Labor Day: Flyntlok will not be Laboring

Flyntlok offices will be closed on Labor Day, Monday, September 2. We will respond to any help requests when our offices re-open on Tuesday, Sept 3 at 8am ET. We hope all of our customers are able to find at least a little time to rest after a long, busy summer season.

Administration

Account Settings Page

Opportunity

Managers have expressed interest in being able to administer their company’s account information and settings, and in having a place to view and keep track of past and current invoices from Flyntlok.

Solution

We have created an Account Settings page that is accessible for Administrators from the Admin Settings dropdown on the top Navbar. Simply hover over the wrench to navigate to Flyntlok > Account Settings.

The Account Settings page currently has three subpages: Account Information, Payment Information, and Payment History.

The Account Information subpage shows the data Flyntlok has on any business locations including addresses, hours of operation, and time zone. Administrators will be able to edit any of those fields by clicking on the edit icon at the top right of the card.

The Payment Information subpage contains the Billing Address and Payment Methods fields. Administrators can edit the default billing address and add payment methods for billing purposes. Click the edit icon on the top right of the Billing Address field to edit the Billing Address, and click the plus icon on the top right of the Payment Methods section to enter a new payment method.

To set a specific payment method as default, users can click on the circle icon on the top right corner of a payment method card. Click the trash icon next to it to delete a payment method instead.

The Payment History subpage displays the next invoice date, number of active billable users a company has, and the current amount due, as well as all current and past invoices and their statuses. Users can click on any past invoice link to view it as a pdf.

Rental

Class/Model Availability Enhancements

Opportunity

Rental Managers often manage their fleets based on the availability of Models or Classes, as opposed to tracking availability of individual machines. Despite Models and Classes being rentable in Flyntlok, there was no way for a Rental Manager to know if they were overbooking their fleet until they attempted to associate an actual machine to a contract.

Solution

We have added a new view to the New Rental Contract page that displays your fleet’s Classes, Models, along with their availability over time. This allows you and your team to assess your fleet’s availability at a glance to avoid overbooking. You can find this new view on the New Rental Contract page by clicking “Category Timeline” in the lower left.

Furthermore, both the New Rental Contract page and the Rental Dashboard can now show you warnings if you are about to overbook a model or a class. These warnings are displayed when creating and reserving Rental Contracts. You can enable these warnings by navigating to Flyntlok Settings -> Rental Settings and looking under the Restrictions section. The setting is called “Class/Model Overbook Warning”.

Require Customer Signature [#54978]

Opportunity

Managers have requested that Signature Forms require the customer to enter their signature in order to submit the form.

Solution

When Flyntlok prompts a customer for their signature, they are now required to sign before submitting the form.

Rental Schedules Warning [#54968]

Opportunity

Rental Managers asked for more prominent alerts when any lines on a Rental Contract were missing a schedule.

Solution

The Rental Contract Dashboard will now alert you if one or more lines on a Rental Contract are missing a schedule.

CRM

SMS Surveys

Opportunity

Currently, Survey Requests can only be sent via email from Flyntlok and Salespeople and Managers have requested the ability to send surveys via SMS as their customers are more likely to respond to a survey sent via SMS.

Solution

We have added a new field called ‘Delivery Method’ for a survey rule configuration on the Manage Surveys Dashboard and now the rules can be configured to send surveys via SMS or email.

Log When a Customer’s Contact is Deleted [#54941]

Opportunity

Parts Managers have asked for logs when a Contact is deleted from a Customer.

Solution

When a Contact is deleted, Flyntlok now creates an entry in the Customer’s logs which includes the Contact’s name, phone number, and email address.

Allow Grouping on "All Leads" Page

Opportunity

Salespeople have requested the ability to group leads on the "All Leads" page.

Solution

You can now group leads on the "All Leads" page by dragging column headers into the grouping section on the top left that is labeled “Drag a column header here to group by that column”. Not all columns can be grouped, such as Tags, Age, Machines, Models, etc. But honestly, any column that you would really want to group by, can be grouped by.

Users can group by multiple fields by dragging another column into that section. You can remove the column grouping by dragging the column back into the grid. Column groupings can also be saved as part of the grid layouts.

“Lead Note” Notifications [#55136]

Opportunity

Salespeople have requested they be notified when someone adds a Note to a Lead.

Solution

Users assigned to a Lead now have the option to receive notifications when a note is added to one of their Leads. Users can enable this feature through their User Settings page.

Update Status from “All Leads” Grid-View [#55023]

Opportunity

Sales Managers have requested the ability to change the Status of a Lead from within the All Leads grid-view. This would allow for quicker updates when reviewing multiple Leads.

Solution

Flyntlok’s “All Leads” grid-view now supports changing a Lead’s status without opening the Lead’s Dashboard.

Zapier Lead Creation API Update [#55195]

Opportunity

Flyntlok’s Zapier integration did not include a “Contact Name” field on the Lead Creation action, and instead derived the Lead Contact’s “Name” from the Lead’s “Name” field.

Solution

We have updated the Flyntlok’s Zapier integration to include Contact Name field on Lead Creation.

Btw, the Zapier workflow tool is a pretty cool and flexible way to manage your incoming leads from your website. It's especially helpful if you have detailed forms with a lot of various fields (e.g. financing information, trade-in information, etc). Check it out, and if interested, contact a friendly Flyntlok consultant!

Tasks

Notes on Tasks [#55023]

Opportunity

Managers have requested the ability to add Notes to Tasks.

Solution

The Tasks page has been updated to support Notes. Users can view and add a Note by editing the Task and clicking on the "Notes" tab. There is also a new column that can be added to the “All Tasks” grid called “Latest Note” so a user can see when a note was last added to the Task.

File Attachments On Tasks [#54853]

Opportunity

No sooner did we add Notes on tasks, than we had Managers request the ability to attach files to Tasks!! No rest for the weary. So we created a task to put files on Tasks.

Solution

And thus we now have the ability to support files on Tasks. Users can view and add files by editing the Task and clicking on the "Files" tab:

Marking Tasks as “Done” from Dashboard Grid [#55023]

Opportunity

Were we done with Tasks for this release? Not by a long shot! Users have requested the ability to mark a Task as "Done" from a Dashboard Grid. This would allow them to quickly update the Task without needing to go to the Tasks page to manually edit the status.

Solution

The "Upcoming Tasks" Dashboard Grid has been updated to support a "Mark Done" action. This will change the Task to "Done" status and update the Completed Date with just a single click.

Service

Warn When Reusing Work Order Tags [#54958]

Opportunity

Service Managers have requested that Flyntlok warn them when they are about to tag a Work Order with a tag that has already been used.

Solution

In addition to warning you about potential duplicate tags when creating Work Orders, Flyntlok warns you on any Work Order’s Dashboard as well.

Tag Number on Job Level Service Scheduler [#54997]

Opportunity

Service Managers have expressed the need to see tag numbers on the Job level Service Scheduler.

Solution

Added Tag Number Badges to the Job level Service Scheduler.

Upload Files On Mobile Work Order View [#55101]

Opportunity

Technicians and Service Managers requested the ability to upload and view pictures in a single area on the mobile Work Order view instead of having them tied to specific jobs.

Solution

The mobile Work Order view has been updated to allow Technicians to upload files, including pictures, directly to the Work Order itself. All Job files can now be accessed in a centralized location within the mobile view, making it easier for Service Managers to review them.

Require Contact Info On Customer Creation [#55051]

Opportunity

Managers have requested the ability to make “Email” and “Phone” fields required on Customer creation.

Solution

Flyntlok now has a setting which makes email and phone fields required on Customer creation. Admins can set this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings > "Require Contact Info on Customer Create" Checkbox.

Show “Date Created” On Work Order Dashboard [#55127]

Opportunity

Service Managers requested a more accessible way to see when a Work Order was created.

Solution

The Work Order Dashboard has been updated to display the Creation Date directly in the header. We have added a new option in Flyntlok Settings to toggle display of Work Order Create Date. Admins can set this option by clicking on the Wrench Icon -> Flyntlok -> Flyntlok Settings -> "Show Create Date on Work Order" Checkbox.

Highlight Jobs With All Parts Fulfilled On Service Scheduler [#55053]

Opportunity

Service Managers have requested jobs with fulfilled parts requests be more visible on the Job-level Service Scheduler.

Solution

Flyntlok will now use an orange background for any jobs with fulfilled parts on the Job level Service Scheduler.

Work Order Details On Service Scheduler [#55080, #55117, #55123]

Opportunity

Service Managers have requested enhanced visibility of Work Order details on the Service Scheduler to improve efficiency in scheduling and job management.

Solution

The Service Scheduler has been updated to display the assigned technician, billing hours, and dwell time on Work Order cards

Exclude Parts Request Notes From Final Work Order Invoices [#55176]

Opportunity

Service Managers have requested the ability to prevent internal Parts Order Notes from appearing on the final Work Order invoice.

Solution

A setting has been added to exclude notes made on the Internal Parts Order from the final Work Order invoice. Admins can set this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings > "Exclude Parts Request Notes on Invoice" Checkbox.

Point of Sale

Hide Customer Tax ID on Sales Order Printouts [#55033]

Opportunity

Sales Managers have requested the option to hide a Customer's “Tax ID” when printing a Sales Order.

Solution

Administrators can now choose whether or not to show a Customer’s tax ID on their company’s printed Sales Orders. You can find this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings, then finding the "Hide Tax ID" checkbox.

Resolved Issues

Point of Sale Buttons were Disabled [#54956]

Complaint: Salespeople reported that some buttons on the Point of Sale are disabled if the Quote was Rejected.

Correction: Fixed.

Consolidate Visible Hours within the Service Scheduler [#55126]

Complaint: Service Managers mentioned that the Service Scheduler's “Day View” showed many hours that were outside of normal business hours. They requested to be able to view a smaller time range.

Correction: The Service Scheduler has been updated to default to a 12-hour view. This will make Scheduled Tasks easier to view and manage, especially when dealing with shorter duration Tasks. Users can still expand the time range back to 24-hours via the Actions dropdown.

Incorrect Display of Parts [#55143]

Complaint: Purchasers reported that printed Vendor Purchase Orders were sometimes not properly displaying Parts with long Part Numbers.

Correction: Fixed.

Incorrect Link on Tasks [#55023]

Complaint: Users mentioned that when clicking on a Task from the Upcoming Tasks grid on various Dashboards, it was directing them to the All Tasks view instead of directly linking to the Task.

Correction: Fixed.

Incorrect Costs on Kit Configurations [#55290]

Complaint: Users reported that the Kit configuration was displaying an incorrect cost on some items.

Correction: Fixed.

Restocking All Parts [#55050]

Complaint: Parts Managers reported that when using the "Fill Available" action on a Service Truck’s Inventory, it would not recognize all quantities on all pages. It would limit to 50 items at a time, which is what Flyntlok defaults to on a single page display.

Correction: Fixed. This action should now fill all quantities on all items.

Incorrect Margin on Sales Order with a Discount [#55383]

Complaint: Salespeople reported that when adding a discount to a Sales Order, the calculated margin shown at the top of the page would sometimes show "0%".

Correction: Fixed.

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Last Release Notes

August 14th, 2024 Release Notes

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