Accept an Aero – When you click the icon on your Aero list and the timer starts running, you have Accepted the Aero.
Aero – An Aero is a one-time activity (a Task, an Appointment, an Email, or Other) that is scheduled for a specific date and assigned to a team member. An Aero provides resources to complete the work consistently.
Aero Template – An Aero Template allows you to create standard task checklist with attached resources that you create once and then use repeatedly for multiple clients.
Aero Type –Aero types are the different types of services your firm offers and are set up by you. You can set the aero types by job category (for example, payroll or AP), customer category, or anything else you would like. For some more ideas on setting up your Aero types, check out this blog
Billable – The firm is billing by the hour. The opposite of fixed fee.
Category – Aero categories are embedded in the software and cannot be changed. The four Aero categories are: Task, Appointment, Email, and Other.
Comment – As you work, you can make notes in the Comment box. Comments stay with the Aero and are completely internal. If you Save and Defer an Aero and then work on at a later time, the Comments will still be in the Comment box.
Company – A company in Aero is an entity you do business with or hope to do business with. A Customer is a type of Company, so is a Vendor or a Lead. Some types of companies sync with QuickBooks Online and some don’t. For more information read about the Aero-QBO Sync.
Contact – Contacts in Aero are people you do business with. You can assign Aeros to a contact or a Company or both. A Contact can be assigned a default company or can be listed as a contact for multiple different Companies.
Fixed Fee – The firm is billing the customer a predetermined fee for a service. The opposite of Billable.
Hat – Setting up Hat types allows you to track your day by what sort of work you’re doing. As you wear different ‘hats’ during the day, you can attach them to your Aeros. Hats are set up by you and are completely optional. Some examples of Hats might be: Payroll Clerk, AP Clerk, Bill.com Guru, Controller, Admin, Marketing, Sales, Bookkeeper.
Library Procedure – A Library Procedure is a pre-built procedure guide available in the Aero Library. Subscribers can use it just like one of their own Procedures, but it is created and maintained by Aero.
Library Template – A Library Template is a pre-built checklist for performing a task that is available in the Aero Library. Subscribers can use it just like one of their own Aero Templates, but it is created and maintained by Aero.
Master Aero – A Master Aero is what you use to create a recurring task or appointment. A Master Aero generates a series of Occurrences based on the recurrence options you set up.
My Company – My Company refers to your firm.
Procedure (SOP) – SOP stands for Standard Operating Procedure. This is your detailed description of how you want a certain service to be performed. When you set up your procedures, you can add links and screenshots if you want. Procedures can be pointed to in a step in an Aero checklist.
Project – A project is set up to organize longer term work. A project is broken down into Aeros that can be assigned to different Team Members. Projects do not appear on your Aero list, but the Aeros associated with the projects do.
Time Entry – As you work in Aero, your time is automatically tracked. When you Save and Complete or Save and Defer a task, you time is saved and a Time Entry is created. If you work on an Aero over a few days, you will have multiple Time Entries for that Aero. Although Aeros and Time Entries are related, they are not the same thing.
Time Notes – When you are working on an Aero, you can write notes in the Time Notes box. Those notes will be attached to a Time Entry when you either Save and Complete or Save and Defer the Aero. If you work on the Aero again at a later time, the Time Notes box will be cleared and ready for new notes. It’s important to remember that Time Notes can possibly be seen by a customer.