Getting Started

  • Setup a Team Member

    To add a new Team Member:  Read more... Before creating a new team member, you MUST first add them as a...
  • Add New Aero Type

    Aero Types allow you to organize you firm’s work and time in Aero. They are the types of work your...
  • Add New Company

    If you connect your Aero account to your QuickBooks Online account, all of your QuickBooks Customers will be imported into...
  • Create New Contact

    If you linked your Aero account to your QuickBooks Online account, Aero automatically imported all of your customer contacts- but...
  • Create New Project

    Projects in Aero are groups of Aeros and Master Aeros. You can set up a project and then associated Aeros...
  • My Company Settings

    From Setup > My Company  you can reach the My Company Settings page. Here is where you can set your...
  • Create New Procedure

    Procedures are the documented information related to how your firm performs the service it provides. You can add print screens...
  • Create a Procedure Type

    Procedure types help you organize your firm’s procedures. Some firms might have procedure types “Firm”, “Services”, “Client”. Others may organize by...
  • Create a Project Type

    Project types help you organize your projects and find them on the Manage Projects screen. Your project types will reflect...
  • Add New Hat

    The concept of Hats in Aero allow you to track how much time is being spent by your team wearing...
  • Manage Project Types

    Setup > Project Types takes you to the Manage Project Types screen. You can use the sort and filter features...
  • Manage Procedure Types

    Setup > Procedure Types will bring you to the Manage Procedure Types screen. You can use the sort and filter...
  • Manage Hats

    The concept of Hats in Aero allow you to track how much time is being spent by your team wearing...
  • Manage Team Members

    Setup > Team Members will bring you to the Manage Team Members screen. You can use the sort and filter...
  • Assign a Security Level

    The security level that you assign to a team member controls which areas of Aero WorkFlow they can access, what...
  • Change Your Password

    Once you are logged in, you can change your password from any screen. Click on your username in the upper-right...
  • Companies and Contacts

    Aero Workflow is designed to be as flexible as possible. You can add a contact without a company and add a...