Release Notes

August 25th, 2021 Release Notes

by
Dylan Timberlake
August 26, 2021

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Work Order Updates

Work Order Machine Assignment

In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.

multiMachines for August 25th, 2021 Release Notes

Then, you will be able to add a machine to each individual job.

OneMachine for August 25th, 2021 Release Notes
Clocked in list

Click the Info Tab to see a list of people that are clocked into a work order.

clocked in 300x62 for August 25th, 2021 Release Notes
Technician Notes

The customer will not see any notes that are added in the "Notes" section. However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.

TechNotes for August 25th, 2021 Release Notes
Work Order Sections Stay Closed

When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.

Parts Transfers

Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.

trans 300x26 for August 25th, 2021 Release Notes
Work Order Permissions

Certain work order actions only need to be available to select users. Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.

Setting Permission Access
PermissionConfig for August 25th, 2021 Release Notes

New Rental System Updates

If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.

Rental Contract E-Signing

From a rental contract, select "Request Signature" from the actions dropdown.

sig for August 25th, 2021 Release Notes

Then input the customers' email on the pop-up.

2021 08 24 13 59 00 Rental Flyntlok 300x132 for August 25th, 2021 Release Notes

The customer will receive an email prompting them to e-sign the contract.

2021 08 24 14 09 16 Rental signature request nash@flyntlok.com Flyntlok Mail 300x185 for August 25th, 2021 Release Notes

Then, the customer can sign the contract.

signature for August 25th, 2021 Release Notes
Rental Kits

Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.

Croped for August 25th, 2021 Release Notes

Remember, only items that are marked rentable will show in the searcher.

2021 08 24 13 49 06 Manage Item Rentable Item 1 for August 25th, 2021 Release Notes
Delivery And Pickup Information

If you leave the box blank, the rental delivery fee will show TBD instead of $0. This allows you to bill the customer after the delivery has occurred. In this case, we recommend having your rates listed in the terms of the contract.

Blank 300x105 for August 25th, 2021 Release Notes
TBD 300x75 for August 25th, 2021 Release Notes

Associated Salespeople

You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.

Flyntlok Surveys

You can now see the last time a customer was surveyed on the customer's dashboard.

cap 300x18 for August 25th, 2021 Release Notes

Vendor Searching

We have updated vendor searching from the search bar. It should be faster and show better results than before!

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!