General
Managing your client work, doing your assigned work, managing your firm in Aero
Aero basics
- How to schedule a free support session
- 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
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
- 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
- Batch Update Master Aeros
- Time Entries List Report
- Manage Dashboard
- Manage Aeros
- Manage Time
- Reports
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
- How the Aero-TSheets Time Sync works
- How the Aero-QuickBooks Online Time Sync works
- Mapping Aero to QuickBooks Online
- Connecting Aero to SmartVault
- Syncing TSheets, Aero, and QuickBooks Desktop
- Mapping Aero to TSheets
Troubleshooting
- 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
- Resolving duplicate customers in Aero and QuickBooks Online
- Google connection troubleshooting
Aero University
- Finding a Master Aero from an Aero
- 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
FAQ
- How can I get one of your super-soft Aero t-shirts?
- Do you have a User Manual?
- How do I delete a Team Member in Aero?
- How do I schedule a task for every other week?
- How can I find email history in Aero?
- My Timesheet is blank! Manage Time is empty!
Announcements
- Release notes 8/8/2018
- 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