General
Managing your client work, doing your assigned work, managing your firm in Aero
Aero basics
- How to schedule a free support session
- Aero Customer Support
- How to set up your new Aero account
- Update account information
- How to setup your client work in Aero
- Using Aero's Grids
Defining Your Services
- How to create an Aero Template from an existing Master Aero
- How do I copy an Aero Template?
- Create Aero Type
- Create Procedure
- Create an Aero Template
- Procedure, Template - what's the difference?
Organizing Services
- Create an Aero Task
- Create Aero from Aero Template
- Create new Aero using Library Template
- Create a Master Aero
- Create a Master Aero from an Aero Template
- Use a Library Template to Create a Master Aero
Doing Your Work in aero
- Aero Time and Aero Tasks
- How to do your work in Aero
- My Dashboard
- My Aeros
- My Schedule Screen
- The Do Task screen
Manage your firm in Aero
- Managing your Firm with Aero
- Batch Update Master Aeros
- Time Entries List Report
- Manage Dashboard
- Manage Aeros
- Manage Time
Companies, Contacts, Email Addresses
- Using Customer Teams in Aero
- Companies and Contacts
- Add a new Company
- The Vault
- Add a new contact
- Importing Customers, Contacts, Email Addresses
Integrations
- Using Zapier to create a task in Aero when a customer signs a proposal in Practice Ignition
- Authorize Aero in GSuite Admin
- Migrate your QuickBooks Online Connection to OAuth2
- Getting started with the NEW Zapier integration
- Zapier - Create a Master Aero from an Aero Template
- How the Aero-TSheets Time Sync works
Troubleshooting
- Does the Office 365 integration work if I have 2-factor authentication turned on in Office 365?
- Understanding TSheets sync errors
- Why is my Time not syncing to TSheets?
- Clearing selected cookies in Chrome
- Why does Aero keep logging me out?
- I completed an Aero by accident
Aero University
- What the best way to set up our tax return tasks?
- How can I assign Aeros to an inactive user?
- How can I identify my firm's locations in Aero?
- Copy an email into Aero
- How can I start another user's Aero?
- Finding a Master Aero from an Aero
FAQ
- How can I get one of your super-soft Aero t-shirts?
- What is the "new version" of Aero?
- I deleted an Aero by Mistake!
- Can I assign an Aero to more than one person?
- What does the Make Sticky Button do?
- Can you import my Tasks into Aero?
Announcements
- Release notes 7/16/19
- Release Notes 6/15/19
- Release Notes 4/29/19
- Release Notes 2/08/2019
- Release Notes 1/15/2019
- Announcing the Aero-TSheets integration