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Service
Scan Mode on Work Order Parts Request
Opportunity
Searching for parts can be oh-so-tedious. Techs have asked for the ability to scan a barcode to add parts to a job.
Solution
When you’re requesting Parts for a Work Order, you can now click a button to enter “Scan Mode” which lets you use a barcode scanner to add Parts more quickly.
Enhancements to Scheduled Work Orders on Mobile [#60285]
Opportunity
Technicians requested an improved way to view their scheduled work orders on the mobile view.
Solution
The "My Work" page on the mobile view has been redesigned to provide a more user-friendly experience. If the "Show Technicians Scheduled Work" setting is enabled, Technicians can now:
- Access two separate tabs on the "My Work" page
-
- Assigned Work Orders
- Scheduled Work Orders
- Filter scheduled Work Orders by their scheduled start date
Receiving
Close Associated Machine POs when Closing Voucher
Opportunity
Purchasers wanted a more streamlined way to close out a Machine Purchase Order after receiving it fully on a Voucher. Previously, they had to first close the Voucher, then find its associated PO and close it separately.
Solution
When completing a Machine Receiving Voucher that moves any of its associated POs to "Received" status, users now have the option to immediately close the PO. When applicable, this prompt will show up after clicking the Complete Voucher button:
MPO Voucher Machine Cost of PDI
Opportunity
Managing pre-delivery inspection (PDI) costs efficiently has been a challenge, especially for dealers handling high-volume orders. While some equipment dealers often use work orders to capitalize PDI costs against units, this approach is too time-consuming and inefficient when managing numerous smaller units.
The existing PDI field on Machine Receiving Vouchers didn’t allocate costs to units when posting, creating additional manual effort and inefficiencies.
Solution
To streamline PDI cost management, we've introduced a new feature that allows you to allocate PDI costs directly on machine Receiving Vouchers. This update simplifies workflows and ensures more accurate financial reporting.
Key Enhancements:
- Bulk PDI Cost Updates: Use bulk actions to quickly update PDI costs for multiple units on a receiving voucher.
- Accounting Adjustments on Posting: When a voucher with PDI costs is posted, the generated journal entries or bills will include the proper adjustments to the equipment’s asset account and the configured PDI income account.
Configuration:
To set the PDI account, navigate to Flyntlok Settings and configure the account as shown below:
Sales
Bulk Model Options Pricing Update
Opportunity
Managers requested the ability to update Model Options Pricing in bulk to align with the model pricing matrix.
Solution
A new feature in the “Bulk Model Update” allows managers to update Model Options Pricing automatically when running a Pricing Matrix against a Model. This ensures that all associated Options are priced correctly based on the latest Matrix.
CRM
Customized Reviews Requests [#57726]
Opportunity
Salespeople wanted a way to personalize the message sent to their customers when sending them a request for a Google or Facebook review. While we previously supported adding text to a Review Request, a Salesperson's customer was sent the same message template that could not be edited.
Solution
Administrators can now configure the default message by navigating to Flyntlok Settings -> CRM Settings -> General -> “Request A Review” Message,
This default message will prefill the message body when requesting a review. You can modify the message as needed before sending it.
The message will be sent to the customer with the review links included. Here is an example message shown as a text and an email:
Note: If this is not configured, a basic message template will be used instead.
Managing CRM Sources
Opportunity
Sales Managers needed greater flexibility in customizing “Lead Sources” within their CRM systems. This level of customization allows for more accurate and insightful reporting while better aligning lead tracking with the unique needs of their business. Previously, the lead sources were not customizable, limiting managers' ability to adapt the system to their specific workflows. (Or they had to call us and ask us to hard code a value for them.)
Solution
To address this, we’ve enhanced the CRM “Lead Sources” flexibility to enable full customization. This empowers sales teams to better manage and refine their “Lead Sources”, resulting in improved reporting and streamlined lead management. And more customers!
Key Enhancements:
- Add New Sources: Easily add custom “Sources” via Admin Settings → CRM → Lead Sources. New sources become immediately available for use across all Leads pages.
- Delete Unwanted Sources: Remove “Sources” that are no longer needed. During deletion, you can unassign the source from existing leads to maintain data accuracy.
- Rename Existing Sources: Rename “Sources” to better align with your business terminology. Updates will be applied automatically across all existing leads.
- Merge Sources: Select two or more sources to merge them into one. The selected primary “Source” will remain active, and all associated leads will be reassigned accordingly.
With this update, your CRM system becomes more adaptable to your business, ensuring that lead management is precise, efficient, and tailored to your needs.
Resolved Issues
#60472
Complaint: Salespeople mentioned that a Contact’s Tags would not show on the Customer Dashboard if the Contact was a Primary or Accounting Contact.
Correction: Fixed.
#60534
Complaint: Users (well, Wayne) noted that when trying to access a Vendor's website URL via Vendor Dashboard, the link would not work if it didn’t start with “http://” or “https://”.
Correction: Fixed. The link now supports more URL formats.
#59497
Complaint: Accountants noted that while editing a Machine, the Accounting Transactions preview would sometimes display the wrong accounts.
Correction: Fixed an issue where, on depreciating Machines, the Accounting Transactions preview would incorrectly display the Vendor account instead of the account that was set on the Machine. This was a visual-only bug and did not have any direct effect on accounting data.
#60656
Complaint: Inventory managers mentioned that they were sometimes unable to delete Vouchers from a Part Purchase Order.
Correction: Fixed.
Last Release Notes
January 1st, 2025 Release Notes
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