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Manage Firm

  • 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...

  • 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,...

  • 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...

  • 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 – Customer List

    Customers in Aero, listed alphabetically.    Read more... Report Defaults Filtered for Active companies with a Type of Customer Companies are...

  • ssivesind

    Next to the View button on the Setup Team Members screen, you see a Schedule button. Clicking the Schedule button will...

  • 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 – 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......
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