Are you using ConnectWise? Good news: BlueRockTEL automatically gets your prospects, clients and contacts data from ConnectWise! How you do that? Just create your API keys on ConnectWise and set them up in BlueRockTEL. Already a customer and you want to learn more about this topic? Or you want to Read more…
BlueRockTEL allows you to attach as many documents as you need to the customer. Common uses of this feature? The order form signed by the customer, or his bank details… However, you are not limited to PDF documents : BlueRockTEL accepts other types of files and images as well. A Read more…
For a prospect or a customer, you use the BlueRockTEL customer file as a support for both the quote and the contract, then the punctual and recurring invoicing… But did you know that the file can also allow you to organise and follow the entire installation process at your customer’s Read more…