Ways to use Aero Groups

Aero gives you the ability to look at your client work from many different views such as by Type, by Client, by Team Member (to name just a few). You can further organize and track your work by using the Aero Groups feature in Aero Workflow

One Time Projects

The most obvious use of Aero Groups is to organize the tasks in a one-time project. Let's say a client decides to move to QuickBooks Online. You agree on a price for the job (or give them an estimate) and a timeline. You now have a one-time project that must be broken down into several tasks. There's all the work of getting their data out of whatever system they're currently on and then setting up a new QuickBooks Online account and moving their data into it.

In Aero, the first thing you would do is to create a new Aero Group, filling out all the pertinent fields. Then as you create and schedule each individual task that is part of that migration to QuickBooks Online, you would select the Aero Group you created from the Aero Group dropdown list. Once you have all your tasks set up, you can then look at the progress of the project simply by clicking the Aeros or Time tab in the Edit Aero Group screen.  You will also be able to view the progress and status of the project in reports found on the Aero Groups tab in the Reports section.

Track Engagements

You can also use Aero Groups to track recurring work you do on a regular basis. First, you create an Aero Group that describes the accounting services. It can be as general as "Monthly Bookkeeping" or as specific as "Payroll Tasks" Then you set up the Recurring Aeros and pick the correct Aero Group from the Aero Group dropdown menu. Now when you open the Edit Aero Group window, you'll have all the recurring tasks for that one engagement listed under Recurring Aeros. You can also see the status of each individual occurrence under the Aeros tab, and all the time logged under the Time tab. 

Track a Vertical

You can also use Aero Groups and Aero Group Types to track different industry segments. For example, say you specialize in clients who are in construction and real estate. You could create two Aero Groups called, "Construction" and "Real Estate" and then add all the tasks you schedule for construction clients to the construction Aero Group, and do the same for real estate. Or you could get even fancier and create Aero Groups to track each engagement and use Aero Group Types to indicate which industry the client is in. 

Why even create Aero Groups?

It's true that you can certainly use Aero without using Aero Groups at all. Aero Groups are simply another tool you can use to organize and analyze your client work. As you decide whether or not you want to use Aero Groups, check out the Aero Groups reports available under Reports to see some of the information that using Aero Groups will gain for you.