The fall release of the new, redesigned QuickBooks Online (QBO) was exciting for all of us that use it. For Cloud Consultancy, it also meant it was time for us to get to work creating a version of AERO Workflow Manager that could take advantage of the update. We’re happy to tell you that AERO for QBO is ready for download as the first third-party app for Method QBO.
Cloud Consultancy created the original AERO Workflow Manager out of our own need. With the team working remotely all over the United States, it became apparent that we needed a smarter way to keep track of who was doing what for which client. AERO was designed for organizations like ours, with multiple staff performing multiple tasks for multiple clients. It uses Method:CRM’s platform to provide both up-to-date resources on customers as well as easy tools to track time and activities. AERO for QBO brings those benefits to the many who use QBO to manage their accounting; especially those who, like us at Cloud Consultancy, work entirely in the cloud.
The key to AERO Workflow Manager is its expansion of the activities table in Method:CRM. Activities in AERO are set up so that managers can provide everything necessary for the task to be accomplished—detailed, step-by-step instructions, links to important web pages, logins and passwords, and more—all accessible from the activity itself. Staff can log in to their Method account, see a new activity assigned to them, and get started. Where before they might have an email with instructions about an activity, relevant documents on the company server, and login information in a password application (or even stored in an Excel file!), with AERO it is all contained on one activity page.
And the work of creating that activity doesn’t go to waste. Typical activities can be saved in a template library to be used in creating similar activities. Or activities that are performed on a regular basis can be set to recur on customizable schedules and time periods, simplifying scheduling.
Contained within the activities is time tracking, which not only syncs to QuickBooks for payroll and billing, but also allows your company to easily assess how long activities take and optimize scheduling and billing rates. Managers can enter time estimates when creating an activity and see overages at a glance. With recurring activities, it’s simple to track the average duration of an activity over time. This can be a huge help in calculating flat fees for services or determining personnel needs.
AERO for QuickBooks Online and Quickbooks Desktop are available on the Method:CRM app store at a subscription rate of $15 per month per user and requires Method:CRM Pro. If you’d like to find out more about the app, please comment below or join our LinkedIn group by clicking here.
If you’re interested in seeing AERO in action, links to live and recorded webinars can be found here: http://cloudconsultancyllc.com/webinars/
Katy Manis joined Cloud Consultancy in 2013 as client support and community manager. She enjoys working remotely from a cabin in the woods, where in her spare time she can read, hike, bird watch, and keep an eye out for bears in the backyard. Her airhorn is always at the ready.
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