Opportunity
Technicians needed a way to quickly identify the owner of a machine when printing Work Order worksheets tied to the “Cost of Sale” Invoice.
Solution
We've updated the Work Order Worksheet PDF to include the information of “Cost of Sale” Customer.
Opportunity
When using the "Collect Signature" feature on the Rental Dashboard, users had to select the device every time. They requested a way to configure a default device.
Solution
We have updated the Collect Signature feature to auto-select the last used device.
Opportunity
Users struggled to provide quick and accurate verbal estimates for Rental Contracts because the "Estimated Billable Total" on the Rental Dashboard excluded known additional charges, such as Pickup and Delivery fees. This lack of visibility could lead to confusion, underquoting, or the need for follow-up clarifications with customers.
Solution
The "Estimated Billable Total" has been enhanced to now include Pickup, Delivery, and Damage Waiver charges. This more comprehensive total is displayed prominently at the top of the Rental Dashboard, along with a detailed breakdown section. This update gives users greater confidence in providing quick, all-inclusive estimates to customers, improving both transparency and customer experience.
Opportunity
Salespeople previously had limited flexibility when setting the "Generate Purchase Request" option during the Model configuration process. If this setting was selected incorrectly, they had to restart the entire configuration from scratch. This wasted time and increased the risk of errors. The setting also couldn’t be changed after reversing or reprocessing a Sales Order or when duplicating a Quote, adding further friction to the sales workflow.
Solution
We’ve introduced the ability to modify the "Generate Purchase Request" setting while the Sales Order is still in Draft status. When adding a Model to a Sales Order, an icon will appear near the Quantity field, indicating whether a Purchase Request will be generated for that line.
Salespeople can click this icon to easily open the Model Purchase Request Settings dialog and make any necessary adjustments. This should eliminate the need for users to reconfigure from scratch.
Opportunity
Salespeople often encounter difficulty identifying the correct Customer when multiple records share the same or similar names. This can lead to confusion, delays at the Point of Sale, and potential errors in selecting the wrong Customer profile.
Solution
To make it easier to distinguish between Customers, we’ve added address details to the Customer search results on the Point of Sale page. This additional context helps salespeople quickly and confidently identify the correct Customer, which should speed up the checkout process!
Opportunity
Service Writers reported that when changing the Machine on the Work Order Dashboard's "Info" tab, the searcher displayed all company Machines instead of filtering to only those owned by the Customer. This behavior was inconsistent with other Work Order pages, and made it harder to quickly find the correct Machine.
Solution
The Machine searcher on Work Order Dashboard now defaults to showing only Customer-owned Machines. For flexibility, a checkbox has been added to allow searching across all Machines when needed.
Opportunity
Rental and Sales teams using Sage Intacct have needed a more consistent and hands-off way to ensure the correct income items are used when invoicing Machines or Rentals.
Solution
Flyntlok will now automatically apply the income items to Machine sales and Rentals for Sage-integrated tenants. We've added two new settings: “Default Sage Machine Income” and “Default Sage Machine Rental Income”. To configure them, go to Flyntlok Settings and find them under the Sage Intacct section.
Complaint: When adding a new line to a Sales Order, the item would sometimes appear in random positions—top, middle, or bottom—causing confusion and inconsistent workflows.
Correction: Fixed.
Complaint: When applying a discount to an entire Sales Order, the shipping line was also discounted—but this discount wasn’t visible on the Sales Order screen, only on the printed Invoice, causing confusion.
Correction: We now display the discount on the shipping line directly within the sales order UI, making it consistent with the printed version.
Complaint: Managers reported that the All Contracts report was showing the incorrect timezone under the Last Updated column.
Correction: Fixed.
Complaint: Parts managers reported that the Pick List printout on a Work Order could display Parts requested from a deleted Parts Invoice.
Correction: Fixed. This printout now correctly only shows parts from active Invoices.
Complaint: Salespeople reported that changing the postal code on an existing Customer did not update the city and state for the address.
Correction: Fixed.
Complaint: A job marked as “Rejected” did not show its rejected status in the mobile view, leading to confusion for mobile users.
Correction: The job approval status, including "Rejected", now correctly appears in the mobile view to match the desktop display.
Complaint: Managers reported that the “Date Sold” field was unable to be cleared out on the Machine edit page.
Correction: Fixed.
Complaint: Technicians reported that the “cause” and “correction” fields were missing when adding a Job on the mobile Work Order view.
Correction: Added these fields to the Add Job section. They can be manually entered, or will auto-fill when selecting a Work Order Job Template.
Complaint: Rental clerks noted that after sending an email from Rental Dashboard, the tab would sometimes close itself.
Correction: Fixed. This issue specifically affected Microsoft Edge users. (Editorial Note: Microsoft Edge specific features frequently cause weird and esoteric bugs in Flyntlok. Always making life difficult, eh Mr Gates?)
Complaint: Managers reported that on Machine Receiving Voucher, when changing adding or editing a Machine's PDI cost, the Machine's “List Price” was not re-calculating based on the updated Machine cost.
Correction: Fixed. Changing PDI now immediately refreshes the Machine's “Book Value”, which should result in the correct “List Price” calculation.
Complaint: The list of users available for manual clock-ins in ERP Work Orders included all users, including people no longer employed with the shop, making it difficult to locate current employees.
Correction: We’ve improved the Clock-Ins table in ERP Work Orders to display only active users when adding clock-ins manually. Additionally, you can now search for users by typing into the input fields.
Complaint: Parts Managers mentioned that when applying a text filter to a column on Receiving Voucher, it would persist across all other Vouchers. This would cause confusion, as a search query on one Voucher may not be relevant on others.
Correction: Fixed. Only column sizes and arrangement will be persisted.
Complaint: Managers editing the Contact name on the Manage Customer page noticed that sometimes the previous Contact’s last name would appear at the end of the name they just typed once they clicked save.
Correction: Fixed.
Complaint: Service Managers reported that “Move Requests” generated from Work Orders were not displaying whether they were “Delivery” or “Pickup” under the “Kind” column in the report.
Correction: Fixed.
Complaint: Service Managers reported that Work Orders generated from Service Requests were missing the default fees.
Correction: Fixed.
Complaint: Service Managers reported that Pickup and Delivery Requests generated from Work Orders were missing contact information for the customer.
Correction: Fixed.
Complaint: Sales Managers noted that when copying a Sales Order that was associated to a Lead, they were unable to track the newly created Sales Order from the original Lead.
Correction: When copying a Sales Order, it will now be associated to any Leads that were associated to the original Sales Order.
Complaint: Service Managers complained that Work Orders in "Invoiced" status were appearing on their Job Scheduler page's Job list.
Correction: Invoiced Work Orders are now excluded from this list by default.
Complaint: Rental Users reported that “Move Requests” created from a Rental Contract were not being canceled when the contract was either canceled or reverted to Draft status. This sometimes led to duplicate Move Requests being generated.
Correction: Fixed.
Complaint: Detroit, Boston, Chicago and the New York Rangers (the 4 US teams of the Original Six) will all miss the playoffs in the same year for the first time in NHL history.
Correction: N/A. Can only sadly shake your head.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). 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 Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.
Opportunity:
Service managers have requested the ability to create and schedule maintenance-related Service Jobs for individual Machines/Assets within their inventory. They would like to create a maintenance schedule based on certain usage metrics (Machine Hours, Machine Distance, Machine Age).
Solution:
We have added a "Maintenance Schedule" to the Machine Dashboard page, allowing users to create and edit existing maintenance schedules for individual Machines. To create a new Machine Maintenance Schedule, navigate to the specific Machine's Dashboard and select "Maintenance Schedule" from the Action button drop-down menu. You will then be redirected to the "Maintenance Schedule" page with the Machine's information prepopulated.
From here, you can select the "+ New Schedule" button, where you can choose a previously created Model Template or create a new schedule. Users will also have the option to have the schedule repeated and set the next interval according to the Machine’s current hours, distance, or age.
Interval and repetition are editable using the 
icons
You can change the status, edit schedule details, or delete the schedule by selecting the task from the "Actions" button drop-down menu.
You can add recipients to receive notifications of an upcoming schedule through the notifications section. Users will be able to select either a group of users or a single user to receive the notification and also to specify when the notification is delivered.
We have added a "Configure Model Template" button to the Model's edit page, which will allow Users the option to create templated service schedules that can then be applied to Machines of that Model.
Once the model template is created, you will be able to apply the template to Machines by selecting the option from the "Action" button drop-down menu. Flyntlok will then display a list of all Machines of that Model, giving users the ability to apply the template to all Machines or selected individual Machines.
We have also added an "Upcoming Maintenance" report to the Machines Tab of the Left-Hand Navigation Menu, which will display a list of upcoming scheduled maintenance jobs. This report will provide information on the Machine and upcoming service as well as links to the Machine's Dashboard and the Machine's Service Schedule Page. Users can sort and filter the report based on the priority or the next due metric. Flyntlok will color code the row based on the priority (see priority rules below).
The overall priority of a schedule is calculated based on individual priorities according to hours, distance, and age. Flyntlok's priority rules are as follows:
Days Remaining -
High: 15<=
Medium: <=45
Low: >45
Distance -
High: <=100
Medium: <=350
Low: > 350
Hours -
High: <=40
Medium: <=120
Low: >120
Conclusion: So, yeah, this is a pretty big (and pretty cool) addition to Flyntlok. If you need help with this functionality, or if you have questions, please reach out to us!
Opportunity:
Rental managers have requested the ability to put an unavailable Model or Classification on a Rental Contract in a "Waiting List" status and have the option to convert the contract to an Active status and notify the customer when the equipment becomes available.
Solution:
We have added a "Waitlist Contract" check box to the Details section of the Rental Contract's creation page that will put the contract into a "Waitlist" status. Once a Machine matching the Model or Classification becomes available, contracts will need to be converted to a Draft status before equipment can be associated with the Model or Classification holding spot. Waitlist contracts can be converted to a "Draft" by selecting it from the "Actions" button in the top right corner.
If the User is set up to receive notifications and is also set as the Salesperson of the Waitlisted contract, Flyntlok will send a notification when a waitlisted contract is able to be fulfilled. To edit your notification preferences, first select your "User Name" from the top right corner of your screen, then select "Preferences" from the dropdown menu.
We have also added a new "Waitlisted Contracts" report to the Rental Tab of the Left-Hand Navigation Menu, which will display a list of all waitlisted contracts and their customer contact information. For contracts with multiple Machines, Flyntlok will display a record for each machine that is available.
Opportunity:
Salespeople using the new Gravity Payments system have requested the ability to use an existing address under a customer's profile for the billing address when adding a Text-2-Pay payment method to a Sales Order. Currently, Flyntlok is not auto-filling Customer information into the Text2Pay billing address field, even if the address is saved within the Customer's Dashboard.
Solution:
Flyntlok will now auto-fill the "Card Billing Address" field of the Text2Pay payment method of the new Gravity Payments system if the information is available from the Customer's Dashboard.
We have also added a new "Save to Customers Dashboard" check box to the Text2Pay module, allowing Users to save new billing addresses for Customers who previously did not have this information.
Opportunity:
Salespeople would like to see a notification on the Sales Order and Work Order pages when adding a Customer who has exceeded their credit limit.
Solution:
We have added a flashing notification to the Customer Dashboard, Invoice page, and Work Order Dashboard to warn users that the customer is over their credit limit. Administrators can activate this new setting by navigating to the Flyntlok settings page (Admin Editors Wrench->Flyntlok->Flyntlok Settings->Sales)
Opportunity:
Our SMS messaging service does not allow for sending PDF file types. Salespeople have requested a way to view what types of files they are able to send via SMS messaging.
Solution:
We have added a new 
icon to all SMS messaging modules that, when selected, will display a list of supported files.
Opportunity:
Flyntlok Users were experiencing an issue where they were unable to remove a "Superseded By" part from an Items Dashboard.
Solution:
Supersessions from the Vendor Price File are intentionally not editable. To avoid confusion in the future, we have updated the Supersessions field of the Item Dashboard. If the item is from the Vendor, the item(s) will now be displayed below the selected input, and Flyntlok will display a "Superseded by (From Vendor)" message along with the supersessions.
Complaint:
When trying to apply payment to a Sales Order via credit card, the option to use Saved Cards isn't there. This issue only affected users of the older payment system, not those who upgraded to the Emergepay system.
Cause/Correction:
Fixed.
Complaint:
Salespeople reported having issues with not being able to do force refresh on invoices.
Cause/Correction:
Fixed.
Complaint:
Flyntlok Purchasers were running into an issue when applying a percentage discount to a machine currently on a Purchase Order. After applying the discount and attempting to print the PO, the discount was not applied to the printed copy.
Cause/Correction:
Fixed. Flyntlok will apply any discount set on the machine and display it properly on the printed copy of the PO.
Complaint:
Users had an issue uploading (WAV) audio files; in this scenario, the user would receive an error message, and the file was not uploaded.
Cause/Correction:
We have removed the restriction for uploading WAV audio files. While you will now be able to upload WAV audio files into Flyntlok, please note these are uncompressed files that may hit our filesize restriction of 30MB.
Did you read all the way down to the bottom? Nice! This was a pretty big release week for Flyntlok. Hope you appreciate all the new features!!!
August 30th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
