Opportunity:
Service Managers at dealerships that service fleet-owned vehicles have requested the ability to associate a customer’s fleet card with a Work Order for a vehicle so that they can ensure that parts orders on that Work Order receive the appropriate fleet discounts from part vendors.
Solution:
For dealer locations that accept fleet cards, a selector has been added to the Work Order creation form that allows the user to select from a list of saved fleet cards for a customer. A new fleet card can be added by clicking the “+ New” icon next to the selector and filling out the form. On the Work Order dashboard, fleet card information is displayed in the customer section and can be edited. When Parts Orders are added to the Work Order, the fleet card is associated with the resulting invoice and can be used to receive vendor discounts the same as would be done on a standard Sales Order.
Opportunity:
Service Managers have requested the ability to require a note be entered when a job status is changed so that they can ensure processes are being followed correctly.
Solution:
A comment box has been added to the “Change Job Status” modal. This can be turned into a required input on the “Flyntlok Settings” page. The note entered into the text field will appear in the “Activity” slider.
Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment.
Opportunity:
Service Managers have stated that the inability to save and quickly apply custom filter configurations in the job scheduler results in a time-consuming process, as they have to reset filters for every session. This inefficiency hampers the scheduling of services and overall workflow management.
Solution:
To address this issue, a feature that allows the saving and quick application of custom filter layouts has been introduced. Users can now save their current filter settings under a unique name for easy identification and reuse as well as select, update, or delete saved filter layouts.
Continued Mobile Enhancements for CRM Leads - (Ticket #FD-2902)
Opportunity:
Salespeople have been requesting more extensive mobile support for our existing CRM Leads feature. This will help salespeople on-the-move keep up with their projects and log any changes that happen while they are away from their computers.
Solution:
So many new features for the Mobile Leads page! The editing and filtering functionality is now almost as exhaustive as the Desktop version.
Opportunity:
Salespeople have requested we add additional fields to the "All Leads" report that will display the Lead’s associated Machine(s) and associated Model(s).
Solution:
We have added Machine and Model Categories to the "All Leads" report, which will display the associated Machines/Models of a CRM Lead when available.
Opportunity:
Sales Managers have expressed the need to improve the handling of high-volume quantity model quotes and sales on the point-of-sale system.
Solution:
An option has been made available to present multiple model lines as quantities when printing or emailing a sales order. This should improve the readability and reduce the number of pages needed when displaying a high volume of the same model on a single sales order.
In this example, there are 10 machines of the same model that is being sold, with serialized machines allocated:
Opportunity:
Sales Managers have stated that when using kits, they are uncertain about how the order of items and models will be applied to a sales order. In some use cases, a specific arrangement of items is required to qualify for vendor credits, rebates, or other incentive programs. They have requested the ability for kits to be configured and saved in a specific order.
Solution:
The previous version did not maintain any specific list order when a kit was configured on an item, nor was there any way to know what it would look like when adding it to a sales order. This new feature introduces the ability to arrange kit items and models as needed. You can now move these lines up or down as needed by dragging and dropping the lines:
Opportunity:
On a printed Sales Order, there is an asterisk that appears on a line item that indicates the part was special ordered. Salespeople have requested we add this asterisk to the “Special Ordered” lines of the Packing Slip.
Solution:
We have added an asterisk to Special Ordered lines of the Packing Slip.
Opportunity:
Rental Managers have requested the ability to collect customer signatures using Clover devices to speed up the process of signing a Rental Contract.
Solution:
“Collect Signature” has been added as an option under the “Actions” dropdown on the Rental Dashboard. Clicking this will display a pop-up that allows the user to ask for a signature on the selected Clover device. Once the customer signs the device, a signed PDF copy of the contract is attached to the contract. The user also has the option now to see an unsigned copy of the rental contract under the “Actions” dropdown by clicking on “Print Lease Agreement.”
New Lead Phone Numbers not Recognized-(Ticket #50217)
Complaint:
Salespeople reported an issue where Flyntlok would sometimes misinterpret phone numbers provided by phone systems when creating new leads from phone calls.
Cause/Correction:
Fixed. Flyntlok will recognize phone numbers when creating leads regardless of whether or not the number supplied includes a (+) or a country code.
Kit Order Quantity Adjustment -(Ticket #50350, 50480)
Complaint:
Users were experiencing an issue where Inventory Kits were not correctly handling quantity on a Sales Order. When attempting to change the quantity of a Kit, Flyntlok would display an error message and the Kits quantity was not updated.
Cause/Correction:
Fixed.
Complaint:
Purchasers using the latest version of Outlook had reported an issue where they could not upload an .EML file as an attachment on a Purchase Order.
Cause/Correction:
Fixed.
Complaint:
Purchasing Managers had experienced an issue where Machine Purchase Plans were not being generated if the Model of the Machine had attachable options.
Cause/Correction:
Fixed.
Complaint:
Flyntlok users had reported an issue where a Machine’s external URL could not be cleared once set on the machine’s definition page.
Cause/Correction:
Fixed.
Complaint:
Service Managers had reported an issue where the "Performance" tab and "Info" tab on Work Orders were including Warranty jobs in the fee calculations.
Cause/Correction:
Fixed. Warranty jobs will no longer be factored into fee totals on the Info and Performance tab of Work Orders.
Complaint:
Salespeople had reported an issue where they were unable to load a Draft Purchase Order. When the user would attempt to create a draft PO from the Vendor Dashboard, Vendors with large data sets (over 16,000 Items) the page would time out and would result in a blank white screen.
Cause/Correction:
Fixed.
March 27th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Flyntlok users purchasing equipment from an alternate system have requested the option to import these orders into Flyntlok’s Machine Purchase Order system.
Solution:
We have added an "Import" option to the 
button's drop-down menu on the Machine Purchase Order page. Selecting this option will open the "Import MPO" modal allowing you to choose a file from your device to import into the Purchase Order. Flyntlok will then display the Machine information pulled from the imported file, allowing you to review the information and map columns accordingly. Selecting "Submit" will add recognized Machines from the import to the Purchase Order.
The “Import MPO” will accept CSV, TSV, XLS, XLSX, ODS file formats that contain, at minimum, a column with the desired Machine’s “Make” and a column with the Machine’s “Model.” User must check the prompted box if the imported file contains a first-row header.
Image from the Model Dashboard. Values from import file must match these from Dashboard.
Sample File.
Note: Only Machines recognized within Flyntlok will be added to the Purchase Order. Both the Make and Model fields within the file must match the fields in the Model dashboard within Flyntlok. Non-matching records will not be imported.
Opportunity:
Salespeople have requested the ability to set a custom discounted List Price on a Model for specific customers so that each time that customer buys a Machine of that Model, 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:
To incorporate Model Specific Pricing on the customer level, we have added a “Model” option to the "Customer Discount Pricing" modal located on the Customer Dashboard page. While this modal was previously only for Item Discounts, we have renamed the option from "Item Discounts" to "Item/Model Discounts" and have added a toggle option to search Items or Models. Once you have selected "Search Models", you can add and edit individual Model discounts and set a specific expiration date for the discount.
We have also updated the discount structure of the Point of Sale to incorporate the Customer Model discounts so that you can save a new discount directly from this screen back to the Customer record. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give you the option to save that discount to the associated Customer's records.
Opportunity:
Service Managers that require their technicians to log the Hours and Miles of the associated Machine when checking-in to a Work Order Job, have requested we add a warning message to the Work Order's dashboard to indicate if the associated Machine is missing the meter history.
Solution:
We have added a new setting to the "Flyntlok Settings" page titled “Warn if Missing Machine Details”. When this setting is enabled Flyntlok will display a large warning at the top of the screen if the Work Order’s associated Machine is missing information.
Opportunity:
In our last Release, we updated the Work Order settings to auto-generate a "Machine Move" when Pick-Up/Delivery is required for the associated Machine of a WO. Our next improvement for this feature is to add an indicator of the Machine Move to the Work Order dashboard and allow for edits to be made to the WO to be reflected on the associated Move.
Solution:
We have added a "Machine Move" field to the Pick/Delivery section of the Work Order’s "Info Tab”, and Flyntlok will display the associated Move’s ID Number in this field when available. Selecting the ID Number will open the "Machine Move." We have also updated the settings of the Moves System, and Moves generated from a WO will respect all edits made to the Work Order's associated Customer, Machine, or Pick-up/Delivery schedule.
Opportunity:
On the "Customer" Tab of the Sales Order page, Flyntlok provides several fields where users can log additional Sales Order information. Sales Managers tracking the Sales Order "Source" and "Type" have requested we make these fields required.
Solution:
We have added two new settings to the Flyntlok settings page: "Require Source on Sales Orders before Processing" and "Require Type on Sales Orders before Processing." When enabled, these settings will prevent users from Selecting the "Process" button on a Sales Order unless the required field(s) are filled. Administrators can access these settings from the Flyntlok Settings page by selecting the option from the 
icons drop-down menu. (Wrench-> Flyntlok-> Flyntlok Settings)
Opportunity:
Rental Managers have reported instances where unused Rental Consumables are still being represented on the contract's Invoice but with a quantity of 0. To alleviate customer confusion they have requested we remove unused Consumables from the Rental Contracts Invoice.
Solution:
We have updated the Rental Invoice settings and unused Consumables will no longer populate Rental Invoices.
Opportunity:
When associating a Machine with a CRM Lead, Flyntlok auto-adjusts the searching function of the machine searcher from available "Inventory Machines" to the specific Customer’s "Owned Machines" when a Lead is associated with a Flyntlok customer. Salespeople have requested the option to edit the search function manually.
Solution:
We have added a filter to the CRM Lead Dashboard's machine searcher that will allow you to toggle the searching function from "Sellable", which will show a list of all Available and OnOrder machines, to "All" which will show a list of all machines that are customer-owned and available.
Complaint:
Rental Managers had reported an issue where Rental Contracts created via a Machine Reservation were being generated without the requested dates from the reservation.
Cause/Correction:
Fixed. We resolved a bug that was not allowing Flyntlok to respect time-zone configurations. Rental Contracts created from a Machine reservation will generate with the Dates Reserved pulled from the reservation.
Complaint:
Service Managers had reported an issue where the "Technician" field was not populating all their available Service Techs into the drop-down menu when accessed from the "Mobile View."
Cause/Correction:
Fixed.
February 14th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
