Reports The Reports section in Aero gives you valuable information to help you better run your firm. You can customize and...
Manage Aeros Manage > Aeros takes you to the Manage Aeros screen where you can see a grid of all the firm’s...
Manage Companies Navigate to Manage > Companies to see a list of all Customers, Vendors, Leads, Owners, and Others in your Aero...
Manage Contacts Manage > Contacts takes you to the Contacts grid. In the header, you can click the down arrow next to...
Manage Dashboard The Manage Dashboard gives you a central location to access the information you need to efficiently manage your firm. To access...
Manage Projects Manage > Projects takes you to a screen with all open projects (all projects whose status is not Completed or...
Batch Update Aeros If you need to make a change to many Aeros or Master Aeros – for example if you want to...
Batch Update Aeros: Mark as Changed On the Batch Update Aeros: Make Changes screen, what happens if Mark as Changed is selected? The Mark as Changed checkbox...
Batch Update Aeros: Also Update Master What happens if I check the Also Update Master checkbox on the Batch Update Aeros: Make Changes screen? If you...
Manage Team Members Setup > Team Members will bring you to the Manage Team Members screen. You can use the sort and filter...
Manage Time From Manage > Time, you reach the Time grid showing all time logged on Aeros in your firm today. In the header,...
Resend Team Member Invitation When you add a new Team Member to your Aero account, they are automatically sent an email inviting them to...
Edit a Team Member’s Email Because a Team Member is a special kind of contact, the process of editing their email is a little different....
Create New Email Address Note: you can only add email addresses if the contact already exists in your database. To add a new contact...
Edit a Contact Navigate to Manage > Contacts Find the contact you want to edit and click the blue View button on the left...
Edit an Email Address Navigate to Manage > Email Addresses. Find the address you want to edit and click the blue View button on the left....
Manage Email Templates Email Templates Manage > Email Templates takes you to the Manage Email Templates grid, which displays all the templates which...
Edit a Team Member From the Setup drop down menu, choose Team Members. Find the team member you want to edit and click the...
Edit Accounting Software Options From the Setup drop down menu, choose Accounting Software. Find the software you want to edit and click the blue...
Add New Company If you connect your Aero account to your QuickBooks Online account, all of your QuickBooks Customers will be imported into...
Manage Email Addresses From Manage > Email Addresses you reach the Email Addresses grid. In the header, you can click the down arrow...
Using Aero’s Grids To group items in a grid, simply click and drag any column header into the blue header at the top...
Edit an Aero Type From the Setup drop down menu, choose Aero Types. Find the Aero type you want to edit and click the...
Edit Aero – Task Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Task you want to edit and click...
Edit a Hat From the Setup drop down menu, choose Hats. Use the sort and filter features of the grid to find the...
Edit a Company You can find the Company you want to edit on the Manage > Companies screen or possibly on the Work...
How to Use Progress Invoicing Note: The Progress Invoicing Feature is only available to Aero accounts that are linked to QuickBooks Online. Progress invoicing allows...
Edit an Email Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Email you want to edit and click...
Actual vs Estimate Report The Actual vs. Estimate report gives you an overview of the actual time spent working on an Aero versus the...
Report: Aero Time Cost by Project This report generates a list of all open projects with the cost, profit and margin for a specified time period. Read...
Report – Average Actual Time For Master Aeros This report calculates the average actual time over multiple occurrences of Master Aeros. Read more... Report Defaults Filtered for Active Master...
Report – Completed Aeros by Team Member All Aeros completed by each Team Member. Read more... Report Defaults Filtered for Completed Aeros only Date range is This...
Report – Days to Completion by Team Member Shows the number of days it took to complete an Aero from the day it was first assigned to the...
Report – Customer List Customers in Aero, listed alphabetically. Read more... Report Defaults Filtered for Active companies with a Type of Customer Companies are...
Great ways to use Aero Templates Aero Templates are great tools for taking your knowledge capital and turning it into profitable services. But there are ways to...
Report: Scheduled Aeros by Team Member This report lists all Aeros assigned to each team member for a given time period. The report defaults to all...
ssivesind Next to the View button on the Setup Team Members screen, you see a Schedule button. Clicking the Schedule button will...
Report: Fixed Fee Customer Job Costing Summary This report totals all the time tracking information for a given period for Fixed Fee Customers and calculates the cost....
Report – Contact List A list of all your contacts in Aero Read more... Report Defaults Filtered for Active Contacts Grouped by default Company Clicking...
Report – Project Status by Project Manager A list of all open Projects and the percentage of completion, based on Total Actual time vs. Estimated Read...
Report – Master Aeros List A list of all active Master Aeros, grouped by Company, with the number of remaining occurrences noted. Read more... Report...
Time Entries by User Report A list of time entries, grouped by User Read more... Report Defaults Filtered for billable time entries Date range...
Project Summary List Report A list of all Projects, defaulting to open Projects including the number of open Aeros for each project. Read more......
Report – Aeros percent complete by company A list of all open Aeros and the percentage of completion, based on Actual time vs. Estimate Read more... Report...
Customer Last Activity Report A report that shows the most recent activity for each company in a given time period. Read more... Report Defaults...
Billable Time vs Fixed Fee Time Pie Chart This is a simple pie chart that shows you your billable time compared to your fixed fee time, with an...
Summary Report: Time Cost vs Amount Billed in QBO A report that gives you the total time tracked in Aero and cost for each customer for a given period....