Frequently Asked Questions

An Aero is a task, an appointment, an email, or ‘other’ associated to work and provides resources to complete the work consistently. More…

Aero types are the way you organize your firms services. For some ideas on how to set them up, check out this blog article

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

If your Aero account isn’t linked to a QBO account, Aero can import your companies and contacts for you.

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…

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…

You can delete mass amounts of Aeros using the Batch Update Aeros to change their status to Canceled or Completed. More…

 A project is a group of Aeros and/or Master Aeros that you want to track together. More…

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.

There are a couple of different ways you can handle sequential tasks in Aero More…

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….

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.

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.

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.

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. . . 

Here’s how you can connect Aero to Office 365.

Here’s how you can connect Aero to Google/G-Suite.

Here’s a list of things you can do to troubleshoot your Aero-Office 365 integration

Here’s a list of things you can do to troubleshoot your Aero-Gmail integration

Here’s a list of things you can do to troubleshoot your Aero-Google Calendar integration

Here’s a list of things you can do to troubleshoot the QBO integration.

While we don’t have a Print Button on reports, you can get a ‘hard’ copy. More…

To convert your trial account to a paid account, simply enter your credit card information.

Many things in Aero cannot be deleted, only made inactive. More…

Usually when you make something inactive, it’s hidden from view. More…

The certification site is separate from the Aero app, so each person needs to register for certification separately: http://www.aerocertify.me/register/

Here’s how to cancel your Aero subscription.

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…

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…

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.

There is a special process to change a user’s login email. Here’s how you do it.