Brand the workspace
Add the business details, logo, currency and accessible dashboard colours in Settings & Branding.
ARM Business Management SoftwareARM BMS
Powerful business management without the premium price.
ARM BMS Knowledge Base
Clear, task-based help for setting up your workspace, managing work, supporting your team and solving common problems.
Start here
Your first 30 minutes in ARM BMS
Add or import contacts
Create one client manually, then test a small contact import before uploading a full customer list.
Create the first job
Link the client, assign the right people, set dates and choose Add to Calendar when the job is saved.
Prepare a customer quote
Combine manual, stock and labour line items, check totals, then share the secure customer link.
Invite the team safely
Select a role, review its default modules and give access only to the dashboards that person needs.
01
Getting started with ARM BMS
Create and organise a workspace
A workspace is a private business dashboard containing that organisation’s contacts, jobs, quotes, files, receipts and reporting. Start with the business name, preferred currency, brand colours and user roles.
Create a free workspaceImport contacts safely
Prepare a clean CSV or spreadsheet with names, organisations, email addresses, telephone numbers, record types and statuses. Import a small sample first, then check the results before loading the full list.
Read common questionsChoose the right ARM BMS plan
Starter covers essential contact management. Professional adds jobs, quotes, receipts and scheduling. Growth adds reminders, integrations, stock, documents and reports. Enterprise is designed for larger multi-dashboard teams.
Compare plans02
Contacts, jobs, quotes and receipts
Move an enquiry into a completed job
Link the client when creating a job, assign staff or contractors, set priority and dates, then update the status as work progresses. Completion feeds the person and client history and contributes to reports.
Build and follow up a quotation
Add clear line items, quantities, prices, VAT and deposit requirements. Send the customer link, record its status and schedule an email, SMS or WhatsApp follow-up when a response or payment is due.
Capture a receipt from a mobile phone
Open Receipts and choose Take a photo to use the rear camera, or Choose from library for an existing image or PDF. The receipt is automatically attributed to the signed-in user.
Understand reports
Reports open on the latest 28-day period and can compare performance with the preceding period. Use them to review contact activity, job completion, quote value, receipts, stock and employee or contractor output.
03
Calendars, WhatsApp and external services
Subscribe from Apple Calendar
Managers can open Integrations, copy the private calendar address and use the Apple Calendar setup button. Keep the address private because anyone who has it can read the published schedule.
Add the schedule to Google Calendar or Outlook
Use the provider button in Integrations, then paste the private ARM BMS calendar address into the provider’s “from URL” or “subscribe from web” screen. Provider refresh timing is controlled by Google or Microsoft.
Set up WhatsApp automation
ARM BMS provides the inbound webhook and workspace delivery fields. The business activates an approved WhatsApp sender separately and completes its provider connection through the authenticated Integrations area.
Google sign-in
Google sign-in can link to an existing account using a provider-verified email address. A new user still completes the normal workspace form and creates a fallback password. ARM BMS manages the secure callback configuration.
04
Team access, roles and accountability
Workspace users versus staff records
A workspace user can sign in. A staff or employee record can exist for HR-style history and job reporting without receiving software access. Keep the two concepts separate unless the person genuinely needs both.
Choose the lowest suitable role
Administrators control users, billing, integrations, exports, costs and profits. Managers run selected operations. General Users work in chosen modules. Viewers are read-only. Every invitation can be limited to specific dashboards.
Review changes and completed work
Job notes, evidence, alterations and status changes remain linked to the user who submitted them. Administrators can select email or WhatsApp alerts for the updates that matter.
Offboard someone cleanly
Deactivate access promptly, preserve employment history where required, reassign open work and only permanently delete the user when their legitimate records and responsibilities have been reviewed.
05
Reports, exports and data ownership
Use the default 28-day view
Start with the current 28 days, then compare with the preceding period. Filter deliberately rather than interpreting an all-time total without context.
Understand cost visibility
Costs and profit are administrator-only throughout stock, labour, quotations and reporting. Other roles can use permitted operational information without seeing commercial margin.
Download customer workspace data
Administrators can export their organisation’s customer data and uploaded files for portability and GDPR requests. Service-level operational records, software code and platform credentials are never included.
Keep audit history meaningful
Use date and user filters to investigate activity. Audit entries are intentionally protected against ordinary workspace deletion so the record remains useful for security and accountability.
06
Security and account care
Use roles and separate dashboards
Give each person the lowest role they need and use separate workspaces for legally or operationally distinct businesses. Service-level controls are managed privately by All-Round Marketing Ltd t/a ARM BMS and are not visible to customer workspaces.
Protect sign-in and unattended sessions
Use a unique password of at least 12 characters and enable authenticator-app two-factor authentication. Three unsuccessful password attempts require an emailed reset. Signed-in workspaces warn before an automatic inactivity logout.
Review provider access
Provider secrets must only be entered through authenticated ARM BMS integration controls, never in a screenshot, database note or support email. Regenerate a private calendar address immediately if it is shared accidentally.
07
Billing, storage and troubleshooting
A module is locked or missing
First check the subscription plan, then ask an administrator to review your role and module permissions. Both the plan and the individual permission must allow access.
A document preview is unavailable
Confirm the file remains in ARM BMS private storage and that the viewer has the correct workspace and document permission. Contact support if the original upload cannot be retrieved.
An alert was not delivered
Check the administrator’s notification preferences, recipient email or phone, provider connection and reminder status. A waiting-configuration status means ARM BMS kept the request but still needs a working provider.
Subscription and referral credit
Plan access activates only after verified payment. Referral credit qualifies after the referred customer’s first successful paid subscription and is then held for a future applicable billing date.
Referral programme termsNeed hands-on business or digital support?
ARM BMS is developed by All-Round Marketing Ltd, a UK team providing websites, SEO, advertising and practical digital growth support.