Videos

Brief Introductions

Intro to Ubersmith: Client Manager

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

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

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

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

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

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.

Tutorials

Bandwidth Billing

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

Introduction to Monitoring

This tutorial goes over device monitoring in Ubersmith so you and your staff can be notified of possible problems before they affect your business. We go over configuration of ready-made and custom scripts, including ones for TCP, ICMP (ping), DNS, SSL, or monitors based on device module data.

Ubersmith Integrations

OnApp

This tutorial goes over Ubersmith’s integration with OnApp, including how to configure automatic billing and how to provision accounts through Ubersmith’s Order Manager.