools for managing all customer order steps, including account setup, provisioning, and billing.

Intro to Ubersmith: Invoicing (5 mins)

This video gives a brief overview of the invoice features, including how to work with generated invoices, create new invoices, and applying payments and credits to your client accounts.

Intro to Ubersmith: Device Monitoring (5 mins)

This video gives a brief overview of Ubersmith’s device monitoring feature, including built-in monitors, customized monitors, and using these monitors.

Tutorials

OnApp Integration Tutorial (4 mins)

Ubersmith integrates with OnApp to capture usage and bill for VM, vCloud and CDN resources, available in OnApp versions 5 and up. This tutorial details how to set up the OnApp Billing plugin for the first time. If you are already using the OnApp service module or want to see a complete step-by-step guide, see Ubersmith Docs (www.ubersmith.com/support/docs).

Bandwidth Billing (6 mins)

This Ubersmith tutorial teaches you how to set up bandwidth billing, from configuring your networking hardware to associating your client’s device with a port and service. Learn more about bandwidth billing with our kbase article: http://bit.ly/1MkKqHI