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Introduction

Copyright

This document is the intellectual property of Bosch Security Systems, Inc. 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, click Login/Register.
2.
At the bottom of the login window, click 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.
Click the terms and conditions checkbox to agree.
6.
Click Register. The Installer Services Portal sends an email to your email account.

Activate your account

To create an account:

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

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.
Click Sign up for Services.
3.
Enter personal information for your profile and click Save.
4.
Enter your company information and click Save.
5.
Click 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.
Click the User icon and select My Company.
3.
Locate a contract and click 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.
Click Select Service on 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.
Click 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 cloud service for access by a mobile device (RSC):

1.
Go to Services > Remote Services.
2.
Click Select Service on 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.
Click 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.
Click Lookup Services to see available services.
4.
Click Select Service 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.
Click Lookup Services to see available services for the product.
4.
Click Select Service 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.
Click 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.
Type your device ID.
3.
Click Lookup Services. The available Cloud service shows for the Cloud ID or the cellular service shows for the cellular SIM card MEID.
4.
Click Select Service 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.
Click 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:

  • Click Sites, then scroll to Devices and click a device.

OR

1.
Click Sites.
2.
Click a Site that contains the device that you want to view.
3.
Click a device.

In the Active Services section of the page, details about the activated services are shown.

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:

  • Click Orders > My Company Orders.

To view orders that only you have placed:

  • Click 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 review and pay invoices

How to view invoices

To view invoices:

  • Click Billing to go to the Billing page. The page shows a list of paid and outstanding invoices.

  • Click 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.

  • Click 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.
Click Billingto go to the Billing page. The page shows a list of paid and outstanding invoices.
2.
Locate the invoice that you want to pay and click Pay.
3.
Enter the required information on the payment method page
4.
When finished, click Pay.
5.
Check the Billing page again to verify that the status is updated to Paid.

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 the Users page.
2.
Click Add a new User.
3.
On the New User page, enter the first name, last name, and email address of the user.
4.
Select the checkbox of the Role(s) that the user requires.
5.
Click Save, which saves the user information and sends an email invitation to the email address that was entered.
6.
On the Users page, the pending invitation for the new user is listed. 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 the Users page.
2.
Click a user name to access the User Details page.
3.
Click the pencil icon.
4.
Click the name in the First Name or Last Name field to change.
5.
Click the email address in the Email field to change.
6.
Under the Roles section, click the checkboxes to add or remove role(s) for the user.
7.
Click Save to save your changes.

Delete user

To delete a user:

1.
Go to the Users page.
2.
Click the trash icon.
3.
Confirm to delete the user.
4.
Click Delete.

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

Profile information

At the top right of the Installer Services Portal page, click 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, click 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 the Sites page.
2.
Select a site.
3.
Click Assign User.
4.
Search for a user to assign.
5.
When the correct user is found, select the user.
6.
Click Save.

To assign a user to a group:

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

How to add, edit, and delete devices

Add device

To add a device:

1.
Click Sites and scroll to the Devices section or click a Site to locate the device to delete.
2.
Click New > Device.
3.
Enter information about the device and then click Save. These entries are required:
  • ID - when you enter a valid ID, the Type and Product fields are automatically filled.

  • Type

  • Product

4.
Click Save. After you save the device, select a service for the device.
5.
When finished, go to your shopping cart and check out.

Edit device

To edit a device:

1.
Go to the Sites page.
2.
Scroll to the Devices section or click a Site to locate the device to delete.
3.
Click the pencil icon on a device.
4.
Enter information about the device and then click Save. These entries are required:
  • ID

  • Type

  • Product

  • Account number

5.
Click Save to save your changes.

Delete device

To delete a device:

1.
Click Sites and scroll to the Devices section or click a Site to locate the device to delete.
2.
Click the trash icon on a device.
3.
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, control panels for example.

To create a site:

1.
Click Sites to go to the Sites page.
2.
Click New > Site.
3.
Enter information about the site. These entries are required:
  • name

  • address

  • city

  • country

  • state

  • Zip code

4.
Optionally, enter a phone number and any comments for the site.
5.
Click 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 the Sites page.
2.
Click New > Group.
3.
Add information about the group. A name for the group is required.
4.
Click Save.

To create a sub-group:

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

Edit group

To edit a group:

1.
Go to the Sites page.
2.
Click the pencil icon of a group.
3.
Make changes to the group properties.
4.
Click 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 the Sites page.
2.
Click the trash icon for a group.
3.
Confirm to delete the group.

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.
Got to the Support page.
2.
Click New Ticket.
3.
Select a category from the Select Category drop-down list.
4.
Type a subject for the ticket that relates to the category you selected and type of issue.
5.
Type a description of the issue. Add details that will help the support team to understand the issue.
6.
You can add a file to further identify the issue. Click Browse to locate a file. The maximum file size for upload is 5 MB.
7.
Click Upload.
8.
When finished, click Submit.
9.
After successful submission of the ticket, a dialog shows a success message. Click 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.
On the Support page, click a Ticket ID.
2.
On the Ticket Details page, click Add Message.
3.
Type a new description of the issue.
4.
You can add a file to further identify the issue. Click Browse to locate a file.
5.
Click Upload.
6.
When finished, click Submit.
7.
After successful submission of the edited message, a dialog shows a success message. Click 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.
On the Support page, click a Ticket ID.
2.
On the Ticket Details page, click Close Ticket.
3.
Type the resolution of the issue and reason for closing the ticket.
4.
Click Yes.
5.
On the Support Ticket page, the status column will show a status of Closed for the ticket.

How to contact Bosch

You can contact Bosch in North America by email or by phone.

Email:

installer.services@us.bosch.com

Phone:

1-800-269-0096 option 6