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Support

  • Contact Support
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Release Notes

Aimsio Login

  • Production
  • Sandbox
My Support Tickets
  • Get Started
    • Guide for a Successful Onboarding
    • How to log into Aimsio
    • Download Aimsio's Mobile App
    • Master Data Playbook
    • Training Videos
    • Rollout Checklist
      • Aimsio Lite - Training Checklist
      • Aimsio Essentials - Training Checklist
      • Aimsio Performance - Training Checklist
      • Aimsio Ultimate - Training Checklist
    • Client Services
      • Customer Success
      • Professional Services
  • Product Guide
    • Mobile Apps
      • Aimsio for Android
      • Aimsio for iOS
    • Account Settings
      • Master Data
        • Billable Items
        • Price Books
          • How to Update Billable Item & Price Book Rates
        • Equipment
        • Locations
        • Companies & Contacts
        • Users
        • Employees
          • How to Add Employee Vacation Records
        • Resource Templates
        • WBS Templates
        • Sales Tax Rates
        • Invoice PDF Templates
      • Access Management
    • Reports
      • Dashboard
      • Report Center
      • Insights
      • My Work Hours
    • Creating Jobs
    • Job Performance
      • How to Create a WBS Schedule
      • Physical WBS Progress
      • WBS Contract & Budget
      • Managing WBS Allocations
      • How to Export and Import a WBS Schedule
    • Aimsio Forms
      • Form Fundamentals
      • Estimates
      • Tickets
        • Master Tickets
      • Timesheets
        • Crew Timesheets
        • Individual Timesheets
        • How to Review and Approve a Timesheet
        • How to Edit or Re-open a Timesheet
      • Purchase Orders
        • Non-Recurring Billable Items
      • Change Orders
      • Safety Forms
      • Equipment Work Orders
      • Flexi Forms
      • RFIs
      • WBS Package
    • Time to Ticket
    • Dispatch
      • Job Board
        • How to Remove a Job from the Dispatch Job Board
      • Job Timeline
      • Resource Timeline
    • Compliance
      • Using Aimsio’s Compliance Module with Dispatch
      • How to Submit Compliance Certifications as an Aimsio User
    • Client Portal
      • Approver Portal
    • Invoices
      • Retainage (Holdbacks)
    • Tasks
    • Timecards
      • How to Extract Timecards and Close a Pay Period
      • How to Adjust Hours During a Pay Period
    • Integrations & Custom CSV Exports
      • Self-Serve Integrations
        • Integrations (Developer overview)
      • Setting Up Your QuickBooks Online Integration
      • Setting Up Your Sage Intacct Integration
      • Setting Up Your Netsuite Integration
      • Exporting CSV to External Software
      • ADP Integration
      • Microsoft Azure Database
      • Explorer Eclipse Integration
  • Frequently Asked Questions
    • How to Contact Support
    • How to Reset Your Password
    • How to Customize Page & Report Layouts
    • How to Use the Aimsio Help Center Icon
    • How to Export and Import the Data in your Account
    • How to Delete and Restore Items in Aimsio
    • How to Manage Subcontractor Billing
    • How Aimsio Manages Multiple Divisions
    • How to Add Surcharges
    • How to Approach Lump Sum Billing
    • How to Get Your Client's Signature
    • How Aimsio Handles Shift Premiums
    • How to Locate File Attachments in Aimsio
    • How to Report Error Messages
    • What Notifications Can Aimsio Send?
      • Aimsio Inc. - SMS/Text Message Notification Policy
    • Does Aimsio Support Zebra Printers?
    • Timecards: FAQ
    • Overhead, Shop & Internal Jobs
    • Quickbooks Online Integration - How to resolve common errors

Contents

  • Get Started
    • Guide for a Successful Onboarding
    • How to log into Aimsio
    • Download Aimsio's Mobile App
    • Master Data Playbook
    • Training Videos
    • Rollout Checklist
      • Aimsio Lite - Training Checklist
      • Aimsio Essentials - Training Checklist
      • Aimsio Performance - Training Checklist
      • Aimsio Ultimate - Training Checklist
    • Client Services
      • Customer Success
      • Professional Services
  • Product Guide
    • Mobile Apps
      • Aimsio for Android
      • Aimsio for iOS
    • Account Settings
      • Master Data
        • Billable Items
        • Price Books
          • How to Update Billable Item & Price Book Rates
        • Equipment
        • Locations
        • Companies & Contacts
        • Users
        • Employees
          • How to Add Employee Vacation Records
        • Resource Templates
        • WBS Templates
        • Sales Tax Rates
        • Invoice PDF Templates
      • Access Management
    • Reports
      • Dashboard
      • Report Center
      • Insights
      • My Work Hours
    • Creating Jobs
    • Job Performance
      • How to Create a WBS Schedule
      • Physical WBS Progress
      • WBS Contract & Budget
      • Managing WBS Allocations
      • How to Export and Import a WBS Schedule
    • Aimsio Forms
      • Form Fundamentals
      • Estimates
      • Tickets
        • Master Tickets
      • Timesheets
        • Crew Timesheets
        • Individual Timesheets
        • How to Review and Approve a Timesheet
        • How to Edit or Re-open a Timesheet
      • Purchase Orders
        • Non-Recurring Billable Items
      • Change Orders
      • Safety Forms
      • Equipment Work Orders
      • Flexi Forms
      • RFIs
      • WBS Package
    • Time to Ticket
    • Dispatch
      • Job Board
        • How to Remove a Job from the Dispatch Job Board
      • Job Timeline
      • Resource Timeline
    • Compliance
      • Using Aimsio’s Compliance Module with Dispatch
      • How to Submit Compliance Certifications as an Aimsio User
    • Client Portal
      • Approver Portal
    • Invoices
      • Retainage (Holdbacks)
    • Tasks
    • Timecards
      • How to Extract Timecards and Close a Pay Period
      • How to Adjust Hours During a Pay Period
    • Integrations & Custom CSV Exports
      • Self-Serve Integrations
        • Integrations (Developer overview)
      • Setting Up Your QuickBooks Online Integration
      • Setting Up Your Sage Intacct Integration
      • Setting Up Your Netsuite Integration
      • Exporting CSV to External Software
      • ADP Integration
      • Microsoft Azure Database
      • Explorer Eclipse Integration
  • Frequently Asked Questions
    • How to Contact Support
    • How to Reset Your Password
    • How to Customize Page & Report Layouts
    • How to Use the Aimsio Help Center Icon
    • How to Export and Import the Data in your Account
    • How to Delete and Restore Items in Aimsio
    • How to Manage Subcontractor Billing
    • How Aimsio Manages Multiple Divisions
    • How to Add Surcharges
    • How to Approach Lump Sum Billing
    • How to Get Your Client's Signature
    • How Aimsio Handles Shift Premiums
    • How to Locate File Attachments in Aimsio
    • How to Report Error Messages
    • What Notifications Can Aimsio Send?
      • Aimsio Inc. - SMS/Text Message Notification Policy
    • Does Aimsio Support Zebra Printers?
    • Timecards: FAQ
    • Overhead, Shop & Internal Jobs
    • Quickbooks Online Integration - How to resolve common errors

Account Settings

Last updated: July 24, 2026

Which account settings would you like to learn more about?

  • Master Data
    • Billable Items
    • Price Books
    • Equipment
    • Locations
    • Companies & Contacts
    • Users
    • Employees
    • Resource Templates
    • WBS Templates
    • Sales Tax Rates
    • Invoice PDF Templates
  • Access Management

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Aimsio

The field operations platform built for companies in oil & gas, construction, and pipeline.

🇨🇦 Calgary, AB Canada

🇺🇸 Houston, TX USA

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