Rental

Location Configuration-(Ticket #FD-1992)

Opportunity:                     

Rental Managers servicing multiple branch locations have requested the ability to configure and edit the "Billable Duration" of a Rental Contract based on the company's branch location. They asked that when a specific branch location is selected from the "Location" field of the Rental Contract, Flyntlok would automatically apply the "Billable Duration" based off the location's configuration.

Solution:

We have added a new setting to the "Rental Settings" section of the "Flyntlok Settings" page, allowing Users to set different customized billable durations for different branch locations.

 

• Configure Billable Durations for Multiple Locations

From the "Durations" tab of the "Rental Settings" page Flyntlok will display, and allow users to edit, the current Duration settings of your primary location. To edit the Duration settings of an alternate location, click the "Change" button and select a specific branch from a list of all locations.

 

•  Default Billable Duration

Users will also have the option to create a "Default" configuration that can then be applied to alternate branch locations by selecting the "Apply Default Settings" button. If no location configuration exists, Flyntlok will use the existing values set on the "Default" configuration from the "Rental Settings" page; if no values exist from "Rental Settings", the billable duration will fall back to the predefined “Flyntlok Default" duration of (28) calendar days per month and (7) calendar days  per week.

 

       

Internal Comments Field -(Ticket #FD-1980)

Opportunity:                     

Rental Managers have requested the ability for Users to create quick notes about a Contract that can only be viewed internally. Currently, any comments added to the “Notes” field of the Rental Contact can be seen by the Customer in printed reports.

Solution:

We have added an "Internal Comments" field to the Rental Contract's left bar, located under the existing “Note” section, which will allow Users to log internal notes relating to the contract. Flyntlok will display the most recent comment and provide a button that will open the "Activity Tab" and allow users to view all internal comments.

                   

 

• We have also added a message that will display when hovering over the "Notes" section to warn Users that "Comments added will appear on customer-facing documents and emails."

Custom Value Rental Consumable-(Ticket #FD-2126, 45178)

Opportunity:

Flyntlok allows Users to add “Consumable Items” to the Rental Invoice for items such as fuel, oil, batteries, and fluid and to apply a cost based on the quantity used. Rental Managers have requested the ability to set the quantity of the Consumable upon the Check-In of the associated Machine rather than having to manually calc the Consumable Charge based on the quantity consumed at Check out/in.

Solution:

We have added a new Consumable “Measurement Style” for (Quantity-Based) billing, which will allow Users to charge based on the amount consumed, which is entered at “Check-In”.

• Add/Edit Consumables

Consumables can be added to a Rental Contract by first adding a "Default Consumable" to a Machine from the "Model Dashboard" (Machine Dashboard->Actions->View Model Info->Default Rental Consumables) or by manually adding to the Contract via the button drop-down menu "Edit Consumables" option. From here, you can also remove any current consumables associated by clicking the button.

 

                                                       

 

• When a “Quantity-Based” consumable is added to a Rental Contract, Flyntlok will ignore the Consumable’s quantity on Machine Check-Out and will provide a field for Users to log a specific quantity to charge on Machine Check-In. Consumable charges will only be applied to the final Invoice of the Rental Contract.

 

   

Point of Sale

Add Custom Attachments to Flyntlok Emails-(Ticket #FD-1673)

Opportunity:                     

Sales People have requested the ability to attach additional files to the Flyntlok Email report when sending a PDF document. This will optimize the process, as Users currently must download the invoice and manually email it separately if additional files are required.

Solution:

We have added an " Attachment" field to the Email Preview screen, allowing users to select files from their device to be included along with the Sales Order PDF attached to the sent email.

Collect Signatures via Clover Device-(Ticket #FD- 2111, 45065)

Opportunity:

Sales Managers, using the new Gravity Payments Emergepay system, have requested we require a signature for all credit card payments.

Solution:

We have added a "Collect Signature" check box to the "Credit/Debit" payment type on the Gravity Payments Emergepay system, which will allow Users the option to require a customer signature for credit/debit card payments.

         

 

Print Name Field on Sales Packing Slip-(Ticket #FD-2200, 45317)

Opportunity:

Sales People have requested we add a field to the Sales Order "Packing Slip" PDF for the Customers printed Name.

Solution:

We have added a "Print" field next to the customer signature on the Sales Order Packing slip PDF.

Process Button - (Ticket #FD-1234)

Opportunity:

Sales People and Technicians have given feedback stating that the terminology of the Order button on sales orders is confusing.

Solution:

We have changed the terminology to Process. This button still functions the same.

Display Discount Reasons-(Ticket #FD-2176, 45236)

Opportunity:

Sales People have requested we display the "Discount Reason" on the Sales Order page when an item has been sold at a discount. Currently, Users cannot reference the Discount Reason given to the Customer on the Sales Order page and must go to the "Discounts Given" report to view all the Discount Reasons given for each sold Item.

Solution:

We have added the "Discount Reason" to the item line for discounted Items on the Sale Order page. Flyntlok will now display the "Discount Reason" when hovering over the symbol. Flyntlok will also show the "Discount Reason" when adding or adjusting the line price.

Remove "Backordered" Zero Quantities from PDF -(Ticket #FD-2066, 44992)

Opportunity:

Sales People have requested that the Items lines with no backordered quantity (in-stock items) be displayed with a blank space versus a (0) quantity on the Sales Order PDF, making it easier to identify which parts are on backorder.

Solution:

We have removed (0) quantity Items from the "Backordered column of the Sales Order PDF.

Machine Location Warning-(Ticket #FD-2180, 45276)

Opportunity:

Sales People have requested a warning message be added to the Point of Sales to alert Users when a Machine's location does not match the location of the Sale Order.

Solution:

We have added a "Not at This Location!" warning message to the icon's "Sell Machine" searcher; that will display when a Machine's "Responsible Location" does not match the location of the Sales Order.

Inventory

Region Specific Distributor Interface-(Ticket #FD-2046)

Opportunity:

Purchasing Managers located in Kansas, Missouri, Nebraska, and South Illinois have requested a parts ordering interface with the local Stihl distributor Crader.

Solution:

We have added a "Submit To " option to the Item Purchase Order's button drop-down menu, which will allow Users to search for "open" Machine Purchase Orders associated with the same distributor and submit the Order(s).

Service

Service Tech on Work Order PDF-(Ticket #FD-2019, 44935)

Opportunity:

Service Managers have requested the associated technician of a Work Order be added to the Work Order PDF.

Solution:

We have added the first associated technician's name to the Work Order PDF.

     

• Note- (This feature is Flyntlok controlled; please contact a Flyntlok consultant  if you have any questions or would like this feature activated.) 

Add Work Order "Priority" Status to PDF-(Ticket #FD-2009, 44935)

Opportunity:

Service Managers have requested we add the "Priority" status of a Work Order when set to the PDF.

Solution:

We have added the Work Order's associated "Priority" status to the "Internal" copy of the printed Work Order PDF. Users can print an "Internal" copy of the Work Order by navigating to the button and selecting the "Print Internal" option from the dropdown menu.

     

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Issues Resolved This Sprint

CRM Notification Link-(Ticket #FD-2094)

Complaint:

Users had noticed that the in-app notifications they received from Flyntlok which were associated to a CRM Lead were directing them to the old CRM HUB.

Cause/Correction:

Fixed. Links attached to notifications associated to CRM Leads will now redirect Users to the "Lead Dashboard" page.

Require Valid License Warning-(Ticket #FD- 2106, 45059)

Complaint:

Rental Managers, using the "Require Valid License on Check-Out" setting, were experiencing an issue where users were not receiving a warning message when a customer did not have a valid license associated with their record. They were still able to check out a Machine on a Rental Contract when they should have been restricted.

Cause/Correction:

Fixed. If the Flyntlok Setting "Require Valid License for Machine Check-Out" is activated, Users will receive a warning message on Contract creation and Machine Check-Out if the customer is missing the required license information or if the associated license is expired.

Work order Estimate List View missing the "Sent To" and "Reviewed By" Icons -(Ticket #FD-2162, 45182)

Complaint:

When generating a Work Order Estimate, Flyntlok allows Users the option to send Customers a PDF copy via email or SMS messaging and request they review and approve/reject the Estimate. Flyntlok will then mark the Estimate with a  icon (hovering over this icon will display a "Sent to Customer" message.) Once a customer has taken action on an estimate, the icon will change to  (hovering over this icon will display a "Customer Review Complete" message). Service managers had noticed that while the "Sent To" and "Review Complete" icons were still populating the individual Estimates, Flyntlok was no longer displaying the icons in the "Work Order Estimate List," which shows all estimates generated for the particular Work Order.

Cause/Correction:

Fixed. Work Order Estimates will display the "Sent to" and "Reviewed by" icons on the individual estimates as well as the Estimate list view.

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Last Release Notes

October 11th, 2023 Release Notes

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