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

CRM

New Features

New Lead  Timeline

We have improved the Timeline and Conversations box on the lead page

Lead  Timeline

If you click on a conversation, we you will be brought to the SMS tab but you will also see the Timeline. The status can also be changed to contacted by clicking the checkbox.

Lead  Timeline

Enhancements

Lead list Filtering

Your lead list can get long. We added filtering at the top of the page to help!

Lead list Filtering

Bulk Actions

We are adding bulk actions to help with lead management. The first bulk action that we have added is bulk delete. To preform a bulk action, select the rows that need edited using the checkbox!

Bulk Actions

Then, click Actions -> Delete Selected.

Delete Selected

 

Work Orders

New Features

Flat Rate Billing

We have changed the way that Flat Rate billing works. Previously, The Flat Rate was the dollar amount that would be billed to the customer. Now, when the Flat Rate Billing style is selected, the customer will be billed for the Flat Rate + Parts.

Enhancements

Simple Scheduler Tech Sorting

Businesses using the simple scheduler gave feedback stating that it was hard for technicians to "Only see their work". In response, we have added a way to filter the page using the new icons. We will display the users picture or initials if they do not have a picture. Hovering the icon will reveal the entire name.

Simple Service Scheduler Icon

You can select multiple Icons at once to filter by multiple technicians. Once clicked, the list will start to filter!

Simple Service Scheduler

Internal PDF

We have added the technicians name to the internal PDF.

Internal PDF

Billing Preview

We have added a Total Rev field to the work order Performance Tab. Total Rev will show the dollar amount that will bill on the sales order. This does not include tax!

Billing Preview

Point Of Sale

Enhancements

Sales Person Editing

Administrators can limit who can change the salesperson field on sales orders. You can add or remove this permission on the Access Control page!

Sales Person Editing

 

Application Management

New Features

Primary Shipping Address

You can specify a default shipping address for a customer. This address will auto-populate on the point of sale when the customer has been selected. To add or edit a customer address, go to that customer's dashboard. Then, click Actions -> Addresses

Primary Shipping Address

Enhancements

Machine Image Carousel

The image box on the machine dashboard now supports multiple machine pictures. We will are planning to make the pictures easier to edit in the following weeks!

Machine Image Carousel

If you would like to change the default/featured photo. Find the photo that you want using the arrows, then click the Primary Photo checkbox.

Improved Serial Number Checking

In the past, if you tried to create a machine with a duplicate serial number we alerted you of the duplication. However, we did not tell you which machines shared the same serial number so the issue could be resolved. We have added this information!

Serial Number Checking

Last Release Notes

March 30th, 2021 Release Notes

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Learn More at Flyntlok Dealer Management System

Youtube

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

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