Customers

Customer Level Discounting by Item-(Ticket # FD-1361)

Opportunity:

Salespeople have requested the ability to set up a temporary discount on an item for a customer so that each time that customer buys that item there is a default discounting rate set. This will save users time from having to re-add the discount from the Point of Sale and serve as a reminder that the customer has that discount available.

Solution:

We have added a new "Item Discounts" module to the Customer Dashboard that will allow users to add and edit individual item discounts and set a specific expiration date for the discount. This new module will be found in the Action Buttons drop-down menu.

We have also updated the discount structure of the Point of Sale to incorporate the Customer Item discounts so that you can save a new discount directly from this screen. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give users the option to save that discount to the customer. Item discounts saved via the POS will then populate the "Item discounts" module of the Customers Dashboard.

 

Rental

Company Logo-(Ticket # FD- 798)

Opportunity:

Flynlok offers users an option to email a "Signature Request" or "Lease Agreement" to customer contacts to confirm the rates and values of a Rental Contact. Currently, the email sent out is including our Flyntlok logo and mailing address. Because this can be confusing to recipients that are unaware of Flyntlok, our users have requested to have their actual company logo and address information added instead of Flyntlok's.

Solution:

We have added a new option to upload a custom Company Logo image on the Flyntlok Settings page.

To set a custom Company logo that will display on the Rental Signature Requests and Lease Agreement Emails, you will navigate to the "Admin Editor Wrench" icon in the upper right corner of the home screen and select the "Flyntlok Settings" option from the drop-down menu. From the "Flyntlok Settings" page select the "Company Logo" link and upload a custom Company image from your device. Once uploaded this image will be displayed on the Rental Signature Request and Lease Agreement Emails.

Purchasing

Create Separate Lines For Purchase Order/Special Order Merge-(Ticket # FD-1397 )

Opportunity:

We recently released a new feature that allows users to merge open Special Ordered quantities into an existing Purchase Order. The issue is when multiple Special Orders are merged into the same PO they are combined into one line item. This makes it unclear that the remaining quantity from the original Purchase Order is not related to the Special Order. It was also not possible for multiple Special Orders to be merged into the same PO for the same item.  Flyntlok users have requested that merged Special Orders populate the PO in individual line items.

Solution:

We have updated the Special Order merge functionality so that when merging a Special Order (or Orders) into an existing Purchase Order, the PO will display each Special Order as individual line items distinct from the original PO quantity.

Available Purchase Order Icon -(Ticket # FD-1410)

Opportunity:

Flyntlok now offers Users the ability to merge open Special Orders with regular Stock Orders when using the Flyntlok Draft Stock Order page. Purchasing Managers have requested a more obvious indicator when an item has open Special Orders available to merge with Purchase Orders.

Solution:

We have added a new " Has Mergeable PO" icon to the Special Orders column of the Draft Stock Order page. This new icon will be displayed with open Special Orders quantity only when there are available PO's to merge the Special Order quantity into.

CRM

Lead Age-(Ticket # FD-1429)

Opportunity:

Salespeople would like to see how many days or months an individual open Lead has been active. Flyntlok currently displays the Lead creation date on the Leads report but does not calculate a day's active "age".

Solution:

We have added a new "Age" field to the All Leads report which will display the individual Leads' age by days based on the creation date.

"Text Us" To Include Location and Department -(Ticket # FD-1429)

Opportunity:

Flyntlok offers customers the ability to have a "Text Us" widget on their company website, which allows potential customers to submit inquiries to the company. Flyntlok then takes these incoming messages and generates a new CRM Lead for this potential customer. Salespeople have requested that the associated location and department be added to the new Lead's name.

Solution:

If you have Branch Locations and Department fields set up on the "Text Us" widget, Flyntlok will now apply this information to the new Lead's name.

               

Machines

Mileage Log History-(Ticket # FD-1325, 43111)

Opportunity:

Flyntlok offers users multiple different ways to edit and document the mileage from a Machine's odometer through the course of a Service Work Order. Users have requested a new report that will display a history of mileage logs for a specific piece of equipment.

Solution:

We have added a new "Mileage History" section to the Machine Dashboard which will display all Work Order check-in mileage logs as well as any edits to the Miles field of the Machines edit page. This new section will display the ten most recent entries as well as a link that will redirect users to an alternate view that will display ALL mileage logs for that Machine. Flyntlok will display the date, the mileage, and the user's name that performed the logging.

Point of Sale

Text2Pay Billing Information-(Ticket # FD-1418, 43327)

Opportunity:

Sales Managers using the new Gravity Payments emergepay system have requested billing address fields be added to the Text2Pay payment type. Gravity Payments offers additional discounts for enabling fraud protection steps, such as billing address fields, on the Text2Pay payment option. Flyntlok currently does not provide the billing address details over to Gravity for address verification.

Solution:

We have added the billing address details to the Text2Pay settings. Default billing information (pulled from the Customer's Dashboard) will auto-populate into the payment system when the Text2Pay option is selected, but Users will also have the option to edit this new field. N.B. Editing the address fields here does not update the original contact record.

Tax

Municipality of Anchorage Vehicle Rental Tax- (Ticket#FD-1374)

Opportunity:

Rental managers in Anchorage, Alaska would like the option to apply a Municipality-specific tax charge on the rental of motor vehicles. Anchorage requires the collection of an 8% tax on the rental of motor vehicles with a 30-day cap of $240 for trucks, vans, and RVs or a $120 cap on all other motor vehicles.

Solution:

We have added a“Charge Municipality of Anchorage Tax” field to the Model Dashboard's edit page, which allows users to associate the specific MOA tax charge to all Machines of that particular model. We have also added a new “Charge Municipality of Anchorage Tax” check-box on a Rental Contract, that when selected, will charge the specific tax rate on the Rental Contract. This box is auto-selected when a contract is created but can be overridden by the user.

       

Issues Resolved This Sprint

Email Error-(Ticket #FD- 1412, 43338)

Complaint:

Flyntlok users were experiencing an issue when trying to email Sales Order PDF documents to customers where the contact record contained an email address but no contact name. In this scenario, the Flyntlok user received an error and the email was not sent.

Cause/Correction:

Fixed.

Rental Date Error-(Ticket #FD-1392, 43317)

Complaint:

Flyntlok users were having an issue when trying to manually type in the start date of a Rental Contract, rather than using the date picker. In this scenario, the page would error out and users were then redirected to an error page.

Cause/Correction:

Fixed. Flyntlok users will be able to type out dates without having to break the keyboard stride.

Fixed Asset vs Rental-(Ticket #FD-1409, 43350)

Complaint: 

Users were experiencing issues where sold Machines were able to be added to a Rental Contract via the "Actions" button of the Machines Dashboard.

Cause/Correction:

Fixed. We have removed the ability to select the "Rental Contact" button from the Machines Dashboard when the machine is in a "Sold" status.

Point of Sale PDF Page Spacing-(Ticket #FD-1424, 43411)

Complaint: 

When an item's description is lengthy, the generated PDF document from the Point of Sale moves the entire item line to a new page, creating an awkward formatting issue. Flyntlok users have requested that the unnecessary extra spacing be removed from PDF documents generated from the POS.

Cause/Correction:

We have updated the Point of Sale PDF allowing item descriptions to be broken up between two pages.

Purchase Plan not Respecting Combined Item Quantity-(Ticket #FD-1428, 43376)

Complaint: 

Users reported an issue when they were adding an Item onto an existing Sales Order where that Item already had previously been added to the SO and where they merged the two line items into one. In this scenario, the Purchase Plan would only account for the original Line Items' order quantity and did not reflect the updated merged quantities.

Cause/Correction:

Fixed. Purchase Plans will respect the combined quantity set from the Point of Sale.

Work Order Deposit not Populating onto the Final Invoice-(Ticket #FD-1432, 43444)

Complaint: 

Service Managers were experiencing an issue when applying a deposit to a Service Work Order where, the deposit was not auto-populating onto the final invoice.

Cause/Correction:

Fixed. The deposit will auto-populate on the final invoice.

Customer Invoice showing Warranty Pricing-(Ticket #FD-1443, 43481)

Complaint: 

Users were experiencing an issue when trying to invoice a Work Order with both Warranty jobs and Customer jobs. The customer invoice that was generated displayed costs on items associated with Warranty jobs when they should show up as $0.

Cause/Correction:

Fixed. All the warranty jobs, parts, and labor are included on the customer bill at $0 cost and $0 list.

Rental Contract Final Invoice-(Ticket #FD-1455, 43507)

Complaint: 

Rental Managers were experiencing an issue when closing a Rental Contract, where the Contract had been fully paid for on a previous invoice including all fees and charges, Flyntlok was still generating a final invoice for $0.00.

Cause/Correction:

Fixed. Flyntlok will close the Rental Contract and no additional invoice will be generated.

Sold Machines Report-(Ticket #FD-1464, 43520)

Complaint:

Users were running into an issue when attempting to see how many of a certain Machine Model their company has sold, from the Sold Machines report. The report was excluding results due to a max capacity set at 15,000 results per page.

Cause/Correction:

We have increased the results limit of the Sold Machines report to 25,000.

(And kudos to you folks for selling more than 15,000 machines.)

Sparks Orders Are Not Showing Available Stock-(Ticket #FD-1460, 43549)

Complaint:

Salespeople were having issues with Customer Sparks Orders not displaying the Stock available to transfer from other branch locations.

Cause/Correction:

Fixed. Spark Orders will display available stock from other branch locations. This information will be indicated by the (*) icon in the item line's QOH box.

Deposit Discrepancies after Multiple Transactions -(Ticket #FD-1454, 43505)

Complaint:

Ok, bear with us here as this is a confusing bug: If a user took a Deposit (e.g. $50) on a Work Order then the Customer has a balance of $50 (since the WO is still in progress). Then you later go and sell a part to the Customer for $30 and you apply the payment using the “Deposit” payment type. The balance for the Customer should now be $20 since you just used part of their earlier Deposit for this sale. Later you go and finalize the invoice for that original $50 Work Order. The Customer should only have a balance of $20 now, but the invoice for the Work Order was still showing the original $50 deposit. Later you find out the Customer owes you $30!

Cause/Correction:

Fixed. The Work Order will now know if the deposit was partially (or completely) used on a separate transaction.

Inaccurate Time on Timecard Report-(Ticket #FD-1469, 43543)

Complaint:

Service Managers were seeing a discrepancy between the timestamps displayed on the service technicians' "Timecard" Report and the actual Work Order.

Cause/Correction:

Fixed. We have addressed a timezone error on the "Timecard" report. Flynlok was incorrectly displaying clock-in/out times in the Alaska standard time zone regardless of the company location.

(Lesson learned: World does not revolve around Alaska.)

CRM SMS Message Error-(Ticket #FD-1487, 43578)

Complaint:

Flyntlok users were receiving an "Error Sending Message, Contact Flyntlok for Assistance" notification when attempting to send an SMS text message from the CRM Hub when there is an invalid phone number.

Cause/Correction:

We have updated the message displayed when attempting to send SMS messages with invalid phone numbers. (N.B. Flyntlok does not know if the number used is in service or is capable of receiving SMS messages, simply that the number/format was not valid.)

Last Release Notes

August 2nd, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Machine Purchase Orders

New Features

Machine Adding

We've made it easier to sort and filter the list of machines when adding machines to a voucher.

Machine Creation

While adding new machines to the voucher, you can now designate a quantity of machines to create.

Label Printing

We have added label printing functionality to the bulk actions!  Don't forget - Flyntlok consultants can customize these labels to your business needs. Just submit a support ticket!

Permission for Completing a Voucher

We added permission that must be turned on if the user would like to complete vouchers.  You can also designate a user to receive a notification and pending action when a voucher is submitted for completion.

Auto-Calc Allocation Changes

We have removed the recalculate button and will recalculate the fees live.

Year Auto-fill

If you add a date and leave the year blank, we will assume that you would like to use the current year.

File Attachments

If a machine received on a voucher has files attached to it, you will see a voucher files section on the machine's dashboard. Remember, files attached to a machine using the detail view will be attached directly to the machine.

Bill.com Support

If you track your payables through bill.com, we have added the ability to set up a bill.com machine clearing account.  If this is set, we will offset the asset amount on the journal entry to this account.

 

Mobile

New Features

Login

If you log in from a phone, you will now be taken directly to the mobile view. If you want to return to the desktop version, click Return to Desktop at the bottom of the page!

Clocked-In Work Order & My Work

The work order you are clocked into will display at the top of the page. The My Work button will show you all of the work orders you have assigned to you.

Point of Sale

Enhancements

Card Error Messages

We've updated messages coming back from our card processor to make it more clear when a card has been declined or if there was an error during the payment process.

 

Rental

Beta Features

Improved Date/Duration Selection

We will be beta-ing a new feature with pilot dealers that should make it much easier for us to properly calculate your billing durations given a date range on a calendar. This should allow you to set up contract data in a much easier format and reduce the number of dates you need to manage for a rental contract.

Contract Interim Billing Cycle

We will be beta-ing a new feature with pilot dealers that allows you to set a default interim billing cycle for a contract. This should greatly reduce existing date adjusting when trying to create an interim invoice. This will also let us notify you when you have a contract due for billing, and in the future, offer us the chance to generate these bills automatically for you!

 

Enhancements

Location Selection

You can now select a location during the rental contract creation. Previously, we only allowed you to change it once the contract was created.

Address's

While entering an address on a rental contract, you can now click the Save to Customer box to save the address to the customer address book.

Consumables

Consumables can be configured in two different ways: Standard and Capacity-Based. Capacity-Based is better for fuel because fuel is measured in percentages, not quantities. Standard is better for renting out consumables that are measured in units.  Tire wear, cutting edge wear, and other specifically measure consumables should be setup with the Standard style.

Equipment Return Work Orders

When auto-generating work orders at rental check-in, we were using the machine's last known hours, not the hours at check-in. That has been fixed, so work orders populate with the machine's hours at check-in.

DMS Work Orders

Enhancements

Bug Fixes

We fixed a handful of bugs causing the work order error when you tried to save.  Some of the most notable are:

 

Notifications

Preferences

Notification groups should now be more clear in which aspect of Flyntlok they tie to.

Assigned Lead

Along with adding more categories of notifications, we added a new notification you can receive if a CRM Lead gets assigned to you.  You can configure how you would like to receive this notification by clicking your name in the upper right of Flyntlok and heading to preferences -> notifications.

QuickBooks Online Interface

Enhancements

Syncing / Not Syncing Accounting Contact & Email

We've added an option on the customer profile to decide if you keep the customer's accounting contact in sync with Quickbooks Online data or if the data you enter in Flyntlok should be the source of truth.  This is the email we use to auto-send invoices and receipts.  When this is on, we will always override what is in those fields with what is set in QuickBooks Online.  When it is off, the contact and email will remain whatever you enter under the customer profile in those fields.

 

Posting Customer Payments (Z-Out)

We were presenting you with some errors almost anytime you ran the end-of-day process to post customer payments. Those errors were erroneous in that the posting had gone through successfully.  We prevented those unnecessary errors from displaying going forward. Actual errors still display!

 

Last Release Notes

July 6th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Point of Sale

New Feature

Selling A Model Creates A Purchase Request

When you sell a model, we will recognize that a purchase request needs to be generated. The workflow is very similar to selling items.

First, click the rocket icon. Then select the Quote Model tab. Remember to click the Generate Purchase Request checkbox.

Lastly, after you click the order button, a machine purchase request will be created.

Enhancements

Tax Selector

If you have a lot of taxes, it can be time consuming to configure them. We have added a select all and a de-select all function to the tax editor. This can be found on the point of sale and also on the customer dashboard.

Work Order

Enhancements

Work Order Creation Wrench

We want to make work order creation easy. A wrench has been added to the top bar. Click the wrench and you will be brought to the work order creation screen.

Transfer Jobs To A New Work Order

You no longer need to have an existing work order to transfer a job. Instead, if you click the Transfer to New Work Order option, a new identical work order will be generated with that job on it.

           

Job Coloring

Jobs can be configured to change color based on percentage of completion. We are calculating percentage of completion based on actual time / estimated time. Currently there are two colors that can be configured, yellow and orange. You can configure when the colors change. By default, work orders will change to yellow when 75% of labor has been added and orange when 90% of labor has been added.

Estimate Tab Permissions

The Estimates Tab has been put behind a permission. If you would like to simplify your technicians dashboard or limit the users at your business can send an estimate, you can head over to the Access Control Page and turn that tab off.

Purchasing

Enhancements

Machine Purchase Order Vouchers Column Chooser

You can edit which columns you see and the order you see them by clicking the Gear icon!

                           

Machine Purchase Order Vouchers Accounting

The machine income, asset, and expense account can all be set on the machine purchase order voucher.

Machine Purchase Order Vouchers Bulk Actions

We added a bulk actions button to help fill the most common fields. We currently have the following bulk actions:

This is in addition to the corner drag and fill function.

Upcoming Bulk Actions:

Machine Purchase Order Vouchers Attachments

If you are using Bill.com, you can check the Send To Bill.com box to automatically send the attachment to your Bill.com email.

Machine Purchase Order Vouchers Detail View

The detail view is ready for use. This works the same as the list view, but looks like a form.

Rental

Enhancements

Contract Reopening

Rental contracts can be reopened! To reopen a rental contract, delete the final sales order and you will be redirected to the rental dashboard with the rental in checked in status.

Line Level Billing Information

We have added a Billed and an EST Billable column to the rental contract line. Billed will tell you the amount that the line has already brought in. EST Billable is the remaining amount that should be billed during the rental based on the billable duration set on the rental contract line. In the case shown below, $20 has been billed out of the $200 expected total.

Last Release Notes

June 8th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Rental

Enhancements

Over Usage Billing

Flyntlok is automatically tracking and billing over-usage on rental contracts! If you do not want to bill for overages, leave the hours field blank.

If you want to bill overages, make sure that an Overage Rate is set. The Overage Rate is set on the models' rent schedule template or on the contract! In the case shown below, we are renting this equipment out for 1 week. During that week the customer is allowed 40 hours. Every hour over 40 hours will be billed at $10.

Flyntlok Release Note Picture

Remember to set the machine hours during checkout! In this case, the machine was checked out with 100 hours.

Flyntlok Release Note Picture

At this point, the rental has taken place and the machine has returned to your location. The customer has returned the machine with 42 hours, 2 hours over the 40 hours allowed.

Flyntlok Release Note Picture

The overage is communicated to the customer on the final sales order. The explanation can be found in the line item description!

Flyntlok Release Note Picture

Work Orders

Enhancements

Multi Machine PDF's

We have added more machine information to all work order PDF's. It will be much easier to tell which machine was worked on! This only applies to multi machine work orders.

Flyntlok Release Note Picture

Estimate Messages

When sending an estimate with both recipient and cc'd email addresses, only certain emails would contain the message body. Now, everyone on the email chain will receive the message body. This should keep all interested parties in the loop!

Flyntlok Release Note Picture

Itemized Labor

Your business has the option of itemizing labor on the work order pdf. This can be set as a default for your company, or set on the work order itself. This can be helpful when submitting warranty claims.

Flyntlok Release Note Picture

Below is what the labor looks like on the pdf.

Flyntlok Release Note Picture

Point Of Sale

Enhancements

Manufacture Date

When taking a trade in, it is important to be able to add the equipment's manufactured date. We added a Date Manufactured field on the trade-in payment type to make this easy!

Flyntlok Release Note Picture

Tax Id

Instead of inputting customer tax id's into the customers comments field. Tax ID's can be added to the new Tax ID field on the customer dashboard. If a customer has a tax id it will also show on invoice PDF's.

Flyntlok Release Note Picture

Model Quantities

We added a quantity field to the Quote Model screen. If a customer wants 13 machines of the same model, add the model, then adjust the quantity to 13!

Purchasing

Enhancements

Exception Notifications

If an exception is reported on a purchase order, it is important that you are able to notify the correct customer contact. We have expanded the Notify Customer contact list to include all of the customer contacts.

Click Reduction Contest

We will be running a click reduction contest! If you have an idea that would save clicks somewhere in the application; please submit a support ticket outlining your idea! We will review all of the ideas, and pick the 2 ideas that will help our application the most.  The winners will be  announce in the May 11th release notes. Each will receive a $25 Visa gift card!

Last Release Notes

April 16th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Point Of Sale

Invoice Customer Panel

We have restructured the customer panel to make it more space-conscious and moved the contact selector next to the customer selector.  Previously, the contact was selected in the details panel at the bottom of the page.

You can now designate the type of invoice and use that for reporting.

The type and location can also be encoded into the ID.  If you wish to enable this feature, please submit a support ticket.

Activity/SMS Panel

We have made it easier to add/edit notes and send SMS's from the point of sale by adding an activity panel on the lower right of the page.

 

When a customer responds, you will get a notification in the lower right of Flyntlok, and on your dashboard.

You can reply from the notification, customer dashboard, or right in the activity panel on the invoice.

Returning Dirty Cores

Previously when creating a return for a sale that includes cores, we were not populating the return sales order with the dirty core.  We updated that so you no longer have to add that manually when the customer returns with the dirty core.

Machine Owner / Bill To

We have updated the sales order PDF to reflect the machine owner if it is different than the bill-to.

Work Order

SMS Templates

You can now customize your own templates for SMS's sent from the work order system!  To configure your templates, please submit a ticket and a consultant will work with you to get them setup.

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel. Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Estimates - Icons

We have added icons to the estimate section to indicate when an estimate has been emailed to your customer, and when they respond.  Look for more updates to this feature in the coming releases!

Rental

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel.  Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Auto-Generated Work Orders for Rental Actions

Based on your company's settings, we will automatically create a work order at the first rental, and every subsequent check-in of a rental.  We updated this functionality to create these work orders as segmented.  In the coming release, you should be able to designate one or more job templates to be added to this style of work order.

Purchasing

Bulk Printing Labels

We moved the bulk printing of labels from the PO to the voucher.  This lets you print off a barcode label for each item you are receiving.

Accounting

Customer Accounting Settings

Previously we were updating the Accounting Email and Auto-Send setting on the customer when you re-loaded them. That caused confusion when QuickBooks Online had different data than what was set in Flyntlok. We will no longer automatically update those fields.

 


 

Last Release Notes

November 17th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

BETA Work Order Updates

By request, we have been moving users over to the new work order system. Thank you for all the great feedback! Please submit a ticket if you would like to start using the new system.

Recommended Jobs for John Deere and Hitachi

After creating a work order for a John Deere or Hitachi machine, we will look for open PIPs. If any are found, they will be listed just below the Add Job button in the new Recommended section of the work order.

Once you select a recommended job, we will pull information directly from John Deere like the PIP title, type, and even the items needed for PIP. If you choose to create the job, we will also create the internal parts order with the required parts for the job.

Job Templates

In order to save you time on creating templates for common jobs, you can now create a job template directly from a job you have on a work order.

Complaint, Cause, Correction

In our new work order, we have moved away from work requested and work done on jobs to a complaint, cause, and correction structure. This gives the opportunity to input the customer's complaint, then the technician's analysis of what caused the problem. The correction field will be used to communicate the work done. Only complaint and correction are required.

Disabled Actions Labels

Description labels appear when a button is disabled to give insight as to why the button is disabled.

Banners

Banners are back! After getting a new look, banners are being reintroduced to update you on important information.

BETA Rental Updates

We will soon be adding more customers to the new rental system. Here are some of the new features that will be available!

Rentable Items

We now support renting out items. To make an item rentable, you will need to edit the item and check the Item Can Be Rented box.

While you are there, you can add rent schedules to cover all of your pricing structures.

Rental Kits

A rental kit consists of one machine and a group of items that must be rented together. An example of this is renting a serialized air compressor with a hose and pressure regulator. The air compressor is the serialized machine, while the air hose and pressure regulator are optional items. When adding the machine to the rental, you can choose the amount of each item you will rent with the machine. These items will then be pulled from inventory when checked out, then added back to inventory when checked in.

Flyntlok Surveys

Customizable Email Templates

We now support customized email templates on each survey template that you send out. If you are interested in adjusting your email template or learning more about our survey system, please reach out to consulting@flyntlok.com!

Store Specific Surveys

If you are a multi-store company, you can now configure your surveys to only send when the sale is closed at a certain store.

 

July 28th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

Rental Creation Redesign

We want to make renting equipment easier for you!

We have added a new page to research machines and create rental contracts.  You can access this page under the "New" section of the left navigation.

You can filter available machines based on customer requirements. Then, select the machines and attachments to add to the rental contract. The selected equipment will be moved to the Selected Machines section.  Once all equipment has been selected, clicking the continue button will let you move forward with quoting or reserving the contract.

The Filter bar makes it easy to find a machine that meets your customer's requirements.

Machines that pass your filters will appear in the Machine section.

Easily see all of your machines and select the equipment that works best. You can select as many machines and attachments as needed. Selected equipment will be added to the Selected Machines section.

The Selected Machines bar allows you to add multiple machines to a single rental contact.

The Selected Machines bar allows you to edit the rental contract. You can see the equipment you have already added, delete machines, and view the machine's rate sheet. When everything is perfect, click continue at the bottom of the page to finalize the rental contract.

 

While we beta this new form, our existing form for rental creation will remain in place, so you can still you that one if you would like.

We're very interested in your feedback on the new page, so please let us know any suggestions by submitting a support ticket.

 

Work Order Dashboard (Closed Beta)

We have changed our Work Order Dashboard! Participating customers only; coming soon to everyone.  This update to the work order dashboard comes with a tabbed layout giving more space to focus on the center point on the work order - jobs.

Jobs Tab:

We crafted the Jobs tab to show everything a technician would need to perform work. We scaled down the dashboard to the essential information, removing clutter.

Info Tab:

We designed the Info tab to meet the needs of a service manager or parts associate. The Info tab shows customer and machine information essential to your job.

Future updates to the Work Order Dashboard

We will be rapidly expanding the functionality on this page to include the following features:

Open beta should begin 06/30/2021.  If you are interested in participating, please reach out to consulting@flyntlok.com and we can ensure you are included.

Prevent Duplicate Model Creation

If you try to create a duplicate machine model, we will alert you!

If you already have model duplicates and want to clean them up. A company admin can go to Wrench -> Flyntlok -> Widgets and use the Merge Model Widget.

Exclude From Auto-Email

It is easy to disable emailing on a case-by-case basis. After reversing a sales order we recommend using this feature. This will prevent your customers from receiving multiple emails for the same transaction.

Visibility to Paccar Bond Loyalty/Fleet Accounts

Moving forward, the Bond Loyalty/fleet accounts options will only be available for locations of your dealership that support Paccar. This continues our trend of decluttering; only showing the information you want to see.

Default Model Classes

You can now set a default primary/secondary class for models.  This is done at the company level.  To set this data, head to the Wrench -> Flyntlok -> Flyntlok Details.  Under the model primary photo, you can set these defaults.

Primary Model Images

We allow you to set primary photos for a model in Flyntlok.  This is the default for any machines created of this model.  However, if you updated this photo, we weren't correctly updating the settings to make the new photo the primary photo.  That has been fixed!

 

Last Release Notes

June 9th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Printable Link: QOH Cheat Sheet

 

Make sure you turn on landscape print!








Printable Link: PO vs. RO QOH Cheat Sheet

 

Make sure you turn on landscape print!

 










Printable Link: Work Order Status Cheat Sheet

 

Make sure you turn on landscape print!

 

Check out the latest updates to the Flyntlok Equipment Dealer Management System.

$25 VISA GIFT CARD CONTEST

Between today, May 27th, 2021, and June 9th, 2021, we want to reduce unnecessary mouse clicks within the application.  Submit a support ticket with your idea to reduce clicks. As a team, we will determine the most impactful request, implement the changes, and reward that user with a $25 visa gift card!

Automated Customer Satisfaction Surveys

If you have ever wanted to gauge customer satisfaction in real-time then we have the feature for you! We are adding the ability for you to automatically email surveys to your customers after certain actions in the system.  For example, after you close a sale with a customer.

If you have interacted with Flyntlok’s help desk recently, you may have received a survey in your inbox almost instantly. While this alone is great, we wanted to take this feature a step further by building “triggers'' that will allow you to send the surveys either instantly, or after a delay chosen by your business. This tool will not only make your dealership look modern and professional, but also provide you with instant feedback from your customers.

We have teamed up with Survey Monkey as a partner for this feature. This allows Flyntlok to trigger actions for surveys and manage data necessary to tailor your survey.  Survey Monkey manages the survey configuration and provides tooling and reporting around your surveys.  The Flyntlok consulting team can assist with all of the setups.

This ad-hoc feature can be configured for you for a cost of 10 cents a survey.  If you are interested in utilizing this, please contact us at consulting@flyntlok.com or submit a ticket within the application, and we will set up a time to discuss.

New Sales Order PDF (Closed Beta Testing)

We are happy to announce that we are launching a new version of the Invoice/Sales Order PDF.  We will be adding this feature by customer request in the coming weeks! A Flyntlok consultant will reach out to your management team for approval before adding your business to the beta test. This new sales pdf  will soon become the standard within Flyntlok.

Biggest Improvements:

Upcoming

DMS Work Order Dashboard Updates

Over the course of the next two weeks, we will be working on a new implementation of the work order dashboard.  This will be a job-centric dashboard with screen space optimized for tablets and laptops.  Starting 06/09 we will launch a closed beta for this feature and open that beta to customers who are interested in trying out this new dashboard in late June.

DMS Work Order Job Template Manager

Since we are making updates to our work order system, we will take this opportunity to update the job template editor as well.  This will be finalized and out with our release 06/09!

Point of Sale Improvements

New Hotkey “F”

Due to popular demand, we have added a new hotkey to our sales order page. “F” can now be pressed to fulfill as many items as possible on the sales order. We continue to encourage ticket submissions with click reduction ideas!

View Updated Hotkey Cheat Sheet

Cursor Movement After Parts Selection

After using the mouse to select parts from the parts searcher drop down, the cursor will automatically move to the quantity field.

Item Quick Add

We added a link from the POS item quick add dialog to the full new part creation form.  If you had some data already entered into this form, it will be saved and you will continue to edit the newly created part in a new tab. Just remember, the form has to be completely filled out before clicking the advanced button.

We will also start checking for duplicate customers. This should help prevent quickly adding customers that are already in the system.

Sparks Portal

Clicking “Accept Order” Assumes Responsibility

Sparks Orders were being created with a user set to ”Flyntlok System”.  In order to support downstream workflows (like purchase requests), we will assume the user clicking “accept order” will be responsible for that sales order moving forward.

Photos

We fixed a bug causing sparks machines photos to be different than Flyntlok DMS ones. This occurred when a machine's picture was updated from its original version.

Consignments

Dashboard Layout Updates

We optimized this page for laptop uses. Since consignment locations are often remote or on service trucks, we made some layout changes that should give laptop users a better experience. Specifically, any action button should be accessible without the need to side scroll.

Remove Insufficient Quantities

We added a button to remove out-of-stock items when transferring quantities to consignment locations.  When this button is clicked, we will reduce the transfer amount to the max quantity available to get you closer to your target quantity.  Previously, we removed the whole transer.

 

Redirect on Submission of WO Internal Quote

We realized the redirecting between work orders and internal quotes was choppy. We have implemented better redirects to help streamline the process. Upon completing an internal quote you will now be redirected back to the work order you started on. The system will behave exactly as if you bought the parts from an internal account; eliminating clicks and allowing you to enter additional work order data.

Better Error Handling on the User Settings page

You might have run into an error while editing/saving your user settings (such as updating your personal photo) and not realized it. We have now updated that page to communicate errors to you, should one occur.

User Photos - No Permissions Necessary

Being able to put a face to a name is more important now than ever. We made sure that all users are able to add a user photo. No permission is now necessary.

ERP Work Order Updates 

ERP Grading Workflow

Users were mistakenly grading a work order before signing it as assembled or signing the first article inspection.  Now, a work order must be signed as assembled before the option to grade the work order will be made available. If a work order requires first article inspection, that must also be completed before the option to grade will be made available.

Notes Modal (Gabe K - Click Reduction Contest)

This submission came from Gabe K during our click reduction contest. If your mouse left the space on the screen where the modal (pop up) was, the modal would automatically close. We understand that can be frustrating so we made sure that the modal stays open until you choose to click close or save.

Expected Total Cost

We give an extensive breakdown of costs on ERP work orders. We went ahead and added them up for you! This can be found on your ERP work order dashboard.

Quick Searching - Open in New Tab (Gabe K - Click Reduction Contest)

If you have the user setting enabled to open your QuickSearch results in a new tab, we were not leaving the input after you submitted your search.  When you returned to that tab, the QuickSearch guide would overlay over the page and block your view, requiring a click to close it. We have handled that for you now.

Adding Notes Only Available in Draft Status

It is important that closed sales orders remain closed and not changed. A few users found that our new hotkey improvements worked a little too well; allowing notes to be added to sales orders after they were closed. “N” will now only add notes to work orders in draft status.

Searching for Supersessions/Alternates/Cores After Creation

We have continued to improve on last week's core-focused improvements. You will now be able to find newly created cores in the parts searcher immediately after they are created. This will allow you to connect cores to parts immediately, smoothing your workflow.

Customer Unit Number Now Searchable on Work Order Create/Edit

We have added the ability to update, search and link machines to work orders based on the customer-supplied unit number. Previously, the technician had to supply the Flyntlok unit number.

Last Weeks Release Notes

May 19th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

Check out the latest updates to the Flyntlok Equipment Dealer Management System

Enhancements 🙌

Central Purchasing Report

When creating a stock order, you now have the option to consolidate all of your sales data across your locations.  When this option is selected, we will sum up all of the stocking levels and historical sales per item. The PO will still be for an individual location.

Price Updates on Receive - Margin Lock

We will now default price updates with the current margin of the price by default.  This should save you some time and thought when you update the cost of a part if your margins are not changing!

Customer Focused Machine Report

From a machine dashboard, you can now print a report that includes the specifications of the machine and the service history of that machine. To print this report, click the "Customer" in the basic information section.

Default Class on Items

We will now attempt to assign a class to items that do not have a class assigned to them based on the other items on the invoice when posting to QuickBooks Online.

Updated Error Images

We have updated our error images. We hope you enjoy them as much as we do!


Resolutions 🐛

Update to the End of Day Report - Average Price

We fixed an error with calculating the average cost of a part on the EOD report.


Last Weeks Release Notes

April 14th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

Check out our Flyntlok YouTube channel for more highlights of the application!

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