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Fleet Cards On Work Orders - (Ticket #FD-2895)

Opportunity:

Service Managers at dealerships that service fleet-owned vehicles have requested the ability to associate a customer’s fleet card with a Work Order for a vehicle so that they can ensure that parts orders on that Work Order receive the appropriate fleet discounts from part vendors.

Solution:

For dealer locations that accept fleet cards, a selector has been added to the Work Order creation form that allows the user to select from a list of saved fleet cards for a customer. A new fleet card can be added by clicking the “+ New” icon next to the selector and filling out the form. On the Work Order dashboard, fleet card information is displayed in the customer section and can be edited. When Parts Orders are added to the Work Order, the fleet card is associated with the resulting invoice and can be used to receive vendor discounts the same as would be done on a standard Sales Order.

  • Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment. 

 

Require Note On Job Status Change - (Ticket #FD-2917)

Opportunity:

Service Managers have requested the ability to require a note be entered when a job status is changed so that they can ensure processes are being followed correctly. 

Solution:

A comment box has been added to the “Change Job Status” modal. This can be turned into a required input on the “Flyntlok Settings” page. The note entered into the text field will appear in the “Activity” slider.

Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment. 

     

Filter Layouts on Job Scheduler - (Ticket #FD-2897)

Opportunity:

Service Managers have stated that the inability to save and quickly apply custom filter configurations in the job scheduler results in a time-consuming process, as they have to reset filters for every session. This inefficiency hampers the scheduling of services and overall workflow management.

Solution:

To address this issue, a feature that allows the saving and quick application of custom filter layouts has been introduced. Users can now save their current filter settings under a unique name for easy identification and reuse as well as select, update, or delete saved filter layouts.

CRM

Continued Mobile Enhancements for CRM Leads - (Ticket #FD-2902)

Opportunity:

Salespeople have been requesting more extensive mobile support for our existing CRM Leads feature. This will help salespeople on-the-move keep up with their projects and log any changes that happen while they are away from their computers. 

Solution:

So many new features for the Mobile Leads page! The editing and filtering functionality is now almost as exhaustive as the Desktop version. 

  • Users can now filter for status and location on the All Leads page. They are also able to select a checkbox to show only the leads assigned to them, making it easier for them to keep track of their personal tasks.

  • On the Lead Dashboard page, users can edit the Lead's status, tags, score, estimated revenue, assignees, source, and location fields using the “Edit Lead” button.

  • If a salesperson wants to update the Lead’s status, they will be required to leave a note regarding the status change, which will show up in the History tab.

  • If they want to leave a note unrelated to a status change, they can click on the “Add Note” button to add an Internal Note that will show up in the History tab.

  • Salespeople can also email or call individual Lead contacts directly by tapping the icons next to the phone numbers and emails. These contact attempts will show up as timeline events in the History tab as well. (It should be noted that if the email button is hit, we log that event, but not the email itself, which may or may not actually be sent, since that is handled on the device’s mail application.)

  • The Conversations tab is brand new! It shows all the SMS conversations the user has been having with this lead’s contacts, ordered by most to least recent. Clicking on a Conversation will take the user to the pre-existing Mobile Conversation page for that contact, where they can directly send and receive messages.

  • At the bottom of the page, users are now able to add and remove Models and Machines from the Lead. Users familiar with the Desktop Lead Dashboard page will notice that the add and remove functionality here is exactly the same as the Desktop version.


Machine/Model  Fields  Added to All Leads Report(Ticket #IHK-2436)

Opportunity:

Salespeople have requested we add additional fields to the "All Leads" report that will display the Lead’s associated Machine(s) and associated Model(s).

Solution:

We have added Machine and Model Categories to the "All Leads" report, which will display the associated Machines/Models of a CRM Lead when available.

Point of Sale

Consolidation of Model & Machine Quantities on Invoice - (Ticket #FD-2891A)

Opportunity:

Sales Managers have expressed the need to improve the handling of high-volume quantity model quotes and sales on the point-of-sale system.

Solution:

An option has been made available to present multiple model lines as quantities when printing or emailing a sales order. This should improve the readability and reduce the number of pages needed when displaying a high volume of the same model on a single sales order.

  • Example Sales Order

In this example, there are 10 machines of the same model that is being sold, with serialized machines allocated:

  • Before - Each model is listed separately:

  • After - The printed/emailed report will consolidate the view to a single line. Machines associated to Models will display their serial numbers under the Model:

  • Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment. 

Configuration of Kit List Order  - (Ticket #FD-2891B)

Opportunity:

Sales Managers have stated that when using kits, they are uncertain about how the order of items and models will be applied to a sales order. In some use cases, a specific arrangement of items is required to qualify for vendor credits, rebates, or other incentive programs. They have requested the ability for kits to be configured and saved in a specific order.

Solution:

The previous version did not maintain any specific list order when a kit was configured on an item, nor was there any way to know what it would look like when adding it to a sales order. This new feature introduces the ability to arrange kit items and models as needed. You can now move these lines up or down as needed by dragging and dropping the lines:

 

Special Order Indicator on Packing Slip-(Ticket #IHK-2693)

Opportunity:

On a printed Sales Order, there is an asterisk that appears on a line item that indicates the part was special ordered. Salespeople have requested we add this asterisk to the “Special Ordered” lines of the Packing Slip.

Solution:

We have added an asterisk to Special Ordered lines of the Packing Slip.

Rental

Signature Capture On Rental Contracts - (Ticket #FD-2897)

Opportunity:

Rental Managers have requested the ability to collect customer signatures using Clover devices to speed up the process of signing a Rental Contract.

Solution:

“Collect Signature” has been added as an option under the “Actions” dropdown on the Rental Dashboard. Clicking this will display a pop-up that allows the user to ask for a signature on the selected Clover device. Once the customer signs the device, a signed PDF copy of the contract is attached to the contract. The user also has the option now to see an unsigned copy of the rental contract under the “Actions” dropdown by clicking on “Print Lease Agreement.”

 


Issues Resolved This Sprint

New Lead Phone Numbers not Recognized-(Ticket #50217)

Complaint:

Salespeople reported an issue where Flyntlok would sometimes misinterpret phone numbers provided by phone systems when creating new leads from phone calls.

Cause/Correction:

Fixed. Flyntlok will recognize phone numbers when creating leads regardless of whether or not the number supplied includes a (+) or a country code.

Kit Order Quantity Adjustment -(Ticket #50350, 50480)

Complaint:

Users were experiencing an issue where Inventory Kits were not correctly handling quantity on a Sales Order. When attempting to change the quantity of a Kit, Flyntlok would display an error message and the Kits quantity was not updated.

Cause/Correction:

Fixed.

Allow .EML File Type Uploads-(Ticket #50349)

Complaint:

Purchasers using the latest version of Outlook had reported an issue where they could not upload an .EML file as an attachment on a Purchase Order.

Cause/Correction:

Fixed.

Machine Purchase Plans Not Generating-(Ticket #50197)

Complaint:

Purchasing Managers had experienced an issue where Machine Purchase Plans were not being generated if the Model of the Machine had attachable options.

Cause/Correction:

Fixed.

Can't Remove Machine External URL-(Ticket #50491)

Complaint:

Flyntlok users had reported an issue where a Machine’s external URL could not be cleared once set on the machine’s definition page.

Cause/Correction:

Fixed.

Warranty Job Fees-(Ticket #50405)

Complaint:

Service Managers had reported an issue where the "Performance" tab and "Info" tab on Work Orders were including Warranty jobs in the fee calculations.

Cause/Correction:

Fixed. Warranty jobs will no longer be factored into fee totals on the Info and Performance tab of Work Orders.

Not able to Load Draft PO-(Ticket #50196)

Complaint:

Salespeople had reported an issue where they were unable to load a Draft Purchase Order. When the user would attempt to create a draft PO from the Vendor Dashboard, Vendors with large data sets (over 16,000 Items) the page would time out and would result in a blank white screen.

Cause/Correction:

Fixed.


Last Release Notes

March 27th, 2024 Release Notes

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