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Administration
Customer Engagement & Insights Report
We will start sending all of our Flyntlok customers a personalized report at the end of every month that will provide a comprehensive overview of your company's engagement with Flyntlok. This report will help identify opportunities for improvement and increase transparency. It will include the following information:
- Support Tickets Submitted
- Support Tickets Resolved
- Average Ticket Close Time
- List of Features Implemented
- Last 12 Months’ Flyntlok Expenditure
- Usage of different modules such as the Sales Order, Rental and Work Order modules
- Top Users across Different Modules
- Contact Information
Admins will be able to set up the recipient email addresses for these reports on the new Account Settings page (more below).
The first scheduled delivery of this report will be on August 31. Be on the lookout!
Integrations
Stihl Information on Parts and Machines
Opportunity
Stihl has released a new major update to their integration, which provides better data about Stihl products.
Solution
We have upgraded our integration to the latest version offered by Stihl so that we can show the most up-to-date information possible. We have updated the widget on the machine dashboard to reflect the newest Stihl data; additionally, we have added the same information to the widget on the item dashboard.
Bobcat Parts Trading Network Integration [#54361]
Opportunity
Dealers who participate in the Bobcat Parts Trading Network have requested the ability to send a nightly CSV with part availability data to Bobcat automatically.
Solution
On a nightly basis, Flyntlok can now aggregate the required data into a CSV and send it to Bobcat. If you wish to enable this feature for your dealership, please contact your friendly Flyntlok consultant to discuss exactly which data you would like sent to Bobcat.
Reporting
Vendor Link on Pending Actions View [#54126]
Opportunity
Managers have requested easy access to vendor information from the "Pending Actions" view.
Solution
Added a clickable link to the Item’s vendor at the end of each message on the "Pending Actions" view.
Service
Set Engine Make on Machines Created on the Work Order Dashboard [#54207]
Opportunity
Service managers have requested easy access to the engine make field when creating a new machine on the Work Order Dashboard.
Solution
We have added the “Engine Make” field to the “Advanced” tab of the Work Order Dashboard's new Machine form.
Service Request Approval And Rejection Notifications [#54185]
Opportunity
Service Managers have requested the ability to notify multiple users when a Service Request is approved or rejected.
Solution
Added an “Additional Users To Notify” field to the Service Request creation form that allows you to select users to notify. Service Managers can also edit this list when approving or rejecting a Service Request.
Reason for Approving or Rejecting Service Requests [#54187]
Opportunity
Service Managers have requested the ability to provide the reason a Service Request was approved or rejected.
Solution
Added a “Note” field to the form for Approval or Rejection of the Service Request.
This note is shown on any notifications sent when approving or rejecting the Service Request.
Saved Card Indicator On Work Orders [#53963]
Opportunity
Service Managers requested an indicator for whether or not a Customer has credit cards on file when creating and viewing Work Orders.
Solution
A credit card icon will appear on the New Work Order form and the Work Order Dashboard if a Customer has any cards on file.
Create Scheduled Task From Work Order [#54172]
Opportunity
Service Managers have requested the ability to create a scheduled task through existing Work Orders.
Solution
We have added an action to the Work Order “Actions” menu to create a scheduled task from the existing work order.
Work Order Machine Warnings
Opportunity
Service Departments reported that Machine warnings on Work Orders were obstructing some forms, hindering technicians.
Solution
We have made the Machine Warnings dismissible and added a warning indicator to the header of the Work Order Dashboard. When you hover over the badge, it displays the same warnings, ensuring that the interface remains clear and functional while still providing easy access to those important warnings.
Point of Sale
Item Number 2 On Sales Order Part Line [#54191]
Opportunity
Salespeople asked for the Item Number 2 to be visible on Part lines on Sales Orders and on Sales Order printouts. Item Number 2 is an additional internal part number used for reference purposes.
Solution
Added a setting to display Item Number 2 on the Point of Sale and on the Sales Order printout.
To enable the feature follow these steps:
- Click the “Wrench” icon in the Navbar and navigate to "Flyntlok" then "Flyntlok Settings"
- Find “Show Item Number 2 on Sales Order part lines” in the “Sales” section and toggle it.
Restrict Who Can Edit Point of Sale Settings [#54259]
Opportunity
Managers have requested the ability to limit which users can modify Invoice settings from the Point of Sale.
Solution
A new permission has been added around the “Settings” button on the Invoice page. Administrators can configure this permission by navigating to the Access Control page. The new permission is named “Enable POS Settings” under the Point of Sale section.
Reversals and Deletions of Multi-Pay Invoices [#54314]
Opportunity
It has been requested that Reversed and Deleted multi-pay Sales Orders remove the payment lines generated on the other linked Sales Orders.
Solution
We have added functionality that reverses invoices paid on a multi-pay invoice if the latter is reversed. Additionally, deleting a line on a multi-pay invoice or deleting the invoice entirely will remove the payment line from any invoices previously paid on the multi-pay invoice.
Customer Management
Customer SMS Enabled [#54059]
Opportunity
Sales and Service Users have requested the ability to quickly view if their Customer Contact prefers to be contacted via SMS. This improves communication with Customers by reducing the potential of accidentally reaching out to them using the wrong method of contact.
Solution
New indicators have been added if a selected contact has "SMS Notify" enabled. On the Work Order Dashboard, it will show up next to the Contact's phone number with a "Text Allowed" indicator. On Sales Order pages, it will appear as a badge in the bottom right.
Prevent Automatic Dismissal Of Customer Notes [#54261]
Opportunity
Managers have requested the ability to prevent automatic dismissal of the “Customer Note” popup that is on Customer Dashboard, Sales Order, Work Order Dashboard, and Rental Dashboard.
Solution
Added a setting to prevent automatic dismissal of the customer notes.
To enable the feature follow these steps:
- Click the “Wrench” icon in the Navbar and navigate to "Flyntlok" then "Flyntlok Settings"
- Find the “Prevent Customer Notes From Automatically Dismissing ” setting in the “Sales” section and toggle it.
Require Customer Create Reason [#54278]
Opportunity
Managers have requested the ability to make a reason for creating a customer a required field.
Solution
We have added a setting that will make the reason for creating a customer a required field.
To enable the feature follow these steps:
- Click the “Wrench” icon in the Navbar and navigate to "Flyntlok" then "Flyntlok Settings"
- Find the “ Require Reason for Creating Customer” setting in the “Company” section and toggle it.
Credit Limit Warning on New Rental [#54271]
Opportunity
Rental Managers have requested the ability to know when a Customer has exceeded their Account Credit Limit before creating a new Rental Contract.
Solution
We have implemented warnings on Rental Creation that will show when a Customer's Account is over their credit limit.
Machines
Report Machines as Stolen [#54246]
Opportunity
Managers requested the ability to indicate when a machine has been stolen.
Solution
You can now indicate a Machine has been stolen from the Machine Dashboard by selecting "Report Stolen" from the Actions menu. If you recover a Machine that was stolen, select "Report Recovered" from the Actions menu. Additionally, there is a red warning banner across the top of the page for Machines that have been reported stolen.
Purchasing
Display Manufacturer Part Number On Parts Purchase Order [#54411]
Opportunity
Parts Managers requested that the Manufacturer Part Number be displayed on the Parts Purchase Order printout.
Solution
Added a new setting to display the Manufacturer Part Number on the Parts Purchase Order printout.
To enable the feature follow these steps:
- Click the “Wrench” icon in the Navbar and navigate to "Flyntlok" then "Flyntlok Settings"
- Find the “Display Manufacturer Number on Parts Purchase Order” setting in the “Purchasing” section and toggle it.
Resolved Issues
#53759
Complaint: Parts Managers mentioned that sometimes when loading Item Dashboards for John Deere parts, the additional information pulled from John Deere would not load.
Correction: Fixed.
#54272
Complaint: Service Managers pointed out that the layout on the Job Level Service Scheduler was not being saved.
Correction: Fixed.
#54273
Complaint: Purchasers using MRP noted that attached Drawings on Parts were not being included when emailing a Purchase Order.
Correction: Fixed.
#54344
Complaint: Service Managers noted that editing and saving a Work Order on an iPad would sometimes cause an invalid date format error on correct dates.
Correction: Fixed.
#54313
Complaint: Sales Managers reported that invoices marked as paid in QuickBooks Online were not reflecting as unpaid after direct changes were made to the QuickBooks Online data.
Correction: Fixed.
#54380
Complaint: Managers pointed out that machines that were created through the “New Machine” page were not being created with the correct model.
Correction: Fixed.
#54432
Complaint: Technicians reported that when uploading files on the Work Order Dashboard they were receiving an “Upload Failed” error.
Correction: We have added a notification when files queued to be upload are over the total file size limit.
#54458
Complaint: Service Managers reported that SMS conversations with only outbound messages were not showing in the Activity tab on Work Orders.
Correction: Fixed.
#54536 & #54540
Complaint: Service Managers reported an issue with the "Display Detailed Subtotal Breakdown on Report" setting. When this setting was enabled, labor subtotals on Invoices and Quotes for Work Orders were not calculated correctly if the Work Order included Jobs billed by hours.
Correction: Fixed
#54553
Complaint: Managers reported that when the user preference for opening a search in a new tab was enabled, the old search query persisted in the search bar on the original tab.
Correction: Fixed
Last Release Notes
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