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Introduction

Copyright

This document is the intellectual property of Bosch Security Systems LLC. and is protected by copyright. All rights reserved.

Trademarks

All hardware and software product names used in this document are likely to be registered trademarks and must be treated accordingly.

Installer Services Portal

The new Installer Services Portal provides easier management of installed security devices, services and invoices. Designed to help customers reduce costs and build recurring revenue, the new mobile-ready site offers single sign-on for secure and easy access to Bosch communication services, including cellular data plans and Cloud connectivity.

New to the Installer Services Portal?

You need a Bosch ID to log in to the Installer Services Portal.

Have a Bosch ID?

If you have a Bosch ID, you can log in on the Welcome page. Go to Subscribe to Services to learn about the services available in the Installer Services Portal and how to subscribe to them.

No Bosch ID?

If you do not have an ID, go to Create a Bosch ID to learn about creating an ID and registering it.

Create a Bosch ID

To create a Bosch ID, and then register the ID:

1.
On the Welcome page, select Login/Register.
2.
At the bottom of the login window, select Not registered yet ?.
3.
Enter an email address to use for your Bosch ID.
4.
Enter a password, and then re-enter a password for your Bosch ID.
5.
Select the terms and conditions checkbox to agree.
6.
Select Register. The Installer Services Portal sends an email to your email account.

Activate your account

To create an account:

1.
From your email account, select the link in the Installer Services Portal email to open the Installer Services Portal welcome page.
2.
Select Login/Register.
3.
Enter your email address and password to log in to the Installer Services Portal and activate your account.

How to install the Installer Services Portal mobile app

To install the Bosch Installer Services Portal app on a mobile device:

1.
Go to the Apple App Store (iPhone) or Google Play store (Android).

OR

1.
Go to: https://appcenter.bosch.com/applications
2.
Search for BT Installer Services to find the app.
3.
Install the app.
4.
After the app is installed on your device, open the app and sign in to the Installer Services Portal with your existing credentials.

Subscribe to Services

The services that are available in the Installer Services Portal are Cellular, Remote Connect RPS and Remote Connect RSC (Mobile).

Sign up for services

To sign up for Services:

1.
Access the Installer Services Portal.
2.
Select Sign up for Services.
3.
Enter personal information for your profile and select Save.
4.
Enter your company information and select Save.
5.
Select Next and continue with the information you entered. If an existing account is found, select the existing account if the account is valid for you.
6.
A message displays on the Installer Services Portal welcome page confirming that your sign up is pending.

Approve pending contract

First, you must digitally sign a service contract before you can activate a Bosch Cloud ID or activate cellular devices. The Bosch Installer Services team will review your contract and make products and services available to you. Then, you will be able to access and use the Installer Services Portal.

A separate DocuSign document for the contract will be sent from Bosch to your email account. You will need to approve the contract to activate Bosch services.

To approve a contract:

1.
Open the DocuSign document from your email account.
2.
Digitally sign the contract.

See also

Profile information

View contract

You can view agreement status for a contract from the My Company page.

To view a contract:

1.
Log in to the portal.
2.
Select the User icon and select My Company.
3.
Locate a contract and select the link.

See also

Profile information

How to add Remote Connect Cloud service to a panel

To assign remote connect Cloud service to a control panel:

1.
Go to Services > Remote Services.
2.
Select the Select Service button of the Cloud service.
3.
Enter the Cloud ID of the panel. The panel verifies that the ID is valid.
4.
Select the control panel product CTN.
5.
Enter the name of the control panel. If you do not enter the name, the device ID is used.
6.
Select Add to cart. Note: You can add multiple devices before checking out.
7.
When finished, go to your shopping cart and check out.

How to add Remote Connect Cloud service for RSC

To add remote connect service:

1.
Go to Services > Remote Services.
2.
Select the Select Service button of the RSC remote connect mobile product.
3.
Enter the control panel product CTN.
4.
Enter the Cloud ID.
5.
Enter the name of the control panel. If you do not enter the name, the device ID is used.
6.
Select Add to cart.
7.
When finished, go to your shopping cart and check out.

How to add cellular service to a cellular device

Cellular service is available for control panels using a cellular communicator or Cloud services.

To add cellular service to a control panel:

1.
Go to Services > Browse by Product.
2.
Enter your cellular device product CTN.
3.
Select Lookup Services to see the available services.
4.
Select the Select Service button on the service that you want to use.

See also

How to add Remote Connect Cloud service to a panel

Browse by product to view or add services

To add cellular service to a cellular device or add Cloud services to a panel:

1.
Go to Services > Browse by Product.
2.
Type your product CTN.
3.
Select Lookup Services to see available services for the product.
4.
Select the Select Service button on the service that you want to use.
5.
Enter the Cloud ID for the product or enter the cellular SIM card MEID for a cellular device.
6.
Optionally, enter the name. If you do not enter a name, the device ID is used.
7.
Select Add to cart.

Browse by device ID to view or add services

To view services by device ID:

1.
Go to Services > Browse by device ID.
2.
Enter your device ID. Note: If you are using the mobile app, you can scan the device ID.
3.
Select Lookup Services. The available Cloud service shows for the Cloud ID or the cellular service shows for the cellular SIM card MEID.
4.
Select the Select Service button on the service that you want to use.
5.
Select the product CTN.
6.
Optionally, enter the name. If you do not enter a name, the device ID is used.
7.
Select Add to cart.

How to view active services for a device

The Sites page allows you to organize your install base by the way you work.

Groups can be created as groups of groups, groups of sites or groups of devices.

To view active services:

  • Go to Sites and select a Device ID link.

OR

1.
Go to Sites.
2.
Select a Site that contains the device that you want to view.
3.
Select the Device ID link.

In the Active Services section of the page, details about the activated services show. The Activation Date column shows the date and time when the device was activated. This information is how the connection status icon is derived.

To refresh the connection status:

  • Select the refresh icon.

How to view device connection status

To view device connection status:

  • Go to Sites.

OR

Go to Sites and select a group.

View the status icons shown on the page.

You can check when the services were generated or updated by viewing active services for the device.

To view active services:

  • Go to Sites and select a Device ID link.

OR

1.
Go to Sites.
2.
Select a Site that contains the device that you want to view.
3.
Select the Device ID link.

In the Active Services section of the page, details about the activated services show. The Activation Date column shows the date and time when the device was activated. This information is how the connection status icon is derived.

To refresh the connection status:

  • Select the refresh icon.

The tables show the status icons and definitions for devices:

Status icon

Color

Definition

Green

Good cellular connectivity

Red

No cellular connectivity

Grey

Unknown cellular connectivity status

Red

Failed activation

Yellow

Pending activation

Grey

Unknown activation status

Grey

No services applied

Cellular device status

Status icon

Color

Definition

Green

Good Cloud connectivity

Red

No Cloud connectivity

Grey

Unknown Cloud connectivity status

Red

Failed activation

Yellow

Pending activation

Grey

Unknown activation status

Grey

No services applied

Control panel status

How to process device quick orders

Quick Orders is a fast method to add multiple devices of different types at one time. For example, if your company receives a delivery of multiple cellular modules and/or control panels and you need to quickly add them at once to the Services Portal.

To process a quick order:

1.
Go to Services > Quick Orders.
2.
In each row, add the device ID, device name, and any optional notes. The page shows 3 rows by default. If you need to add more devices, select Add New Row.
3.
When done adding all devices, select Add to Cart.
4.
When finished, go to your shopping cart and check out.

To reset the form and start over:

  • Select Reset Form. Reset Form removes all devices and device information you have added and sets the page back to 3 blank rows.

To delete a row:

  • Select the delete icon in the row that you want to delete.

How to process a bulk order of devices

Using a bulk order enables you to add or remove many of the same devices or services of the same device type with information from a spreadsheet. For example, when you are doing a migration of control panels and you want to enter the device information from an existing list.

To process a Bulk Order:

1.
Go to Services > Bulk Orders.
2.
Select the Request type. The Request type populates the page with other required selections:

Request type

Required selections

Add devices

Device type, Product

Deactivate services

Device type, Service type, Service

Deactivate services and delete devices

Device type, Service type, Service

Change plans

Device type, Service type, Service

Add devices and activate

Device type, Product, Service

Delete devices

Device type, Product

3.
Select the other required selections.
4.
Download the comma separated value (csv) template with predetermined column headings. The default template name is template.csv.
5.
Fill in the template with information in the icc, name, and notes columns.
6.
Browse to your completed template file and select Validate to verify the spreadsheet content before submitting the order.
7.
Select Process Order to submit the order.

How to export device information

You can export device information into a comma separated value (csv) file for an entire company or only for a site. The default file name is installbase-export.csv and is viewable as an Excel spreadsheet.

To export information for all devices in a company:

1.
Go to Sites.
2.
Select Export CSV.

All device information for your company is exported to the file.

To export information for devices in a site:

1.
Go to Sites and select a site.
2.
Select the export data icon. All device information for your site is exported to the file.

How to add, edit, and delete devices

Add a device

You can manually add a single device one at a time.

To add a device:

1.
Select Sites > New > Device.
2.
Provide the required information for the device:
  • Enter ID - when you enter a valid ID, the Type and Product fields automatically fill in.

  • Select Type.

  • Select Product.

  • Optionally add a name and other notes.

3.
Select Save.

Add device using QRC/barcode scanner (mobile app)

You can add a device using your mobile device to scan the device QRC or barcode with the Installer Services Portal mobile app.

To add a device by scanning a code:

1.
Select Sites > New > Device.
2.
In the ID field, tap the scan icon . The ID is the Device ID, which is the ICCID for cellular modules or Cloud ID for control panels.
3.
Aim your device camera at the device or box label and scan the QRC or bar code including the ICCID number. When you scan a valid ID, all the correct numbers automatically populate.
Note: The B444 or B444-V require the IMEI and the ICCID.
4.
Select Save.

Edit device

To edit a device:

1.
Go to Sites.
2.
Go to the Devices section or select a Site to locate the device to edit.
3.
Select the pencil icon of the device.
4.
Change any information about the device and then select Save. These entries are required:
  • ID

  • Type

  • Product

  • Account number

5.
Select Save to save your changes.

Delete device

To delete a device:

1.
Go to Sites.
2.
Go to the Devices section or select a Site to locate the device to delete.
3.
Select the trash icon of the device.
4.
Confirm to delete the device.

Note: You cannot delete a device with active services. You must first deactivate any service.

How to organize devices, sites, and groups

The Sites page allows you to organize your install base by the way you work.

Groups can be created as groups of groups, groups of sites or groups of devices.

New site

A site is a collection of devices, which are either control panels or cellular modules.

To create a site:

1.
Go to Sites > New > Site.
2.
Enter information about the site. These entries are required:
  • name

  • address

  • city

  • country

  • state

  • Zip code

3.
Optionally, enter a phone number and any comments for the site.
4.
Select Save.

The site is added to the Sites page.

New group

You use groups to organize sites and devices. You can also create sub-groups in a group for more organization of devices.

To create a group:

1.
Go to Sites > New > Group.
2.
Enter information about the group. A name for the group is required.
3.
Select Save.

To create a sub-group:

1.
Go to the Sites page.
2.
Select a group.
3.
Select New > Group.
4.
Add information about the group. A name for the sub-group is required.
5.
Select Save.

Edit group

To edit a group:

1.
Go to Sites.
2.
Select the pencil icon of a group to edit.
3.
Make changes to the group properties.
4.
Select Save.

Delete group

If a group contains devices, you must delete the devices before you can delete the group.

To delete a group:

1.
Go to Sites.
2.
Select the trash icon of a group to delete.
3.
Confirm to delete the group.

How to add, edit, and delete users (Manage users Admin role)

Only users with an Admin Role can manage Installer Services Portal users. Users are given one or multiple roles depending on what the user will need to do in the Installer Services Portal. For example, accounts payable personnel require View Invoices and Pay Invoices Roles.

The roles identify what tasks the users can see and do within the Installer Services Portal.

Add new user

To add a user:

1.
Go to Users > Add a new User.
2.
On the New User page, enter the first name, last name, and email address of the user.
3.
Select the checkbox of the Role(s) that the user requires. Note: If the new user is an admin, selecting the Manage Users (Admin Role) check box automatically selects all roles.
4.
Select Save, to save the user information and send an email invitation to the email address that was entered.
5.
On the Users page, the pending invitation for the new user is shown. The user will have access to the Installer Services Portal according to assigned roles, once the user accepts the email invitation.

Edit user

To edit user information:

1.
Go to Users.
2.
Select a user name link to access the User Details page.
3.
Select the pencil icon.
4.
Select the name in the First Name or Last Name field to change.
5.
Select the email address in the Email field to change.
6.
Under the Roles section, select the checkboxes to add or remove role(s) for the user.
7.
Select Save to save your changes.

Delete user

To delete a user:

1.
Go to Users.
2.
Select a user name link to access the User Details page.
3.
Select the trash icon.
4.
Confirm to delete the user.
5.
Select Delete.

Note: Any groups, sites, or devices created by a deleted user remain in the Installer Services Portal.

Fix user setup

In cases where a user was not initially pushed or properly entered into the Services Portal database, you can try to manually process the user with the Fix User Setup button.

To push a user into the Services Portal:

1.
Go to Users.
2.
Locate the user that has the Fix User Setup button showing.
3.
Select Fix User Setup.

If this process does not correct the user issue, contact Installer Services support or create a support ticket.

Profile information

At the top right of the Installer Services Portal page, select the User icon drop drown to access profile information for yourself (logged in user) and your company. The information was created when you signed up for services.

You can also change your password and log out of the portal.

This information is available to select:

  • My Profile - shows your Personal Details page containing your email address, first and last name, mobile number, time zone, and language. You can modify the information.

  • My Company - shows company information. On the Frame Contracts section, select Signed to view your Bosch contract. You must contact Bosch Installer Services to modify this information.

  • Change Password

  • Logout

Assign user to sites and groups

You can assign users to specific sites and groups. Assigning a user to a site or group restricts the user from accessing any other sites or groups.

To assign a user to a site:

1.
Go to Sites.
2.
Select a site.
3.
Select Assign User.
4.
Find a user to assign.
5.
When the correct user is found, select the user.
6.
Select Save.

To assign a user to a group:

1.
Go to Sites.
2.
Select a site.
3.
Select a group.
4.
Select Assign User.
5.
Find a user to assign.
6.
When the correct user is found, select the user.
7.
Select Save.

How to review and pay invoices

How to view invoices

To view invoices:

  • Select Billing. The page shows a list of paid and outstanding invoices.

  • Select an invoice number to view a PDF of the invoice in spreadsheet format. You can save the PDF to a folder on your company drive or other location.

  • Select Details to view and save a copy of the invoice.

How to pay invoices using a credit card

To pay an invoice with a credit card:

1.
Select Billing. The page shows a list of paid and outstanding invoices.
2.
Find the invoice that you want to pay and select Pay.
3.
Enter the required information on the Payment Method page.
4.
When finished, select Pay.
5.
Check the Billing page again to verify that the status was updated to Paid.

How to check order status

The orders that you or your company have placed are viewable in the services portal. You can access the order details and check the status of orders.

To view all orders for your company:

  • Select Orders > My Company Orders.

To view orders that only you have placed:

  • Select Orders > My Orders.

To sort the order list:

  • From the Sort by drop-down menu, select Date or Order Number to sort the list of orders.

How to request support

You request support by creating a support ticket. Category, Subject, and Description is required information when creating a ticket.

To create a ticket:

1.
Go to Support.
2.
Select New Ticket.
3.
Select a category from the Select Category drop-down menu.
4.
Enter a subject for the ticket that relates to the category you selected and type of issue.
5.
Enter a description of the issue. Add details that will help the support team to understand the issue.
6.
Optionally, attach a file to provide more details about the issue. Select Browse to locate a file. The maximum file size for upload is 5 MB.
7.
Select Upload.
8.
When finished, select Submit.
9.
After successful submission of the ticket, a dialog shows a success message. Select OK to dismiss the dialog and return to the Support page.

Edit support ticket

You can edit a support ticket.

To edit a support ticket:

1.
Go to Support.
2.
Find and then select the Ticket ID to edit.
3.
On the Ticket Details page, select Add Message.
4.
Enter a new description of the issue.
5.
Optionally, attach a file to provide more details about the issue. Select Browse to locate the file. The maximum file size for upload is 5 MB.
6.
Select Upload.
7.
When finished, select Submit.
8.
After successful submission of the edited message, a dialog shows a success message. Select OK to dismiss the dialog and return to the Support page.

Close support ticket

Customers and support personnel can close support tickets.

To close a support ticket:

1.
Go to Support.
2.
Select a Ticket ID.
3.
On the Ticket Details page, select Close Ticket.
4.
Enter the resolution for the issue and the reason for closing the ticket.
5.
Select Yes.
6.
On the Support Ticket page, the status column will show a Closed status for the ticket.

How to contact Bosch

Contact Bosch in North America by email or by phone.

Email:

installer.services@us.bosch.com

Phone:

1-800-269-0096 option 6