Check out the latest updates to the Flyntlok Equipment Dealer Management System.
Work Order Updates
Work Order Machine Assignment
In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.
Then, you will be able to add a machine to each individual job.
Clocked in list
Click the Info Tab to see a list of people that are clocked into a work order.
The customer will not see any notes that are added in the "Notes" section. However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.
Work Order Sections Stay Closed
When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.
Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.
Work Order Permissions
Certain work order actions only need to be available to select users. Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.
Revert To Estimate
Delete Job Note
Edit Labor Line
Edit General Fields
Create WO From Estimate
Add Files to Jobs
Edit Job Billing Style
Edit Job Labor Type
Edit Machine Fields
Send Customer SMS
Add Forms to Jobs
Remove File From Job
Edit Job Category
Change Job Machine
Mark Job Complete
Start Paccar Warranty Claim
Add Labor Lines to Jobs
Clock Into Job
Remove Form From Job
Edit Job Name
Mark Job Incomplete
Transfer Job Between WO's
Add Parts Invoices to Jobs
Clock Out Of Job
Delete Labor Lines
Change Job Technicians
Create Partial Invoice
Update Customer & Contacts
Add Recommended Jobs
Create Template From Job
Delete Text Expansion
Edit Job Type
Delete File From WO
Cancel Work Order
Create Text Expansion
Add Job Note
Edit Job Estimate
Edit Customer Fields
Delete Form From WO
Setting Permission Access
New Rental System Updates
If you are interested in upgrading to the new rental system, please reach out to firstname.lastname@example.org.
Rental Contract E-Signing
From a rental contract, select "Request Signature" from the actions dropdown.
Then input the customers' email on the pop-up.
The customer will receive an email prompting them to e-sign the contract.
Then, the customer can sign the contract.
Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.
Remember, only items that are marked rentable will show in the searcher.
Delivery And Pickup Information
If you leave the box blank, the rental delivery fee will show TBD instead of $0. This allows you to bill the customer after the delivery has occurred. In this case, we recommend having your rates listed in the terms of the contract.
You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.
You can now see the last time a customer was surveyed on the customer's dashboard.
We have updated vendor searching from the search bar. It should be faster and show better results than before!
Last Release Notes
August 11th, 2021 Release Notes
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