User Manual

Step-by-step guides and reference documentation for every BlueRockTEL module.

Introduction

What is BlueRockTEL?
An overview of the BlueRockTEL BSS platform: what it covers, how it's structured, and how its modules work together to manage the full telecom business lifecycle.

Getting Started
How to access your BlueRockTEL instance, find your way around, and adopt the right learning approach for your daily workflow.

Navigating the Platform
A walkthrough of the main interface: the left sidebar menu, the welcome screen, and tips for efficient navigation.

Clients & CRM

Clients & Prospects
Create client and prospect records, manage contacts, configure payment methods, set up invoice delivery, and use notes and actions for team collaboration.

Quotes & Sales Pipeline
Generate quotes from folders, manage your sales pipeline from prospect to client, and track activities with the actions system.

Catalog & Folders

Product Catalog
Manage your catalog of billable products and services: create articles, organise them into families, and configure billing methods for accurate invoicing.

Folders & Configuration
Create folders to organise client services, add articles, configure billing dates, set up phone numbers for telecom rating, and activate folders for production.

Bundles
Speed up folder creation by grouping articles into reusable templates. Classic bundles provide a fixed set of articles; smart bundles compute items dynamically from a short form.

Warehouses & Stock
Track physical stock across one or more warehouses. Enable stock management on individual articles, record units with serial numbers, and monitor inventory levels directly from each article's page.

Setup Templates
Define multi-phase onboarding workflows for new folders, assign tasks to the right team members by role, and track service delivery from creation to activation.

Billing

Billing Overview
Understand the billing cycle in BlueRockTEL: from CDR collection and consumption rating through pre-production preview to final invoice production and delivery.

Working with Invoices
View, download, resend, and export invoices. Understand credit notes and how to correct billing errors using the three available methods.

Payments & Collections
Track invoice payment status, generate SEPA direct debit files, manage partial payments, and handle debt recovery workflows.

Client Portal

Client Portal
Set up and manage your client-facing portal: configure access, test with impersonation, share documents, and troubleshoot connection issues.

Helpdesk

Helpdesk & Ticketing
Manage client support requests with the built-in ticketing module: open tickets, assign and capture them, track resolution, and use template responses.

Customer Satisfaction

Customer Satisfaction Surveys
Send automated post-ticket and periodic NPS surveys, view aggregate scores, and trigger follow-up actions for detractors.

Administration

User Management
Create user accounts, understand the three access levels (Superadmin, Admin, Commercial), and configure team visibility options.

Branding & Customization
Customize the appearance of your quotes, invoices, and client portal: upload your logo, change colors, add invoice visuals, attach terms and conditions, and set up white-label resellers.

Tips & FAQ

Tips & FAQ
Practical answers to common questions: credit notes, exports, SFTP access, delivery slips, rate plans with overage, CDR uploads, VAT handling, leasing, and automatic price changes.