Service

Enhancements

Service Scheduler Notifications

We have added notifications to more actions on the Service Scheduler.  The assignee of the appointment will now receive a notification when a new appointment is created, an appointment is edited , or if the assignee has changed.

Unlink SO from WO

You can now unlink a sales order from a work order if the sales order is in draft status.

                                             

Machine Model

We have added a new field for Engine Model to the machine section found in the Info Tab of the Work Order.

We also added this information to the work order PDF.

 

Transferring Multiple Jobs

You can now select multiple jobs to be transferred to different work order. Previously you could only transfer a single job at a time.

Serialized Parts on Work Order PDF

Serialized part numbers will now display the serial number when the work order PDF is printed.

Mobile View Filter by Status

We added status filtering on the mobile view of the work order list.

Estimates List

We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.

Machine Service History via Mobile

Service history is now visible from the mobile view of a machine.

Point of Sale

New Feature

Pre-Tax Subtotal

On the sales order PDF, we updated the summary table to better represent what customers need from a receipt. We now show your lines subtotal, discounts, shipping and roll that all up into a taxable subtotal.

Trade In - Create Vendors and Models

You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.

                                                     

Purchase Orders

New Feature

PDF Updates

We have added a new "Created By" field to the Purchase Order PDF. This new field will be located, left of created date and display the creators name, email and phone number.  This should help provide your vendors a good point of contact when the purchase order is emailed.

Reversing PO Ordered Status

You will now be able to reverse a Purchase Order that is in Ordered status. This will set the Purchase Order back to New status and remove the date ordered.
Note: This does not affect any 3rd party systems for integrated ordering.

Minimum Quantity Override Auto Update

Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.

Rental

New Feature

Equipment Condition Report (ECR) Requirement by Machine

You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.

 

Enhancements

Requiring Machine Hours

We added validation on the hours field when checking in a machine from a rental. We will require you to input the hours if the line is a machine, previously this was auto-filled with the check-out hours. We will also warn you when the check-in hours are less than the check-out hours.

Accounting

New Feature

Post Vendor Credits

On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.

Customers

New Feature

New Customer Source

Flyntlok has always asked for the source of the new customer when created from the New-> Customer form. You will now be able to document the source of the new customer from all customer creation locations.

Enhancement

Customer Dashboard SMS

We have updated the SMS section of the customer dashboard to show all SMS communications with the phone numbers registered under the customer profile.  Previously, Flyntlok automated SMS messages would not populate into this field.

Last Release Notes

February 15th, 2023 Release Notes

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