Basic Aero Questions
What is an Aero?
An Aero is a task, an appointment, an email, or ‘other’ associated to work and provides resources to complete the work consistently. More…
What should my Aero Types be?
Aero types are the way you organize your firms services. For some ideas on how to set them up, check out this blog article
What is the difference between an Aero Template and a Master Aero?
An Aero Template is how you create the recipe for how your firm performs it’s services. A Master Aero has the same recipe for how the service is performed, but it is also scheduled to be performed for a specific client by a specific user at a regular interval. More
Is there a way to import my customers/contacts?
If your Aero account isn’t linked to a QBO account, Aero can import your companies and contacts for you.
How can I record time for something I did outside of Aero / on another day?
Because Aero is a workflow system that also tracks time, not a time-tracking app, entering time for a task that wasn’t originally in Aero involves a workaround or two. More…
I clicked Save and Complete by mistake. How can I get the Aero /Email back?
To ‘undo’ a save and complete, navigate to Work > My Timesheet and find the most recent time entry for the Aero that you completed by mistake. More…
How can I delete a whole bunch of Aeros/emails at once?
You can delete mass amounts of Aeros using the Batch Update Aeros to change their status to Canceled or Completed. More…
What's the difference between an Aero and a Project?
A project is a group of Aeros and/or Master Aeros that you want to track together. More…
Can I assign the same Aero to two people?
No. An Aero can only be assigned to one person at a time. If you need to have two people work on the same Aero sequentially, you would use you need to use one of these methods.
How do I set up tasks that are sequential? How can I link tasks together?
There are a couple of different ways you can handle sequential tasks in Aero More…
What is the difference between Pause and Defer?
When you want to stop working on an Aero you have a few options. Which option you should choose depends on what you want to accomplish. More….
Why are some of the menu items in my account grey and not clickable?
Depending on your security level, you may not be able to access all areas of Aero Workflow. Talk to your account administrator if you need to more access.
How do I filter the Library Templates for ones that aren't premium?
Click in the filter box at the top of the Summary column. Type the word diamond. Then click on the funnel icon and choose does not contain.
Does Aero email notifications when something is due?
No. We at Aero believe that there is enough email in the world. Team Members need to log into Aero every day to look at their Aero list and see what they’ve been assigned.
Integration Questions
What information syncs between QuickBooks Online and Aero WorkFlow?
The first time you connect your Aero account to your QuickBooks Online account, Aero imports all of your QuickBooks Customers, Vendors, Employees, Classes and Service Items More. . .
How do I connect to Office 365
Here’s how you can connect Aero to Office 365.
How do I connect to Gmail/google Calendar
Here’s how you can connect Aero to Google/G-Suite.
The Office 365 integration isn't working.
Here’s a list of things you can do to troubleshoot your Aero-Office 365 integration
The Gmail integration isn't working.
Here’s a list of things you can do to troubleshoot your Aero-Gmail integration
The Google calendar integration isn't working.
Here’s a list of things you can do to troubleshoot your Aero-Google Calendar integration
Why isn't my time syncing to QBO?
Here’s a list of things you can do to troubleshoot the QBO integration.
How can I print an Aero Report
While we don’t have a Print Button on reports, you can get a ‘hard’ copy. More…
Account Management Questions
How can I change my trial to a paid account? How do I add Payment information?
To convert your trial account to a paid account, simply enter your credit card information.
How can I delete/deactivate a user/company/contact?
Many things in Aero cannot be deleted, only made inactive. More…
What happens when I delete (or make inactive) a user/company/contact?
Usually when you make something inactive, it’s hidden from view. More…
How do I sign up for certification? How do I sign up my new employee for certification?
The certification site is separate from the Aero app, so each person needs to register for certification separately: http://www.aerocertify.me/register/
How can I cancel my Aero subscription / close my Aero account?
Here’s how to cancel your Aero subscription.
Adding / Editing Users
How do I add a new user?
To add a new user, you must first add them as a contact and then select their email address from the email dropdown field. More…
I keep getting this error when trying to add a new user The value 'xxx@xxxa.com' is not valid for EmailAddressId, but I know the email address is fine. What should I do?
To add a new user, you must first add them as a contact and then select their email address from the email dropdown field. More…
I added a new user and they didn't get the email invite. How can I resend the email?
The email invitation comes from support@aeroworkflow.com and sometimes it gets caught in a spam filter. Here’s how you can make Aero send another email.
How do I change a user's login email?
There is a special process to change a user’s login email. Here’s how you do it.