Add Associated Machine/Model to Transactions Created from CRM Lead-(Ticket #FD-2249)
The “Lead Dashboard” page currently allows Flyntlok users to associate Machines and Models with the CRM Lead. Also, it provides the ability to create new Sales Quotes, Work Orders, and Rental Contracts for the associated/linked Customer. Salespeople have requested that any associated Machines/Models be added to the created transactions.
Machines associated with a CRM Lead will be added to Sales Quotes, Work orders, and Rental Contracts generated from the Lead Dashboard; associated Models will only be added to Rental Contracts and Sales Quotes (and not to Work Orders.)
Convert Part Orders to Quotes for Estimate Work Orders-(Ticket #FD-2335)
Flyntlok currently allows users the option to convert a Work Order into “Estimate” status via the “Actions” button. Users can then send a request to the Customer to review the Estimate and Accept/Reject individual jobs. Service Managers have requested we automatically convert Part Orders associated with Work Orders in an “Estimate” status to a Quote to avoid accidentally processing Parts Orders on "Rejected" Jobs.
We have added two new settings to the "Flyntlok Settings" page to improve the Estimate Work Order workflow "Quote Internal Parts Orders Linked To Work Order Estimates" and "Job Processing on Work Order's Status from Estimate to New."
- "Quote Internal Parts Orders Linked To Work Order Estimates" setting- When an "Internal Parts Order" is generated for a Work Order in "Estimate" status this setting will convert the Order into a "Quote" instead of moving the order into a "Delivered" status when the button is clicked.
- "Job Processing on Work Order's Status from Estimate to New" setting -When moving a Work Order from "Estimate" status to "New" status via the button, this setting will process the Jobs associated to the Estimate Work Order, taking quoted Part Orders (for accepted Jobs) and first converting them back to a Draft Sales Order, then moving the Orders to a "Delivered" status. Part Orders associated with "Rejected" Jobs will not be processed and will need to be manually deleted.
Location Based Work Order Fees-(Ticket #FD-2130, 45197)
Service Managers of companies with multiple branch locations have requested the ability to configure Work Order fees based on the branch location.
We updated the Work Order fees and user will now be able to specify different Work Order fees based on their different branch locations.
- Note- This Feature is Flyntlok controlled, please reach out to your friendly Consultant if you would like to set up "Location Based Work Order Fees."
Work Order Machine Tag-(Ticket #FD-2229)
Service Managers have requested the ability to print Work Order Machine Tags, which can then be attached to individual Machines associated with a Service Work Order. The Machine Tag needs to display information about the Machine and the associated Work Order.
We have added a “Print Machine Tag” option to the Work Order button's drop-down menu, allowing users to print a “Machine Tag” that can be attached to Machines associated with the WO. The Machine Tag will display the Date Created, WO ID, Customer Name, and the Machine's ID Number, Model, and Serial Number, along with a barcode that references the WO. The Machine Tag is compatible with 62mm wide labels of variable length and "Brother" Q-series label printers.
Send Lease Agreement via SMS Messaging-(Ticket #FD-1377,929)
Flyntlok offers users an option to email a "Lease Agreement" to customer contacts to confirm the rates and values of a Rental Contract. Rental Managers have requested the ability to also send the “Lease Agreement” via SMS messaging.
We have added an “SMS Lease Agreement” option to the drop-down menu of the Rental Contracts “Actions” button, which will allow users to search saved Customer Contact phone numbers and send the “Lease Agreement” via an SMS text message.
Point of Sale
Cash Tendered/Change Due -(Ticket # FD-2227, 45367)
Sales people using the new "Emergepay" Gravity Payments System have requested we display the "Tendered Amount" and then "Change Due" when applying Cash payments to a Sales Order.
We have added the amount "Tendered" and, when applicable, the change due to the details line of the Sales Order and Sales Order PDF for Cash payments.
Vendor Search Update -(Ticket #FD-2374)
Flyntlok users had requested that we create fewer steps for executing certain actions after looking up a Vendor. We recently updated the prefix searcher's Vendor search (V?) results page, to display an button beside each returned result with several commonly used actions. Our next iteration is to add Vendor's available contact information to the results page.
We have added three new fields to the "Vendor" search results page, which will display the Sales, Part, and Service department contact information (when applicable) associated with the "Vendor." We have also moved the ability to "Edit" to the button drop-down menu.
Comments Added to Machine "Sale Price"-(Ticket # FD-2221, 45362)
Sales people have requested the ability to add a comment or note when setting the “Sale Price” on a Machine. Flyntlok allows users to set the sales price and sale start/end date on individual Machines, but currently does not offer a field to add a comment.
We have added a new “Note” field to the "Sale Pricing" modal. Flyntlok will display comments added to the “Note” field in the “Sale Information” section of the Machine's "Finance Information." To set or edit a Machine’s “Sale Pricing,” navigate to the button and select “Sale Pricing” from the drop-down menu.
Email Work Order PDF From Mobile Work order Dashboard-(Ticket #FD-2368)
Service Managers have requested the ability to send a Work Order PDF via email from the mobile Work Order dashboard.
We have added an icon to the Mobile Work Order Dashboard, allowing users to email a PDF copy of the Work Order to any saved contacts of the WO customer. The Mobile Work Order email settings will retain the same functionality as the desktop version, providing the option to set CC and Internal recipients, attach additional files, and send a custom message that will appear in the email's body. To preview the WO PDF, select the "Download" button located at the bottom of the email pop-up modal.
Machine Display ID on Reservation PDF-(Ticket #FD-2375, 45682)
The PDF document generated from a Machine Reservation currently reflects the Machine’s Internal ID number. Flyntlok users have requested we add the Machine's Display ID number in place of the Internal ID number.
We have replaced the Machine ID with the Machine display ID number.
Machine Label QR Code redirects to the Mobile View-(Ticket #FD-2362, 45645)
Flyntlok users have the option to attach QR codes to the "Machine Label" that will direct you to the Machine's Dashboard when scanned on a mobile device. Flyntlok users have requested that the QR codes scanned by a mobile device to redirect users to the mobile version of the Item Dashboard versus the desktop view.
QR codes scanned via a mobile device will now redirect the user to the mobile version of the Item Dashboard.
Export PO for Grasshopper-(Ticket # FD-2230)
Flyntlok users purchasing parts from Grasshopper require a specific CSV/TXT file extract in order to upload these parts to the manufacturer.
We have added an "Export for Grasshopper" option to the button's drop-down menu, allowing Users to extract a file that can then be uploaded to Grasshopper for parts ordering.
Add Vendor to Item Purchase Order/Receiving Voucher-(Ticket #FD-2358, 45642)
Purchasing Managers have requested we add the Item's Vendor as a column to the Item Purchase Order and Receiving Voucher.
We have added a "Vendor" column to the Item PO and Receiving Voucher.
Issues Resolved This Sprint
Campaign Failed to Send SMS Message Indicator-(Ticket #FD-2207, 45345)
Salespeople had reported an issue where users were not being notified when SMS messages were not delivered to the recipient when sending a "Campaign" message from the CRM Hub.
Fixed. Flyntlok will indicate there are unsent messages or invalid phone numbers associated with the sent message via a red "Error" text from the "Sent messages" section of the Campaign Tab. Selecting the Details button will display the invalid phone numbers/ unsent messages.
Unable to Access List View of Customer Owned Machines-(Ticket #FD-2305, 45557)
Flyntlok users had reported an issue where they were unable to access the list view of “Customer Owned Machines” when selecting the “View All” button when on the dashboard of a customer that had an apostrophe (‘s) in the customer name.
Fixed. (Yeah, this seems like pretty random thing to happen, but there are technical and computer nerdy reasons this was happening. But we fixed it.)
Over-Allowance Added to Sales Order Margin Calculation -(Ticket # FD-2219)
Sales Managers have reported an issue where the "Over Allowance" value (the margin between the trade-in value and the actual cost of the machine) taken on a "Trade-In" payment type was correctly accounted for on the "Journal Entries" submitted to QuickBooks Online, but was not being included when calculating the Sale Orders margins within Flyntlok.
Fixed. Over Allowance will now be treated as a cost to the business and is included when calculating internal pricing information on the invoice page (via the icon.)
Filtering for Machines by ID Number Error -(Ticket #FD-2306, 45555)
Flyntlok users were experiencing an issue when attempting to filter for a particular Machine via the ID number in the “Customer Owned Machines” section of the Customer Dashboard. No results were returned.
Fixed. The ID column of the "Customer Owned Machines" section of the Customer Dashboard will filter for the display ID Number of the Machine.
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