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
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!
When receiving a stock item with an outstanding special order, you have the option to fulfill the open invoices. If you choose not to fulfill, Flyntlok will ask you to confirm.
Service technicians will have the option to receive notifications when a service event has been edited from the service scheduler. This notification will provide a link to the service scheduler with the edited event displayed.
To set this new notification you will navigate to your username in the top right corner of your page. Username->Preferences->Notifications
You can now scroll past the set date range of the rental contract into future dates.
Flyntlok has always displayed the current machines of the model, from the model's dashboard. You will now see a new field containing the machine's serial number.
We have added two new fields to the financial section of the model dashboard page, for tracking price MSRP and a maximum quantity of models to stock.
When quoting a machine model, you will now see the model's description populate in the line item of the quoted model.
We have added a new category to the Machine Receiving Voucher to record the Machine's engine serial number.
If a Sales Order has received full payment you will see a red (PAID) stamp populate under the Sales Order number.
Administrators can now restrict users from editing the QOH from an items dashboard.
When creating a new vendor, you will receive a warning if the vendor already exists in Flyntlok. This warning will prevent you from creating the vendor and provide a link to the existing vendor's dashboard.
Last Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We have added a new setting to the purchase order receiving voucher, allowing users to mark an item voucher as paid via credit card. You will now see an"Already Paid" Checkbox in the in Voucher Details section of the receiving voucher. When the box is checked, you can use the dropdown populated with a list of accounts to select the checking or credit card account this was paid with.
When this box is checked and an account is selected, Flyntlok will create a JE, instead of a Bill, to record the transaction.
We have added a new icon to the machine's dashboard. Displayed in the corner of images which are publicly available.
We have added an option to print a thermal ticket from the work order system. This option is under the main actions dropdown
When changing the status of a Work order Flyntlok requires you to log a reason for the change, this log is now visible from the mobile view. Similar to the desktop view these logs will be available under the activity section.
We have added the list price, cost, and minimum list to the machine's mobile view.
We have added a minimum order field to a vendor. This will allow you to set a minimum dollar amount for creating stock orders.
When set, the minimum dollar amount will be shown on the vendor dashboard. You will also see a warning message displayed on the vendor's stock ordering page, alerting you if you are below the minimum amount.
To set the minimum amount, you will navigate to the vendor's dashboard and select the Actions button. Actions->Edit
We now allow you to update a customer tax rules from the POS, as well as store them as the default set for all locations. Previously, this action could only be taken if a customer did not have rules applied to them.
You can now select between 4 different ways to apply damage waiver charges to rental contracts by default. These values can always be overridden on a per contract basis.
Never charge a damage waiver by default
Always charge a damage waiver by default
Charge a damage waiver if they are a cash customer
Charge a damage waiver if they do not have valid insurance on file
Last Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We have added notifications to more actions on the Service Scheduler. The assignee of the appointment will now receive a notification when a new appointment is created, an appointment is edited , or if the assignee has changed.
You can now unlink a sales order from a work order if the sales order is in draft status.
We have added a new field for Engine Model to the machine section found in the Info Tab of the Work Order.
We also added this information to the work order PDF.
You can now select multiple jobs to be transferred to different work order. Previously you could only transfer a single job at a time.
Serialized part numbers will now display the serial number when the work order PDF is printed.
We added status filtering on the mobile view of the work order list.
We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.
Service history is now visible from the mobile view of a machine.
On the sales order PDF, we updated the summary table to better represent what customers need from a receipt. We now show your lines subtotal, discounts, shipping and roll that all up into a taxable subtotal.
You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.
We have added a new "Created By" field to the Purchase Order PDF. This new field will be located, left of created date and display the creators name, email and phone number. This should help provide your vendors a good point of contact when the purchase order is emailed.
You will now be able to reverse a Purchase Order that is in Ordered status. This will set the Purchase Order back to New status and remove the date ordered.
Note: This does not affect any 3rd party systems for integrated ordering.
Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.
You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.
We added validation on the hours field when checking in a machine from a rental. We will require you to input the hours if the line is a machine, previously this was auto-filled with the check-out hours. We will also warn you when the check-in hours are less than the check-out hours.
On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.
Flyntlok has always asked for the source of the new customer when created from the New-> Customer form. You will now be able to document the source of the new customer from all customer creation locations.
We have updated the SMS section of the customer dashboard to show all SMS communications with the phone numbers registered under the customer profile. Previously, Flyntlok automated SMS messages would not populate into this field.
Last Release Notes
February 15th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
CRM is a major focus for dealers and that makes it a major focus for us! Look forward to more updates to this system in the coming weeks.
You can now access your SMS conversations from the mobile view of Flyntlok.
You can view a list of your conversations and search for any existing conversations or contacts.
Interacting with a conversation by sending a message will automatically subscribe you to the conversation. You can unsubscribe by clicking the star icon.
Responses will show up live so you can continue to interact with your customer. All of this interaction is logged under the customer profile in Flyntlok.
You can now create a linked rental contract from the actions dropdown on a lead.
We have updated the settings around the "Text Us" website widget. Now if a potential customer is trying to input a non-US phone number they will receive a prompt from Flyntlok to instead submit an email address.
We have added back order column to the sales order PDF. Backorder is any quantities not yet picked or received via a special order.
For better visibility, we have updated the item transfer icon to be highlighted green if there are any linked transfers! This will help prevent accidentally executing duplicate transfers to fill a sale.
When a substitution is made on an item purchase order, you now have the option to retain the substituted part if you have not received any. If you have received quantities against the substituted part, we will only substitute the remaining quantity, and the PO will retain the original line for the amount already received.
Voiding a line, or deleting an entire purchase orders, will now go out and mark the associated machines as "Deleted". Previously, this had to be cleaned up manually.
You can now transfer a single labor punch to a new work order and job by clicking the transfer icon found on the labor tab.
You can now add/edit customer contacts while creating a work order.
Flyntlok will automatically clock you out of work orders when logging out. This applies only when you choose to log out. If you close your tab, exit your browser, etc. you will remain clocked in. This applies to both ERP and DMS Work Orders.
Flyntlok will show you a warning when you try to invoice a work order that has quoted parts. Quoted parts will not be added to the work order invoice.
We have added this field as an option in all places you can create a customer in Flyntlok. Previously, you could only record the reason for a new customer from New -> Customer.
You can now set a default work category by customer. This new field is found in the "Other" section while editing a customer. Customer Dashboard-> Actions-> Edit
We have added rental as a source option in the win/loss report with a link to the rental contract in the source link.
You can now configure a vendor to record purchases or sales by machine. When the option is set to yes, you will get a single journal entry for each machine involved in the transaction when posting to QuickBooks Online.
Users will now see a warning message when they are about to delete a machine model, if that model is tied to active machines. The user will then be prompted to choose the new model those machines should be moved to.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
If a customer has supplied an Item Number, this information will now be displayed on the sales order pdf line.
From the Point of Sale, in the Details Tab, if the transaction has a Customer PO or an internal message, this information will now be viewable from the memo line of the QuickBooks Payment that is generated.
Users will now be able to input the invoice date when attaching a vendor invoice to a receiving voucher.
We have added more visibility to the Work Order you are clocked into. Along with the clock icon in the blue header bar, users will see the work order number.
When a user clocks into a job we will now prompt them to input all the original check in information. This combines the check in and clock in buttons, reducing the number of steps for the mobile techs to start their work. If the Work Order is in "New" status the first user to clock into a job will move the work order to "In Process".
If a customer requests service for their machine via Sparks, Flyntlok will generate a Work Order in estimate status for the customer. Also, you can now subscribe to receive sparks service request notifications.
We have addressed an issue where quoted parts on work orders were being included in the shop fee calculation. This would have affected work orders that had shop fees calculated from labor and parts totals.
When accepting a Trade-In as a payment type, users will now have the option to create a new vendor from the Trade-In screen.
We now support a default discount structure that will be set on all existing and future customers added to Flyntlok. Please reach out to Flyntlok if you would like to set this up.
From the Actions drop down of the Rental Dashboard you will now be able to report a lost deal. This will allow users to document when a rental contract falls through and record the lost revenue. 
We have added a (View All) option on the machine and customer dashboard for the rental section. This link will bring users to a report that shows all historical customer and machine rental contracts.
We have added an Exclude Zero Quantity option to the inventory sprint editor. This will exclude any items with a zero QOH from being added to a sprint plan.
When editing an item, you can now set fields for length, width, and height to capture the dimensions of items. This should support e-commerce platform integrations and help with shipping. 
Users will now have the ability to create a new part when setting a supersession.
When quoting a new model from the point of sale, we will now prompt the user to input all required information in place of an error message.
With our recent notification update, we have consolidated notifications that show up on the bottom right of Flyntlok and the dashboard to show under the bell icon. You can update your preferences for each of these notifications here. Username->Preferences->Notifications
Last Release Notes
January 18th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.
Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.
Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential customers.
We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.
New-Navy
Open-Blue
Attempted Contact- Orange
Contacted- Orange
Quoted- White
Won- Green
Lost- Grey
Closed-Grey
We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.
We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.
If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number. This will let you easily create a lead and ultimately a customer!
Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags from the CRM Hub.
If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.
We have added a new setting to allow managers to configure a default invoice source by user. Previously, this was done at the company level.
To set or edit the default invoice source for a user, navigate to Wrench->Users->Users. Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.
To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.
We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.
We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.
We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.
Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.
Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.
You can now restrict who is allowed to open a posted item voucher. This will add an internal control that stops users from requesting a reversal of a bill.
You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.
We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.
We gave the Omnisearch results a freshlook. It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.
A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.
We have added machine hours and miles to the Sparks Request Service Form.
Last Release Notes
December 14th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!