General
Aero Basics
- How to schedule a free support session
- Changing your password
- How to change your Aero subscription
- Using Aero's Grids
- How to add a new Team Member
- Security Level Details
Defining Your Services
- Edit a Procedure
- How to Edit an Email Template
- How to Create an Email Template
- Create Aero Type
- Checklist Templates
- Create a Checklist Template
Organizing Services
- 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
- Create a Recurring Aero from 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
- 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
- Connect Aero to an existing TSheets account
- How the Aero - TSheets sync works
- Clearing "Your overflowing inbox" messages
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
FAQ
- 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
- I'm getting a message that I haven't been migrated to the new Aero, but I know I was.