Last Release Notes
August 13th, 2025 Release Notes
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Dear Reader, you will notice fewer features have been released over the past few weeks, and that will continue through the end of the year. Flyntlok is focusing almost exclusively on two main endeavors:
Join us for a webinar on Tuesday, December 9th at 3PM EST focusing on Flyntlok's new AI features. Register for the event here: https://www.flyntlok.com/frictionless-ai-a-dealers-advantage-webinar/
Opportunity
Service and sales teams wanted to attach multiple files to a single SMS message from the SMS Hub instead of adding them one-by-one.
Solution
You can now send multiple images in a single SMS conversation. Attach up to 3 images per messagewith a combined size limit of 5 MB. This streamlines sharing equipment photos and other visuals in one go.
Opportunity
Management identified that quick access to new lead creation is essential for maintaining efficient sales workflows. The previous process required too many steps, slowing down users who needed to capture leads on the spot.
Solution
We've added a “New Lead” button directly to the navbar. Selecting it takes users to the “All Leads” page with the “New Lead” form already open, giving teams immediate access to lead creation and reducing unnecessary navigation.
We also updated the layout of the lead creation form to make it cleaner and easier to work with.
Opportunity
Usage data showed that the Documents page and Signature Hub were accessed infrequently compared to other navbar items. Keeping them in the top navigation added unnecessary clutter and made it harder for users to focus on the tools they rely on most.
Solution
We removed both Documents and Signature Hub from the navbar and relocated them to more appropriate sections. The Documents page is now available under Administration → Documents. Signature Hub is no longer enabled by default, but it can be added, just reach out through our regular support channels and we'll get it set up.
Opportunity
Following the recent addition ofGoogle Review associations, many users (and Justin) requested the same capability for Facebook Reviews. Sales and customer service teams wanted a unified way to connect social feedback from multiple platforms directly to their customers, providing a fuller view of customer sentiment right from the CRM.
Solution
You can now associate customers to a Facebook review. Building on our recently-releasedGoogle Review associations feature, linking a customer can be done from the CRM Reviews page, and immediately becomes visible on the Customer Dashboard:
Opportunity
Sales managers needed a faster way to reserve multiple machines when quoting or selling, without opening each machine record individually. This helps prevent double-selling while a quote is pending approval.
Solution
We added a Reserve Machines checkbox to the “Sell Machines“ form (including the “Sell Machine” action on the machine dashboard). When checked, Flyntlok will create reservations for all selected machines in one step. These reservations are set for 7 days from the sale date and automatically set the machine status to On Hold.
Opportunity
Sales managers requested the ability to hide kit sub-items on thermal receipts.
Solution
We've expanded the existing “Hide Kit Items on Sales Order PDF” setting to also apply to thermal receipts. When enabled, kit sub-items will be hidden on Sales Order PDFs and thermal receipts. To enable this feature, go to Flyntlok Settings → Reports → Hide Kit Items on Sales Order PDF and Thermal Receipt.
Complaint:When scanning a kit barcode, only the parent kit item was added, and its sub-items were not included automatically.
Correction:Kits are now fully supported on the barcode scanner. Scanning a kit barcode will correctly add all associated sub-items to the order.
Complaint:Sometimes for multi-currency tenants, after editing a Return of Goods, the PDF would display all costs as 0.00.
Correction:Fixed.
Complaint:Accountants reported that sometimes, when updating a Credit Memo in QuickBooks, it would recalculate some of the lines and move out of sync with the original Sales Order in Flyntlok.
Correction:Fixed. This could occur when an item with negative unit price was submitted on a Credit Memo, which will now correctly be respected.
Complaint:Move completion notifications sometimes failed to send, causing users to miss important status updates.
Correction:Fixed.
Complaint:Sometimes when a Work Order split into customer and warranty invoices, the warranty invoice did not include the complaint, cause, or correction notes on the warranty job line.
Correction:Fixed.
Complaint:Users could fill out the machine move form, but clicking Request Move did nothing. The issue was caused by missing phone-number validation on the Move From contact field, leaving the form in an invalid state without showing an error.
Correction:Fixed. Phone validation now displays properly on the UI, allowing users to see and correct the issue so the move request can be submitted.
Complaint:Users were unable to close certain vouchers even though the front end showed a zero balance. Attempts to close the voucher triggered an error indicating it wasn't actually balanced.
Correction:Fixed a rounding issue that caused hidden balance discrepancies. Vouchers now close properly when the displayed balance is zero.
Complaint:The BOM Entries page was using an old sidebar layout, and the entry order didn't match the order shown on the Work Order BOM view, causing confusion.
Correction:Updated the sidebar to the current UI and aligned the entry ordering so it matches the Work Order BOM view.
Complaint:When entering QBO accounts on a vendor, the account numbers no longer appeared on the vendor edit page.
Correction:Fixed.
Complaint:CSV and Excel exports were converting ampersands (&) into HTML entities (&), causing exported data to display incorrectly for customers.
Correction: Fixed. Exports now preserve the original & character without converting it to HTML.
Complaint:Technicians reported needing to switch to “Show Completed” before being able to see Work Orders they were assigned at the Work Order level and not the Job level.
Correction: Fixed.
November 5th, 2025 Release Notes
Schedule a demo to learn more.
Check out ourFlyntlok YouTube channel for more highlights of the application!
You: Hey Flyntlok, where ya been?
Flyntlok: Good question. You are a careful reader and have noticed that these Release Notes are a week late. Well, as Flyntlok grows, we need to be a bit more careful and thoughtful with our releases. There is an old saying for software startups: “Move fast and break things.” That works in the early startup phase, but not so much as you mature. While many of our employees’ maturity might be in doubt (including yours truly), Flyntlok as a company is maturing and now we need to “move fast, and NOT break things.”
To that end, we are changing our release cycle to every three weeks. Our goal is still to innovate every single release and provide frequent updates, but the longer period will allow us to spend more time testing and ensuring you get a solid product.
You might be sad to not get as many entertaining release notes to read with your morning coffee, but hopefully you will be happy to get an improved experience.
Recently, our beloved founder and CEO Sean “Yosemite Sam” McLaughlin and his trusty CRO-sidekick Mike Wasserman participated in a podcast with the “OPE People Podcast” by OPE+, The Power Equipment & Landscape Business News Source.
Listen to Sean discuss the future of AI in the dealer management space and opportunities it will provide. Don’t fear the future!
You can listen to the podcast directly on the OPE+ site directly, or from your favorite podcast source: Podbean, Apple Music, or Spotify. (Warning: Yosemite Sam is very passionate and occasional “not suitable for work” vocabulary is used, so maybe don’t blare over your shop’s speakers...)
Opportunity
Receiving Clerks wanted a faster way to process incoming parts, especially for large Purchase Orders with many lines. Previously, each part had to be manually received by entering quantities and costs, which felt like an extra step even when items matched the expected values.
Solution
We’ve added a new lightning bolt icon next to each Receive button on the Receiving Voucher. Clicking this icon will instantly mark the part as fully received at the Purchase Order’s expected quantity and cost.
Note: Yes, it handles cores too!
This enhancement saves time, reduces clicks, and streamlines the receiving process -- particularly for orders with many items. We’ve already received many kudos for this enhancement!!
Flyntlok developers giving themselves a well-deserved pat on the back.
Opportunity
Building on the new Quick Receive enhancement, users also requested a way to process entire vouchers at once. This would be especially useful for large orders where most items are received in full. Manually clicking “Receive” for each line, even with the quick option, could still be time-consuming when handling dozens of parts.
Solution
We’ve added a new “Receive All” option under the Actions dropdown on the Receiving Voucher. This feature will automatically mark all eligible lines as received at their expected quantities and costs. If there were any discrepancies, users can still go back and edit the one-off exceptions. This improvement further streamlines high-volume receiving, helping clerks process full shipments in just one click.
Note: Lines that already have a received quantity (including partials) will remain unchanged.
Opportunity
When extracting items from a Purchase Order that contained multiple identical parts, users couldn’t tell which line was linked to a Sales Order. This made it difficult to know which line to extract without risking the removal of a linked item.
Solution
The extract dialog now displays related Sales Order information for each line, allowing users to clearly identify which items are connected to a sale before extracting.
Opportunity
Machine Managers reported that stale data from their Volvo, Hitachi, and Samsara telematics integrations have been overwriting their machines’ miles/hours, and has been polluting their machine meter history logs.
Solution
We have improved our system to better account for stale data, so that only actual updates in machine usage are reflected on your machines in Flyntlok. Additionally, we have improved our logging to show where any change to a machine’s miles/hours have been made.
We are planning to integrate with Motive Telematics soon, so keep an eye out for that in future release notes.
Opportunity
Fleet Managers shared that the previous Move process was cumbersome to use and lacked flexibility. It only supported a single contact, didn’t allow “reference machines” not yet in the system, and couldn’t be easily accessed from other pages. Quick Transfers also used a separate process, creating inconsistencies and extra steps.
Solution
We’ve made numerous improvements to the Move experience to make it more intuitive, efficient, and consistent with the rest of Flyntlok.
New Move Page
The new Move Page features a refreshed layout and simplified workflow. You can now start a move directly from the sidebar by navigating to Sidebar → + New → Move.
Moves can also be initiated from Customer Dashboard by navigating to Actions → Request Machine Move.
Reference Machine (Virtual Machine) Support
Moves now support a Reference Machine, which serves as a placeholder that can be replaced later through the Move View page. This is helpful when coordinating moves for machines not yet entered in Flyntlok.
Additional Contact
We’ve also expanded the contact system to include two contacts per move: a “From Contact” and a “To Contact”. This ensures better clarity and accountability during transfers.
Redesigned Quick Transfer
The Quick Transfer action has also been improved. Accessed through Machine Dashboard → Actions → Quick Transfer, it now redirects to the new Move Page with the Machine, Customer, and From Location fields automatically filled in. This creates a unified and simplified transfer experience.
Moves on Customer Dashboard and Machine Dashboard
Added visibility for related moves, you can now view related machine moves directly from both the Customer Dashboard and the Machine Dashboard, making it easier to track transfer history and current activity.
"Force Complete" Action
A new Force Complete button has been added to the Move View page. This option allows users to complete a move immediately, skipping intermediate steps like truckload assignments and status transitions.
Moves on Mobile
In addition, moves can now be searched for and opened on mobile devices, providing full access to move details and updates while on the go.
Notification of Completed Moves
Finally, a new notification type has been added under Preferences → Notifications → Machines → Any Completed Machine Move. This allows users to stay informed when any machine move has been completed.
Salespeople, and Justin, want a quick way to gauge the "temperature" of a customer. One such way is knowing whether they had recently left a business review, and how good was that review.
Our existing Google Reviews integration didn't support linking a review directly to a customer, making it difficult to see which reviews belonged to which customers.
You can now associate Google Reviews with customers directly from the Reviews page using the new "Associated Customer" column. In several locations within the application we will display that customer’s most recent review, and clicking on that “*” review will take you to the CRM reviews page and open a dialog with the actual text of the Google review and your response to it (if any).
We have not added the ability to map a Facebook review to a customer yet, but will do that in the future.
We know that Justin hopes his dealer reviews are higher than his golfing reviews.
Once a review is linked, that customer's latest Google Review rating will automatically appear at the top of their Customer Dashboard, giving sales teams instant context during interactions.
Opportunity
Salespeople noted that after selecting a customer when creating a lead, if an existing lead was found for the customer, the notice was too small and would often be overlooked. This would result in users unintentionally creating duplicate leads for a customer.
Solution
We enhanced the "Found Open Leads" alert to be more prominent.
Opportunity
Salespeople often needed to create multiple similar model quotes, such as when quoting slightly different configurations or additional quantities. Previously, after creating a model quote, the configuration form would close, forcing users to start over from scratch, even if only one or two options were different. This made quoting repetitive and time-consuming, especially for large quotes approaching the previous 50-model limit.
Solution
We've added a new "Quote & Create Similar" button to streamline quoting workflows. After creating a model quote, the screen will now stay open, allowing the salesperson to make small adjustments and quickly configure another model. Users quoting higher quantities can simply click the button again to add additional models with ease.
We've also increased the maximum number of models per quote from 50 to 75, giving sales teams more flexibility and reducing repetitive setup work.
Opportunity
Sales teams needed a clear and printable summary of the internal costing information for a Sales Order. Previously, there was no straightforward way to view or export this data in a single, easy-to-read format.
Solution
A new “Generate Cost Report” option has been added under Details → Actions on the Sales Order page. This feature produces a PDF showing customer details and a table of line items with part numbers, cost, average cost, sale price, and margin (based on average cost), along with totals at the bottom.
To support pre-preparing Sales Orders for pickup, you can now assign Units of Serialized Items to Invoice Lines without automatically fulfilling that Line. While associating Units on the Point of Sale, uncheck the “Update Fulfillment” checkbox to leave the fulfillment amount alone.
Opportunity
Technicians needed better visibility and control over their assigned jobs in the mobile view. Completed work orders were still appearing in “My Work,” while work orders where the technician was only assigned to the job (and not the overall work order) were not showing.
Solution
The mobile “My Work” list now properly displays jobs assigned directly to technicians and automatically hides Work Orders with completed jobs assigned to them. A new “Show Completed” toggle allows technicians to view open Work Orders with completed jobs when needed.
Opportunity
When looking at a unit via Machine Dashboard, managers wanted a more efficient way to preview the status of active Work Orders against that machine. Previously, they saw a blue banner notification with a link to the Work Order.
Solution
The Work Order's status is now included in the banner notification.
Opportunity
Rental Managers requested a better way to update long-term contract rates when new rates take effect. Previously, changing the rates on open contracts could have unexpected downstream consequences. For example, increasing the rates after making some billings made Flyntlok believe that underbilling had occurred, resulting in incorrect final invoices.
Solution
We’ve introduced a new feature that streamlines the updating of rental rates on active contracts without creating billing conflicts. This enhancement mimics the “Replace Machine” logic but focuses solely on updating rates. A new “Replace Rent Schedule” button has been added, opening a form similar to the existing “Edit Line Rental Schedule” form. When used, Flyntlok flags the rate change to ensure accurate billing and prevent incorrect discrepancies on final invoices.
To update the rates on an existing contract, navigate to the affected rental, and select “Replace Rent Schedule” from the “Actions” drop down:
Then, enter your new rates as well as an estimate for the duration the rates will be applied to; these set the new rates and a billable duration for them:
Once submitted, you will see a new line with the rates and billable duration you entered as well as an indication that a rate change occurred. In the event that you need to edit the rates again after replacing them, you have the same options as the first time you changed them: use the existing rent schedule editor or use the “Replace Rent Schedule” action again. If you’ve made billings after changing your rates, then you likely want to use the “Replace Rent Schedule” action again to prevent unexpected issues on the final invoice. To delete the rent schedule replacement, select “Remove Rent Schedule Replacement” from the “Actions” drop down.
This improvement makes it easy to apply new rate schedules at contract renewal time while maintaining the integrity of previous billings.
Opportunity
Parts with multiple identifiers were difficult to verify during inventory counts since the count page only displayed the primary item number. Users needed additional reference fields to easily match and confirm parts.
Solution
Inventory count page and PDF now include both the “Item Number2” and “Manufacturer Number” on the item.
Opportunity
On Flyntlok’s Journal Entry page, accountants requested the ability to submit Journal Entries to Sage Intacct as Bills just as we handle with Quickbooks.
Solution
Added this feature for Sage Intacct.
Complaint: When users partially fulfilled a sales order containing serialized items, the serialized units were not being carried over to the split invoice. This caused confusion, as the serialized record remained only on the master invoice rather than reflecting accurately across all splits.
Correction: We’ve corrected this behavior, partial fills on serialized items now correctly transfer their associated serialized units to the split invoices.
Complaint: Users were unable to process returns for serialized items. When trying to associate the original serial numbers on the return, the system displayed an error, preventing fulfillment.
Correction: Fixed.
Complaint: When fulfilling sales orders with serialized parts, the serial number assignment form did not appear when using the green check mark. Users were also able to fulfill serialized item lines without serial numbers assigned to them.
Correction: Fixed.
Complaint: Users were unable to search Sage revenue and expense accounts from the vendor edit page using the account number.
Correction: Fixed.
Complaint: Invoices where payments exceeded the total amount incorrectly displayed a zero balance instead of reflecting the overpayment as a negative balance.
Correction: Fixed.
Complaint: Salespeople noticed that changes made to Shopify Product’s from Flyntlok’s Item Edit Page were not working as expected (e.g. changing the Product’s price in Shopify); they also reported issues with creating a new Shopify Product.
Correction: Fixed.
Complaint: When saving a vendor, some items linked to that vendor had their list prices incorrectly updated or cleared. This occurred when the items did not have an MSRP set, causing the system to apply a default markup and overwrite existing pricing.
Correction: Fixed.
Complaint: Users found that when creating a new machine, if a duplicate model existed that had been previously deleted or marked inactive, the system sometimes assigned that inactive model instead of the active one. This caused confusion and incorrect model associations on new machines.
Correction: Fixed.
Complaint: Users reported that when adding items to a kit, the search tool sometimes failed to find the desired item, even though the same item appeared correctly in other searches.
Correction: Fixed. The kit item searcher now properly detects and displays items linked to price files.
Complaint: Salespeople reported that when creating a new item using Quick Add on the Point of Sale, an unknown error sometimes appeared, and the item was not created.
Correction: Fixed an issue where entering an item number longer than 45 characters triggered a generic error. The system now displays a clear validation message instead.
Complaint: Accountants reported that creating Journal Entries in Sage from Flyntlok’s Journal Entry dashboard would attempt to post with the Machine’s class information, even with that feature disabled.
Correction: Fixed.
Complaint: When transferring jobs from an existing Work Order to a new Work Order, the linked entity reference, such as Sales Order, was incorrectly carried over to the new Work Order.
Correction: Fixed.
Complaint: Sometimes customer and vendor records appeared to be changed by the “Flyntlok System” user, making it unclear who performed the edits.
Correction: Fixed.
Complaint: Sometimes newly created ECR Work Orders were not linking to their corresponding Rental Contracts.
Correction: Fixed.
Complaint: Some machines appeared eligible for registration even though they were already registered, which caused confusion among users and led them to attempt re-registration, resulting in errors.
Correction: Fixed.
Complaint: After completing a move, the machine’s “Responsible” location did not update to reflect the new location.
Correction: Fixed.
Complaint: Users were unable to locate certain work orders in the Service Scheduler, even when searching by specific work order numbers. The issue occurred because hidden or inactive filters (such as department) remained applied in the background, blocking results.
Correction: Fixed.
Complaint: When adding a part to a “Count Sheet” on the sprint, the variance report displayed an incorrect item number. Clicking the entry still opened the correct item dashboard, indicating a mismatch in the displayed data.
Correction: Fixed.
Complaint: Inactive or deleted customers were still appearing in the Sales Order customer search and could be selected, even after being marked inactive.
Correction: Fixed.
Complaint: Customers with Sage-linked accounts showed a $0.00 account limit and balance on the payment form within Sales Orders, even though correct values appeared on the Customer Dashboard.
Correction: Fixed.
Complaint: Users reported that when printing an invoice that contained a very long description field, sometimes it would cause the printed PDF to appear with small, nearly-unreadable text.
Correction: Fixed. This issue was only affecting long description fields when written as a work order job's complaint, cause, or correction.
It’s been several weeks since we provided our last update. Newcomer “Dean Dean the DMS Machine” sits alone at the top of the standings, one game ahead of 4 other Flyntlokers, including Pawel who fumes when anyone brings up the fact that he isn’t winning.
At the other end of the table sits Ivan all alone at the bottom with just 2 wins. A very tough fall from grace after winning it all last year. And just above him sits 4 other Flyntlokers with a mere 3 wins. That includes Tim who was convinced his auto-drafted team could win it all with the proper care during the season. But alas, he fell this week to bottom-of-the-barrel Ivan and previously to Isabelle’s “Taylor Swift Meme Team”.
October 15th, 2025 Release Notes
Schedule a demo to learn more!
Check out our Flyntlok YouTube channel for more highlights of the application!
Many of you might have seen our press release last week announcing the investment of $36mln made in Flyntlok by Mainsail Partners. I am sure many of you immediately said to yourself, “Self, what does that mean to my DMS and my business? If Flyntlok grows too quickly, what will happen to that stellar support that I’ve been accustomed to?”
We want to reassure you that, first and foremost, our two primary concerns are that you:
Nothing about the management team from Flyntlok will change. But this investment allows us to hire more staff to expand the business: more developers, more support consultants, more folks to help the company scale.
Finally, we are in an exciting and game-changing time where Artificial Intelligence is remaking every industry, including yours. Being a multi-tenanted, cloud-based platforms puts Flyntlok in a unique and commanding position to take advantage of this technology. Over the coming months and years we are going to make AI a central focus for our development efforts to make your dealerships more efficient and more profitable.
Don’t worry, we will continue to churn out new non-AI features, with the same regularity that you are currently used to. But you can expect to see more and more time-saving AI features in the future. And if you come to next week’s EquipExpo in Louisville, KY, you can get a chance to see our first two AI features in person!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 22-24 in Louisville, Kentucky (Booth Number C001). The Equipment Exposition is an annual event dedicated to growing landscapers', manufacturers', and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Alex Clementi (alexc@flyntlok.com) if you would like to arrange a meeting while we are there. Or just stop by to say "Hello!" and see our new AI features!
And now back to our…
Opportunity
When receiving Machines, there was no way to check applied serial numbers against your machine inventory, or other machines on the same receiving voucher. This made it possible for receivers to apply duplicate serial numbers on machines, which could lead to confusion or issues later on.
Solution
We’ve added a new button on the Machine Receiving Voucher to check your serial numbers on receive; clicking it will display a warning and mark which lines have duplicate serial numbers if any machine has the same serial number as another on the receiving voucher, or another machine in your inventory.
After adjusting your serial numbers, check again to confirm that the newly applied serial numbers are good to use; assuming all serial numbers on the Machine Receiving Voucher are unique (across your machine inventory), the button will indicate that no duplicates were found.
Opportunity
Dealers working with international vendors sometimes add items to purchase orders where the PO currency differs from the item’s (vendor) currency. When received, this could overwrite the item’s base cost with a foreign-currency value and skew pricing and margins.
Solution
Flyntlok now prevents users from updating an item’s pricing when the PO currency does not match the item’s vendor currency. This safeguard ensures pricing integrity and prevents accidental updates caused by currency mismatches during purchasing.
Opportunity
Users were able to apply multiple IBS payments or apply an IBS return to an invoice that already contained an IBS payment. This could lead to duplicate payments or mismatched balances during reconciliation.
Solution
We’ve updated invoice validation to ensure accurate IBS transaction handling. Invoices can now only have one IBS payment, and IBS returns cannot be applied to invoices that already include an IBS payment.
Opportunity
Previously, when creating vendors from Flyntlok, only the vendor’s name was transferred to Sage Intacct. This limited setup required users to manually enter additional details in Sage, such as address and contact information.
Solution
The Sage vendor creation process has been enhanced to include full vendor details. Users can now provide address, city, state, zip, country, phone number, and email when creating a Sage vendor directly from the vendor edit page in Flyntlok.
Opportunity
Sales teams creating new CRM leads had to manually re-enter customer information. When a searched phone number or name did not match an existing record, the input was lost, requiring users to ask for and type the details again when creating a new customer.
Solution
We’ve updated the Add New Lead form to retain your search input. When you search by name or phone number and no existing customer is found, that information will now autofill the Create New Customer form.
Complaint: Service Managers reported that parts on Invoices in “Draft” status were not added to Job Templates created from Work Order Jobs.
Correction: Fixed.
Complaint: When technicians uploaded videos to Work Order Jobs, the mobile view attempted to generate and autoplay video thumbnails. This caused performance issues, the page would freeze, preventing techs from clocking in or out.
Correction: The mobile view now displays a static video icon instead of loading video thumbnails.
Complaint: Sales Managers reported that some information was not carrying over to Shopify when a machine was linked from within Flyntlok.
Correction: Fixed. Shopify made an unannounced change to their integration that was causing this issue.
Complaint: Machine Managers reported that they could not opt out of telematics for certain machines.
Correction: Fixed.
Complaint: Technicians reported that double clicking when clocking in to a job would immediately clock them out.
Correction: Double clicking no longer has an effect.
Complaint: Inventory Managers reported that they were not able to set the reorder point for an Item across multiple locations.
Correction: Fixed.
Complaint: Rental clerks noted that they were unable to check in a machine on a rental contract.
Correction: Fixed an issue where users were unable to check in a line via the bulk check out screen when a checked-out line did not have check out mileage set.
Complaint: Managers mentioned that when attempting to filter for Disabled users on the Edit Users page, it would always show an empty result when filtering for "False".
Correction: Fixed.
Complaint: Sales Managers reported that when bulk sending SMS messages through a CRM campaign, it would sometimes show "0 Sent" even though they were able to see via SMS Hub that some messages had been sent.
Correction: Fixed. Note that this fix may not apply to all previously-sent SMS campaign messages. Archived CRM campaign messages may still appear as "0 Sent".
Complaint: Sometimes when deleting kit items from a sales order, the kit components remained on the order and could not be removed.
Correction: Fixed.
Complaint: Accountants noted that trying to post already paid Part PO Vouchers to QuickBooks after a line had been deleted on the voucher could sometimes cause the generated journal entry to be unbalanced.
Correction: Fixed.
October 1st, 2025 Release Notes
Schedule a demo to learn more.
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Dealers needed a consistent way to handle serialized items, from receiving through invoicing, without losing serial number tracking. Previously, serialized items in Flyntlok could only have their serial numbers entered at the point of sale. This meant that dealers had to manage serials outside the system when receiving or transferring items. As a result, internal tracking was cumbersome, warranty cores were difficult to manage, and there was no reliable way to know which serial numbers were available to sell.
Solution
We’ve overhauled serialized item handling and implemented a generalized workflow that provides clean serial capture during receiving and sales. The new process works like this:
This means serials are now tracked from the moment they enter your business until the moment they leave it.
Configuration
To start using serialized items, you will first need to create or configure an Item Type for serialized items.
Receiving
When receiving a serialized item on a voucher, Flyntlok now prompts you to enter the serial numbers during receive. This ensures inventory has accurate, traceable serials right away.
If a receive is undone, any serial numbers created in that process are also automatically removed, keeping inventory clean.
Sales
On Sales Orders, serialized items can now be fulfilled by picking from the available serial numbers in stock. For faster workflows, a Scan Mode option has been integrated into workflow so counter staff can scan serials directly at checkout.
Ownership of the serialized unit updates as soon as the sale is completed.
Management
Serialized items can also be managed directly from the Item Dashboard using the Serialized Units Widget. This provides a quick way to review, add, or manage serials without going through receiving or sales.
Opportunity
When searching Vendors on the Part Purchase Order page, if a search returned no results, the user would be prompted to create a new Vendor. Managers requested more control over their users' ability to create one on this page, to prevent unintentional or unauthorized creation of duplicate Vendors.
Solution
A new permission is available on our Access Control page. Under the "Vendor" section, a permission labeled "Allow Vendor Creation on Purchasing Pages" will toggle the user's ability to create a new Vendor while creating or editing a Part Purchase Order.
Opportunity
Dealers often order the same part from multiple distributors, which leads to duplicate item records and makes inventory tracking and receiving confusing. Users needed a way to receive a purchased part into stock as a different part and to find lines using alternate numbers on POs and vouchers.
Solution
We’ve added a new “Receive As” option on the item edit page. This lets you designate a main part that all other versions should be received as. For example, if you set Part A to “Receive As Part B,” any purchase order for Part A will automatically be received into stock as Part B.
In addition, searching on purchase orders and vouchers has been improved so that if you enter an alternate part number, the system will still pull up the correct line.
To configure, edit a part and look for the "Receive As" field in the Purchasing section of the page:
Opportunity
Salespeople requested the ability to specify individual line items to be drop shipped, instead of the entire Invoice as a whole.
Solution
Added a dropship option on the Pick / Order behavior editor. Clicking the gear icon on the Invoice detail under the quantity column will show these options.
Saving this selection will cause the line to be marked as “Drop Ship”. When the Invoice is processed, a Purchase Order will be generated for the part, which will be shipped to the customer’s address. Other items on the invoice will still be ordered or pulled from stock like normal.
The original drop ship button under the Shipping Methods tab has been renamed to “Drop Ship All To Customer.” Checking it will work as before, and mark all lines on the invoice to be drop shipped.
Opportunity
Managers setting up Work Orders noticed the name of the customer’s address was not displayed when choosing an on-site address for the Work Order. They requested to see the address’ name as it is the primary way they identify their addresses.
Solution
The address’ name is now presented when selecting an on-site address on the Work Order. Furthermore, you’ll also see customer address names when selecting an address for pickup or delivery.
Opportunity
Technicians using the mobile view needed an easier way to return to the main Work Order page from a Job page. The back button often left them stuck on the previous page they had visited instead of the Work Order page, creating confusion during navigation.
Solution
A direct Work Order link has been added at the top of the Job view in mobile, giving technicians a quick and reliable way to return to the main Work Order page.
Opportunity
Sales and Rental Managers wanted to be able to see Reservations marked as open-ended on the Customer Dashboard.
Solution
These reservations are now visible in the “Active Reservations” widget.
Opportunity
Users reported that during peak hours, emailed documents and notifications could be delayed, slowing down communication with staff and customers. Timely delivery of these messages is critical for smooth daily operations.
Solution
We’ve made (and continue to make) behind-the-scenes improvements to our email system to increase speed and reliability. Our aim is to reduce delays during busy times so your staff and customers receive their messages more quickly and consistently.
Complaint: Internal Work Order PDFs were displaying fee prices instead of fee costs, and total costs were being calculated using prices rather than actual costs.
Correction: Updated Internal Work Order PDFs to display fee costs and use them in total cost calculations.
Complaint: Sales Orders containing kits could remain stuck and not move into the Delivered status. This happened when receiving the kit parent, if any sub-items had a quantity of 0, their received quantity was not updated, leaving the order in a broken state.
Correction: Fixed the kit fulfillment logic so that sub-items with a quantity of 0 are properly updated when the kit parent is received.
Complaint: Salespeople reported that in some cases, the PDF receipt of a Sales Order would display the subtotal as one cent off from the actual Sales Order.
Correction: Fixed.
Complaint: Service Managers reported that the billable total in the Job Finances section of the Work Order Dashboard Performance Tab would sometimes be different than the sum of the lines.
Correction: Rejected jobs billed by estimated hours were being included in the total calculation. These have been filtered out.
Complaint: Sales Orders paid using saved credit cards were sometimes having duplicate credit card surcharges applied, causing customers to be charged twice.
Correction: Fixed.
Complaint: Accountants reported that their Sage Intacct credit accounts would sometimes not populate on the generated Machine Deprecation Journal Entry.
Correction: Fixed.
Complaint: When returning a final Work Order Invoice, job lines from the original Work Order invoice were incorrectly carried over and displayed on the return.
Correction: Fixed.
Complaint: Users reported that they were unable to group columns on the Upcoming Maintenance Schedules page.
Correction: Fixed.
Complaint: Managers noted that all users were able to preview a machine's margin calculation while selling a Machine. Toggling the "View Internal Pricing Info" button did not toggle this field.
Correction: Fixed. Additionally, for those with the permission enabled, we have made the toggle button available on the "Sell Machines" pop up so users do not have to close it to reveal margin information.
Complaint: Managers noticed the customer’s name they’re searching for does get used as the name in the “Create New Customer” form on the New Work Order page like it does on a Sales Order.
Correction: The name typed into the Customer Searcher on the New Work Order will now be used to prefill the name in the Create New Customer form, just like on Sales Orders.
September 17th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
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!
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.
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.
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.
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.
Additional improvements:
These changes streamline imports, reduce manual corrections, and improve data accuracy on invoices.
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.
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.
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:
These enhancements save time and make file management more convenient when working with Work Orders.
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.
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.
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:
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.
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.
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.
Complaint: Service Managers reported that Work Order Job Templates were being created without respecting the company’s default job billing style.
Correction: Fixed.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Complaint: Users were unable to assign “Primary” or “Secondary” salesperson relationships to a customer.
Correction: Fixed
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.
Complaint: Some Purchase Orders were generating PDFs with missing item details caused by an item description containing special characters.
Correction: Fixed.
Complaint: The Customer Balance report was sometimes crashing when users selected a long date range.
Correction: Fixed.
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.
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!
August 13th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Toro Dealers using Toro’s Product Registration and Warranty portal to register their sold machines requested an integration with Toro to streamline their product registration process using Flyntlok. To meet this request, we’ve released the Dealer Connectivity integration with Toro. (This integration was formerly known as “Toro EZLink”.)
Once the integration is setup, to register a Toro machine, navigate to the Machine Dashboard and under the “Actions” dropdown select “Register with Toro (EZLink)”. The only requirements to register a Toro machine are that the machine was sold and has a serial number.
After navigating to the Toro product registration form, provide some basic information like who the machine is being registered to and what it will be used for.
Users should routinely check the registrations in the Toro portal to ensure they are being processed properly.
You can reach out to your friendly consultant to start getting set up to use this new integration.
Opportunity
Sales teams needed a streamlined way to manage and assign sets of discount structures to customers without configuring them individually. Previously, managing discounts at scale required manual updates for each customer.
Solution
We’ve introduced “Discount Tiers” as a way to define and assign a reusable set of discount structures to multiple customers.
Key Features:
We expect this feature to roll out within a few days, but feel free to reach out to your friendly Flyntlok Consultant if you are interested in getting this feature enabled for your environment now.
Opportunity
Service Managers needed an easier way to track which Rental Contracts are tied to Work Orders. Previously, there was no simple way to connect the two without manually cross-referencing notes or opening multiple records.
Solution
We’ve added a new widget to the Work Order dashboard: Associated Rental Contracts.
If any job on a Work Order is linked to a Rental Contract (via a form), that contract will now appear in the widget for easy access and visibility.
Opportunity
On the Machine Dashboard, Flyntlok currently displays a widget with the latest Rental Actions for the Machine. However, there was no way to dive deeper into older or cancelled/closed Rental Contracts.
Solution
We’ve added a “View All” button on the Rental Actions widget which will link to a report containing all Rental Contracts related to that Machine.
When Flyntlok ingests a Shopify Order, we build a set of payments based on how the Customer actually paid, including zero-dollar payment lines for pending payments. However, on rare occasions, we will see an Order that looks as though it was completely paid, but it also has pending payment lines on it. This makes it impossible for Flyntlok to recognize whether it needs to check for updated payment information later.
To resolve this, we’ve added a new Shopify section to the Flyntlok Invoice page. In the Details panel you’ll find the “Shopify” tab in the Actions section. Click “Queue Shopify Payment Update” and in the next 5 minutes Flyntlok will attempt to update the Invoice’s payment information from Shopify.
Opportunity
Rental Managers requested more visibility into the source of active Work Orders on Machines.
Solution
You can now see Rental Contracts associated with active Work Orders on any Machine’s dashboard.
Opportunity
Shops needed a way to categorize Work Orders more precisely by department, enabling better organization and reporting. Some users also wanted to link these departments to existing Categories for more structured workflows.
Solution
A new fully-customizable Department field has been added to Work Orders. Departments can be selected when creating or editing a Work Order:
Custom Departments can be managed by navigating to the Wrench Icon -> Work Orders -> Work Order Departments. Simply provide a department name, and optionally associate a Category.
Additionally, technicians using Mobile Work Orders can search by these Departments.
Opportunity
Users previously had to create a machine from the Work Order Dashboard and then navigate to the Machine Dashboard to add a Customer Unit Number. This extra step was inefficient for busy service departments.
Solution
You can now enter the Customer Unit Number directly when creating a new machine from the Work Order Dashboard. This streamlines the process and ensures all important details are captured in one step.
Opportunity
Zapier users requested the ability to access the “Notifyee Email Addresses” field when automating workflows around “Customer Activities”. These email addresses are often needed for downstream actions like sending updates or triggering external systems.
Solution
The "Notifyee Email Addresses" field is now available when polling Customer Activities via Zapier. This gives users more complete data for automation and communication flows.
Opportunity
Users who manage multiple connected email addresses across Flyntlok's integrations needed better visibility into which address was used to send each message. This was especially important for troubleshooting, auditing, and ensuring proper communication channels.
Solution
We’ve added a "Sent From Email" column to both the “All Emails” and “My Emails” reports. This makes it easy to identify which connected email account was used to send each message, improving clarity for users who operate across multiple accounts.
Complaint: Scan mode on Part Purchase Order Receiving Vouchers was not working correctly.
Correction: Fixed.
Complaint: Users noted that there was sometimes a discrepancy between stale QOH indicators on the Item Dashboard and the Transfer dialog box on the Invoice page.
Correction: Fixed.
Complaint: Discounted parts on Work Orders sometimes did not reflect the discount on the printed PDF.
Correction: This issue has been fixed. Discounts on parts will now correctly appear on the printed Work Order PDF.
Complaint: Users reported that when creating a QuickBooks vendor, the “state/province” field would appear twice, in the place of the city.
Correction: Fixed.
Complaint: When adding a new shipping address to the Sales Order, the address was saved correctly but did not immediately appear in the interface. Users had to manually refresh the page to see the newly added address.
Correction: Fixed.
Complaint: Rental Managers calling off multiple units noticed the billable duration was not adjusting when changing the call off dates like it does when calling off a single unit.
Correction: Fixed.
Complaint: In some cases, when printing a Work Order’s final invoice, the Complaint, Cause, and Correction lines were missing from the PDF.
Correction: Fixed.
Complaint: Parts teams reported that Core Purchase Requests were not being associated with Special Orders when the base part was assigned to a sale during receiving.
Correction: Fixed.
Complaint: Technicians & Service Managers reported not being able to clock into Work Orders in “Completed” statuses from their phones.
Correction: Fixed.
Complaint: Users noticed that item prices were not being automatically calculated in some cases when editing items. This was traced back to scenarios where a buy or sell quantity of zero was allowed.
Correction: Fixed a bug that allowed zero-quantity values. The system will now prevent 0 buy/sell quantities to ensure valid and accurate price calculations.
Complaint: Rental users reported that invoices printed from rental contracts showed the internal Machine ID in the "Part" column, which was confusing for customers.
Correction: Fixed. We now display the Machine’s Display ID instead, providing more clarity on rental invoices.
Complaint: Managers experienced frequent disconnections with their company-level Microsoft email accounts, requiring repeated manual reconnections.
Correction: Fixed. Microsoft accounts should now remain connected as expected.
Complaint: Users reported that when trying to reset their password through the User Settings page, their current password was being rejected even when it was entered correctly.
Correction: This issue has been resolved. The system will now properly recognize and accept valid current passwords when updating account credentials.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Models can now be configured to be quoted, sold, and purchased with quantities of Model Options. You will find that quantity amounts can now be set throughout the entire quoting and purchasing workflow. This includes:
Purchasers wanted the ability to edit the cost of Model Options while editing a Machine Purchase Order. Previously, when ordering Models and then finding out about price changes after submitting the PO, the only way to adjust the cost was to either recreate the Purchase Plan, or remove all the existing options and recreate a new set of Custom Options with the updated pricing.
We have updated Model Options editing capabilities on our Machine Purchase Order page. You can now edit descriptions and costs. Similar to how Model Options was updated across the rest of Flyntlok in a previous update, this should feel more inline with all other purchasing workflows. And yes, quantity can be edited here too:
Opportunity
Purchasing teams wanted the ability to view the Item’s MSRP directly within the Part Purchase Order interface.
Solution
Item MSRP is now available in the column chooser on Part Purchase Orders, allowing users to include it in their custom layout. Further, some datagrid improvements enable layout saving and resetting for a personalized experience.
Opportunity
Service Managers needed a way to troubleshoot large machine Receiving Vouchers more easily. Without an export option, reviewing long lists of received machines was time-consuming.
Solution
Machine Receiving Vouchers now include an "Export CSV" option in the Actions dropdown, allowing easy export of all voucher lines for review in Excel.
Opportunity
When vendors shipped parts on a different Purchase Orders than originally ordered, parts staff had to manually edit the original Purchase Orders and recreate the receiving voucher to ensure accurate receiving.
Solution
Added the ability to transfer items between Purchase Orders. When an item is transferred, it is automatically included on the open Receiving Vouchers of the Purchase Order. This functionality is available from the Actions dropdown on the Purchase Order, labeled "Transfer Item From PO."
Opportunity
Parts Managers reported inefficiencies (and boldly challenged Flyntlok to solve this problem) when vendors shipped additional parts that were not originally listed on a Purchase Order. To receive these unexpected items, users first had to update the PO manually before they could add them to the voucher.
Solution
Challenge Accepted, Neil! Introduced a new “Add Items” option under the Actions dropdown on the Receiving Voucher page. This allows users to add missing parts directly to the voucher. When items are added this way, the corresponding Part Purchase Order is automatically updated.
Opportunity
Parts Managers requested visibility into both the Item MSRP and List Price directly on the Part Purchase Order PDF to assist with pricing validation.
Solution
Added a new setting: "Display Item List Price and MSRP on Parts Purchase Order PDF." When enabled, this setting will include both the MSRP and List Price of each item on the printed Purchase Order PDF. To turn this feature on, go to Flyntlok Settings and find it under the Purchasing section.
Opportunity
CRM users needed a more flexible and powerful search when working with leads. Previously, searching by phone number or email returned no results, limiting the usefulness of the search function.
Solution
We’ve enhanced the global search on the "All Leads" report to include phone numbers and email addresses, making it easier to find leads with limited information.
Opportunity
CRM users reported issues with lead handling, noting that new Leads that were created from the “Text Us” widget or from Zapier weren’t automatically linking to customers and that users could initiate Sales Orders, Work Orders, and Rental Contracts without a customer assigned.
Solution
A Customer will now be automatically assigned to a new Lead if the phone number or email matches a contact on exactly one customer. Additionally, a customer must be assigned before creating a Sales Order, Work Order, or Rental Quote from a lead.
Opportunity
Sales Managers needed a way to display selected “Machine Options” on the Sales Order and invoice PDFs.
Solution
We’ve updated the Sales Order system to include ”Machine Options” when a machine is sold using the “Sell Machine” button or through the Machine Dashboard. Options now appear directly on the Sales Order page and in the PDF.
Opportunity
Salespeople requested the ability to show multiple Rent Schedules when printing a rate sheet for their customers. This is because many Rental Departments use tiered pricing to support upsell opportunities, such as offering discounts for preferred customers or better rates for long-term rentals. Being able to present flexible pricing options would help to maximize rental opportunities.
Previously, rate sheets were limited to showing only the default Rent Schedule based on the contract’s location.
Solution
The updated Rate Sheet now offers two display modes:
Opportunity
Users reviewing item costs wanted a quicker way to assess profitability without needing to do manual calculations. Visibility into margin and profit directly on the Item Dashboard supports faster pricing and purchasing decisions.
On Item Dashboard, when clicking to reveal costing information, we now show margin percentage and profit amount.
Complaint: Sometimes inactive items are being displayed in the alternates view when viewing part through the search.
Correction: Fixed.
Complaint: Machine Purchasers reported that they would sometimes receive a number of duplicate notifications when they complete a Machine Purchase Order derived from Machine Purchase Requests.
Correction: Only one notification will be received.
Complaint: Users reported that machines that were currently rented out were showing a blank space in the Status column when searched using M?.
Correction: Fixed.
Complaint: Sometimes the Part Sales History report was becoming unresponsive when loading.
Correction: Fixed.
Complaint: The "Work Order Invoice Terms" setting in Flyntlok Settings was not functioning as expected. Instead of displaying its contents on the final invoice, the system was incorrectly using the general "Work Order Terms" setting.
Correction: The "Work Order Invoice Terms" setting now correctly controls the terms displayed at the bottom of a Work Order’s final invoice.
Complaint: Technicians and Service Writers noted that multi-day scheduled events created through Service Scheduler were not appearing in the assigned technician's "My Work" view.
Correction: Fixed. Multi-day scheduled events now appear on an assignee's view when filtering by any date that falls within the start and end date of the event.
Complaint: Service Writers reported that the “Billable Hours” as reported and shown within the Work Order Dashboard did not correctly carry over to the final Invoice.
Correction: Fixed.
Complaint: Inventory Managers reported that on Item Dashboard, they were unintentionally able to transfer more quantity than was available at the source location.
Correction: Fixed. Improved UI to show and prevent when a requested transfer amount exceeds quantity on hand at the selected location.
Complaint: Salespeople noted that sometimes Sales Orders generated by a Sparks customer showed up in their dashboards without an ID set, resulting in the Sales Order link not being clickable.
Correction: Fixed.
Complaint: Technicians reported that when attempting to attach photos to a Work Order from mobile using an Android-based device, they were only presented with the option to select existing photos. Users on iOS devices had the additional option to take a new photo.
Correction: Fixed.
Complaint: Users mentioned that they were not receiving a notification when their password was close to expiring.
Correction: Fixed.
Complaint: Salespeople reported that when accepting a card payment on a Sales Order, the approval code was not appearing on the thermal receipt PDF.
Correction: Fixed approval numbers not showing. Additionally, we now include more card information:
Complaint: Users were able to undo the receiving of a Special Order item that was already fulfilled, leading to incorrect allocation states.
Correction: Flyntlok now warns users when attempting to undo the receiving of a Special Order item if the linked Sales Order is already in a Delivered status.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Interstate Billing Service (IBS) offers Account Receivable management services like billing, collection, credit verification, and financing that allows businesses to be paid immediately while IBS collects payments from your customers following agreed upon terms.
We’re excited to announce that Flyntlok is now integrated with IBS, allowing you to use their service directly from Flyntlok’s point of sale. After setting up your customers’ IBS account information in Flyntlok, you will be able to bill them using this new payment method.
Additionally, you can view your customers’ IBS account information right from the customer dashboard; you’ll see an icon in the summary at the top of the page, as well as a widget containing IBS account information.
At the Point of Sale, you will see a new payment method in the “Other” section for IBS that supports two approval workflows: automatic and pre-approved. The automatic approval workflow will reach out to IBS for an approval code, and will automatically apply it to the sale if one is granted. The pre-approved workflow allows you to set an approval code that you received outside of Flyntlok on the order, then process it through Flyntlok. In both cases, the invoice will be sent to IBS for validation and processing.
The automatic approval workflow requires a few fields: who the order is for, who it was called in by, and who to contact if some follow-up or more information is needed. These will be prefilled based on the customer set on the order as well as whomever made the order, but these fields can be edited before submitting.
In the event an approval code is not automatically granted by IBS, you will see a pop up providing information on who to contact to follow up on the request.
Note: Not receiving an automatic approval may not mean a request is rejected; some requests may need manual review from IBS (e.g. a request that exceeds a customer’s per invoice limit).
For approval codes granted outside of Flyntlok, you can apply those to a sale by using the “Pre-Approved” workflow. This workflow would be used when an automatic approval requires follow up outside of Flyntlok, allowing you to seamlessly apply the approval code to the order if granted.
For more information on Interstate Billing Services visit https://www.interstatebilling.com/.
Opportunity
Previously, when creating a Machine through a trade-in, the system would automatically generate a Machine ID. This ID was then used in the Sales Order trade-in description, and changing it afterward wouldn't update the Sales Order.
Solution
For companies that assign Custom IDs to their Machines, we've made it easier to apply these IDs right at the time of trade-in.
With this update, our Point of Sale Trade-In form now includes a new optional field for the Machine ID.
Choose "Auto" to continue using the auto-generated ID. Or select "Custom" to enter your own ID. This ID will be applied to the new Machine immediately and will also appear in the Sales Order description.
Opportunity
Purchasers have requested more flexibility in where they can ship Parts Purchase Orders.
Solution
You can now set a custom Ship To address on Parts Purchase Orders by changing the Ship To from “Standard” to “Custom” when editing.
Opportunity
Users wanted more flexibility when managing Customer Activity, especially when working across multiple accounts or reviewing Activity history at a higher level. Previously, all edits and new entries had to be made from each individual Customer Dashboard, which could be time-consuming and limited visibility.
Solution
As promised, we are still continuing to make improvements to our CRM Customer Activity features!
Customer Activity Management
You can now add and edit Customer Activity directly from this page. Click "New Activity" to create a record. Or, use the Edit icon in the corresponding column to modify any existing entry.
Saved Layouts and Filters
Users can now save layouts on this page. This will allow for faster navigation and a more personalized workflow by remembering your preferred column visibility, sorting, and filters. Whether you're focusing on a specific sales rep, filtering by date range, or hiding unneeded fields, your saved layout will automatically load the next time you visit, which will save you time and reduce clicks!
Opportunity
On our CRM Lead Dashboard, all customer-related actions (searching, linking, and unlinking) were previously bundled into a single dropdown menu, making the process feel cluttered and unclear.
Solution
We've enhanced the "Link Customer" feature to make associating a CRM Lead with a Customer more intuitive. With this update, we've simplified the experience by clearly separating available actions and improving the flow.
Now, when creating a customer from a Lead, the Create Customer field will automatically prefill a suggested name. This suggested name also powers a smarter list of potential existing customers, helping you avoid duplicate entries.
And of course, the "Search Customers" option is still available, giving you the ability to link a Lead to any of your Customers.
Opportunity
Rental Managers needed a clearer way to identify models and an easier method to locate rentable machines when working leads. Model numbers alone were often not descriptive enough, and the lack of a “Rentable” filter made machine selection inefficient.
Solution
We’ve improved the model and machine association workflow on leads:
Opportunity
Managers configuring Machines’ attachments noted that the attachments’ unit numbers were not shown in the list, but the unit numbers can be helpful to quickly identify machines.
Solution
The unit number of attachments are now shown in the attachment list while configuring machines.
Opportunity
Service managers wanted to ensure that machine hour entries on work orders reflect accurate usage. They requested a safeguard to prevent users from entering values lower than previously recorded.
Solution
We’ve added a validation to the New Work Order form that prevents users from entering machine hours less than the current recorded value. This helps maintain accurate machine hour history and prevents data entry errors.
Complaint: Rental clerks reported that once a Machine has been replaced on a Rental Contract, it cannot later be exchanged back into the contract, since it is “already in” the Rental Contract.
Correction: Fixed.
Complaint: Service Managers reported that the AvaTax “Entity Code” was not being set on invoices generated for work orders.
Correction: Fixed.
Complaint: Service Managers noted that Service Writers were able to inadvertently create a Work Order on a deleted Machine.
Correction: Fixed an issue on Machine Dashboard where the "Create Work Order" action was still available when viewing a Machine in "Deleted" status.
Complaint: Salespeople reported that sometimes when printing a Sales Order, the title of the PDF would appear as a Refund Receipt.
Correction: Fixed an issue on Sales Order PDFs where the incorrect title was being applied when the Sales Order contained a mix of sold and returned items with discounts applied.
Complaint: Users mentioned that when attempting to change their email address via their User Profile page, the page was non-responsive after entering the provided token.
Correction: Updated the Change Email form to show errors.
Complaint: Accountants reported that sometimes processing documents to Sage Intacct would get permanently stuck and never unlock.
Correction: Fixed.
Complaint: Managers noted that when printing a Machine Purchase Order PDF, line totals that had discounts sometimes appeared to show the wrong amount in the extended line total column.
Correction: Fixed.
Complaint: Technicians reported some inconsistencies between the Requested and Used / Reserved Parts on Mobile Work Orders, noting that the list price and quantity on hand were not showing for parts in the Used / Reserved section.
Correction: Fixed.
Complaint: Salespeople were experiencing copious error messages when viewing Leads with invalid or international phone numbers.
Correction: Fixed.
Complaint: Service Managers noted slight discrepancies in Labor Cost between the Work Order Dashboard and its printouts when a labor type’s hourly rate was high.
Correction: Fixed.
Complaint: Managers noted that when merging a Customer with multiple accounting contacts, not all contacts were being moved over.
Correction: Fixed.
Complaint: Salespeople mentioned that when accepting a payment using a saved card, the "payment amount" written to the payment description did not appear to include the card fee surcharge amount.
Correction: Fixed. Note that this did not have any effect on the actual payment transaction amount.
Complaint: Rental clerks noticed that some models and classes were incorrectly showing as "Available" in the selected list during Rental Contract creation.
Correction: Fixed an issue with Rental Availability logic to better account for overdue machines.
Complaint: Managers mentioned that they were not able to edit the "Advertise" option while editing a Machine, even though they had the permissions set up to edit Machine data.
Correction: Fixed.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
With our recent CRM Activity upgrade and your valuable feedback, we’ve been working hard to make these tools even more powerful and intuitive. This latest round of updates focuses on simplifying how you log and manage customer interactions, helping your team stay organized, responsive, and efficient.
CRM Activity on Customer Dashboard
When creating a new CRM Activity directly from a Customer Dashboard, you now have the ability to:
Notify Users
You can now notify one or more internal users when logging an Activity. Just check the "Send Notifications" box in the Notifications area to select recipients.
Notifications via the in-app bell icon are enabled by default. Users can also opt in to receive email and/or SMS alerts, configured in User Settings > Notifications > CRM. N.B. If the user has all of the notification options disabled, they will not receive any alert even if they were added to the Notification field on the Activity.
Create a New Lead
Quickly convert a conversation into an Opportunity. Under the CRM Lead area, click "Create New" to instantly add a Lead while recording the Activity. The Lead will be created upon hitting save on the Activity. N.B. You can only create a new Lead when creating an Activity. Not when editing an existing Activity.
Create a New Contact
Select "Create New" in the Contact section to add a new Contact without needing to leave the Activity form.
Edit Activity Date
You can now edit the Activity Date to backdate entries. The original "Created Date" remains locked for reporting, while "Last Updated" and "Last Updated By" are now saved to maintain a complete audit trail.
New Page: All CRM Customer Activity
The new “CRM Customer Activity” report lets you browse all logged Activities for all customers in one place. Long-time users may recognize this as a fresh take on our existing "Customer Interactions" report.
Zapier Integration - "New Customer Activity" Trigger
You can now integrate Flyntlok CRM Activity into your Zapier workflows with the "New Customer Activity" trigger!
This opens the door to automating follow-up actions and improving team responsiveness. Some example workflows include:
If you have not yet integrated Flyntlok into your Zapier workflows, or are interested in learning more, don't hesitate to reach out to your friendly Flyntlok consultant for more info!
More to come...
We’re continuously building out CRM features to help your team stay engaged, responsive, and customer-focused. Stay tuned for even more improvements on the way!
Opportunity
Salespeople requested the ability to see inventory QOH when quoting a Model on a Sales Order.
Solution
We have added the QOH for quoted Models to the Sales Order details. The “Q:” on a model line indicates the number of available Machines at the Invoice’s store location. Hovering over it will display additional information including the quantity of Machines currently on order, as well as inventory information at other store locations.
Opportunity
Sales Managers requested that employees be prevented from taking deposits for walk-in customers. This was often done in error and led to deposits in the system that could not be correlated to a customer.
Solution
Deposits can no longer be taken from walk-in customers. Or from Walken Customers.
Opportunity
Rental Users requested the ability to save driver’s license information to a Contact so it can be used when creating a new Rental Contract.
Solution
We have added this functionality to the New Rental page. When creating a contract, you can enter the driver’s license info under the License section, and then check one of the “Update Contact” or “Save New” options under the Contact section:
Then on future rentals, you can select the “Contacts” button on that section to pull up a list of the Customer’s Contacts.
Selecting any contact with saved driver’s license info will auto-fill it in the License section of the Contract:
Opportunity
Rental Managers had requested the ability to choose when to apply pickup and delivery fees to rental invoices generated in bulk.
Solution
Users can now choose whether or not to apply these fees on any billing generated from the “To Be Billed” page.
Complaint: Users reported that sometimes when opening Notifications, it would cause the entire page to go blank.
Correction: Fixed a bug found in a notification message that prevented the notification list from loading.
Complaint: Service Managers reported that entering the complaint, cause, and correction on jobs was sometimes difficult because the input was too small.
Correction: The input size was increased.
Complaint: Sales Managers reported that, when trying to connect a Flyntlok Item to a Shopify Product, the Product in Shopify would sometimes not be found.
Correction: Fixed.
Complaint: Parts Managers reported that they could not find Core Items in the search after they were created from the Item’s edit page.
Correction: Fixed.
Complaint: Receiving Clerks reported that when attempting to use the Print Machine Label bulk option on MPO Vouchers, it would sometimes be slow to load, or would show an error after an extended amount of time.
Correction: Fixed a performance issue that would occur when attempting to print Machine Labels in bulk for a large quantity of Machines.
Complaint: Managers reported that selected Contacts on Work Orders and Rental Contracts were not automatically populating as the selected Contact on the final Invoice generation.
Correction: Fixed.
Complaint: When a Model was added to an Invoice as a Kit sub-item, it would display icons underneath that were only applicable to Parts, and also showed “Ready” before a Machine was associated.
Correction: Fixed. These will now correctly show Model icons, and display the Model QOH before Machine association.
Opportunity
A Distinguished Flyntlok User asked for the ability to submit messages when responding to Issues by pressing Enter, instead of having to click the “Send Message” button.
Solution
Pressing Enter now sends a message with the text in the box when responding to an existing Issue in Flyntlok. (Editor’s Note: Not sure we should have listened to Wayne on this item, but we did...)
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Notice that Flyntlok offices will be closed for US Memorial Day on Monday, May 26. Please understand if we don’t respond to any issues until Tuesday the 27th. To those who lost who lost a family member in service to this country, and to all of our veterans, we offer our sincerest thanks and heartfelt gratitude.
Opportunity
Our sales and manager users wanted a clearer view of customer interactions. With better visibility, you can stay on top of every conversation, follow up faster, and give managers the insights they need to support and guide their teams.
Solution
We've upgraded the Customer Dashboard to make logging and reviewing CRM activity easier and more powerful. The "Newest CRM Actions" section has been replaced with the brand-new CRM Customer Activity area (this may default to being collapsed; just hit the arrow at the far right of the header bar). This gives you a richer, more detailed view of what’s happening with every customer.
Quick Add
Want to log something fast? The familiar Quick Add button is still here to help you capture updates in seconds: Select the “Activity Type”, type your note, and hit “Quick Add”. Easy peasy!
Details View
Need to go beyond a quick note? The new Details view lets you add richer information: associate models or machines, link leads, attach files, and even create follow-up tasks. Dang, Flint Lockwood, that’s cool!
With new badges, you can quickly see which models, machines, leads, or files are linked to an activity.
New Field: Activity Type
Categorize your activities even further with the new “Activity Type” field. Admins can customize these types via CRM Admin Settings, which can be accessed via the Wrench icon > Flyntlok Settings:
Customer Activity can be submitted through our Mobile page as well! You will find a new link on our Mobile Home Page, under the CRM section:
We will be expanding on these enhanced “Activity” entries in the coming weeks, so stay tuned to this same bat channel…
Opportunity
Service Techs reported that when using the Mobile Work Order dashboard, it would be helpful to have access to address info, instead of needing to go to the desktop version of the application.
Solution
We’ve added the Customer Address and the Onsite address to the Mobile Work Order Dashboard:
The Onsite address can also be edited on the fly by clicking on the “Edit Onsite Address” button to the side.
Opportunity
Technicians requested the ability to see more than just Work Order related events in their mobile "My Work" view.
Solution
We have updated this page to include scheduled work events that are not associated to a Work Order. Icons were added to distinguish between generic scheduled events and Work Order scheduled events:
Opportunity
Service Writers requested a way to distinguish customers who may have the same or very similar names when creating a Work Order.
Solution
On our New Work Order page, we now display the customer address when searching Customers:
This is an extension of the enhancement we made a few sprints ago to address this on the Point of Sale (for those keen readers who are like, “Hey, Flint, pretty sure I already saw this…”
Opportunity
Salespeople have requested that a machine’s sale price is visible on the mobile dashboard so that they can accurately quote it to customers while on the floor or lot.
Solution
The sale price is now visible on the mobile dashboard.
Opportunity
Managers viewing the All Emails report noticed that the response will sometimes contain a message other than “Message has been sent”. Realizing that this meant the email didn’t send, they requested the ability to be notified when emails fail to send.
Solution
We’ve added a new notification to notify you when an email you tried to send fails to be sent. You can configure this from your notification preferences under the General section.
Complaint: Rental Clerks reported that when they went to print the Rate Sheet from the New Rental page, the associated Model and Item images were not loading on the sheet.
Correction: Fixed.
Complaint: Rental Clerks reported that the Category Timeline on the New Rental page was displaying models with a “Called Off” conflict when they were not on a Rental Contract that had been called off. This was caused by Class/Model rental conflicts being double counted as Called Off as well, which led to the appearance of many Classes/Models being overbooked.
Correction: Fixed. The availability metrics on this page should be accurate now.
Complaint: Sometimes Work Order costs capitalized to Attachments were not being included in the total cost displayed on the parent machine’s balance sheet. This led to discrepancies in reported machine valuations.
Correction: Fixed
Complaint: Parts Managers stated that after merging parts, the deactivated item would still show up as active when searching.
Correction: Fixed.
Complaint: Sales Order displayed an unexpected ID format after cloning.
Correction: Fixed.
Complaint: When copying a Sales Order, the Terms & Conditions footer did not reflect the updated Terms & Conditions from the system settings. It is keeping the T&C’s from the original SO instead of grabbing updated version.
Correction: Fixed
Complaint: Sometimes SMS messages were not appearing in the SMS Inbox when a date range was selected.
Correction: Fixed.
Complaint: Sale prices on Machines in Shopify were being intermittently unset.
Correction: Fixed.
Complaint: For Shopify-linked items, the "Last Sync" time displayed on Item Dashboard appeared to be the wrong time and date.
Correction: Fixed.
Complaint: When an “Automation” was configured to move a Work Order to "Parts Requested" status after a technician submits a Parts Request, it sometimes would not change the Work Order's status.
Correction: Fixed an issue where not all "Current Status" rules were being recognized to trigger an automation for status change on parts requested.
Complaint: When viewing a CRM Tasks list on a smaller screen, such as on a tablet or mobile device, the task list would sometimes display as an empty list.
Correction: Fixed.
Complaint: Sometimes when editing a contact on Customer Dashboard, the phone number field would appear empty, even if a phone number was previously set.
Correction: Fixed. This issue only affected our Canadian users (sorry!).
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!