Release notes and support

What’s new in Flyntlok, and how to use it.

Every Flyntlok release note since 2020, plus 147 step-by-step support articles for your team. Search them all in one place.

Popular:

Latest release

Flyntlok is going mobile (app).

Flyntlok Mobile enters closed beta, starting with Sales and CRM. Plus Inbox conversation assignment, clearer rental availability, warranty Labor Types that fill in on their own, a new Payment Types editor and 17 fixes.

Opens with a note from

Jenny Moebius

,

Chief Marketing Officer
Read the releaseJoin office hours
October 29, 2026 Release Notes
19
17
october-29-2026-release-notes

Customer success

More dealer office hours: shape what comes next

Due to continued interest and great feedback from y'all, we're hosting more office hours dedicated to specific areas of Flyntlok, giving you direct access to our product team to share feedback, ask questions, and help shape what we build next.

  • Service: Scheduling, work orders, and shop floor tools. Thursday, 11/5, 3 p.m. ET. Register
  • CRM: Leads, customer records, and sales workflows. Wednesday, 11/11, 4 p.m. ET. Register
  • Mobile: On-the-go access and mobile workflows. Thursday, 11/12, 3 p.m. ET. Register
  • Parts & Purchasing: Inventory, ordering, and vendor management. Friday, 11/13, 3 p.m. ET. Register
  • Accounting & Finance: Billing, reporting, and financial workflows. Wednesday, 12/2, 3 p.m. ET. Register
  • Rentals: Rental agreements, tracking, and fleet management. Tuesday, 12/8, 2 p.m. ET. Register

As always, THANK YOU for sharing your experiences with us… we love driving that feedback directly back into the product.

The industry’s fastest customer support

In case you missed it: see our built-in, rapid customer support in action with Flyntlok Support Consultant JP Raiger, and learn about the people, process and high standards behind the industry’s fastest response times. Listen to Flyntlok Unlocked Ep. 4.

Mobile

New mobile app: now accepting beta testers [Closed beta]

By Christian E. · For Sales and CRM teams

What's new

We're excited to announce a closed beta of Flyntlok's new native Mobile app. We're opening it to a small, exclusive group of five users: three on iPhone and two on Android.

This first release focuses on CRM. We'll be extending the app to other workflows, including Service, in the coming weeks. For now, we're looking for beta users whose teams work mainly in Sales and CRM.

If your dealership would like to be considered, please submit a support ticket letting us know you're interested and whether your team uses iPhone or Android. We'll follow up with next steps and instructions for downloading the beta app. Spots are limited, so we encourage interested dealers to reach out soon. We can't wait to hear what you think!

Why it matters

The Flyntlok Mobile app is being built for how you work away from your desk. The user experience is more optimized for the phone, so you can get things done on the shop floor, in the yard, or out with a customer. Easier login gets you in quickly, and notifications keep you on top of what needs your attention without having to go looking for it. As a beta participant, your feedback will directly shape what we build next, so please tell us what's working and what isn't.

How to join the beta

  1. Open a support ticket from the ? icon in Flyntlok.
  2. Say you’re interested, and whether your team uses iPhone or Android.
  3. We’ll follow up with next steps and the beta download.

5 spots: 3 iPhone, 2 Android

Flyntlok Mobile Sales & CRM home screen with Conversations, Leads, Tasks, Customers and Feed
Flyntlok Mobile Feed showing the day's customer activity, tasks and leads
Flyntlok Mobile Customers list with contacts, phone numbers and addresses
Sales & CRM home, Feed and Customers in the beta app

Request machine service right from your phone while in the field

By Christian E. · For Sales teams

What's new

On the Mobile Machine Dashboard, there is now an action to quickly create a Service request for that machine.

Why it matters

Sales teams are now able to put in a request with the service department while in the field with a customer.

Mobile Machine Dashboard Actions menu with Create Service Request highlighted
New Service Request form on mobile with Machine, Customer, location, category, due date and work to be completed

Keep customer contact information current wherever you work

By Christian E. · For Sales teams

What's new

In the customer contact list on the mobile customer dashboard, individual contacts can be updated or deleted or new contacts added.

Why it matters

Sales teams can manage and keep up to date customer contacts on the go.

Contact list on the mobile customer dashboard with Add Contact and Edit buttons
Add Contact form on mobile with name, phone, email, tags and opt-in checkboxes
Edit Contact form on mobile with a Delete button

Update customer tags on the spot, no trip back to your desk

By Yasmine C. · For Salespeople

What's new

Customer tags are now displayed on the Mobile customer dashboard and can be edited directly.

Why it matters

Salespeople can now tag a customer from their phone right after a visit or call, instead of trying to remember it when they get back to their computer.

Customer tags on the mobile customer dashboard with an edit pencil

See all user-created tags in the customer dashboard on mobile

By Yasmine C.

What's new

Previously only standard Flyntlok-defined tags like 'primary' or 'accounting contact' were displayed in the mobile customer dashboard, now all tags are displayed.

Why it matters

This allows users to access additional information about a customer at a glance, on the mobile view.

A user-created no longer active tag shown on a contact in the mobile customer dashboard

Talk to the product team

Upcoming office hours with the Flyntlok product team. Sessions drop off this list once they happen.

What each session covers

2026

October 29, 2026 Release Notes

Flyntlok is going mobile (app).

Flyntlok Mobile enters closed beta, starting with Sales and CRM. Plus Inbox conversation assignment, clearer rental availability, warranty Labor Types that fill in on their own, a new Payment Types editor and 17 fixes.

Includes:

New Mobile App: Now Accepting Beta Testers · Request Machine Service Right from Your Phone While in the Field · Keep Customer Contact Information Current Wherever You Work · Update Customer Tags on the Spot, No Trip Back to Your Desk · See All User-Created Tags in Customer Dashboard on Mobile · Keep Customer Conversations Moving with Clear Ownership: Assign an Inbox Conversation to a Salesperson · Turn Inbox Inquiries into Customer Records Without Leaving the Conversation · See What a Customer Last Purchased Without Leaving the Conversation · Know What's Available to Rent Before Making a Customer Commitment with Clearer Machine Availability · Plan Rental Deliveries and Pickups Faster with a More Informative Timeline · Speed Up Rental Customer Setup by Capturing Driver's License Details in One Step · Get Warranty Labor Rates Right from the Start · Keep Every Work Order Accounted for with Required Departments · Save Time Filing Warranty Claims By Copying Complaint, Cause, and Correction With One Click · New Payment Types Editor: Catch Payment Configuration Problems Before They Disrupt Your Business · Track Invoiced Parts Before They Arrive, Right from the Purchase Order · Keep STIHL Warranty Registrations Moving Without Outdated Fields Like Rewards Salesperson · Discount by Dollar Amount on Sales Order Lines · STIHL Registered Machines Showing as Eligible · Department and Division Missing from Create New Purchase Order · Special Order Substitutions No Longer Change the Customer’s Price · Rental Item Minimum Cost Not Multiplied by Quantity · Customer Signature Time Shown in the Wrong Time Zone on Rental Contracts · Machine Costs Now Use the Exchange Rate for the Vendor Invoice Date · $0 Sales Orders Not Posting to QuickBooks Online · Cancelled Reversals Re-Posting Receiving Vouchers to QuickBooks Online · Incorrect Mod Pricing on Sales Orders · Customer Edit Page Crashed When a Date Was Typed Without Slashes · Estimate Jobs Listed in a Consistent Order After a Job Transfer · Job Notes Box Takes Up Less Space · Emailed Estimates Missing From the Work Order Dashboard Emails Section · TC-721A Form Missing the Trailer Year · Machine Status Not Updated When a Truckload Move Completes · Clearer Message When Improve With AI Finds No Work Details · IBS Approval Requests Now Include Contact Name and Email
Mobile, Sales & CRM, Rentals, Service, Accounting & Finance, Parts & Purchasing, Integrations, Point of Sale
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October 15, 2026 Release Notes

Your job notes may be telling you where revenue is slipping away.

AI Review helps catch parts and supplies mentioned in job notes but missing from the parts list. Plus the new QuickBooks Online Manager, customer texts into leads, and Work Order layouts you can make your own.

Includes:

AI Review Checks Job Notes Against the Parts List: Catches Unbilled Parts and Supplies Before Invoicing · Match Warranty Credits to Repairs with Claim Numbers on Jobs · Send Technicians to the Right Site with Names in the Address Picker · Find What You Need Faster with a Custom Work Order Info Tab · Introducing the QuickBooks Online Manager: Simplify Posting and Track Results · Revisit Sage Posting Results to Resolve Issues and Confirm Success with Sage Controls Posting History · Turn Customer Texts into Leads Without Retyping the Details · Update Contact Details Once and Keep Tasks and Customers in Sync · Catch Duplicate Contacts Before They Split Your Customer History with Duplicate Contact Warnings · Set Rental Contract Times Faster with Fewer Clicks with Simpler Time Selection on Hourly Rental Contracts · Keep Rental Dates and Billing in Sync with One Bulk Check In / Check Out Update · Keep Your Inventory Visible on the Bobcat Parts Trading Network with Custom Email Subject Lines · Find Parts Faster with Bin Locations in Every Item Search · See Which Attachments Have Arrived Before the Parent Machine with OnHold Status · Browse Items and Machines Without Repeating Your Mobile Search · Update Inventory Counts Right from the Mobile Item Dashboard · Scan Item Details More Easily with a Cleaner Mobile Dashboard · Narrow Your Mobile Lead Search with Multiple Filter Selections · Discount Note Shows Wrong Currency · Inactive Machine Deficiencies Still Showing on Mobile · Mobile User Permissions Differing from Desktop Permissions · Reserved Machines Showing as Available on New Rental · Machine Dashboard Work Totals Mismatch · Bobcat Parts Catalog Showing Wrong Stock for Some Part Numbers · New User Time Zone Location Default · Work Order Status Automation Ignores Rejected Jobs · Work Orders Not Opening From the Service Scheduler "+more" List · Long Loading time for ERP Work Orders When Linking Work Orders for Traceability · Restock Truck Now Includes Parts From Every Page
Service, Accounting & Finance, Sales & CRM, Rentals, Parts & Purchasing, Mobile
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October 1, 2026 Release Notes

Small frustrations have a way of adding up.

Faster receiving, easier access to service files, cleaner CRM records, and fewer manual steps across the dealership.

Includes:

Smart Receive Packing Slips to Stock Parts Before Invoices Arrive · Put Parts Away Faster with Bin Locations on Receiving Voucher · Print Pick Lists for Parts Transfers to Service Trucks on Inventory Dashboard · See Purchase Order Weight as You Build It · Coming This Week! Find and Download the Right Work Order Files Faster · Find Bin Location and Check List Prices Without Leaving the Work Order Parts Widget · Correct Labor Lines Without Leaving the Job · Capture Engine Details as You Create a New Work Order · Keep Safety and Machine Deficiencies Visible and Customers Informed · Open Machine Details and Reference Links Without Leaving Work Order · See Customer Billing Addresses Right on the Work Order · Record Each Machine’s Meter Reading from Its Job on Multi-Machine Work Orders · Keep Job Follow-Ups in View with Linked Tasks on the Work Order · Motive Telematics Integration: Plan Service with Nightly Meter Updates · Reprioritize Tasks and Leads in One Save with Bulk Edit · Keep Customer Contacts Accurate with Duplicate Detection · Call Customers Straight from the CRM Reviews Page · Find Part Purchase Orders on Tasks with Just a Few Digits · Text Rental Contracts for Faster, Paperless Signatures · See What’s Left to Bill After Rental Deposits and Invoices · Import Journal Entry Spreadsheets Faster with a Ready-Made Template · Trace Item History Even After a Location Closes in Review Transactions · Save Your Service Request View and Focus on Your Location · Log New Customer Activity from the Customer’s Dashboard · Mark Tasks Done in One Tap · Open External Machine Manuals and Reference Links in the Mobile Machine Dashboard · See Your Full Job Note as You Type: Input Expands to Fit Longer Notes · Non-Sellable Parts Appearing in the Invoice Parts Searcher · Zero Amount Tax Line Blocking Payment on Account · Broken Work Order Link On Associated Forms in Mobile View · Case-Sensitive Tag Search on Mobile Work Order Filters · All Items Report No Longer Shows Closed Locations · Pre-Approved Amount Warning Now Matches the Work Order Price · Invoices Not Syncing Tax to QuickBooks Online · Suggested Options Not Appearing From Timeline Views · Task Due Date Calendar Jumped a Month Instead of Opening the Next Month
Parts & Purchasing, Service, Integrations, Sales & CRM, Rentals, Accounting & Finance, Reporting, Mobile
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9

September 17, 2026 Release Notes

This week's Flyntlok lineup is set.

AI-powered Spanish-to-English Tech Notes, smarter SMS tools for sales, new accounting controls, better rental estimates, and plenty of workflow improvements across the dealership.

Includes:

Document Repairs in Spanish. Let AI Handle the Translation to English. · Choose the Machine Metrics that Matter with a Fully Customizable Stats Header · Scan a Work Order Barcode and Jump Straight to the Right Record · Let Technicians Own Their Time, Without Risking Everyone Else’s · Request Parts Faster from Work Orders, Without Leaving the Keyboard · See the Current Sale Price at a Glance, Now Displayed on the Machine Dashboard · A Smarter SMS Inbox for Sales Teams: Never Miss a Customer Text Again · Keep Every Follow-Up Connected with Linked Sales Orders, Work Orders, and Purchase Orders on CRM Tasks · Log Every Sales Call Without Breaking Your Workflow: “Log Activity Dialog” Opens Automatically on Click-to-Call from the Leads Pages · Update Contact Names in Two Clicks, Without Retyping · Control Credit Risk with Account Holds that Block Charge-to-Account Payments · Import Journal Entry Lines from a Spreadsheet Instead of Keying Them Line by Line · Create Interim Rental Invoices Faster on One Screen · Quote More Accurate Out-the-Door Estimates on Rental Contracts · Prevent Rejected Bobcat Parts Trading Network Uploads · Apply Invoice Dates Across Every Machine in One Click · Catch Missing Vendors Before They Create Payables Problems · See Exactly When Every Lead Activity Happened on Mobile: Add the Date and Time of Events to the Lead’s History Tab · Find and Reassign Tasks Left to Inactive Users on Mobile · Capture the Make and Model Details on a Lead Without Leaving Mobile · Keep Teammates in the Loop While Logging Customer Activity: ‘Notify User’ now available on Mobile · Capture and Attach Photos to Leads on the Spot from Mobile · Find the Machine Info You Need Faster with Improved Mobile Machine Dashboard Layout · Receiving Voucher Shows the Date a Part Was Actually Received · Manufacturer Number Setting Not Applying on Purchase Order PDFs · Customer Balance Now Updates After a Payment On Account · Customer Balances Update More Reliably from Sage Intacct · Permissions for Machine Purchase Orders and Receiving Vouchers · Job Upsell on Mobile Work Order · Machine Cost Data Visible Without Permission · Service Request Submission Failures · Model Discount Now Applied to Invoices Created from a Lead · Machine List Price on Invoices Created from a Lead Left Out Attachments · Date Picker Stayed Open in Safari After a Task Due Date Selection · Assignee Picker Empty When Creating a Task from a Lead · Customer Search Returned No Results When Linking a Customer to a Lead · Duplicate Contact Created by a New Customer Activity
Service, Sales & CRM, Accounting & Finance, Rentals, Parts & Purchasing, Mobile
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September 3, 2026 Release Notes

What can we make better in two weeks? Turns out, quite a bit.

Updates that make rental, receiving, service, and CRM workflows faster and easier.

Includes:

Keep Sales Orders open and ready to send after processing a Rental · Invoice Rental Contracts faster with one-click access · See a Rental Machine’s physical location without leaving the Contract · Process paid Sales Orders in one step, and reduce Drafts left behind · Find the right shipping address faster on any Invoice · Smart Receive fills customer commitments first when PO quantities are split · Smart Receive gets more accurate for Atlas Copco and STIHL invoices · Vendor terms keep Voucher due dates accurate automatically · AI Tech Notes capture richer, cleaner job notes right at clock-out · Protect Work Order deposits from being spent on the wrong sale · Email a Machine Move in one click directly from the Move Page · Machine Work Forms are easier to find, manage, and clean up · CRM Tasks keep every customer follow-up in one organized view · New CRM features surface where your sales team already works (left nav) · Guided CRM walkthroughs in CRM Tasks get Sales teams productive faster · Make/Model context helps sales connect the right equipment to every Lead · Exact Machine ID search gets salespeople to the right unit faster · Create CRM Tasks from Customer and Machine dashboards without the extra scrolling · Edit Job Service Notes on mobile without deleting and starting over · Keep your CRM Task workflow consistent from desktop to mobile · Capture Make/Model demand from CRM Tasks on mobile · Move between mobile and desktop without losing your place · Click-to-Call logs customer activity in one tap on mobile · Spot Problem Customers directly from the Sold Machines report · Machine Dashboard Showed "Checked In" After a Rental Rate Change · STIHL Registration Details Display Correctly on Machines · Slow Loading When Adding Parts to a Sale · Bin Location Missing on Service Truck Sales Orders · Rental Quote Email and Text Wording · Missing Quantity On Hand Badge When Quoting a Model · Custom FX Rate Not Accepting Certain Values · Rental Rates Not Updating When the Contract Location Changes · Error When Dragging Attachments Onto a Sales Order · Bobcat Parts Trading Network Export Sending Truck Inventory · Machine Cost Inflated by Fee-Only Vouchers on Purchase Orders · Phone Number Lands in the Right Field When Adding a Customer From a Work Order · Slow Loading When Searching Models to Sell · Pre-Approval Banner Stays Visible on Work Orders · Estimated Price Updates Immediately After Editing a Job
Rentals, Point of Sale, Parts & Purchasing, Service, Sales & CRM, Mobile, Reporting
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15

August 20, 2026 Release Notes

This release gives AI a bigger job, and your people the final say.

AI-powered Tech Notes is now available to every technician, and new permissions and review tools keep your team in control of what gets edited, applied, and shared.

Includes:

AI Tech Notes moves to open beta! Now open to everyone · Turn existing technician notes into customer-ready write-ups with AI · Standardize Complaint, Cause, and Correction formatting in one click · Preview, personalize, and manage every SMS service reminder · Follow up faster from every SMS service reminder with link to text conversation · Confirm machine payoffs and rebates without leaving the Commission Report · Give customers cleaner Work Order PDFs without exposing internal references · Catch missing Cause and Correction notes before invoicing · Save maintenance report views and reach customers faster · See exactly which job is blocking a Work Order from invoicing · Giving dealers direct control over their moves: Edit Machine Moves without deleting and starting over · Bulk update dates and rate schedules across an entire rental contract at once · Find rentable equipment faster with smarter search filters · Give customers a more accurate rental total with estimated taxes before invoicing · Update Work Order thermal ticket terms without a support request · Protect sales credit and commission ownership after a machine sale · Capture make and model details without leaving the lead · Clear inactive leads from your working list without losing their history · Bring archived leads back into view in one click · Find and reassign tasks owned by inactive employees · Trust task dates across every CRM grid · Keep customer names accurate across sales and service documents · Find the right tasks faster with working due-date filters · Capture customer unit numbers during receiving, not after · Print scannable stocking labels anytime from the Item Dashboard · Track every Toro and Exmark TTC registration from one report · Keep STIHL purchase orders moving by entering vendor item numbers directly · Keep STIHL registrations moving with simplified Primary Use options · Prioritize the right mobile tasks with customer and due-date filters · See machine list prices at a glance on mobile · Clear inactive leads from mobile without losing their history · Find the right mobile lead faster with smarter filters · Collapse long service notes for faster mobile navigation · Improve readability when editing service notes on mobile · See more leads and tasks at once on mobile with increased page size · Prevent duplicate Sage Intacct bills when receiving vouchers are deleted · Preserve department-level tracking on every Sage Intacct journal entry · Class Filter on the Journal Entry Page · Shopify Order Processing with Tax for Avalara · STIHL Registration Machine Selections No Longer Stay After Revisit · Smart Receive Captures Invoice Dates Correctly · Interim Invoice Billing Duration for Hourly Rentals · Parts Added to "Awaiting Start" Work Orders No Longer Land as a Quote · Error When Quoting a Machine With a Long Model Name · Permission-Locked Fields in AI Tech Notes Review
Service, Rentals, Point of Sale, Sales & CRM, Parts & Purchasing, Integrations, Mobile, Accounting & Finance
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8

August 6, 2026 Release Notes

Less chasing. More getting things done.

Automated SMS service reminders, easier-to-review AI-powered Tech Notes, faster Toro registrations and expanded mobile CRM workflows.

Includes:

Reduce No-Shows with Automated SMS Reminders to the Service Scheduler · Customize SMS Service Reminders to Fit Your Workflows on the Settings Page · Keep SMS Service Reminders Accurate When Appointments Change · Make Technician Corrections Easier to Scan with Bulleted Tech Notes Beta · Confirm Toro & Exmark Registrations at a Glance on Machine Dashboard · Register Toro & Exmark Machines Faster with TTC Data Link Registration Form Auto-Fill · Review and Edit Long Model Options Faster with Expandable Description Box · Schedule Follow-Ups Faster with Auto-Fill on All Customer Contacts in Tasks · Tie Follow-Up CRM Tasks to the Exact Machine · Capture and Act On Make/Model Interest Earlier · Keep Active Task Lists Focused with Task Archiving · Keep Warm Outreach Connected to the Right Lead · Turn Warm Outreach into a Lead Without Retyping the Details · Find the Right CRM Tasks with Reliable Table Filters · Open Saved Task Views Without Errors · Create Tasks Without Errors or Duplicates from the Customer Dashboard · Create a Customer from Anywhere via the Mobile View · Create Customers Without Leaving Mobile Lead or CRM Activity Forms · Correct or Edit Customer Activity Details On Mobile · Call Customers Faster with One-Tap Click-to-Call For Contacts · View and Search CRM Tasks, including Task Details, On the Move · Capture Follow-Up Tasks the Moment They Arise via Mobile · Keep CRM Task Details Current from Anywhere via Mobile · Make Sage Intacct Posting Decisions Faster with Post Dates Now Shown in the Internal Invoices Dropdown on Sage Intacct Controls · See Quote Outcomes at a Glance with Quote Accepted and Rejected Labels · Protect Margins with Better Control Over Card-Fee Waiver Permission · Quote Parts with Confidence Using On-Order Quantities (Now Excludes Committed Parts) · Share Dealership Policies on Every Thermal Receipt with Add Your Own Footer · Compare Model Pricing and Inventory in One Report: Active Models Report Now Shows Units In Stock · Identify Jobs Tied to Down Machines Faster with New “Down” Column · Track Purchase Orders Using Both Item Numbers · Thermal Receipts Printing the Wrong Payment Time · Rental Work Orders Now Created in the Rental Contract’s Location · Duplicate Tax Rules Created on Double-Click in Tax Rule Editor · Rental Page Freezing During Multi-Day Duration Calculation · Purchase Orders Column on Company All Sales Orders Report · Duplicated Work Orders Inheriting Original Sales Project · Machine Valuation Report Understated Cost on Multi-Machine Work Orders · Duplicate Notifications for Work Order Parts Requests · Foreign Exchange Rate Not Being Applied To Some Multi-Currency Parts From Pricefiles · Using an Existing Deposit Toward a New Deposit No Longer Shorts the Balance · Model Quick-Create Now Records Vendor Cost in the Correct Currency · Journal Entries Posted as Bills to Sage Intacct No Longer Net to Zero · Multi-Currency Item Costs Not Updating Correctly on Receiving · Splitting Invoices w/ Interstate Billing Service (IBS) Payment
Service, Parts & Purchasing, Sales & CRM, Mobile, Accounting & Finance, Rentals, Point of Sale, Reporting
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14

July 23, 2026 Release Notes

You asked. We got to work.

Our first round of Office Hours drew 142 signups across 63 unique users and 32 dealerships.

Includes:

Call Customers Faster, Directly from Leads and Tasks · Respect Customer Communications Preferences with Separate SMS & Email Opt-Ins · Find the Right Customer Contact Faster with Task Modal Autofill · Keep Customer Activity History Updated Automatically, Task Completion Now Creates New Activity · Log Activity Without Leaving the Task with Option to Add Activity from Task · Export More CRM Data Without the 100-Row LImit · Match SMS Conversations to the Right Contact Phone Number · Keep Multiple Contacts Connected to a Task · Keep Complete Customer Names Intact When Creating Tasks from Dashboards · Make Every CRM Task (including Unnamed) Easy to Identify and Open · Capture Cleaner Job Notes Faster with AI-Enhanced Voice-to-Text · Route and Organize Work Orders More Easily with Department Field Added to Work Order Worksheet · Make Work Order Priorities More Meaningful with Disabled Auto-Selected Priority Field · Smart Receive Gets Smarter: Matches More Parts, Even If Vendor Data is Messy · Find the Right Part Faster with Full Item Details in Parts Used/Reserved Search · Find the Right Machine Faster with Improved Mobile Filters for Machine Search · Update Machine List Price and Price Breakdown from Anywhere · Record Machine Deficiencies and Keep Deficiency Status Current Directly in Mobile View · Find the Exact Rental Machine Faster with New Rental Search by Serial Number · Give Rental Customers Clear Pickup and Return Times, Contract PDF Now Includes Times Out / In · Improve Sales Ownership and Commission Tracking with New Invoice PDF Including Salesperson Name · See Work Order Check-In Dates at a Glance with New Column: Check-In Date on WOs with SO Customer Report · Card Surcharge Included in Percentage Shipping Calculations · Machine Dashboard Showing Inactive Store Locations · Average Cost Updating When Disputing Quantity · Fix QuickBooks Online Bank Deposit Descriptions · Attachment Costs Double-Counted in Sales Project Down Cost and Invoices · Negative Total on Sage Machine Reconciliation Report · Receive All Workflows Not Showing Allocated Quantity · Machine Dashboard Minimum List Visibility · Hide Part Numbers on Thermal Receipt · Credit Card Fee Description with Gravity Card Fees
Sales & CRM, Service, Parts & Purchasing, Mobile, Rentals, Point of Sale, Reporting
22
10

July 9, 2026 Release Notes

More ways to shape Flyntlok.

New ways to share product feedback, smarter tech notes, stronger campaign tools, and better mobile workflows.

Includes:

AI-Powered Tech Notes (Smart Notes) Move to Open Beta · Updated Service Request Notifications · Smart Campaigns Now Generally Available to All Dealers · Schedule Smart Campaigns for Future Delivery · A Cleaner CRM Tasks View Defaults to Only Your Tasks · Protect Sensitive Machine Cost & Margin Data with Better Permissions · Clearer Visibility into SMS Messaging with Delivery Statuses · Fewer Clicks When Creating CRM Tasks · Faster Follow-Up with Primary Contact Now Visible on CRM Tasks Grid · Better Buying Committee Visibility with New Leads Assigned a Role · More Reliable John Deere Part Purchase Orders Through JDPoint · Stronger Control with New Permissions for IBS Customer Information · Call Customers Faster with Click-To-Call On Mobile Work Orders · Create a New Machine Faster for Multi-Machine Work Orders on Mobile · Customer Info Easier to Find with Mobile Customer Search & Dashboard · Less Rework When Mobile Photo Uploads Fail · Automatic Due Date for Cleaner Receiving and Accounting Handoffs · Easier Discount Visibility at Point of Sale · Improved report performance · Added Export to Upcoming Maintenance Page · All Parts On Order Add Order Type Column · Updated Utah Machine Transaction Disclosure Form TC-466 · Estimated Hours Column Incorrect on All Work Orders Report · Customer Panel Appearing Partially Collapsed on Sales Orders · Unable to Create Manufacturing Work Orders · TTC Data Link: Incorrectly Registering Trade-In Machines · CRM: Mobile Lead Status Updates Respect Configuration · Model Info Showing Wrong Sales Totals · Search Contacts on Work Orders · Multi-Payment Checks Double-Counted on Z Detail Report
Service, Sales & CRM, Integrations, Mobile, Parts & Purchasing, Accounting & Finance, Reporting
19
11

June 25, 2026 Release Notes

Less friction in the workflows that keep dealerships connected.

Faster parts processing, mobile checkout for techs, and more accurate quoting across your dealership workflows.

Includes:

Aurora Parts Marketplace Orders Now Flow Directly Into Flyntlok · CRM Tasks Now Support Enhanced Customer Linking · Full Work Order Checkout Now Available on Mobile · Now technicians experience · Keep Machine Hours and Miles Accurate Across Service Records · More Visibility Into Vendor Price Files · Select Jobsite Coordinates Directly From Google Maps · More Accurate Out-the-Door Pricing · Items Merged into Themselves · Model consolidation · Rental Contract Data View Status Highlight Priority · Added the Ability to Turn Off Shopify Fulfillment Notifications · Fixed Decoding of Item Barcodes for Item Dashboard URLs · Fixed Cases when Updated Leads Failed to Send Notifications · Purchase Order PDF Showing Incorrect “Generated By” Time · Work Order Fees Not Calculating for Warranty Work Orders · Check Out” Button Reappearing on Work Order Status Change · STIHL Registration Showing “Unknown Error” Instead of Actual Error Message · Inventory Sprint Bin Creation Clearing Selected Bins · No Notification When Rental ECR Work Order Is Auto-Generated · Losses Not Appearing in Win/Loss Report · Invoice Total Not Centered
Integrations, Sales & CRM, Mobile, Service, Parts & Purchasing, Rentals, Accounting & Finance

June 4, 2026 Release Notes

Flyntlok dealers rock.

Multi-currency invoicing for cross-border dealers, plus TERP surcharge support and lat/long-based tax lookups for Texas rental teams.

Includes:

Saving Customer Info · RingCentral Test Action Leading to Empty Page · Bobcat Parts Trading Network Email Error · Incorrect Discounts Applied to Sales Order Parts · Respect Vendor Currency

May 14, 2026 Release Notes

Firing on all cylinders this spring.

Smart Receive goes live for all customers, and Smart Campaigns is ready for a wider audience.

Includes:

Firing on All Cylinders · Smart Campaign Moves to Open Beta! · Paging the Service Department… · Smart Receive Moves to General Release · Flyntlok Payments Now Supports ACH · Work Order Status Automation Enhancement · Rental Contract E-Sign for Initials · Invoice Bin Location Change · Color Coding of Service Scheduler Events in Month View · Machine Cost Updates Affecting Sales Project Invoice Revenue Lines · Traceability Missing on Archived Sales Orders · Pickup & Delivery Charges Missing from Estimate Subtotals · Incorrect Phone Number Formatting in Zapier Lead Creation · Unable to Edit CRM Leads · Bobcat OPC Integration Disconnected

April 23rd, 2026 Release Notes

Smart Receive moves to open beta.

Plus a machine cost change audit log, quality-of-life improvements and bug fixes across tax calculations, SMS estimates and mobile work orders.

Includes:

Smart Receive Gets Called Up to the Big Leagues · Smart Receive Moves to Open Beta · Service Calendar Color Coding and Time Elapsed Indicators · SMS Opt Out Indicator · Machine Cost Change Audit Log · Work Order Estimated Tax · Invoice Tax Rule Manual Changes · Customer Dashboard Tax Rules Displaying Not Set · Loading Sage Intacct Accounts · Creating Rental Contract with Customer PO · Missing Shopify Order Field · Stock Order Export Returning Partial Results · Adding Job Templates Failing on Mobile · SMS Estimate Totals Not Including Pick-Up and Delivery Fees · Machine Deficiencies Max Attachment Size Handling · Archived Sales Orders Missing from Machine Dashboard

April 1st, 2026 Release Notes

Includes:

Pop-up Next To ‘Update Item Cost/Price’ Check Box · Machine Accounting Preview on MPO Voucher · Merge Option Removal on Return Purchase Order · Add Guam Timezone · Purchase Plan Generated after Associating Machine · Sublet Revenue for Flat-Rate Jobs · Sold Machine Search on Sales Order · Add Ability to Hide Filters and Show Time Spent in Service Scheduler · Duplicate Restock Fee Lines on Return Invoices · Empty Labor Type Dropdown on Mobile Work Orders · Ready Quantity Incorrect After Changing Shipping Type

March 11th, 2026 Release Notes

Includes:

Show Exchange Rate When Editing Equipment · Display Markdown in Sales Project Quotes Tab · All Sales Orders Contact Information · Newly Created Lead Tag · EOD Report Margin Calculation · Serialized Item Not Saving Customer · Blank Page After Creating Lead From CRM Campaign · Limited Downloads on Work Order Dashboard · Incorrect labor price on copied invoice · br> Tags Appearing on Machine Receiving Voucher Page · Item Cost/Price Checkbox on Receiving Voucher Page · Can’t Add Job With $0 Flat Rate in Mobile View · State Disappears When Editing Customer Address · Consolidating Machines on Sales Order Invoice · Work Order Status Change on All Jobs Completed · Deleted Machines Unexpectedly Appearing in Search Results · Enabling Text Messages for Recipients in Puerto Rico · Respect Default Labor Type · Respect Item Purchasing Unit

February 18th, 2026 Release Notes

Includes:

Editing List Price and MSRP on Part Purchase Orders · Edit Machine Purchase Order Billing Address · Customer ID on CRM Customer Activity Report · Topaz Electronic Signature Pad Support on Signature Hub · Shopify Bug Fixes · Warning Note and Comment Sections on Customer Edit Page · Website Inquiry Message in CRM Lead Conversations · QuickBooks Vendor Setup Failing Due to Currency Mismatch · Incomplete Address Display on Machine Moves · Sage Customer Department Field Not Saving · Slow Load Times for Work Order PDFs · Price Matrix List Price Not Applied · Parts Not Found on Parts Purchase Order Import · Error Loading QuickBooks Online Customers · Machine Purchase Order Import Failing · Machine Odometer not Updating From Samsara · Guam Timezone Support

January 28th, 2026 Release Notes

Includes:

Logging Functionality for File Uploads · Serial Numbers Missing on Invoices with Multiple Machines · Zero Pricing on Uploaded Purchase Orders · Serialized Parts Not Attached on Work Order Final Invoice · Media Not Uploaded To Shopify · Unwanted Increment/Decrement After Scrolling on Number Input · Fix Company Logo Size on Packing Slip · Labor Cost Lines Not Linked To Job Lines On Warranty Invoices · Upcoming Maintenance Emails · Reversing And Re-Posting $0 Sales Orders · Searching on Reports · Saved Layouts on Reports · Updating Machine Acquisition Type · Avalara Linked Tax Items on Labor Types · Show Edited Descriptions on Part Purchase Order Printout · Reduce Duplicates in Bulk Part Purchase Order Import · Searching Work Orders by Status · Moves Should Persist Through Machine Merges · Final Flyntlok Football Fantasy Update

December 17th, 2025 Release Notes

Includes:

Modernized Purchase Order Editing Experience · Serialized Parts Indicators · Machine Management Report Updates · Attachments on Mobile Machine Dashboard · Emoji Support for Campaign Messages · Full Address in Work Order Customer Searcher · Serial Numbers on Rental Invoices · New Zapier Trigger for Processed Sales Orders · Creating Moves on Mobile Redirects to Desktop · Setting Terms on Machine Purchase Order Creation · Physical Inventory Variance Journal Entry Failing · Sage Income Accounts With Hyphens Not Saving · No Upload Feedback When Sending Files Through SMS · QuickBooks Online Customer Sync: City Mapping Fix · Microsoft Email Account Not Staying Connected · Job Templates Not Showing When Creating Job on Mobile · Duplicate Nightly EOD Reports · Receiving Sublet Parts Unexpectedly Adjusting Parts Invoice · Blank Page When Printing Receiving Voucher Parts Labels · Incorrect Margin on Item Dashboard ERP Part · Unexpected Error When Invoicing Work Order · MPO Voucher "Unsaved Changes" Warnings · Auto-Logout Not Redirecting Pages

November 26th, 2025 Release Notes

Includes:

Multi-File SMS Attachments · New Lead Button in Navbar · Docs & Signature Hub Navigation Cleanup · Associate Customer to Facebook Reviews · Machine Reservation on Sale · Hide Kit Contents on Thermal Receipts · Scanning Kit Does Not Add Sub-Items · Missing Cost on Return of Goods PDF · QuickBooks Credit Memo Recalculation · Move Completion Notifications Not Working · Warranty Invoice Missing Job Details · Unable to Submit Machine Move Requests · Can't Close Voucher · Outdated BOM Sidebar and Mismatched Entry Ordering · QBO Account Numbers Not Showing on Vendor Edit Page · Exports Showing HTML Entities · Mobile: Consider Work Order Technicians When Filtering Completed

November 5th, 2025 Release Notes

Includes:

Quick Receive on Parts via Receiving Voucher · Bulk “Receive All” Action on Receiving Vouchers · Part Purchase Order Extract Line Item Visibility · Machine Telematics Improvements · Machine Move and Quick Transfer Improvements · Associate Google Reviews with Customers · Enhanced Visibility on Duplicate Open Customer Leads · Quote Model & Create Similar" on Point of Sale · Sales Order Cost Report · Associate Serialized Items on Invoices Without Fulfillment · My Work” Improvements on Mobile · Work Order Status on Machine Dashboard Banner · Rate Changes on Long-Term Rental Contracts · Item Number2” and “MFG Number” on Inventory Sprint Count · Submit Sage Intacct Journal Entries as Bills · Splits with Serialized Units · Serialized Item Returns · Serialized Parts Fulfillment · Sage GL Account Search on Vendor Edit Page · Overpayment Balance on Sales Order · Shopify Changes not Saving from Item Edit Page · List Price Reset on Vendor Save · Machines Created with Inactive Model · Items not Searchable When Configuring Kit · Error when Creating Item from Point of Sale · Sage Journal Entries Incorrectly Sending Class · Transferring Jobs to a New Work Order · Customer and Vendor Edit Logging · ECR Work Order Not Linking to Rental Contract · Batch Stihl Registration · Machine’s Responsible Location Update After Move · Service Scheduler Filters · Variance Report Item Display Issue · Inactive Customer Search · Sage Account Balance Display · Shrunken Text on Invoice PDF · Flyntlok Fantasy Football Update

October 15th, 2025 Release Notes

Includes:

Duplicate Serial Number Check on Machine Receiving Vouchers · Prevent Updating Item Cost If Voucher and Item Currency Differ · Interstate Billing Service (IBS) Payment and Return Restrictions · Sage Intacct Vendor Creation Improvements · CRM New Lead Customer Autofill · Parts on Work Order Job Templates · Work Order Mobile View Video Thumbnails · Shopify Machines · Machine Telematics Opt-Out · Job Clock-In Double Click · Reorder Point on Item Dashboard · Unable to Check In Rental Contract Line · Filtering on Disabled Users · Sent Messages from SMS Campaigns · Removing Kit Item · Part Voucher QuickBooks Posting with Deleted Lines

October 1st, 2025 Release Notes

Includes:

Serialized Items · Vendor Creation Permission on Part Purchase Order · Receive As" Parts · Drop Ship per Line on Invoice · Displaying On-Site Address Names on Work Orders · Improved Navigation to Mobile Work Orders · Open-Ended Reservations Visible on Customer Dashboard · Improvements to Email Delivery · Fee Costs on Internal Work Order PDFs · Sales Order Kit Fulfillment Issue · Sales Order PDF Cent Difference · Rejected Jobs in Billable Total on Work Order Performance Tab · Duplicate Credit Card Surcharge on Sales Orders · Sage Credit Accounts on Depreciation Journal Entries · Return Invoices Incorrectly Displaying Job Line · Grouping Columns on Upcoming Maintenance Schedules · Viewing Margin while Selling Machines on Point of Sale · Prefill “Create New Customer” Name on New Work Order

September 17th, 2025 Release Notes

Includes:

Work Order Duplication · Warranty Customer on New Work Orders · Mobile Work Order Parts Bin Location · Sales Order Sell Machines Improvements · Tax Rules Save To Customer Permission · Check out our Flyntlok YouTube channel for more highlights of the application! · Displaying of Reservations tied to Rental Contacts · Fee-Only Credit Posting to QuickBooks Online · Populate Description from Machine Purchase Order · Incorrect Margin Calculation on Item Dashboard · Work Order Mobile View Inactive Items on Search · Customer Edit Page Accounting Contact Emails · Customer Activity Notification Link · SMS Campaign Errors · Work Order Estimate Signature Request via SMS · Posting Negative Multicurrency Vouchers · Back Ordered Models on Sales Order PDF · Kit Incorrectly Showing as Fulfillable · Don’t Show Backorder Warning For Non-Inventory Items · Flyntlok Fantasy Football Update · Learn More at Flyntlok Dealer Management System

September 3rd, 2025 Release Notes

Includes:

Adding Discount Tiers to New Customers on Invoice · Machine Warning Notes in Point of Sale · View Other Location Quantities in Magic Wand Search · Dollar Margin while Viewing Costs on Point of Sale · Improvements to Point of Sale Import Tool · Subtotal Breakdown on Work Order Estimates · Edit "Advertise" on Mobile Machine Dashboard · File Downloading Enhancements on Work Order Dashboard · New "Recovery" Goal on Service Dashboard · Estimated Total Billable on Rental Contract · Permission for Editing Accounting Fields on Customers · Sage Customer ID on Sales Order PDFs · Check out our Flyntlok YouTube channel for more highlights of the application! · Work Order Estimate Parts List Changing Order · Invoice Machine Make Filter on Survey Rules · Default Billing Style on Work Order Job Templates · Machine Dashboard Quick Transfer · Sales Order PDF Missing City/State/Zip · Actions Menu Cut Off on Smaller Screens · Totals Cut Off on Part Voucher PDF · Signature Warning Shown After Collecting Signature · Unable to Create Tags When Editing a Customer · Labor Type Override Replacing Job Template Defaults · True/False Filters Not Working on Item Types Editor · Error Switching from Inactive to Active Model on Machines · No Error Message When Invoicing Work Order · Inactive Model Not Indicated When Editing a Machine · Machine Creation with Inactive Models · Tax on Payment Lines in QuickBooks · Part Purchase Order Not Showing Part Details · Customer Balance Report Crash · Discount % with Custom Options on Machines · Flyntlok Fantasy Update · Learn More at Flyntlok Dealer Management System

August 13th, 2025 Release Notes

Includes:

Work Order Status Automation for Scheduled Work · On-Site Address on Work Order PDFs · Last-Used Time Range on Service Scheduler · Machine Purchase Order Vendor Terms · Allocated Inventory on Inventory Reconciliation Export · Machine Dashboard “Quick Transfer” not Working · Unable to Remove Fees on MPO Voucher · Disable Invoice Customer Change with Applied Account Payment · Missing John Deere Submission Info on Part Purchase Order · Machine not Deleting when Deleting Trade-in Payment · Invalid Phone Number" Errors in CRM Lead · Unable to Copy/Paste Contacts into CRM Campaign Contacts · Internal Payment Line Not Removed When Switching to Standard Customer · Service Requests on Deleted Machines · User-Connected Microsoft Accounts Frequently Disconnecting · Parts Request Notification Email Formatting · Sublet Item Pricing Editable on Delivered Sales Orders · Inaccurate Machine Purchase Order Pricing · Paid" Mark not Showing on Sales Orders

July 30th, 2025 Release Notes

Includes:

Toro Dealer Connectivity Integration (f.k.a. Toro EZLink) · Discount Tiers · Associated Rental Contracts · View All” Rental Contracts for a Unit · Source Shopify Order Information on Invoice & Refresh Shopify Payments · Show Work Order’s Associated Rental Contracts on Machine Dashboard · Work Order Departments · Customer Unit" Field on Work Order Dashboard Machine Creation · Zapier Integration: Notifyee Email Addresses · Sent From Email" Column in Email Reports · Part Purchase Order Receiving Voucher Scan Mode · Stale QOH Discrepancy Between Item Dashboard and Invoice · Discounted Parts On Work Order PDF · Duplicated “State/Province” Field When Creating QuickBooks Vendor · Shipping Address Not Displaying After Creation · Adjust Billable Duration for Bulk Call Off · Missing Job Descriptions on the Work Order’s Final Invoice PDF · Core Purchase Request Not Assigned To Special Order · Allow Clocking Into Completed Work Orders on Mobile · Zero Buy/Sell Quantities Allowed on Items · Machine ID on Rental Invoice PDF · Microsoft Accounts Not Staying Connected · Password Reset Rejection on User Settings Page

July 16th, 2025 Release Notes

Includes:

Customer PO Input on Sales Order Signature Request · Warning for Open Capitalization Invoices or Work Orders · Improvements to Multi-File Uploads on Work Orders · Customer and Machine Info on Estimate Signature Page · Default Location Applied to Mobile Work Order Search · Notification of New Work Orders · Optional Item Cost Update on PO Save · Machine PO Ordered Notification · Attachments and Customer on Machine Move PDF · SMS Image Upload Limit Warning · Vendor Terms on PO PDF for Sage Intacct · S&H on Work Order Deposit Invoices · PO Line Item Limit Bug Resolved · Blank Line on Sales Order When Item Substituted On Voucher · Unable to Upload Word Documents · Unable to Retry Submitting a Support Ticket · Canadian Provinces on Rental Drivers License Info · Costing Actual Hours Clocked on a "Billable Hours" Job · Duplicate SMS Notifications · Editing "Advertise" Field on Machine Dashboard · Sparks Notifications · Remaining Billable Hours not on Final Invoice · Bobcat Parts Catalog Integration Restored · Pickup Address Entry for Rentals

July 2nd, 2025 Release Notes

Includes:

Quantities on Model Options · Editing Model Option Costs on Machine Purchase Order · Item MSRP Column on Purchase Orders · Export Machine Receiving Voucher · Item Transfer on Part Purchase Orders · Add Items to Receiving Voucher · Item MSRP and List Price on Part Purchase Order PDF · Improved Lead Search Capabilities · Lead Handling Improvements · Machine Options on Sales Orders · All Rates" on Rental Rate Sheet PDF · Margin Calculation on Item Dashboard · Inactive Parts in Alternates View · Duplicate Machine Purchase Order Notifications · Rental Contract in Machine Search Results · Part Sales History Report Freezing · Work Order Final Invoice Showing Incorrect Terms · Scheduled Work not Showing in Mobile "My Work" · Discrepancy in Labor Hours when Invoicing Work Order · Invalid Transfer Quantities on Item Dashboard · Sparks Orders Missing ID · Photo Upload Options from Android Devices · Password Expiration Notification · Card Approval Information on Sales Order Thermal · Special Order Undo Receive Fix

June 18th, 2025 Release Notes

Includes:

Interstate Billing Service Integration · Machine Display ID on Trade In · Custom Address on Part Purchase Orders · More Enhancements to "Customer CRM Activity" Page · Improvements to Customer Association on CRM Leads · Better Model and Machine Association on Leads · Machine Configuration Improvements · Machine Hour Validation on New Work Orders · Replace Already Exchanged Machine on a Rental Contract · Set AvaTax Entity Code on Work Order Invoices · Work Orders for Deleted Machines · Sales Order Incorrectly Printing as Refund Receipt · Changing User Email Address · Sage Processes Failing to Unlock · Discount Calculation on Machine Purchase Order PDF · Used / Reserved Parts on Mobile Work Orders · Invalid Phone Numbers on CRM Leads · Work Order PDF Labor Cost Discrepancy · Accounting Contacts not Merging · Fees Displayed on Saved Card Payment Lines · Availability and Overdue Rentals · Editing "Advertise" Option on Machine Dashboard

June 4th, 2025 Release Notes

Includes:

Updates to CRM Customer Activity · Quantity on Hand for Quoted Models · Prevent Deposits for Walk-In Customers · Save Driver’s License to Contact on a New Rental · Applying Pickup and Delivery Fees on Bulk Rental Billing · Tool Bar Disappearing on Notifications · Increase Font Size on Complaint/Cause/Correction · Issue Linking Item in Flyntlok to Product in Shopify · Core Items not Searchable · Issues Printing Machine Labels from Vouchers · Contacts not Populating on Final Invoice · Models on Kits Showing Incorrect Actions · Distinguished User Recommendations · Respond to Issues by Pressing Enter

May 21st, 2025 Release Notes

Includes:

CRM Customer Activity · Mobile Work Order Dashboard Address Information · Scheduled Events on Mobile "My Work" Page · Address on New Work Order Customer Searcher · Machine Sale Price on Mobile Dashboard · Failed to Send Email" Notification · Images Not Appearing on Rate Sheet PDF · Category Rentals Displaying as Called Off Conflicts · Attachment Costs on Machine Balance Sheet · Inactive Parts Searchable After Merging · Incorrect Sales Order Number After Cloning · Incorrect Terms and Conditions Footer on Copied Sales Orders · SMS Inbox Filter Issue · Machine Sale Price Overwritten in Shopify · Incorrect Shopify Last Sync Time on Item Dashboard · Work Order Automations Not Changing Work Order Status · CRM Tasks Not Visible on Smaller Screens · Phone Numbers Blank while Editing Customer Contacts

May 7th, 2025 Release Notes

Includes:

Display Customer Account or Deposit Balance · Permission to Delete Payments · Split Model and Class Searcher on New Rental Category Timeline · Machine Rental Rates Location Prioritization · Shopify Link Information on Item Dashboard · Bulk Serial Number Entry on MPO Voucher · Editing Comments on Received Transfers · Unable to add new “Work Action” · Changes to Rental Defaults not Persisting · Missing Creator and Timestamp on Printed Voucher · Incorrect Model Option Currency · Mobile Machine Dashboard Liabilities Balance · Category Timeline Showing No Conflicts · Conflicts not Showing on Rental Timeline View · Cores Duplicated on Purchase Order Printout · Damage Waiver Not Auto-Enabled for New Customers · Sparks 'Account' Payment Option Missing · Spaces in John Deere Part Numbers · Timing on Issue Dashboard · Requesting Parts on Mobile Work Order · Unable to Cancel Receiving Voucher Reversal · Reversing AvaTax Rental Returns · MPO Voucher Cost De-Sync Warning · Adding Notes to Issue Tickets · Viewing Newest SMS on Work Order Dashboard · Blank Packing Slip PDF · Reservation Expiration Notification · Brand New Flyntlok Features

April 23rd, 2025 Release Notes

Includes:

Cost of Sale Customer Information on Work Order’s Worksheet · Remember Last Used Signature Device on Rental Dashboard · Enhancements to Rental Estimated Totals · Machine Purchase Request Settings · Addresses on Customer Search · Searching for Work Order Customer-Owned Machines · Sage Intacct Machine & Machine Rental Income Setting · Order of Lines on a Sales Order · Shipping Line Discount · All Contracts Timezone · Pick List Displaying Deleted Parts Requests · Updating Customer Postal Code and Address · Approval Status of Jobs in Mobile View · Clearing Machine Date Sold · Cause/Correction when adding a Work Order Job on mobile · Rental Dashboard Closing After Sending Email · List Price not Calculating on Machine Receiving Voucher · Clock-In User List Limited to Active Employees in ERP Work Orders · Text Filters Persisting on Receiving Voucher · Editing Contact Name on Manage Customer Page · Machine Move Kind on Moves Report · Fees on Work Orders Generated from Service Requests · Contact Information on Work Orders Generated from Service Requests · Maintaining CRM Lead Association on Copied Sales Orders · Invoiced Work Orders on Job Scheduler · Canceling Moves when Canceling or Reverting a Rental Contract · NHL Playoff History

April 9, 2025 Release Notes

Includes:

Model Options Enhancements · Redesigned Model Options Configuration · Improvements to Purchasing Workflows · Redesigned Purchase Request Page · Column Customization on Item Receiving Voucher · Adjusting Items Used on Mobile Work Orders · Persist View on WO Calendar Scheduler · Require Machine Hours or Miles on Check-In · Retain Machine on Customer Change · Display Minimum Cost Throughout Rental Process · Item Creation Restrictions · SurveyMonkey Requests Failing via SMS · URLs in Zapier Created Leads aren’t Hyperlinks · Kit Components Appearing on Printed Invoices · Error Saving Quote from Merged Parts Orders · Error Loading Receiving Voucher After Adding Fee · Ivan Keeps Winning Flyntlok Sports Contests

March 26th, 2025 Release Notes

Includes:

QuickBooks Online Integration Updates · John Deere JDPrism Integration · Model Options Categories · Machine Sales Order Conflicts · Work Order Job Status Automations · Cost-of-Sale Invoice Info on Service Scheduler · Linked Invoice on Cost-of-Sale WO · Machine Descriptions in Mobile Work Orders · Correction Notes on Estimates · Customer Contact Workflow Improvement on New Work Order Page · Auto-set Ready For Pickup & Picked Up in Shopify · Notification for Incoming Shopify Orders · Prevent Reversals of Splits Without an Eligible Parent Invoice · Merge Part Issue · Scanning Parts where Part Number Had a Leading Space · Parts Added After Invoice Created · Rounding Issue on Printed Work Order · Unable to Edit Certificate of Conformance (COC) field on Purchase Order · Incoming Lead Emails Sending Twice · Sales Order Footer Editing · Rental Dashboard Error · Broken Sales Order Links on Lead Dashboard · Internal ID not Searchable on “Model Merge” · Bulk Update on Parts Pricing Matrix not Including Unit Qty · Reporting Exception Should Trigger Status Refresh · Missing Machine ID on “Internal Asset Report” · Jobs Printing Out of Order on Work Order Worksheet · Can’t Deliver Invoices in Some Multi-Pay Workflows · Missing Status when Updating Work Orders

March 12th, 2025 Release Notes

Includes:

Sold Date on New Machine Creation · Opt Out of Machine Telematics · Show Preferred Contact on Mobile Work Order · Shopify Product Linked On Date · Associate Sales Orders on CRM Leads · Enhancements to Loss Reports from Sales Order · 62805: PDI Cost on Fee-Only Machine PO Receiving Vouchers · 63072: Duplicate Bill ID’s on Part PO Receiving Vouchers · 62622: Filtering By Customer-Owned Machines on Job Service Scheduler · 62896: Sparks Sales Orders View · 63185: Browser Auto-Fill Interrupting Scan Mode · 63169: Default Labor Type on Mobile Work Order · 63246: Rejected Jobs on Work Order Pick List · 63326: Bulk Actions Not Saving on MPO Voucher · 63524: Assigned User Filter on Service Scheduler · 63605: Gravity “Text to Pay” Billing Name Errors · 63610: Force Refresh After Editing Purchase Order · 63531: Detailed Subtotal Invoice · 63531: Extended List when Reporting Loss from Invoice

February 26th, 2025 Release Notes

Includes:

Machine Sale Prices on Shopify · Hitachi Telematics Opt-Out · Support Internal CC for Machine Deficiencies · Sublet Item Cost on Purchase Orders · Missing Warranty Invoices on WO’s · Part Pricing Update · Incorrect Schedule Time when Creating WO · Can’t Move WO to “Invoice” Status · Incorrect “Alternates” Indicator · Taxing non-Taxable Items on Split Invoices · Allocating Fees on Fee-Only Receiving Vouchers · Synching Changes to Shopify · Unable to Process SO’s with a Core · Error Editing Labor Lines w/o “Clock Out Time” Set · Bad Text Formatting in Microsoft Outlook Emails · Job Calendar Scheduler not Assigning Technicians · Invalid Quantity when Counting Items · Time Warp Redux: Service Scheduler Dates Validation · All Work Orders” Report Date Fix · Rejected Parts Invoices · Machine Purchase Order Negative Total

February 13th, 2025 Release Notes

Includes:

Canadian Tax Registration Number · Displaying Service Requests on the Work Order Dashboard · Re-Sending Work Order Estimates · Service Scheduler Filters · Highlighting Selected WOs on the Service Scheduler · Calendar Scheduler Week View Default Start Time · Auto-Fill City from Canadian Postal Codes · Edit Address on CRM Leads · Machine Purchase Order Voucher Bill Numbers · Break Core Links on PO/Voucher · Last-Used Layout on Vendor Draft PO Page · Incorrect Order Quantity on Receiving Voucher Substitutes · Lack of Error Message Detail on Receiving Voucher · Empty Quantity Field Allowed on Transfers · Empty Search for Replacements on Rental Dashboard · Inventory Sprint Checkbox Not Persisting · Salesperson for Stihl Registration · Text Us” Button on External Websites Not Showing Up In All Pages · Allocated Quantities Incorrect Sometimes on Receiving Vouchers · User Interface Issues On Service Scheduler · Lack of Display of Linkage Information to Shopify · Time Warp. Users Clocking-Out Before they Clocked-In · Error Saving New Work Order Statuses · Incorrect Price on Quote Generated from a Lead

January 29th, 2025 Release Notes

Includes:

Mobile Machine Search: On Order Filter · Min. List Price On Invoice · Copying Models · Service Scheduler: Show Work Order Age · Warranty Work Orders: Process $0 Customer Invoices · Work Order Pick List · Consolidated Preview on Part Purchase Order · Enhancements to MPO Quick Model Creation · Permissions on Reversing Sales Orders · Cost of Sale Work Order on Machine Sale · Previous Review Requests · Quick Search: Mark Inactive Customers

January 15, 2025 Release Notes

Includes:

Scan Mode on Work Order Parts Request · Enhancements to Scheduled Work Orders on Mobile · Close Associated Machine POs when Closing Voucher · MPO Voucher Machine Cost of PDI · Bulk Model Options Pricing Update · Customized Reviews Requests · Managing CRM Sources

January 1, 2025 Release Notes

Includes:

Machine Deficiencies · Display Model on Machines Moves · Notify Customers only When All Parts are Received · Improved Notes Formatting on Service Requests · Work Order Estimate Creator · Work Order Creation on Job Service Scheduler · Enhancements to Rental Conflict Details · Warnings on CRM Campaign Message Send · Enhanced Quote Details on Lead Timeline · Assign Lead Primary Contact · Expected Close Date on Leads · Export Tasks · Parts Not Displaying on Flat Rate Job Estimates · Called Off Models Incorrectly Showing as Available · Sorting and Ordering “Lead Assignees” · Links to Purchase Orders not Working · Price Matrix Error · Saving Customer Primary Salesperson · Duplicate Parts Requested on Mobile Work Order · Orders Not Ingested from Shopify · Printing a Work Order is Not Printing All Jobs · Parts Not Showing Up in Search Results · Complaint/Cause/Correction Not Displaying on Warranty Invoices · Files From Job Templates Not Copied to WO Jobs · Using Spellcheck Correction Caused Dupe Text in Microsoft Edge · Flyntlok Fantasy Football Results

December 11th, 2024 Release Notes

Includes:

Flyntlok Holiday Schedule · Pricing Rules Editor · Purchasing In Foreign Currencies · Shopify Order Notes · Location Warning when Associating Machine with Model · Create New Lead from Left Nav Bar · Shopify Customer Tag · Card Transactions Data View · Work Order Estimate Warranty Fees · Avatax Info Not Maintained When Copying Invoice · Changing Two-Factor Authentication Number · Inactive Users on Maintenance Schedules · "Magic Wand" Search Functionality · Disabled Vendors on Part Purchase Orders · Moves not Created on Work Order Pickup or Delivery · Pick List Missing Logo · Models Missing on Rental Rate Sheet · Associating Machines on Rental Contract · Purchasing Section on Item Editor · Data Grid Column Widths · Rental Dashboard Comment Timestamps · Service Scheduler Filters Scrolling · Item Recent Orders Date · Connecting Microsoft Email Accounts

November 20th, 2024 Release Notes

Includes:

Release Note Cycles · Bulk Register Stihl Machines · Model Update Logging · Display Finance Name / Due Date · Show Customer’s Existing Leads on New Lead Creation · Location and User Autofilling on New Lead Generation · "SMS Not Allowed" Contacts on Work Order Notifications · Show Longer Notes on CRM “All Leads” Grid-View · Inventory & Receiving · Individual Item Labels on Receiving Voucher · Default Dates on Customer Dashboard "All Items Purchased" · Creating Machine Purchase Orders from Multi-Vendor Purchase Requests · Notes on Mobile Trips · Thermal Pack Slip Receipt · Discounts Summary on Quote Package · Tax Rules Indicator · Restrict Technicians Clocking In · Labor Revenue Doubled · Moves Disappearing From Schedule · Labels on Unlinked Special Orders · Sage Machine Vouchers Failing to Post · Mobile Work Order Job Editing Permissions · Data Grid Widths · Duplicate Lines on Receiving Voucher · Unexpected Zero-Dollar Rental Closing Invoice · File Deletion Permissions on Purchase Orders · “Source” Missing when Copying Sales Order · Parts Requests Notifications not Sent

November 6th, 2024 Release Notes

Includes:

IE 11: End of Support · STIHL Machine Registration View · Create CRM Leads on Mobile · Opted Out Phone Numbers · Duplicate Customers on New Rental and Work Order · SMS Inbox Infinite Scrolling · Update Inventory Reports for Sage Intacct · QR Code on Pick List Reports · Shopify Gift Card Payment Type · Allow Inventory Restock Parts by Default · Technicians Upsell Work Order Jobs by Default · Machine · Make Uploaded Images Public by Default · Automatically Adjust Billing Cycle at End of Rental Contract · Multi-pay Refund Issue · Item Incorrectly not Showing Link to Shopify · Substituting Items on a PO with an Item with a Core · SMS Notification on WO not Checked When Changing Status · Contact Search on WO Not Displaying Name · Update Item Price when Changing Dept/Division #57627 · Tax Applied to Parts on Rejected Jobs · Better Errors on Text-2-Pay Failures · Failed Filtering on “Expected Revenue” in Leads Grid · Signatures on Credit Card Machines Not Working · Changes Saved on WO When Canceling Edits · Inability to Change Inbound Shipping Price on SO · Incorrect Ability to Cancel Receiving Voucher with Inventory Sprint in Progress · Seeing QOH of Alternates on a WO · Receiving Parts on an Already Closed Receiving Voucher · Set Tag Number on New Jobs · Incorrect Payment Processing Dates · Too Many Results on WO Tag Search

October 23rd, 2024 Release Notes

Includes:

Sub-domain Update · Sell Machines on Shopify · Electronic Signatures · ERP Work Order Tags · #FF1234

October 9th, 2024 Release Notes

Includes:

Sell Models on Shopify · Manage Images from Shopify · Public Grid Layouts for Leads · Total Expected Revenue on Leads · Leads Grid “Latest Note” Column · Leads Grid Filter By No Tags · QOH On Truck · Require Job Schedule for Labor

September 25th, 2024 Release Notes

Includes:

Hey Flyntlok, Where's the Beef? · Upcoming URL Changes · Improvements to Reviews Requests (#FD-3003) · Preset Rental and Delivery Rates · Enhanced Rental Pickup & Delivery (#FD-3007) · Vendor Integrations · STIHL Image Gallery (#FD-3005) · Model Discounts · Work Order Revenue on Dashboard · Incorrect Saves for Schedules on Rental Contracts · $0.00 Instead of TBD on Rental Contracts · "Where are my Customers?!" on Reservations · Superfluous Leads Updates · Bobcat of Canada Trading Network · Totals and Page Counts on "All Leads" View

September 11th, 2024 Release Notes

Includes:

Lead Updates Notifications · Lead “Tags” Improvement · Upcoming Maintenance Location Filter · Tag Number Edit On Mobile Trips · Mobile Work Order Creation · Record360 Workflow Selection · Canadian Depreciation Schedules

August 28th, 2024 Release Notes

Includes:

Labor Day: Flyntlok will not be Laboring · Account Settings Page · Class/Model Availability Enhancements · Require Customer Signature · Rental Schedules Warning · SMS Surveys · Log When a Customer’s Contact is Deleted · Allow Grouping on "All Leads" Page · “Lead Note” Notifications · Update Status from “All Leads” Grid-View · Zapier Lead Creation API Update · Notes on Tasks · File Attachments On Tasks · Marking Tasks as “Done” from Dashboard Grid · Warn When Reusing Work Order Tags · Tag Number on Job Level Service Scheduler · Upload Files On Mobile Work Order View · Require Contact Info On Customer Creation · Show “Date Created” On Work Order Dashboard · Highlight Jobs With All Parts Fulfilled On Service Scheduler · Work Order Details On Service Scheduler · Exclude Parts Request Notes From Final Work Order Invoices · Hide Customer Tax ID on Sales Order Printouts · Point of Sale Buttons were Disabled · Consolidate Visible Hours within the Service Scheduler · Incorrect Display of Parts · Incorrect Link on Tasks · Incorrect Costs on Kit Configurations · Restocking All Parts · Incorrect Margin on Sales Order with a Discount

August 14th, 2024 Release Notes

Includes:

Create CRM Lead from Model or Machine Pages · Bulk Update Tasks Responsibility · Customized Work Order Invoice Status · Work Order Priority Visibility · Show Work Order Tag on Sales Order Printouts · Show & Edit Engine Make on Work Order Dashboard · Priority on Service Scheduler · Display Discount Summary in Sales Order Printouts · Tax Exempt on Quick Customer Creation · Restrict Processing & Reversing QuickBooks Online Transactions · Machine Warning Note on Rental Contracts · Allow Record360 Task to Skip Work Order Generation · General · Edit Activity Comments

July 31st, 2024 Release Notes

Includes:

Customer Engagement & Insights Report · Stihl Information on Parts and Machines · Bobcat Parts Trading Network Integration · Vendor Link on Pending Actions View · Set Engine Make on Machines Created on the Work Order Dashboard · Service Request Approval And Rejection Notifications · Reason for Approving or Rejecting Service Requests · Saved Card Indicator On Work Orders · Create Scheduled Task From Work Order · Work Order Machine Warnings · Item Number 2 On Sales Order Part Line · Restrict Who Can Edit Point of Sale Settings · Reversals and Deletions of Multi-Pay Invoices · Customer Management · Customer SMS Enabled · Prevent Automatic Dismissal Of Customer Notes · Require Customer Create Reason · Credit Limit Warning on New Rental · Report Machines as Stolen · Display Manufacturer Part Number On Parts Purchase Order · #54536 & #54540

July 17th, 2024 Release Notes

Includes:

Office365 Emails on Locations and Users · Daily Task Due Reminders · Click to Call or Email on Customer Dashboard · Saved Cards on Customer Dashboard · Parts Used On Work Orders · Currently Viewing Work Order · Work Order Status on Job Service Scheduler · Forcing Machine Down on Work Order Creation · Signee Information on Work Order Estimates · Cause and Correction on Work Order Job Templates · Primary Contact on Work Order Printouts · OPEHub Integration · Set Classes on New Machine Creation · Redirect on Model Creation · Model Horsepower on Machine Dashboard · Upload Pictures on Moves · Reservations · Allow Editing "Is Open Ended" Field on Reservations · Terms Due Date for QuickBooks Invoices

june 19th, 2024 Release Notes

Includes:

Parts & Inventory · Bobcat Online Parts Catalog (OPC) Integration · Zapier Integration · QOH on Quotes · Discount Application Enhancement · Improved Visibility on Sales Order Signature · Initiate Payment & Process for Text-2-Pay · Copying Files On Work Orders · Pre-Approved Work Order Amounts · Voucher-Based Machine Location Update · Editing Machine Comments on Mobile · New Task Notifications · Missing Taxes on Printed WOs · Self-Referential Issues with Kits · Unable to Apply Above-cost Discounts · Error Processing Jobs with no POs · Quantity Selection on Sales Order · Improve Performance of Flyntlok Journal Entry System · Fix crash on Incoming Call Page · Don’t Let Scrolling Change Payment Amount · Incorrect Model Line Cost After Quoting · Don’t Associate Non-Sellable Machines to Model Lines · Discount Structures on Kits · Shipping Method on Item Purchase Orders · Celtics Not Winning Championships

May 22nd, 2024 Release Notes

Includes:

Custom Lead Statuses · Blocking Texts From Spam Numbers · Hitachi Telematics Integration · Engine Make · Reservation Notes On Rental Contracts · Model QOH On Invoice · Virtual Machine Warning On Work Order Invoicing · Customer Warning On Work Order Creation · Separate Subtotals for Labor and Parts

May 8th, 2024 Release Notes

Includes:

SMS Inbox Improvements · RingCentral Redirect Improvements · Images on CRM Campaigns · Request Point of Sale Signature via Email · Limit Item Labels on Receiving Voucher · Permissions for Editing Item Accounting Information · Machine Warning Note on Work Order · Undo Job Approval or Rejection · Returned Invoices on Rental · Additional Information on Rental Billings

April 24th, 2024 Release Notes

Includes:

Multiple Machine Allocation · Solution · Additional Fields on Machine Trade-Ins · Display or Hide Line-Level Discounts on Thermal Receipt · Volvo CareTrack Telematics · Increase Precision of Machine Hours · Work Order Estimates via SMS · Files, Job Templates, and Notifications on Service Requests · Show Work Order Location on Job Service Scheduler · Use Work Order Job Templates While Creating Jobs on Mobile · View Configured Attachments from Work Order · New Event Rules for Work Order Automations · Improve Inactive Parts on Work Order Job Templates · Show Internal Notes & Expected Revenue on All Leads View · Link to Machines & Models from All Leads View · Other Changes · More Information When Configuring a Kit · Set Location on New Purchase Plans · Restrict Who Can Submit Machine Purchase Orders · Restrict Who Can Edit a Customer's Stored Cards · Allow Editing and Deleting Customer Notes

April 10th, 2024 Release Notes

Includes:

Fleet Cards On Work Orders · Require Note On Job Status Change · Filter Layouts on Job Scheduler · Machine/Model Fields Added to All Leads Report · Consolidation of Model & Machine Quantities on Invoice · Configuration of Kit List Order · Special Order Indicator on Packing Slip · Signature Capture On Rental Contracts · Allow .EML File Type Uploads · Machine Purchase Plans Not Generating · Can't Remove Machine External URL · Warranty Job Fees · Not able to Load Draft PO

March 27th, 2024 Release Notes

Includes:

Job Level Statuses · Work Order Job Scheduling · Estimate Sales Tax on Work Orders · Update Work Order Banners to Handle Multiple Final Invoices · Add Printed name Field to Sales Order PDF · Hide Part Numbers on Report Default · Message added to Purchase Order Search Results · Add Comment on QOH Changes · Invoice Number · Machine Dashboard Pricing

March 13, 2024 Release Notes

Includes:

Missing Machine Data Warning · CRM/Mobile · Review Leads on Mobile View · Part Allocation · Machine Voucher Auto-Allocation · "Date at US Port " Column on All Machines Report · Hide Part Numbers on Sales Order PDF · Zero Dollar Lines · Require Customer Credit Card · No Parts Subtotal On Work Order PDF · Duplicate Alternates · No Duplicate Warning On Core Item Creation

February 28th, 2024 Release Notes

Includes:

Machine Purchase Order Importer · Model Specific Pricing · Warning for Missing Machine Information · More Machine Moves Improvements · Sales Order Required Fields · Unused Consumables · Associated Machines · Rental Contract “Reserved Dates” Not Respecting the Reservation Dates · Technician List Not showing in Mobile View

February 14th, 2024 Release Notes

Includes:

Auto Allocation, Take 2 · Machine Moves Improvements · Harmonized Sales Tax · Internal Labor · Additional Alternates Displayed on Item Dashboard · Model QR Code on Lease Agreement · Rental Billing Error When Invoicing Machine Replacement

January 31st, 2024 Release Notes

Includes:

Record 360 · Generate "Record 360" One-Time User · Auto Allocation of Orders · Agco Import from Epsilon · Rental Hours · “Account Customer” Indicator · Option to Require Note on Status Change · Variables Added to SMS Templates · Email Logging in Lead’s History Timeline · Default Work Order Customer · Assign Technician and Labor type in Bulk · WO Tag Number

January 17th, 2024 Release Notes

Includes:

Samsara · Samsara Integration · Rental Deposit · Add Models to Inventory Kits · MFR Cost Added to Item Dashboard · Edit Machine Miles and Hours from "Upcoming Maintenance" Report · Machine Serial Number added to QuickBooks Bill Memo Line · Add "Created By" category to "All Leads" Report · Shopify Weight · Unsaved Changes Error on Work Order

January 3rd, 2024 Release Notes

Includes:

Improved Parts Request Workflow on the Work Order System · Agco Online Solutions Integration · Consolidation of Kit items on Sales Order · Machine Field Added to Mobile View · Force Down Machines From Mobile View · Authorized Users added to Customer Dashboard · Users · Restrict Access to Modify tax Rules · Inactive Items Showing in the Part Searcher · Requested Completion Date

December 13th, 2023

Includes:

Shopify Integration · Automated Work Order Status Changes · Work Order Worksheet · Remove Work Order Fees for Internal Customer · Current Machine Miles/Hours Indicator on Work Order Check-In · "Export to Grasshopper" Update · Filter "All Work Orders" by Tag Number · QB Account Formatting Update · Machine Purchase Order "Scan Mode" Error · Wrong Customer Discount · Called off Machine Is Showing as Available

November 22nd 2023 Release Notes

Includes:

Microsoft Office 365 Email Integration · Sales Quote Updated to Sales Order on Lead Dashboard · Pending Stock Allocation Strategy · "Scan Mode" Added to Item Receiving Voucher · "Scan Mode" Added to Machine Receiving Voucher for Serial Number Scanning · "Split" Machine Purchase Order Message added to "Notes" Section · Added Filters to "Upcoming Maintenance" Report · Show Work Orders Assigned via the Service Calendar in "My Work" · "Copy" Option Added to Work Order Final Invoices · New Item Accounting Information · Items labels are not the same · Work Order Forms not Saving Edits on Mobile View

November 8th, 2023 Release Notes

Includes:

Add Associated Machine/Model to Transactions Created from CRM Lead · Convert Part Orders to Quotes for Estimate Work Orders · Location Based Work Order Fees · Work Order Machine Tag · Send Lease Agreement via SMS Messaging · Cash Tendered/Change Due · Vendor Search Update · Comments Added to Machine "Sale Price" · Email Work Order PDF From Mobile Work order Dashboard · Machine Display ID on Reservation PDF · Machine Label QR Code redirects to the Mobile View · Export PO for Grasshopper · Add Vendor to Item Purchase Order/Receiving Voucher · Campaign Failed to Send SMS Message Indicator · Unable to Access List View of Customer Owned Machines · Over-Allowance Added to Sales Order Margin Calculation · Filtering for Machines by ID Number Error

October 25th, 2023 Release Notes

Includes:

Location Configuration · Internal Comments Field · Custom Value Rental Consumable · Add Custom Attachments to Flyntlok Emails · Collect Signatures via Clover Device · Print Name Field on Sales Packing Slip · Process Button · Display Discount Reasons · Remove "Backordered" Zero Quantities from PDF · Machine Location Warning · Region Specific Distributor Interface · Service Tech on Work Order PDF · Add Work Order "Priority" Status to PDF · CRM Notification Link · Require Valid License Warning · Work order Estimate List View missing the "Sent To" and "Reviewed By" Icons

October 11th, 2023 Release Notes

Includes:

Rental Contract Machine Replacement · Machine Miles And Hours Tracked on Check-In/CheckOut · Service Forms Available on Mobile View · Work Order Tag Number on Mobile View · Customer Contacts Report · “Repeat Customer” added as option to Source Field · Purchase Order Default Email · Automatic Text Confirmation · Core List Price · Utilization Percentage · Incorrect Shop Fees on Work Order Estimate · Rental Searching · Wittiness Lacking

September 27th, 2023 Release Notes

Includes:

Facebook Reviews · Update to Bulk Billing of Rental Contracts · Delete Layout Warning · Prefix Search/Hotlinks on Results Page · Change the "Has Contact" Indicator To "Number of Full Contacts" Indicator on the Customer Dashboard · New Machine Fields · Work Order Machine Year Field · Users · Customer Item Pricing Permissions · Customer Creation Dead End · Incorrect Quantity Allocation · Searching Between Dates Fails on "Sold Machines" Report · Cannot Add Customer Shipping Address To PO

September 13th, 2023 Release Notes

Includes:

Maintenance Schedule · Rental Contract Waitlist · Text2Pay Billing Adress · Credit Limit Warning · SMS Messaging: Allowed File Types for Attachments · Vendor Price File Supersession Indicator · Saved credit Cards Not Available · Invoice Force Refresh · Machine Purchase Order Discount Not Persisting on PDF · Allow Uploading Audio Files

August 30th, 2023 Release Notes

Includes:

Model/Class Based Reservations · Convert Active Rental to Demo Contract · Audit Log Update · Honda Interface · Item Alternates Indicator · Machine Hour History · Marketing Checkmark · QuickBooks Services · CRM: Removed Status Change "New to New" from Audit Log · QuickBooks Online Not Updating Paid Invoices · Wrong Lost Sale Form · Item Metrics Update · Character Limit Error Message

August 16th, 2023 Release Notes

Includes:

Customer Level Discounting by Item · Company Logo · Create Separate Lines For Purchase Order/Special Order Merge · Available Purchase Order Icon · Lead Age · "Text Us" To Include Location and Department · Mileage Log History · Text2Pay Billing Information · Municipality of Anchorage Vehicle Rental Tax · Email Error · Rental Date Error · Fixed Asset vs Rental · Point of Sale PDF Page Spacing · Purchase Plan not Respecting Combined Item Quantity · Work Order Deposit not Populating onto the Final Invoice · Customer Invoice showing Warranty Pricing · Rental Contract Final Invoice · Sold Machines Report · Sparks Orders Are Not Showing Available Stock · Deposit Discrepancies after Multiple Transactions · Inaccurate Time on Timecard Report · CRM SMS Message Error

August 2nd, 2023 Release Notes

Includes:

Warranty Tracking by Job · Mobile View Changes · Switch Users · Work Order Creation from Mobile View · Merge Special Order with Stock Order on Draft Stock Order Page · Purchasing Hub · Allow Text/Email · Add Link Directly to Machine Edit Page · Apply Payment and Process · Date Field on the Payment Line of PDF · Machine Class Displayed on Dashboard · Item Searcher Stale Parts Indicator · Item Dashboard Showing Incorrect On-Order Quantity · Invoice Reversal While Still Processing · TAXABLE SUBTOTAL ON INVOICE BUG · Duplicate Serial Number Warning With Quick-Create of Machines · Save Model with no Vendor Associated

July 19th, 2023 Release Notes

Includes:

CRM Customer Google Reviews Page · Leads · Last Updated Column · Distributors: Purchasing via Multi-Manufacturer Vendors · Special Orders Aggregated with Stock Orders · Metric Overrides Now Manageable from Purchase Order Creation Page · Handling Alaskan Rental Tax on Short-Term Lease · Demo Flag on a Rental Contract · Remove Discount from PDF · Prevent Default Customer from Having Special Orders on a Sales Order · Retail Labels · Equipment Fields · Vendor Logs on Vendor Creation · Customized Percentage Fees Should Apply to Labor and Parts · Turn off Customer PO Setting · Payment Received Date on SO PDF · Rental Insurance Date Format · Can't Add Company Logo

July 6th, 2023 Release Notes

Includes:

Manage Contacts · Outbound Communication with Contacts · History of Contact Interactions · CRM Machines · Link back to All Leads · Signature Line on Packing Slip · Edit Invoice Detail Lines Block · Buyer Acceptance Signature Line · Quote Expiration Date · Payment Date · Kit item Cost · Kit QOH · Kit Cost Total · Cost Margin on Quick Kits · Customer PO Number · Job Transfer Logging · Flyntlok Reporting · Compact/Compress · Not showing reservation for rental · Failed Scan Note · Converted Part Issue · Machines Getting Marked to Not Allow Sale · Copying Sales Order · Shopify Prices Not Updating · CRM issue · Rental Contract Available Machines by Location · Assigned WO not in Mobile View · Customer PO Search · Update Pricing · MFA Duplicate Key · Payment Visual · Machine Flooring · Serialized Stock Core Items · Deleting Sales Order(FD-1140, 42359) · Edit Title of Lease Agreement · Wrong Data · Credit Card Fee Charge · Unable to clock In

June 14th, 2023 Release Notes

Includes:

Updated Leads System · Tracking Number Search · Resolution · Force Pick · Solution · Force Order · Allocation of Fees/Credits View · Customer PO on Purchase Order PDF · Export Owned Machines · Hide Kit Items on Split SO · User Issue · How do a make a model unavailable to sell · Unfulfilling Machines · Scheduling Work Orders · Above Cost · SMS Files won't work · Can't find Reserved Machine · Rental Invoice

May 31, 2023 Release Notes

Includes:

Remove Kit Sub Items From Packing Slip · Supersessions · Defaulting Credit Card Terminal · New Customer Email · In and Out Hours on Invoices · Model Number on Item Line · Tax Rounding · Hide Invoice ID on PDF · Remove Stock Items from Will Call Labels

May 17th, 2023

Includes:

Gravity Emergepay Integration · Gravity Emergepay · Quick Kit · Hide Kit Items on PDF · Remove Tax Lines · Edit Salesperson · Block Quoting Invoices with Associated PO’s · Deactivate Item Permission · Transfer Request Notification · Additional Information on Line Item · Add Item · My Trips Mobile View

May 3rd, 2023 Release Notes

Includes:

Paying for Multiple Outstanding Sales Orders · Default Salesperson · Kit Parts · Associated Invoice · Machine PO Export · Expand All · Model Description · Journal Entry Account Mismatch Notification

April 19th, 2023 Release Notes

Includes:

Open Invoices Warning · Service Scheduler · Event Change Notification · Rental Timeline View · Model Dashboards · Machine Serial Number · Additional Financial Information · Quote Descriptions · Machine Purchasing · Engine Serial Number on Receiving Voucher · Customer Dashboard · Recent Sales Orders · Users Permissions · Inventory Permissions · Duplicate Vendor Message

April 5th, 2023 Release Notes

Includes:

Work Order Estimates · Visibility on Tech Clock Out Notes · Credit Card Information · Model Update · Machine Flooring · Closing a Voucher/Booking Corresponding machine Transaction · Machine Miles/Hours · Call-Off Date Visibility · Customer Dashboard Tax · Attach Files, Photos, and Videos

March 22nd, 2023 Release Notes

Includes:

Vouchers Paid via CC · Public Machine Image Icon · Work Order Pick Ticket · Activity Log · Machine Pricing Information · Minimum Order Amount · Storing Tax Rules from the POS · Damage Waiver Charges

March 8th, 2023 Release Notes

Includes:

Service Scheduler Notifications · Unlink SO from WO · Machine Model · Transferring Multiple Jobs · Serialized Parts on Work Order PDF · Mobile View Filter by Status · Estimates List · Machine Service History via Mobile · Pre-Tax Subtotal · Trade In: Create Vendors and Models · PDF Updates · Reversing PO Ordered Status · Minimum Quantity Override Auto Update · Equipment Condition Report (ECR) Requirement by Machine · Requiring Machine Hours · Post Vendor Credits · New Customer Source · Customer Dashboard SMS

February 15th, 2023 Release Notes

Includes:

Mobile Conversations View · Create Rental Contract from Lead · Email Prompt · Backorder Column · Transfer Icon · Substitutions on Item Purchase Orders · Editing Ordered Machine Purchase Orders · Transfer Labor · Managing Customer Contacts · Logout Will Clock Out · Quotes on Internal Parts Order · Customer Create Reason · Default Work Category · Win/Loss Report · Individual Posting of Asset / CoGS · Model Delete Warning

February 1st, 2023 Release Notes

Includes:

Invoices · Customer Supplied Item Number · QuickBooks Payment Memo · Invoice Date · Tech Clock-in Visibility · Mobile Check In · Sparks Service Request · Sales Orders · Trade In Quick Create · Defaulting Customer Discounts · Report Loss Rental · All Contracts View · Exclude Zero QOH · Item Dimensions · New Part Number for Superseded Items · Missing info Prompt · Preferences

January 18th, 2023 Release Notes

Includes:

Notification Bell · Create Linked Sales Order/ Work Order · Leads List Sorting · Status Color Coding · Lead List Searching and Filtering · CRM Lead on Customer Dash · Inbound Call: Create a Lead · Tag Management · POS Scanning · Default Invoice Source · Mobile Create Work Order Option · Copy/Paste Group Schedule · Work Order Deposits: Auto Apply to Final Invoice · Service Scheduler Permissions · Accounting Period Cutoff Date · Item Purchase Orders · Reopening a Posted Voucher · Duplicate Document Warning · Generating Labels in Bulk · Item Searching · Omnisearch · Recent Contracts · Sparks · Sparks Request for Service

December 14th, 2022 Release Notes

Includes:

Flyntlok will be closed on December 23rd, 26th, and January 2nd · Import Parts List · Stale Warning · Report Exceptions from Voucher · Color codes · Associate Machine · Deleted Machine Notification · Machine Description · Mobile View Tag Number · Reload Warning · Customer Owned Machines · Margin Value · Subtotal on PDF · Pick Up/Delivery Address · Customer Information on Rate Sheet · Primary/Secondary Classing · Add Model · Vendor Merge Block · Duplicate Item Link

November 30th, 2022 Release Notes

Includes:

Machine Label · Machine Vouchers · Long Description on Purchase Order Searcher · Margin % On Voucher · Sales Receipt Contact Email · Cost of Model Options · Penny Rounding on Invoice · Margin · Edit Delivery Address · Add to Cause · Auto Work Order Complete · Clock In/ Clock out · Check In Check Out mobile Icon · Open Work Orders · Machine Associated to Job · Edit Machine Serial Number · Fee Description · Customer Unit Number · Item Dashboard Hotkey · Invoicing · Document footers

November 9th, 2022 Release Notes

Includes:

Machine Reservation Availability Timeline · Item Purchasing · Add Item to existing Purchase Order · Change Location · Balance Sheet · Engine Serial Number Search · Machine Voucher · Auto Allocate Fee/Credit · Trade-In Payoff · Metric Overrides · Item Vouchers · Date Closed

October 26th, 2022 Release Notes

Includes:

Part Request Notifications · Hide Cancelled Sprints · Text2pay Dates Requested · Machine PO Vouchers · Auto Allocate Machine Fees/Credits · Reopen Rental Contract · Reinstate Machine · Iron Site Code · Hotkeys · Average Lead Times · Customer · Contact tags on the customer dashboard · Create Customer from Reservation · Problem Customer · Posted Document Dead Ends · Balance Due on Invoice

October 12th, 2022 Release Notes

Includes:

Click Reduction Winner · Tax Adjustment · Work Order Creation: Welcome Message · Work Order Creation: New Field · Work Order Creation: Additional New Fields · Work Order Creation: Machine Searching · Mobile Work Order: Enhancements · Job Completion · Work Order / Job Category · Inventory Sprints · Add Item · Add Bin Location · Service Trucks(Beta) · Adding a New Service Truck · Inventory Management

September 28th, 2022 Release Notes

Includes:

Mobile: Add Job · Mobile: Pickup & Delivery Notes · Mobile: Change Status on Clock-Out · Engine Model Information · Parts Management · Copy Inventory Sprints · Purchase Order Information · Bulk Call off · Consumable Information · User Position · Work Order Machine Searching · System Machine Searching

September 14th, 2022 Release Notes

Includes:

Stihl E-Registration · Work Order Creation Form Customization · Efficiency Metric · Multi-Machine Tags · New Machine Description · Licensing Information

August 31st, 2022 Release Notes

Includes:

Machine Specs · Contract Estimated Totals · Item Orders · Machine Purchase Order Voucher Notifications · Machine Purchase Order Voucher PDI Field · Customer Linking · Machine Management · Estimated Arrival Date · Link to Vendor · Additional Data · SMS · SMS Opt-Out · Itemized Margin · Journal Entry Machine Searching

August 17th, 2022 Release Notes

Includes:

Manage Labor · Margin and Gross Profit Calculator · Machine Dashboard · MPO Vouchers · Vendor creation from a voucher · Fee-only Voucher Filtering · Machine Receive · Insurance Data · Damage Waiver · Additional Logging · Discounts on WO Estimate

August 8th, 2022 Release Notes

Includes:

Setup · Calendar Days Per Week · Calendar Days Per Month · Minimum Calendar Days For Week · Minimum Calendar Days For Month · Minimum Hours For Day · Respect Check-in / Check-out Times · Respect Grace Period · Date Selector · Interim Billing Cycle · Location Select · Part Dashboard · Machine Dashboard · Item Management · EAN and UPC Fields · Scan Mode · QuickBooks Integration · Customer Add · Vendor Add

July 20th, 2022 Release Notes

Includes:

Machine Adding · Machine Creation · Label Printing · Permission for Completing a Voucher · Auto-Calc Allocation Changes · Year Auto-fill · File Attachments · Bill.com Support · Clocked-In Work Order & My Work · Card Error Messages · Improved Date/Duration Selection · Contract Interim Billing Cycle · Location Selection · Address's · Consumables · Equipment Return Work Orders · DMS Work Orders · Preferences · Assigned Lead · QuickBooks Online Interface · Syncing / Not Syncing Accounting Contact & Email · Posting Customer Payments (Z-Out)

July 6th, 2022 Release Notes

Includes:

Apply Payment & Process(Click Reduction Contest Implementation) · Model Switching · Fee-Only Receiving Vouchers · QuickBooks Error · Rent Schedule Template Creation · Address Selector · Inventory Management · Vendor Markup Edits Item Pricing · Item Auto-Calc Markup · Work Order Field Editing · Work Order Check-in · Work Order Statues Changing · Work Order Time Remaining · Image Uploading

June 22nd, 2022 Release Notes

Includes:

Selling A Model Creates A Purchase Request · Tax Selector · Work Order Creation Wrench · Transfer Jobs To A New Work Order · Job Coloring · Estimate Tab Permissions · Machine Purchase Order Vouchers Column Chooser · Machine Purchase Order Vouchers Accounting · Machine Purchase Order Vouchers Bulk Actions · Machine Purchase Order Vouchers Attachments · Machine Purchase Order Vouchers Detail View · Contract Reopening · Line Level Billing Information

June 8th, 2022 Release Notes

Includes:

Machine Purchase Order Searching · Machine Options · Bill Creation · Line Level Pricing Information · Contract Location · Pickup and Delivery Address's · Labor Type Auto-fill · SMS Verification · Conversations Filtering

May 24th, 2022 Release Notes

Includes:

Machine Purchase Order Vouchers(Beta) · Multi Factor Authentication(MFA) · Accepted vs Rejected Jobs · Conversations Section · Lead Navigation · Item Price Updating

May 11th, 2022 Release Notes

Includes:

Customer PO Number Collection · Negative Fees · Work Order Creation Note Field · Estimate Signature Request Reply To · Supersession Warning · Machine Purchas Order Vouchers

April 27th, 2022 Release Notes

Includes:

Over Usage Billing · Multi Machine PDF's · Estimate Messages · Itemized Labor · Manufacture Date · Tax Id · Model Quantities · Exception Notifications

March 30th, 2022 Release Notes

Includes:

Customer Management · Primary Customer Contact · Adding Models to Sales Orders · Sales Order Terms & Conditions Editing · Work Order Creation · Machine Information Auto-Populate · Bulk Labor Update · Estimate Email · Google Maps Integration · Work Order Filtering · Lead List Importer · Performance Tab & Cost Adjustment Permissions · Model Creation Defaults

March 16th, 2022 Release Notes

Includes:

SMS Tab · Text Campaigns · Lead Filtering · Text Widget Off-hours Response · Flyntlok Mobile · Clocking Into Work Order's · Machines Information · Reservations · Multi Vendor To Be Ordered Board · Parts Receiving · Receiving Labels

March 2nd, 2022 Release Notes

Includes:

Work Order Scheduling · Calendar Scheduling(Beta) · Simple Scheduling(Beta) · Day's Of the Week · Job Board · Technician Focused · CRM Lead Management(beta)

February 16th, 2022 Release Notes

Includes:

Marketing · Contact Us Widget(beta) · Performance Metrics · Costing Metrics · Approval Note · Hot Keys · Sending Estimates to Multiple Recipients · Salesperson on Returns · Searching for Customers · More Information added to C? · Vendor Dashboard · Parts Volume · Intra-departmental Customer

February 2nd, 2022 Release Notes

Includes:

Pickup/Delivery · Email an Attachment · PDF Discounts(Estimates) · Attaching File on the Info Tab · Additional Terms · Pickup/Delivery Address · Paid Invoices · Item Quick Add Markup · Adding Customer Contacts · PDF Discounts · Customer Selector · Machine Trade-in

January 19th, 2022 Release Notes

Includes:

Performance & Labor Tab · Work Order Fees · Deleting Estimate · Signed Estimate Email Heading · Customer Searching · External Messages to Notes · Message Text Warning · Work Orders With Deposits · Job Template Parts · Equipment Condition Reports · Model Quoting · Tax Code Searching · Editing Consignment Location · Copy Invoice Button · Actions Menu · Customer Quick Add

January 5th, 2022 Release Notes

Includes:

Record 360 · Rental Banners · Forms · Prefilled and Editable Forms · Billable Time Express Button · Work Order Redirect · Sales Order · Invoice Location Change · Minimum Order Quantity Warning · Auto-Populating Default Customer · Comma Placement · Tax-Exempt Splits · Invoice Dates · Equipment · Percent of Rent Depreciation · Purchase Request AutoFill · My Location Part Information · Setting Primary Salesperson

December 15th, 2021 Release Notes

Includes:

Work Order Estimate Approve/Reject · Icon's · Add A Customer During Creation · Service Dashboard: Goal Editing · Service Dashboard: Recovery Rate · Service Dashboard: Rework Tracking · Service Dashboard: Company Overview · Naming Standardization · Rearrange General Section · Machine & Customer Prefill · Item Rented Quantity · Unread Message Count · Sales Order Contact · Bond Loyalty · PO & voucher label printing · Stock/Inventory Ordering · Item Number Editing

December 1st, 2021 Release Notes

Includes:

Invoice Customer Panel · Activity/SMS Panel · Returning Dirty Cores · Machine Owner / Bill To · Activity/SMS Panel: Unread Activity · Estimates: Icons · Auto-Generated Work Orders for Rental Actions · Bulk Printing Labels · Customer Accounting Settings

November 17th, 2021 Release Notes

Includes:

Work Order Estimates · Work Order Files and Forms · Model Creation · Sales Order Subheading · Restricting Job Deletion on Work Orders · Accounting Help · Rental Contract Closing · Rental Invoicing · QuickBooks Customer Linking · Bulk Item Label Printer · Customer Welcome Email · Multiple Sales Orders Found · Text2Pay · Tax Type Form Editor · Machine ID's

November 3rd, 2021 Release Notes

Includes:

Work Order Status Notifications · Customer SMS Notifications · Work Order Deposits · Decisiv · Bulk Label Printing · Rental Updates · Machine Searching · Consumables Associated with Items · Inactive Consumable Items · Bulk Consumable Updates · Check-In and Check-Out on Cancelled Contracts · Check-Out Prevention · Item Dashboard Updates · Linked to Price File · Total Costs for MRP Customers · Inventory Sprint Updates · Plan Filtering · Plan Progress Bar · Machine Updates · Machine Configurations · Hotkeys · Technician on Job Creation · Customer Updates · Last Phone Call and Last Sale Dates · Commission Rates

October 20th, 2021 Release Notes

Includes:

Text2Pay · Decisiv · Custom Sales Order ID's · Work Order Notifications · Voucher Reversing Permissions · Machine ID Permissions · Work Order Job Defaults · Forget to Clock out? · Quickly View Machines Owner · Draft Sprint Cancelation

October 6th, 2021 Release Notes

Includes:

Inventory Sprint Update · Barcode Scanning · Transfer Notifications · Linked to Pricefile · Finance Sections · Sales Order PDF Updates · Vendor Short Code · Linked Work Order · Customer Contact · Special Order Asterisk · Sales Order Machine Description

September 22nd, 2021 Release Notes

Includes:

Auto Prefix/Postfix Machine ID's · Machine Creation Update · Sales Order Copying · Sales Order PDF · Work Order Information · Vendor Information · Sales Order Customer Contacts · Quote Expiration · Fulfilled Date · Rental Updates · Rental Invoicing Dates · Consumables

September 8th, 2021 Release Notes

Includes:

Customizable ID's · Customizable Machine IDs · Updating Item Metrics · New Sales Order PDF · Salesperson Relationships with Customers · New Rental System Updates · Machine Dashboard Shows Recent Rentals · Rental Machine Conflicts · Rental Dashboard Hotkeys · Rental Invoices Auto-Fulfilled · Multi-File Uploading · Work Order Dashboard Updates · Transfer Internal Parts Orders · Transferred Parts Order Discounts · Parts on Hold Icon · Attaching Files · Job List Colors · Prefilling Billable Labor Hours · Complaint, Cause, and Correction on PDF · Associated POs · Clocked in Technicians · PACCAR Warranty End Dates · PACCAR Warranty Submission

August 25th, 2021 Release Notes

Includes:

Work Order Machine Assignment · Clocked in list · Technician Notes · Work Order Sections Stay Closed · Parts Transfers · Work Order Permissions · Setting Permission Access · New Rental System Updates · Rental Contract E-Signing · Rental Kits · Delivery And Pickup Information · Associated Salespeople · Flyntlok Surveys · Vendor Searching

August 11th, 2021 Release Notes

Includes:

BETA Work Order Updates · Recommended Jobs for John Deere and Hitachi · Job Templates · Complaint, Cause, Correction · Disabled Actions Labels · Banners · BETA Rental Updates · Rentable Items · Rental Kits · Flyntlok Surveys · Customizable Email Templates · Store Specific Surveys

July 28th, 2021 Release Notes

Includes:

Closed Beta Rental Dashboard · New Rental PDF · Work Order Redesign · Machine Warranty Information · Active Work Orders · Tab Persistence · Sent Emails · Re-Arranging Jobs · Total of Job Financials · Pre-Filling Machine Data · Pre-Filling Job Technician · Estimate Terms · Packing Slips · Selling a Sold Machine · PACCAR PO Bin Locations

July 21st, 2021 Release Notes

Includes:

Work Order Redesign · New Billing Styles · Charge Billable Hours · Charge Estimated Hours · Charge Flat Rate · Added Customer Note and Problem Customer Warning · Delete & Transfer Jobs · Keyboard Shortcuts · Rearrange Jobs on the WO · Audit Log in Menu · Job Finance Section · Assign Techs to Job · Forms · SMS Panel · Require Comments on Status Change · Internal Parts Orders Billed Out · Labor Lines Billed Out · Rental Quick Quote Rate Sheet · New Ticket Report Pop-up

July 14th, 2021 Release Notes

Includes:

Work Order Dashboard Redesign · New Work Order Dashboard Information · Sales Order Cost Calculation · Sales Order Advertisement Image · Default Rental Duration · PACCAR Warranty Form · Work Order Creation · Service Dashboard Date Validation · Deleting Draft Stock Orders · Account Naming on Inventory Recon Excel Export

July 7th, 2021 Release Notes

Includes:

June 30th 2021 Release Notes

Includes:

Allocation on Receipt · Required Drivers License Information · Duplicate Item Warning · Updated End Of Day Report · Fleet Price Verification(PACCAR) · Change Discount · ERP Voucher Inspection Fix · Voucher Lock on Close · Rental Duration Default · Rental Contract Default Salesperson · Sales Order Beta Contact Email Fetching

June 23rd, 2021 Release Notes

Includes:

Rental Email Signatures · Transferring Stale Items · Bin Location Logging · Stock Class · Alternate Vendor · Scrapping Comments · Rental Contract Tab Names · Fulfilling Rental Items · Searching Split Sales Orders · Work Order Terms · Creating Invalid Users

June 16th, 2021 Release Notes

Includes:

Rental Creation Redesign · Work Order Dashboard (Closed Beta) · Future updates to the Work Order Dashboard · Prevent Duplicate Model Creation · Exclude From Auto-Email · Visibility to Paccar Bond Loyalty/Fleet Accounts · Default Model Classes · Primary Model Images

June 9th, 2021 Release Notes

Includes:

Point of Sale Item Import · Quick Add Customer Address · PACCAR Bond Loyalty · Part Verification · Sales Order PDF · Work Order Job Templates · Service Dashboard · Consignment Items · MRP Work Order Grading · Work Order Creation Machine Search · Model Save and Update

May 26th, 2021 Release Notes

Includes:

$25 VISA GIFT CARD CONTEST · Automated Customer Satisfaction Surveys · New Sales Order PDF (Closed Beta Testing) · DMS Work Order Dashboard Updates · DMS Work Order Job Template Manager · Point of Sale Improvements · New Hotkey “F” · Cursor Movement After Parts Selection · Item Quick Add · Sparks Portal · Clicking “Accept Order” Assumes Responsibility · Photos · Consignments · Dashboard Layout Updates · Remove Insufficient Quantities · Redirect on Submission of WO Internal Quote · Better Error Handling on the User Settings page · User Photos: No Permissions Necessary · ERP Work Order Updates · ERP Grading Workflow · Notes Modal (Gabe K: Click Reduction Contest) · Expected Total Cost · Quick Searching: Open in New Tab (Gabe K: Click Reduction Contest) · Adding Notes Only Available in Draft Status · Searching for Supersessions/Alternates/Cores After Creation · Customer Unit Number Now Searchable on Work Order Create/Edit

May 19th, 2021 Release Notes

Includes:

POS Quick Add Customer/ Machine / Item · Customer · Machine · Item · Report Customization Selection · Streamlined Core Receiving · Zip Code Lookup · Rental Pickup/Delivery Address Create · POS Shipping Address Create & Edit · Customer Create & Edit · Vendor Create & Edit · Increased Logs Viewing · MRP Sub Costs on Item Dashboard (24894) · MRP Expected Total Costs · Machine PO Information · POS Cash Payment · Consignment Item Transfers · Consignment Restocking · POS Green Checkmarks on Work Order Billing (25052) · Machine PO: Options (24710) · Machine PO: Date Sync (25087) · Machine Search: Post Search Filter · Machine Search: Work Order Editing (24997) · Updating User Profile Photo Error · Searching Newly Created Cores · Links to Markdown Documentation · Machine Sale Warning · Adding Note Lines to Sales Orders Past Draft Status

May 12th, 2021 Release Notes

Includes:

$25 Visa Gift Card Click Reduction Contest Winner!! · Congratulations to Jim W! · Notable Runner-Ups · Suggestions Added to Future Releases · Thank you all for your participation! · Flyntlok Support Surveys · POS Hotkeys and Flows · Dashboard Widgets Open / Close Settings · POS New Lines on Item Descriptions · Machine Sale Conflict Warning · POS Work Order Parts Request · POS Machine and Customer Buttons · Work Order New Preferred Contact · Model Merge Widget · Item Voucher Reversals · POS File Attachment Count · POS Screen Utilization

May 5th, 2021 Release Notes

Includes:

$25 VISA GIFT CARD CONTEST · POS Quantity Hotkey (Reduce Mouse Clicks Fix #1) · Other Related Shortcuts · DMS Work Order Preferred Contact · Selling Parts at Loss Warning · MRP Work Order Costing · User BCC Ability · Customer PO Validation · Journal Entry Bill Posting Validation · POS Margin Calculation · Machine Purchase Order Dates

April 28th, 2021 Release Notes

Includes:

Central Purchasing Report · Price Updates on Receive: Margin Lock · Customer Focused Machine Report · Default Class on Items · Updated Error Images · Update to the End of Day Report: Average Price

April 21st, 2021 Release Notes

Includes:

Fleet Price Verification · Work Order Consignment Locations · User's Default Consignment Location · Consignment QOH Breakdown · Sparks Item Searching · Credit Card Payment Modal · Item Receive Calculator · Item Receive Cost

April 14th, 2021 Release Notes

Includes:

Item Price Adjustments on Receive · Work Order Check-In Times · Sales Order Loss Reporting · Sparks Orders Salesperson · Customer Associated with a Move

April 7th, 2021 Release Notes

Includes:

Item Dashboard File Attachment · Sparks Portal: Updating Contacts · Sparks Portal: Champion User · Sparks Portal: Customer Unit Numbers · Machine Receive Data · Password Reset · Most Common Parts · Rental Condition Report

March 31st, 2021 Release Notes

Includes:

Flyntlok Closed Good Friday · PACCAR Warranty Claim · Machine Editing Permissions · EIF File Types · Electronic PO Submission · Hiding Quote Part Numbers

March 24th, 2021 Release Notes

Includes:

Reported Loss Widgets · Item Transfer and Purchase Combination · Sparks Portal: Configuration · Sparks Portal: Common Parts · Sparks Portal: Customer Discounts · Sparks Portal: Payment Screen · Sparks Portal: My Orders · Merging Core Purchases

March 17th, 2021 Release Notes

Includes:

Hiding Part Numbers · Flyntlok Support Link · DMS Work Order Searching · Keyed-In Cards · Mergeable Purchases Sorting · Item Label · Journal Entry Descriptions · Tracking Notification

March 10th, 2021 Release Notes

Includes:

Decisiv SRM Integration · Key Features · Case Management · Collaboration and Notifications · Estimates · Mobile Check-In · Mobile Tech · How does it work with Flyntlok? · Want to know more? · Parts Requests Updates · Common Parts: Machine Dashboard · Vendor Logging · Model Auto-Creation · Inventory Sprint Count Sheet · Clear Technician

March 3rd, 2021 Release Notes

Includes:

Item Searcher · Request Parts Notification · Report Filter Builder · New Work Order Creation · Purchase Order Row Alternation · Password Expiration · New Notifications · Email Signature · Quote Notifications · Paccar Auto-Op

February 17th, 2021 Release Notes

Includes:

Volvo Extended Offer · DMS WO: Clock Directly Into Job · Part Transfers · Multi-Discounts for Customers · Reject Quantities on MRP Work Order · PDF Flat Rate Jobs · New Vendor Notification · Journal Entry Logging · Updating Bin Location · DMS WO Clock Icon · DMS WO: Template Labor Types · DMS WO: Template Parts · Incorrect Core Location · Notification Setting

February 10th, 2021 Release Notes

Includes:

Shortage or Damaged PO Scenario · Discount Methods · Flyntlok Journal Entry · Jobs on Labor Lines · DMS Work Order PDF · Quick Transfer Logs

February 3rd, 2021 Release Notes

Includes:

Summary Box on Report Work Backlog · DMS WO Generator Item · Internal Parts Order Reversals

January 27th, 2021 Release Notes

Includes:

January 20th, 2021 Release Notes

Includes:

January 13th, 2021 Release Notes

Includes:

January 6th, 2021 Release Notes

Includes:

Q4 2020 Release Notes

Includes:

Quick Item Transfers · QuickBooks Online Customer Information *BETA* · Auto-Generating Work Orders · Payment Options on Internal Customers · Internal Work Order Document *BETA* · Quote Expiration Notifications · Work Order PDF · Variance Journal Entries · Payment Type Combinations · Annual Labor Rate Evaluation · Volvo Integration · Internal Parts Order Quotes · Tag and Work Station Editing · Quotes · Quote Reporting · Credit Card Fees · Quote System · Customer Credit · Reversing Physical Inventory · Inventory Lockdowns · Labor History Report · DMS Work Order Item Type · MRP Work Order Costs · Electronic PO Notifications · Keyed-In Card Transactions · Work Order Scheduler · Point of Sale Lockout · Variance Report PDF · Inventory Count Plan PDF · Journal Entry Copying · MRP Labor Averages · Comments on Pending Actions · Inventory Sprints · Keyed-In Credit Card Transactions Upgrade · Searching for Splits · Vendor Part Sourcing Date Range · Labels · Vendor Account Number · Strategic Sourcing · Received Items · MRP PO Links on WO · Sold/Used 180 · Warranty Customer Machine Searching · Standard and Tax-Exempt Customer Machine Searching · Account Numbers on Vendor Edit

Q3 2020 Release Notes

Includes:

Q2 2020 Release Notes

Includes:

Q1 2020 Release Notes

Includes:

Earlier releases

No release notes match. Try a feature name like Smart Receive or Payment Types, or switch to support articles.

New and updated

Fresh how-to guides

Browse by area

Every guide, sorted by where you work

147 articles across 10 areas

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Click the ? icon anywhere in Flyntlok to open a support ticket. A link to the page you’re on is attached for you, and you can expect a reply from Flyntlok’s help desk within minutes.

How to submit a ticket
CRM Tasks Revamp: Everything in One Place
Sales & CRM
August 27, 2026
Video
AI-Powered Tech Notes: Voice to Text Notes for Work Orders
Service
July 7, 2026
Smart Campaigns Guide
Sales & CRM
May 14, 2026
Smart Receive Guide
Parts & Purchasing
April 22, 2026
Tax System Update
Accounting & Finance
January 8, 2026
Flyntlok SMS Opt-In Compliance Overview
Sales & CRM
January 1, 2026
Bobcat Online Parts Counter Integration Setup Guide
Integrations
July 16, 2025
Pricing Rules
Parts & Purchasing
December 10, 2024
Rental Dashboard Options
Rentals
August 9, 2023
What Defines a Rental Conflict
Rentals
August 9, 2023
Adding/Editing Rental Consumables
Rentals
August 9, 2023
Rental Admin Settings
Rentals
August 9, 2023
All Rental Contracts
Rentals
August 2, 2023
Rental Billing
Rentals
August 2, 2023
Rental Contract Screen
Rentals
August 2, 2023
Create Rental Contract
Rentals
August 2, 2023
The New Payment Module
Point of Sale
July 26, 2023
Transferring Items for a Special Order
Parts & Purchasing
July 26, 2023
Trade Ins
Point of Sale
July 26, 2023
Edit Payment Type
Point of Sale
July 26, 2023
Edit Shipping Type
Point of Sale
July 26, 2023
Creating a Sales Return
Point of Sale
July 26, 2023
Add Payment Type
Point of Sale
July 26, 2023
Add Shipping Type
Point of Sale
July 26, 2023
Company Open Purchase Orders
Parts & Purchasing
October 29, 2022
Creating a New Purchase Order from the Vendor Dashboard
Parts & Purchasing
October 29, 2022
Creating a Part Purchase Plan
Parts & Purchasing
October 29, 2022
Creating a Purchase Order
Parts & Purchasing
October 29, 2022
Draft Purchase Orders
Parts & Purchasing
October 29, 2022
Location Open Purchase Orders
Parts & Purchasing
October 29, 2022
Part Purchases: To Be Ordered - Single Vendor Page
Parts & Purchasing
October 29, 2022
Part Purchases: To Be Ordered - Multi-Vendor Page
Parts & Purchasing
October 29, 2022
Purchase Order Overview
Parts & Purchasing
October 29, 2022
Recommended Orders
Parts & Purchasing
October 29, 2022
Strategic Sourcing
Parts & Purchasing
October 29, 2022
Receiving Vouchers
Parts & Purchasing
October 29, 2022
Point of Sale Administration
Point of Sale
September 22, 2022
Activity Tab
Point of Sale
September 22, 2022
Actions
Point of Sale
September 22, 2022
Payment Tab
Point of Sale
September 22, 2022
Details Tab
Point of Sale
September 22, 2022
Shipping Tab
Point of Sale
September 22, 2022
Item Line
Point of Sale
September 22, 2022
Adding Items to a Sales Order
Point of Sale
September 22, 2022
Customer Tab
Point of Sale
September 15, 2022
Point Of Sale Overview
Point of Sale
August 12, 2022
Machine PO Vouchers
Equipment
July 6, 2022
Rental System Overview
Rentals
August 31, 2021
Work Order Dashboard
Service
July 14, 2021
Quantity on Hand Diagrams
Parts & Purchasing
June 14, 2021
Hotkey Cheat Sheet
Getting started
May 13, 2021
Fleet Price Verification
Parts & Purchasing
April 15, 2021
Machine Actions Dropdown Update
Equipment
February 25, 2021
How do I merge a special order into a previously ordered stock purchase?
Parts & Purchasing
February 24, 2021
Work Order Scheduler
Service
February 22, 2021
How do I add jobs to a work order?
Service
February 22, 2021
How do I create a work order?
Service
February 22, 2021
How do I connect my Flyntlok account to JD Point, JD Quote, and JD Warranty?
Integrations
February 22, 2021
What do the statistics on the vendor dashboard mean?
Parts & Purchasing
February 22, 2021
How do I edit a vendor in Flyntlok?
Parts & Purchasing
February 22, 2021
How do I add a vendor in Flyntlok?
Parts & Purchasing
February 22, 2021
Where can I edit the tax rules on an invoice?
Accounting & Finance
February 22, 2021
Wouldn't it be cool if Flyntlok allowed you to set tax rules per item?
Accounting & Finance
February 22, 2021
Can I set tax types per customer?
Accounting & Finance
February 22, 2021
How do I add or edit tax types?
Accounting & Finance
February 22, 2021
What is Flyntlok's Iron Sight feature?
Getting started
February 22, 2021
How do I submit a support ticket to Flyntlok?
Getting started
February 22, 2021
What are the different searching methods in Flyntlok?
Getting started
February 22, 2021
Video
How do I edit a rental contract?
Rentals
February 20, 2021
What are the types of rental contracts?
Rentals
February 20, 2021
What do the different colors mean on the machine searcher?
Equipment
February 20, 2021
How do I create a new rental?
Rentals
February 20, 2021
What are the types of sales orders?
Point of Sale
February 20, 2021
What are the statuses of a sales order?
Point of Sale
February 20, 2021
How can a customer electronically sign an invoice?
Point of Sale
February 20, 2021
How do I split a sales order?
Point of Sale
February 20, 2021
How do I create a return?
Point of Sale
February 20, 2021
How do I reverse a sales order?
Point of Sale
February 20, 2021
How do I sell a machine?
Equipment
February 20, 2021
How to do I change the location on a sales order?
Point of Sale
February 20, 2021
How do I customize my dashboard?
Getting started
February 20, 2021
How do I pin menu items to my left-hand navigation?
Getting started
February 20, 2021
How do I edit my account information?
Getting started
February 20, 2021
How do I perform a full inventory count?
Parts & Purchasing
February 19, 2021
Other purchase order information
Parts & Purchasing
February 19, 2021
How do I remove an item from a parts purchase order?
Parts & Purchasing
February 19, 2021
How do I reopen a parts purchase order?
Parts & Purchasing
February 19, 2021
How do I report a purchase order exception?
Parts & Purchasing
February 19, 2021
How do I create a parts purchase order?
Parts & Purchasing
February 19, 2021
Video
What is the reorder point?
Parts & Purchasing
February 19, 2021
How do I create a return of goods?
Point of Sale
February 19, 2021
How do I update the QOH of an item?
Parts & Purchasing
February 19, 2021
Where can I review an item's transaction history?
Parts & Purchasing
February 19, 2021
What aspects of an item can I edit?
Parts & Purchasing
February 19, 2021
What is an item type?
Parts & Purchasing
February 19, 2021
Item Dashboard
Parts & Purchasing
February 19, 2021
How do I add an item into Flyntlok?
Parts & Purchasing
February 19, 2021
How do I update and set MRP work order costing?
Service
February 19, 2021
How do I create a Batch Work Order?
Service
February 19, 2021
What is under the Action tab on an MRP work order?
Service
February 19, 2021
How do I scrap a part?
Service
February 19, 2021
How do I complete the steps on a work order?
Service
February 19, 2021
How do I create an MRP work order?
Service
February 19, 2021
How do I create a BOM Template?
Service
February 19, 2021
How do I add rental schedules to a model?
Rentals
February 19, 2021
Video
How do I navigate to a machine's model page?
Equipment
February 19, 2021
How do I add options to a model?
Equipment
February 19, 2021
MPO Tips
Equipment
February 19, 2021
Video
How do I add a machine model in Flyntlok?
Equipment
February 19, 2021
How do I add fees to my order?
Equipment
February 19, 2021
How do I add models to my machine purchase order?
Equipment
February 19, 2021
How do I set up my machine purchase order?
Equipment
February 19, 2021
What are the statuses of a machine?
Equipment
February 19, 2021
How do I create a machine purchase order?
Equipment
February 19, 2021
How do I use the RPO worksheet calculator?
Equipment
February 19, 2021
How do I add attachments to a machine?
Equipment
February 19, 2021
How do I report a loss on a machine?
Equipment
February 19, 2021
How can a sparks user import a file into a sales order?
Point of Sale
February 19, 2021
How can a sparks user tell a salesperson to hold a sales order until it's complete?
Point of Sale
February 19, 2021
How do I add a machine in Flyntlok?
Equipment
February 19, 2021
How can a Sparks user place an order?
Point of Sale
February 19, 2021
How can a new Sparks user account be created?
Point of Sale
February 19, 2021
Where can I add contacts to a customer's account?
Sales & CRM
February 19, 2021
Contacting Customers
Sales & CRM
February 19, 2021
Video
Where can I see a list of all items a customer has purchased?
Sales & CRM
February 19, 2021
How do I add a note to a customer's account that will show up when interacting with their account?
Sales & CRM
February 19, 2021
Can I track CRM?
Sales & CRM
February 19, 2021
How do I add a new customer into Flyntlok?
Sales & CRM
February 19, 2021
Admin Editors: Report Scheduler, Dashboards, and Navigation
Admin & settings
February 19, 2021
Video
What is a customer type?
Sales & CRM
February 19, 2021
Locations
Admin & settings
February 19, 2021
Work Orders
Service
February 19, 2021
Point of Sale
Point of Sale
February 19, 2021
Video
Accounting
Accounting & Finance
February 19, 2021
Reservations
Rentals
February 19, 2021
Machines
Equipment
February 19, 2021
Items
Parts & Purchasing
February 19, 2021
Users
Admin & settings
February 19, 2021
Video
Journal Entries
Accounting & Finance
February 19, 2021
How do I add a cost of rent to a machine?
Equipment
February 19, 2021
How do I capitalize costs against a machine?
Accounting & Finance
February 19, 2021
How do I add a cost of sale to a machine?
Accounting & Finance
February 18, 2021
How do I add an account customer?
Accounting & Finance
February 18, 2021
How do I process a sales order reversal?
Point of Sale
February 18, 2021
How are Flyntlok's accounting settings configured?
Accounting & Finance
February 18, 2021
How do I disconnect from QuickBooks Online?
Accounting & Finance
February 18, 2021
Questions

What dealers ask

Quick answers about updates, help and feedback. Every answer comes from Flyntlok’s release notes and support articles.

How often does Flyntlok release updates?

About every two weeks. Each release note lists every update and fix by area.

What changed in the latest Flyntlok release?

October 29, 2026 Release Notes

:

Flyntlok Mobile enters closed beta, starting with Sales and CRM. Plus Inbox conversation assignment, clearer rental availability, warranty Labor Types that fill in on their own, a new Payment Types editor and 17 fixes.
Read the release

How do I get help with Flyntlok?

Click the ? icon anywhere in Flyntlok to open a support ticket. Add a title and a short description, and attach a file if it helps. A link to the page you’re on is attached automatically, and you can expect a reply from Flyntlok’s help desk within minutes. How to submit a ticket

Can I give feedback on what Flyntlok builds next?

Yes. Join an office hours session with the product team. Upcoming sessions are listed near the top of this page.

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