General
Managing your client work, doing your assigned work, managing your firm in Aero
Aero basics
- How to set up your new Aero account
- Update account information
- How to setup your client work in Aero
- Using Aero's Grids
- My Company Settings
- Add new Team Member
Defining Your Services
- How do I copy an Aero Template?
- Create Aero Type
- Create Procedure
- Create an Aero Template
- Procedure, Template - what's the difference?
- Using Library Procedures
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
- How to do your work in Aero
- My Dashboard
- My Aeros
- My Schedule Screen
- The Do Task screen
- How to use the Aero timer
Manage your firm in Aero
See all 29 articlesCompanies, Contacts, Email Addresses
- Companies and Contacts
- Add a new Company
- The Vault
- Add a new contact
- Importing Customers, Contacts, Email Addresses
- Add Email Address
Integrations
- Zapier: connecting to your Aero account
- How the Aero-QuickBooks Online Sync works
- How the Aero - Office 365 integration works
- How the Aero - Gmail sync works
- How the Aero - Google Calendar Sync Works
- Zapier: Create a new contact in Aero when you add one to your Google Contacts
Troubleshooting
- Why does Aero keep logging me out?
- I completed an Aero by accident
- Resolving duplicate customers in Aero and QuickBooks Online
- Google connection troubleshooting
- Troubleshooting the Office 365 integration
- Deleting an Aero with Associated Time
Aero University
- How to use Batch Update Time to adjust your hourly rates
- How can I add more than one procedure to the same step?
- Recording notes in Aero
- Adding Historical Time Data to Aero
- Resend Team Member invitation
- Duplicating the 'Get to Know Aero' Task
FAQ
- I deleted an Aero Template by Mistake! How can I get it back!
- I keep getting an Uh-Oh error when creating a Master Aero
- How does Aero compare to....
- How secure is the information in the Aero Vault?
- How can I make the search boxes bigger in a grid?
- My Dashboard is not showing any Aeros
Announcements
- Release notes 05-30-2018
- Release Notes 5/16/18
- Release notes 4/24/2018
- Release notes 11/29/17
- Release Notes 11/02/2017
- Release Notes 10-10-2017