General
Aero Basics
- How to schedule a free support session
- Searching without entering an exact name
- Changing your password
- How to change your Aero subscription
- Enter a Credit Card
- Using Aero's Grids
Defining Your Services
- How do I filter for just Basic Content (or just Premium Content) in the Library?
- Edit a Procedure
- How to Edit an Email Template
- How to Create an Email Template
- Create Aero Type
- Checklist Templates
Organizing Services
- How do I add Aeros / Recurring Aeros to an Aero Group?
- Create new Aero
- Create a Recurring Aero
- Create an Aero using a Checklist Template
- Create a Recurring Aero using a Checklist Template
- Create an Aero using a Library Template
Doing Your Work in aero
- Adding historical time to Aero
- Recording client notes in Aero
- My Preferences
- My Dashboard
- My Aeros
- Working on an Aero
Manage your firm in Aero
- Managing Your Firm with Aero
- Ways to use Aero Groups
- Report: Time Cost vs Amount Billed in QuickBooks Online Summary
- Manage Aeros
- Manage Time
- Reports
Companies, Contacts, Email Addresses
- How to add a new customer
- Importing Customers, Contacts, Email Addresses
- Manage Companies
- Editing a Company
- The Vault
- Add a new Contact
Integrations
- Zapier: Create an Aero from a template when a proposal is signed in Practice Ignition
- Disconnecting Aero from Office 365
- Disconnect Aero from Google Workspace
- How do I find my QuickBooks Online Company ID?
- How do I find the ID number for a customer in QuickBooks Online?
- Best practices on syncing Customers (Jobs) with Aero, QuickBooks Online, and TSheets
Advise
- Aero Advisor Settings
- Add Your Firm's Logo to Managed Accounts
- Cancel a Managed Account
- Change Subscription for a Managed Account
- Settings for a Managed Account
- Sharing templates and procedures with a Managed Account
Aero University
- How can I start an Aero and also have access to the customer vault?
- Cloning a Recurring Aero to speed setting up client work
- How to handle Dependent Tasks
- How can I assign Aeros to an inactive user?
- What's the best way to set up my Aero account for my tax firm?
- Video Tutorials
FAQ
- How can I reassign Aeros from an inactive Team Member.
- Why does my timer stop running?
- What is the "New Version" of Aero?
- What is the difference between a Task, an Appointment, and an Other?
- How to register for training courses
- How to change a user's login email
Announcements
- Release Notes March 30, 2021
- Release Notes March 25, 2021
- Release Notes March 17, 2021
- Release Notes 2/11/2021
- Release Notes 1/28/2021
- Release Notes 01-25-2021