Welcome to Kaseya BMS
Introduction
BMS (also sometimes synonymously known as Professional Services Automation
Enter the data once and the information is shared with the appropriate personnel in the company so they can get their work done.
BMS captures billable revenue, eliminates redundant tasks, increases timely communication between your company and your customers, and helps you run your business more effectively.
Tip! Search for documentation on this site using the search bar at the top of the page. In addition, we have some APIs and setup guides. To have an insight into the product, click here.
Important documentation links
- BMS REST API Guide
- BMS Getting Started | Service Desk Quick Start Guide
- BMS-VSA Integration | Setup
- BMS Integration | Integration with Continuum
- BMS Finance | BMS-QuickBooks Online integration, configuration, and how to use
- BMS Finance | BMS-QuickBooks Desktop integration, configuration, and how to use
- BMS-QuoteWerks Desktop Integration | Setup
- BMS Finance | BMS-Xero integration, configuration, and how to use
- BMS Quotes | Tech Data integration
- BMS Quotes | BMS/Vorex-Etilize integration
- BMS Home | My Calendar | Calendar sync
- BMS Auth & Provision | SSO with Okta
- BMS Auth & Provision | SSO with ADFS and JIT provisioning
- BMS Auth & Provision | SSO setup and JIT provisioning: BMS and Passly
- BMS and Azure - SAML 2.0 Single Sign-On (SSO) Just-in-Time (JIT) Provisioning
- BMS-VSA Integration | Setting up Client Portal access
- BMS Finance | Billing Setup Guide: Best Practices