September 3rd, 2025 Release Notes

 

Point of Sale

Adding Discount Tiers to New Customers on Invoice [#72246]

Opportunity

Salespeople requested the ability to add discount tiers to customers when they are being created from the Invoice.

Solution

This functionality was added to the “Quick Create Customer” dialog box.

Please contact your friendly Flyntlok consultant if you are interested in activating this feature for your sales team!

 

Machine Warning Notes in Point of Sale [#71892]

Opportunity

Salespeople need better visibility into machine warning notes during the sales process. Previously, these notes were only accessible by navigating to the Machine Dashboard, which slowed down workflows and increased the chance that important warnings could be overlooked.

Solution

Machine warning notes are now fully integrated into the Sales Order page. When searching for machines to sell, the warning note is displayed.

When a machine on a Sales Order has a warning note, an icon is shown. Hovering over it reveals the note.

View Other Location Quantities in Magic Wand Search [#71420]

Opportunity

When searching for parts with the Magic Wand tool, users could only see quantity on hand at their current location. This made it harder to quickly identify stock available at other branches, slowing down sales and fulfillment workflows.

Solution

The Magic Wand searcher now provides visibility into inventory at other locations:

A yellow asterisk next to the quantity badge indicates that additional stock is available elsewhere. Hovering over the badge reveals the quantities on hand at other locations. This makes it easier to identify and source parts across your organization without leaving the search screen.

Dollar Margin while Viewing Costs on Point of Sale [#72267]

Opportunity
When viewing costs using the "View Internal Pricing" () tool on Point of Sale, sales managers could only see margin as a percentage, making it harder to quickly assess the actual dollar value of profit.

Solution

We now display both percentage and dollar value margins, giving sales teams clearer insight into profitability at a glance.

Improvements to Point of Sale Import Tool [#72732]

Opportunity

Users (Wayne once again) wanted more control and efficiency when importing parts into Point of Sale. Previously, if a part existed across multiple vendors, the system required manual selection of the part for each line.

Solution

We’ve made enhancements to the Point of Sale import tool.

• Preferred Vendor: A new optional column allows users to specify a vendor during import. It will enable automatic selection of the part associated with that vendor, reducing manual clicks.

Additional improvements:

• Blank or zero quantities are now excluded from imports.
• Fixed an issue where notes were added to invoices out of order from the original file.

These changes streamline imports, reduce manual corrections, and improve data accuracy on invoices.

Service

Subtotal Breakdown on Work Order Estimates [#70011]

Opportunity

Sales Managers requested clearer visibility into estimate totals. Currently, estimates only showed an overall total, leaving customers and staff without an easy way to see how parts, labor, discounts, and taxes contributed to the final amount.

Solution

We've added a new setting: "Display detailed subtotal breakdown on estimate". When enabled, estimates will now include a breakdown showing Total Parts, Total Labor, Discounts, Subtotal, Taxes, and the Overall Total.

To turn this feature on, go to Flyntlok Settings → Sales section.

Edit "Advertise" on Mobile Machine Dashboard [#71663]

Opportunity

Sales Managers working on-the-go wanted the ability to not only upload machine images from their mobile devices but also publish listings online quickly. The "Advertise" field is used by some teams to communicate to online sales reps that a machine is ready to be listed. Previously, the "Advertise" field could only be edited from the desktop interface, slowing down the process of getting machines online.

Solution

The "Advertise" field is now editable when managing machines on Mobile. This allows sales teams to upload images and immediately mark machines for advertising in one step, streamlining the process of getting inventory online faster, from anywhere.

File Downloading Enhancements on Work Order Dashboard [#71932]

Opportunity

Technicians and Service Managers needed a faster, more flexible way to access files uploaded to Work Orders. Previously, clicking on a file link always opened the file in a new browser tab, making it inconvenient for users who simply wanted to download files directly, or download multiple files at once.

Solution

We’ve improved file handling on the Work Order Dashboard with new actions:

• Download: Each uploaded file now has a download icon next to it, allowing you to download the file directly without opening it in the browser.
• Download All: A new option makes it easy to download all attached files from a Work Order in a single action.

These enhancements save time and make file management more convenient when working with Work Orders.

New "Recovery" Goal on Service Dashboard [#71900]

Opportunity

Service Managers rely on dashboard goals to track team performance, but until now only Productivity and Efficiency goals could be set. Many teams also wanted to monitor Recovery, an important metric for understanding how effectively labor hours are being billed.

Solution

We’ve added a new "Recovery" goal to the Service Dashboard. It functions just like the existing Productivity and Efficiency goals, allowing managers to set targets and track actual performance in real time. This provides a more complete picture of service operations and profitability.

Rental

Estimated Total Billable on Rental Contract [#71643]

Opportunity

Rental Managers requested clearer totals on Rental Contracts. Previously, contracts only displayed estimated totals per rental schedule.

Solution

We have added a new setting: “Show Estimated Billable” under Rental settings. When enabled, the contract will display a breakdown of the Estimated Total Billable amount at the bottom of the agreement.

Accounting

Permission for Editing Accounting Fields on Customers

Opportunity

Businesses needed tighter control over who can edit accounting-related fields when managing customer records. Without permission controls, there was a risk of unauthorized changes that could affect accounting accuracy and reporting.

Solution

We’ve added a new user permission that allows access to accounting-specific fields when editing customers. Admins can access this permission in Access Controls under the Customer category:

Sage Customer ID on Sales Order PDFs [#72347]

Opportunity

Sales Managers reported confusion when customers saw different customer IDs in the “Bill To” section of Sales Order PDFs. Customers expected to see an ID consistent with the Sage Intacct customer ID, but instead saw the Flyntlok internal customer ID.

Solution

Sales Order PDFs will now display the Sage Intacct Customer ID in the “Bill To” section when available.

Resolved Issues

Work Order Estimate Parts List Changing Order [#71461]

Complaint: Service Managers noticed the order of job parts lists were not consistent when creating multiple Work Order Estimates. This was causing confusion when an estimate was sent to a customer again after being adjusted.

Correction: Fixed.

Invoice Machine Make Filter on Survey Rules [#72491]

Complaint: Managers reported customers were not receiving surveys after purchasing a machine when they had a configured survey rule with the “Invoice Machine’s Make” filter applied on the Manage Surveys page, even though the make of the sold machine matched what they set on the filter.

Correction: Fixed.

Default Billing Style on Work Order Job Templates [#72707]

Complaint: Service Managers reported that Work Order Job Templates were being created without respecting the company’s default job billing style.

Correction: Fixed.

Machine Dashboard Quick Transfer [#72471]

Complaint: Managers reported that the Quick Transfer button on the Machine Dashboard was not creating and processing a Machine Move like they expected.

Correction: Fixed.

Sales Order PDF Missing City/State/Zip [#71992]

Complaint: Users noticed that the city, state, and zip line would not appear on Sales Order PDFs if the information was only partially filled in.

Correction: This has been fixed. Sales Order PDFs will now display the address line correctly, even if only part of the information is present.

Actions Menu Cut Off on Smaller Screens [#72087]

Complaint: On smaller screens, part of the Actions menu on the Work Order Dashboard was inaccessible due to a visual bug.

Correction: The Actions menu is now fully visible and accessible on all screen sizes.

Totals Cut Off on Part Voucher PDF [#72280]

Complaint: On some Part Voucher PDFs, the totals amount would sometimes be cut off and not fully visible. (Yeah, seems to be a trend of things not fully displaying correctly this week…)

Correction: Fixed.

Signature Warning Shown After Collecting Signature

Complaint: After collecting a signature and then accepting an account payment, users still saw a warning that a signature had not been collected.

Correction: This has been fixed. The warning will no longer appear once a signature has been collected.

Unable to Create Tags When Editing a Customer [#72541]

Complaint: Some users reported that they were unable to create tags when editing a customer.

Correction: This issue has been fixed. Tags can now be added successfully while editing customers.

Labor Type Override Replacing Job Template Defaults [#72585]

Complaint: When a customer had a labor type override set, it did not replace the job template's labor type when adding a job.

Correction: Fixed.

True/False Filters Not Working on Item Types Editor [#72609]

Complaint: The true/false filters on the “Item Types” editor were not functioning correctly.

Correction: This bug has been resolved. Filters now work properly on the Item Types editor.

Error Switching from Inactive to Active Model on Machines [#72640]

Complaint: When editing a machine that originally had an inactive model, switching it to an active model sometimes resulted in an error stating the model was inactive.

Correction: This issue has been fixed. Machines can now be updated from inactive models to active models without error.

No Error Message When Invoicing Work Order [#72693]

Complaint: On the Work Order Dashboard, when attempting to invoice a work order, users sometimes saw no response at all if an error occurred. The page simply did nothing after clicking "Invoice."

Correction: We’ve fixed this issue. Users will now see a clear error message whenever an error prevents invoicing, improving visibility and troubleshooting.

Inactive Model Not Indicated When Editing a Machine [#72200]

Complaint: Users reported that when editing a machine, there was no clear indication if the assigned model was inactive. This created confusion when working with machines tied to outdated or discontinued models.

Correction: We’ve updated the edit view for machines to clearly show when the assigned model is inactive, giving users better visibility and reducing confusion when managing machine records. Users will be shown an error message when attempting to save a machine with an inactive model.

Machine Creation with Inactive Models [#72364]

Complaint: When creating a new machine, if a user entered a model name that already existed but was inactive, the system would silently link the new machine to that inactive model. This left the machine in a broken state because its model was disabled.

Correction: We’ve improved the machine creation flow. If a user tries to create a model that matches an inactive one, the system now blocks machine creation and displays the inactive model’s ID with instructions. Users must either reactivate the existing model or select another before proceeding, preventing machines from being tied to disabled models.

Customer Salespeople Relationship [#72685]

Complaint: Users were unable to assign “Primary” or “Secondary” salesperson relationships to a customer.

Correction: Fixed

Tax on Payment Lines in QuickBooks [#72655]

Complaint: When a sale included an “Other Payment” in addition to a payment on account, the other payment line transferred to QuickBooks without a tax code. This caused it to inherit the regular tax rules of the sale, which resulted in incorrect tax amounts being applied.

Correction: We updated the invoice and memo posting logic so that all “Other Payments” are automatically assigned the “Exempt” tax code (0% rate) for Canadian tenants. This prevents those payment lines from inheriting standard tax rules, ensuring QuickBooks invoices reflect accurate tax amounts.

Part Purchase Order Not Showing Part Details [#72793]

Complaint: Some Purchase Orders were generating PDFs with missing item details caused by an item description containing special characters.

Correction: Fixed.

Customer Balance Report Crash [#72786]

Complaint: The Customer Balance report was sometimes crashing when users selected a long date range.

Correction: Fixed.

Discount % with Custom Options on Machines [#73101]

Complaint: When quoting a model and adding a custom option with a price, the shown Discount % was calculated using only the base model price, ignoring the custom option(s). This sometimes resulted in an incorrect or even negative discount being displayed.

Correction: Fixed.

Flyntlok Fantasy Update

Last week the Flyntlok team held their annual fantasy football draft. Ivan is looking to stay on top of his game as won BOTH last year’s football league as well as the March Madness contest. And ESPN rated his team one of the top teams in our league this season. Can anyone take him down? Certainly not Dylan who is the only one thus far to not pay his entry fees and might be kicked out before the season even starts.  

If you are looking to root for a low-odds victor, cheer for Isabelle who picked her team using ChatGPT creating a squad based on Taylor Swift puns. If Isabelle the Anti-Hero manages to beat Ivan, he will never be able to Shake it Off, and when he gets angry she will simply tell him, “You Need to Calm Down.”

Stay tuned for regular updates!

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