Creating a Custom Workflow Solution

Posted · Add Comment

AAA Furnace and Air Conditioning Company is a large HVAC service company located in the heart of Silicon Valley. Founded in 1957, AAA installs, maintains, repairs, and services residential and commercial HVAC systems. When Cloud Consultancy partner Victoria Cameron was called in to help, the firm was struggling to make their business processes work using […]

New Aero Webinar Scheduled

Posted · Add Comment

Whether you are performing the work yourself, or delegating the work to staff, managing workflow for your practice is critical. On December 15, Cloud Consultancy will introduce you to AERO WorkFlow manager and how it can help you design a practice management system that allows you to manage and track deadlines, staff and client communications, […]

Cloud Consultancy at CloudSummit2014

Posted · Add Comment

Cloud Consultancy will be attending CloudSummit2014 in San Diego from September 17-19. Join us in the vendor Exhibit hall to talk about cloud based workflow in your business and what AERO WorkFlow can do to help your business run more smoothly. Click here for exhibit hall hours. Laura Redmond, Cloud Consultancy Partner, will be presenting at […]

Getting Started with AERO Updated

Posted · Add Comment

It’s been a while since we first uploaded our video demo of how to get started using AERO Workflow Manager. We’ve made some changes since then, and wanted to reintroduce our new Getting Started series. We’ve updated the information in the original video and broken things down into some more approachable pieces. It’s a quick […]

Recurring activities in Method CRM and Cloud Workflow

Posted · Add Comment

If you’re using AERO to manage your company’s workflow, you are probably performing activities regularly that could be scheduled as as series of repeating tasks.  Our webinar on recurring activities goes into full detail, but here are the basic steps for scheduling and managing series of activities. Watch the recording here! In Method CRM and […]

New App for Method CRM enhances Work Task Management

Posted · 1 Comment

AERO makes managing multiple clients more efficient with user-friendly interface AERO, a new app for Method CRM that adds a workflow task manager tab, has now been released in public beta. The app is designed to handle multiple staff working on multiple recurring tasks for multiple clients, in a format that gives managers access and […]

AERO now in Pubic Beta!

Posted · Add Comment

AERO Workflow Management is now available for public download on the Method CRM application library: Method App Library There will be a webinar on Tuesday, June 11, on how to install and set up AERO in your Method account.