Flyntlok encountered a problem during an upgrade on Monday afternoon, June 19th, around 1 pm Eastern Time, which temporarily disrupted the searching function intermittently for some periods thereafter. Performance and reliability are extremely important to us and we would like to apologize for any inconvenience this caused you. Our development team has introduced a new search infrastructure and added additional preventative measures. We will work hard to ensure such instances are not repeated and continue to provide the best service possible.

CRM

Manage Contacts-(Ticket #FD-988/71)

Opportunity:

Flyntlok allows users to create and save contact information for customers . You can save contact information from the customer's dashboard, the point of sale, or the  CRM Hub. The issue is that there is currently no centralized place to view and edit a list of all contacts. This makes it challenging to manage contacts on a company level.

Solution:

The Flyntlok team is currently in the process of a significant update to our general Contact Management Capabilities. This release we created a new view that contains a list of all of a company’s contacts. From this new report you can filter for the individual contact and, when selected, you can edit the contact: Name, linked customer, email address, phone number, and associated tags. Flyntlok users will now be able to access the "Customer Contacts" from the CRM tab of the left-hand navigation menu.

Outbound Communication with Contacts-(Ticket #FD-991)

Opportunity:

Salespeople like to be able to easily communicate with their contacts from the list of all company contacts, but Flyntlok did not offer that capability

Solution:

When Flyntlok users select a specific contact from the contacts report, they will be redirected to the contacts information page. From here users can view past SMS messages and continue the correspondence. If a previously saved, valid phone number is added to the contact, any conversations with that phone number will be available to view.

History of Contact Interactions-(Ticket #FD-989)

Opportunity:

Sales managers often like to see a history of all interactions with a specific contact:

Solution:

Add a "History" tab to the contact's information page. On the Contact Information page for a specific contact, the History Tab will allow users to view a timeline of customer interactions. All Work Orders, Sales Orders, Rental contracts, and CRM leads created, and associated with the contact will be recorded on this timeline. Users will be able to manage the timeline by archiving individual events, Archived events will be removed from the default timeline and placed into a separate view.

 

 

CRM Machines-(Ticket #FD-978, 42165)

Opportunity:

When associating a machine with a new lead from CRM Hub, the associated machine's information is not displayed on the lead page.

Solution:

For associated machines: include serial, machine number, owner name, and the current status of machines.

Link back to All Leads-(Ticket #FD-1131, 42447)

Opportunity:

The new lead system of the updated CRM Hub offers a more efficient way to manage new potential sales. However, we have noticed there is no convenient way to quickly navigate to and from an individual lead page back to the All Leads report

Solution:

Add a link to the lead page that will redirect you back to the All Leads report. This new link will be displayed above the lead name in the top left corner of the page.

Sales

Signature Line on Packing Slip (Ticket #FD-815, 41558)

Opportunity:

Flyntlok offers users the option to generate a packing slip, from the Point of Sale, which will display the package's contents, delivery address, and customer name making it easy to identify during dispatch. The issue is there is currently no acceptance line on the packing slip.

Solution:

Add a signature line to the packing slip PDF.

Edit Invoice Detail Lines Block (Ticket #FD-770, 41452)

Opportunity:

The Item Type of “Note Items” are used to display information on an Invoice. When added to a Sales Order, the rate/amount set on the note item is not applied to what is debited to a pending payments accounts. Currently, if the list price of a note item is manually adjusted, this would result in the transaction being unreconciled in QuickBooks Online. The amount applied to Pending Payments needs to be the same as the Invoice Balance.

Solution:

Flyntlok added a restriction that will prevent Flyntlok users from editing the list price on invoice lines with Item Types that indicate the item is a note.

Buyer Acceptance Signature Line (Ticket #FD-641, 41012)

Opportunity:

At the bottom of the PDF, generated from the Point of Sale, is a section to record the buyer's acceptance with a signature line. The issue is Flyntlok currently does not offer a field to record a seller's acceptance. This can be problematic when dealing with a third-party service that requires both a buyer's and seller's acceptance signature.

Solution:

Flyntlok added a new setting to the Settings page that will allow Flyntlok administrators to add a seller's acceptance signature line to the PDF generated from the Point of Sale. Please contact a Flyntlok Consultant if you would like assistance in setting up this feature.

Quote Expiration Date(Ticket #FD-1120, 42417)

Opportunity:

When converting a Sales Order to a quote, Flyntlok requires users to set an expiration date for the new quote. This date is then displayed on the PDF generated for the quote. The issue is that Flyntlok currently does not show the expiration date anywhere on the actual Point of Sale page.

Solution:

Add a "Valid Until" field to the internal details section of the detail tab.

Payment Date - (Ticket #FD-802, 41523)

Opportunity:

The payment system currently displays the customer information as well as the date a credit card payment was applied to a Sales Order. However, the date is only applied to credit card payments

Solution:

Flyntlok now includes the payment date on all payment description lines.

 

Parts

Kit item Cost-(Ticket #FD-1034)

Opportunity:

Kit items allow Flyntlok users to sell a group of items at a customized list price under a parent item. When the Kit is configured, Flyntlok will take the cost of the sub-items associated with the kit and apply them to the parent item. The issue is if the parent item is sold with a cost set, Flyntlok applies both the cost set on the parent item and the sub-items resulting in transactions being unreconcilable in QuickBooks.

Solution:

Flyntlok removed the ability to set a cost on Kit type items and we now show an expected cost on the kit item dashboard.

 

Kit QOH(Ticket #FD-905, 41927)

Opportunity:

Salespeople find it helpful to see the available inventory for kit items, which Flyntlok does not currently offer.

Solution:

On the item dashboard Flyntlok now shows the potential kit QOH based on the quantities of the sub-items

Kit Cost Total - (Ticket #FD-638)

Opportunity:

When configuring kits, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales.

Solution:

Added a total cost field, that will display the cost of sub-items added to the kit.

Cost Margin on Quick Kits - (Ticket #FD-982)

Opportunity:

When configuring Quick Kits from the Point of Sale, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales. Currently, only the cost margin is displayed.

Solution:

We have updated the Point of Sale Quick Kit feature. The "cost margin" field has been renamed to "Profit" and we have added a new "Show Cost" check box. When selected, the total cost of all associated sub-items will be displayed.

Purchasing

Customer PO Number (Ticket #FD-975, 42148)

Opportunity:

Flyntlok users are looking to clarify the "PO Number" column of the Purchase Order's PDF. Vendors are currently getting this field mixed up with the Purchase Order number.

Solution:

We have renamed the column, and will now display it as "Customer PO Number"

Service

Job Transfer Logging (Ticket #FD-1146, 42497)

Opportunity:

Flyntlok users have the option to transfer service jobs. You can choose to transfer the job to an active Work Order or generate a new Work Order. The issue here is when the option to transfer to a new or existing order is selected, the logs of the transfer will only appear on the original Work Order.

Solution:

We have added enhanced logging on job transfers. Action logs will now refer to both Work Order IDs involved in the job transfer and the log will appear on both Work Orders' action logs.

Flyntlok Reporting

Compact/Compress

Opportunity:

Flyntlok offers users a variety of different reports, accessable through the left-hand navigation menu. We aim to provide you with valuable insights and data through these reports. The issue is that there is currently no way to compress larger reports.

Solution:

We have added a new "Compact" button to Flyntlok Reports that will allow users to compress the grid view’s data within the report.

 

Issues Resolved This Sprint

Not showing reservation for rental- (Ticket #FD- 915, 41934)

User issue:

The machine's dashboard is correctly showing the status as RESERVED however it is not indicating the active rental reservation at the top of the page.

Resolution:

Added to top of the page for viewing.

Failed Scan Note- (Ticket #FD-936, 42015)

User issue:

On a Sales Order and using the "Scan Mode" option: If the scan fails, the error message will not populate until an additional item is scanned.

Resolution:

Fixed.

Converted Part Issue- (Ticket #FD-814, 41556)

User issue:

The "Create Record" button for the change orders allows for multiple clicks (i.e., button mashing). This in turn creates duplicate records of the change.

Resolution:

Fixed.

Machines Getting Marked to Not Allow Sale-(Ticket #FD-955, 42114)

User issue:

The Flyntlok setting "Models Sellable When Created" has been activated, however, all new models are set to not allow sale.

Resolution:

Fixed.

Copying Sales Order- (Ticket #FD-950, 42067)

User issue:

When copying Quotes and Sales Orders, the copied version is not retaining the list price of discounted items from the original.

Resolution:

Fixed.

Shopify Prices Not Updating-(Ticket #FD-957, 42130)

User issue:

The connected products in Shopify do not update prices without being re-saved from the Flyntlok Shopify interface.

Resolution:

Fixed.

CRM issue-(Ticket #FD-977, 42152 )

User issue:

On the CRM Leads page, when a customer clicks on a lead, the Lead Detail screen opens up a blank window.

Resolution:

Flyntlok users will be able to view the Lead Detail page for all CRM leads.

Rental Contract Available Machines by Location-(Ticket #FD-1000, 42201 )

User issue:

When creating a new rental contract, available equipment for rent at all locations is showing even when only one location is selected.

Resolution:

When filtering for a specific location, only the machines in that location will be displayed.

Assigned WO not in Mobile View-(Ticket #FD-1041, 42268)

User issue:

Work Orders that have been assigned to a specific technician are not displayed in the "My Work" section of the mobile view.

Resolution:

Fixed.

Customer PO Search-(Ticket #FD-1074, 42068)

User issue:

When searching for a customer PO number attached to a sales order from the prefix searcher and using the S? prefix, the attached Sales Order that contains that PO is not displayed in the search results.

Resolution:

Fixed

Update Pricing-(Ticket #FD-1067, 42324)

User Issue-

When selecting the “Update Item Pricing” yellow dollar sign icon from the Point of Sale, the sync operation fails to accomplish anything. the price is not updated and the user is not notified.

Resolution-

Fixed.

MFA Duplicate Key-(Ticket #FD-1108,42397)

User issue:

Flyntlok users that are set up with 2-step verification are receiving a "Couldn't send one-time password" error message when attempting to log in.

Resolution:

Flyntlok will now run a check to see if the old code is expired, and if so, delete the old session, and regenerate a new code.

Payment Visual-(Ticket #FD-1117,42418 )

User issue:

On the new payment system, when converting a Sales Order into a quote, and then reselecting the "actions" button: The "Delete" Tab is not populating correctly.

Resolution:

Fixed.

Machine Flooring-(Ticket #FD-1115,42407 )

User issue:

On the Machine Dashboard, if the Flyntlok user navigates to the balance sheet and selects the Liabilities or Flooring Links, they are directed to a Create New Journal Entry window rather than to that Existing Journal Entry.

Resolution:

Clicking these links on the machine dashboard will redirect you to the specific journal entry to view financial information regarding the machine.

Serialized Stock Core Items-(Ticket #FD-1123, 42431)

User issue:

When adding an item with a Core, where the underlying items are serial stock, the Sales Order will not close until the Core and Dirty Core are set to Inventory and the top-level part is re-added.

Resolution:

When an invoice detail represents a core, Flyntlok will not enforce traceability on it.

Deleting Sales Order-(Ticket #FD-1139, 42467)(FD-1140, 42359)

User Issue-

When a Flyntlok user deletes a Sales Order that is in pending status and is associated with a Special Order, the associated request/PO is not deleted with the sale.

Resolution-

Remove the option to delete a SO in Pending Status. Users will need to reverse the sale before the delete button can be selected.

Edit Title of Lease Agreement(Ticket #FD-1149, 42503)

User issue:

Flyntlok users have requested the ability to edit the title of the Rental Contract's "Lease Agreement" to "Rental Agreement".

Resolution:

 

Wrong Data-(Ticket #FD-1137, 42462)

User Issue-

Flyntlok user is seeing the wrong data in reports. Unknown locations and parts numbers are populating the item physical counts report.

Resolution-

Fixed.

Credit Card Fee Charge-(Ticket #FD-1137, 42462)

User issue:

From the new Gravity payment System, if the page is refreshed or canceled before the payment was made complete, it would result in duplicate

Resolution:

Fixed.

Saved Card - ( #FD-1162, Support ticket #Internal)

User Issue-

When applying a payment to a Sales Order using a saved credit card, Saved Cards are generating $0.00 payments versus the amount entered.

Resolution- Fixed

Unable to clock In (Ticket #FD-1168,42575 )

User issue:

Flyntlok technicians are unable to clock into service jobs assigned to themselves from the mobile view.

Resolution:

Add a new error message that will display when labor types have not been correctly configured.

Last Release Notes

June 14th, 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!

CRM Hub

Updated Leads System

The Flyntlok development team is starting to roll out the new CRM Hub. The updated CRM will retain all of the functionality of the existing CRM hub with added enhancements we believe: will help to increase leads, accelerate sales, organize contacts, and better serve your customers!

 

Note- We will be releasing a tutorial video on the new CRM Hub in the coming days, please reach out to the Flyntlok support team if you have any questions.

Sales

Tracking Number Search- (Ticket# FD-796,  41797)
Opportunity:

Flyntlok allows users to track shipments but currently does not offer a way to search for tracking numbers associated with a particular sale. Users can track a shipment by clicking on the "Track" button at the top of the Shipping Tab. A separate page will appear asking for the Tracking Number along with the Carrier. Tracking information will be generated in the shipping tab of the Sale Order and will include the tracking number, as well as its shipping status, last update, currently in, destination, created, and ETA. You can not search for tracking numbers unless the number had been copied/pasted into the internal/public message fields of the Sale.

Resolution:

You will now be able to search for tracking numbers associated with a Sales Order using the S? prefix from the Flyntlok searcher.

Track Shipment      Tracking Number

Force Pick-  (Ticket#FD 537, 40715)

Opportunity:

We have had several requests to allow salespersons to manually pick the order functionality of a Sales Order. This would give you the option to take all items associated with a specific sale out of your inventory regardless of on-hand quantity. This could be helpful in the case that an item has been physically received but the parts department has not yet had the chance to record the receive in Flyntlok.  Currently, Flyntlok users have no option to manually pick the order functionality of a Sales Order.

Note- This feature if enabled may disrupt your inventory totals. This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.

Solution:

We added a new icon to the quantity column of the Sales Orders item line. When the force pick option is selected, Flyntlok will pull the entire order quantity from your inventory. This will allow for sales to push inventory into negative quantities.

Force Order- (Ticket#FD 874, 41813)

Opportunity:

We have also had requests to allow a salesperson to manually set a Sales Order to order all items associated with a specific sale regardless of on-hand quantity. This will give Flyntlok users the option to special order entire order quantities.

Note- This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.
Solution:

We have added a new icon to the quantity column of the Sales Orders item line. When the force order option is selected, Flyntlok will special order the entire order quantity, leaving your inventory intact.

Purchasing

Allocation of Fees/Credits View- (Ticket#FD-728, 41303)

Opportunity:

You can add a fee or a credit to a machine voucher in the Fees/Credits section by clicking . You can then choose to book the fee, to an account of your choosing or to capitalize to the machine. If you are going to capitalize the fee click then choose an allocation method and save your choices. The problem is once the voucher is closed, the fees and credits section is also closed. You would then have to go to each machine separately to see how it was allocated.

Solution:

We have updated the fees and credits section of the machine receiving voucher. The section will now be viewable but not editable after the voucher is complete.

Customer PO on Purchase Order PDF- (Ticket#FD-873, 41805)

Opportunity:

On a Sales Order for a customer with a PO number: If the items associated with this sale are needing to be special ordered, the customer's PO number is not displayed on any PDF generated from the Purchase Order. This can be especially problematic when dealing with dropship orders.

Solution:

We have added the customer PO number to the item line of the PDFs generated from the Purchase Order.

Customers

Export Owned Machines-(Ticket#FD-885, 41797)
Opportunity:

On the machine dashboard page, Flyntlok users can navigate to the owned machines section to view a list of all machines owned by a particular customer.  The issue here is Flyntlok currently does not offer a way to export the list.

Solution:

We have added a "View All" link to the owned machines section of the customer dashboard. When selected, this link will take you to a data view that shows all of the customer’s machines. From this page, you can then click the export icon in the upper right corner of the page.

Issues Resolved this Sprint

Hide Kit Items on Split SO- (Ticket#FD 872, 41791)

User Issue-

New Flyntlok setting to hide the sub-items list price on PDF documents for kits has been enabled, but the list price is showing on invoices that have been split.

Resolution-

If you have activated the Flyntlok setting to hide kit sub-items, this will now also apply to all split invoices with kit items associated.

How do a make a model unavailable to sell- (Ticket#FD- 808, 41518)

User Issue-

When editing a model, by changing the "allow sale" field to NO and selecting the save and update machines option: The model is still available to add to sales Orders from the Rocketship icon model searcher.

Resolution-

After editing a model to not allow the sale, the model will be excluded from the Rocketship model searcher.

Unfulfilling Machines- (Ticket# FD- 890, 41782)

User Issue-

When adding a machine to a Sales Order, and then fulfilling the order quantity, the machine was not able to be marked as unfulfilled.

Resolution-

After adding a machine to a Sales Order, and marking the machine as fulfilled, you will still be able to adjust the fulfilled quantity and set as unfulfilled.

Scheduling Work Orders-(Ticket#FD-897 ,41902 )

User Issue-

When scheduling a start/end date for a job on a work order, the date will revert to the previous day whenever a time isn't selected.

Resolution-

Fixed.

Above Cost-(Ticket #FD-888, 41862)

User Issue-

On a new Sales Order: When trying to apply a discount to the entire order, if the option to discount "above cost" is selected, the discount is not applied to the sale.

Resolution-

Fixed.

                     

SMS Files won't work-(Ticket#FD-878, 41867 )

User Issue-

When communicating with a customer or lead through SMS messaging, and trying to send a PDF document. The text message is not delivered.

Resolution-

Our wireless carrier does not support PDF file types sent via text messaging. We have added a new error message to the SMS settings that will display when trying to send a PDF document.

Can't find Reserved Machine (ticket#FD 908)

User Issue-

When creating a new rental contract and searching for a reserved machine: Machines that have been reserved, with a hold-for-rent reservation type, are not populating onto the contract.

Resolution-

Machines reserved for rent will still populate the machine list of a new rental contract, but will be displayed as "has conflict".

Rental Invoice-(Ticket# FD 926, 41992)

User Issue-

When trying to close and invoice a rental contract that contains an inactive item, the contract does not close and an error message pops up stating "The action could not be completed, no item data"

Resolution-

We have updated the information on the error message, and will now indicate if there is a inactive item associated with the rental contact.

Last Release Notes

May 31st, 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!

Gravity Emergepay Integration

New Feature

Gravity Emergepay

We are beginning to migrate customers over to our new Gravity Payments integration called Emergepay. This integration will provide seamless payment processing, modern card devices, the ability to collect signatures via card devices, and an overall better payment experience. Please reach out to the Flyntlok support team if you would like to start the migration process or if you need any additional information!

Point of Sale

New Feature

Quick Kit

We recently added a new feature allowing you to sell a group of parts as a kit, with a customized list price. You will now be able to create and add Quick Kits to a Sales Order on a per-order basis. The quick kit will serve as a one-time-only deal and not be saved in Flyntlok.

Hide Kit Items on PDF

We have added a new feature, allowing users to hide kit items on a Sales Order PDF. This will allow you to print out receipts and invoices where the kit’s subitems are not presented, only showing the parent item and the customized list price.

 

Administrators will be able to activate this feature by navigating to the Flyntlok Settings page. Wrench->Flyntlok->Flyntlok Settings->Reports

             

Remove Tax Lines

We have also added a feature to remove tax detail lines from the Sale Order PDF. If activated, Sale Order tax lines will be removed from the PDF document, only showing in the balance sheet. To activate this feature you will navigate to the Flyntlok Settings page.

Enhancements

Edit Salesperson

You will now be able to edit the salesperson associated with a particular sale even if the transaction is in a delivered status. Previously you could only make edits to this field when in an active status.

Block Quoting Invoices with Associated PO’s

We have added a new restriction to the Point of Sale when special ordering items. Flyntlok will now block the workflow of converting a Sale Order into a quote if the sale is associated with a Purchase Order.

Parts

Enhancement

Deactivate Item Permission

We have added a new permission to the Access Controls page that will lock down the ability to activate/deactivate items. Wrench->Users->Acess Controls

   

 Transfer Request Notification

If you are subscribed to receive notifications on transfer requests, you will now see the items description as well as a link to the items dashboard in the notification. This will help to quickly identify and pull the parts needed for the transfer.

Machine Purchase Orders

Enhancement

Additional Information on Line Item

From the receiving voucher when associating a machine to a quoted model on a Sales Order, the machine's serial number, and description will be added to the Sales Orders machine line.

Purchase Orders

New Feature

Enhancement

Add Item

We have removed a restriction, that would block you from adding parts to a Purchase Order in a partially received status. Flyntlok will only restrict this action when all items have been received or the PO is closed. Previously, you would need to create a new PO for the vendor and merge the two Purchase Orders.

Moves

My Trips Mobile View

If you are currently using the moves system, you will now be able to access the My Trips report from the general section of the mobile view. This will allow drivers to quickly view upcoming moves from their mobile device.

 

Last Release Notes

May 3rd, 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!

 

 

Service

Enhancements

Service Scheduler Notifications

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.

Unlink SO from WO

You can now unlink a sales order from a work order if the sales order is in draft status.

                                             

Machine Model

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.

 

Transferring Multiple Jobs

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 Parts on Work Order PDF

Serialized part numbers will now display the serial number when the work order PDF is printed.

Mobile View Filter by Status

We added status filtering on the mobile view of the work order list.

Estimates List

We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.

Machine Service History via Mobile

Service history is now visible from the mobile view of a machine.

Point of Sale

New Feature

Pre-Tax Subtotal

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.

Trade In - Create Vendors and Models

You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.

                                                     

Purchase Orders

New Feature

PDF Updates

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.

Reversing PO Ordered Status

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.

Minimum Quantity Override Auto Update

Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.

Rental

New Feature

Equipment Condition Report (ECR) Requirement by Machine

You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.

 

Enhancements

Requiring Machine Hours

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.

Accounting

New Feature

Post Vendor Credits

On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.

Customers

New Feature

New Customer Source

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.

Enhancement

Customer Dashboard SMS

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

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!

CRM

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.

New Feature

Mobile Conversations View

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.

 

 

Create Rental Contract from Lead

You can now create a linked rental contract from the actions dropdown on a lead.

 

Email Prompt

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.

 

Point of Sale

New Feature

Backorder Column

We have added back order column to the sales order PDF. Backorder is any quantities not yet picked or received via a special order.

Transfer Icon

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.

Purchasing

New Feature

Substitutions on Item Purchase Orders

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.

Editing Ordered Machine Purchase Orders

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.

Work Orders

New Feature

Transfer Labor

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.

Managing Customer Contacts

You can now add/edit customer contacts while creating a work order.

Logout Will Clock Out

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.

Quotes on Internal Parts Order

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.

Customers

New Feature

Customer Create Reason

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.

 

Default Work Category

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

 

Rental

Enhancement

Win/Loss Report

We have added rental as a source option in the win/loss report with a link to the rental contract in the source link.

Machines

New Feature

Individual Posting of Asset / CoGS

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.

 

Enhancement

Model Delete Warning

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.

Last Release Notes

February 1st, 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.

Notifications

New Feature

Notification Bell

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.

 

 

CRM

New Feature

Create Linked Sales Order/ Work Order

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 List Sorting

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.

Status Color Coding

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.

Lead List Searching and Filtering

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.

CRM Lead on Customer Dash

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.

Inbound Call - Create a 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!

Add New Lead

Tag Management

Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags  from the CRM Hub.

                                                   

Point of Sale

New Feature

POS Scanning

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.

Scan Mode

Default Invoice Source

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.

Work Orders

New Feature

Mobile Create Work Order Option

We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.

Copy/Paste Group Schedule

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.

Enhancement

Work Order Deposits - Auto Apply to Final Invoice

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.

Service Scheduler Permissions

Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.

Accounting

New feature

Accounting Period Cutoff Date

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.

Item Purchase Orders

New Feature

Reopening a Posted Voucher

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.

New Feature

Duplicate Document Warning

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.

Machine Purchase Order

New Feature

Generating Labels in Bulk

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.

Item Searching

Enhancement

Omnisearch

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.

Rental

New Feature

Recent Contracts

A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.

Sparks

New Feature

Sparks Request for Service

We have added machine hours and miles to the Sparks Request Service Form.

 

 

Last Release Notes

December 14th, 2022 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

New Feature

Machine Reservation Availability Timeline

We have added a timeline view of your rental machine reservations. This will provide a visual aid in finding availability for a machine or class of machines.

Item Purchasing

New Feature

Add Item to existing Purchase Order

You can now add items to a PO that is in NEW status.

 

 

Change Location

You will now also be able to change the location of an existing Purchase Order. Head to Actions -> Edit  on the purchase order. From there, you will see a location selector under the status of the purchase order.

 

Machines

Enhancement

Balance Sheet

We have added a liabilities section to the machine balance sheet on the machine dashboard. Flooring, interest, and curtailments entered into the Flyntlok journal entries system will display here.

 Engine Serial Number Search

You can now search for machines using the engine serial number.

Machine Voucher

Enhancement

Auto Allocate Fee/Credit

When adding a new fee/credit line to a machine receiving voucher, Flyntlok will default the line’s allocation to the cost-relative strategy across all the voucher’s machines. You will not need to click the allocate button unless you wish to edit the allocations.

Point Of Sale

Enhancements

Trade-In Payoff

We have updated the Trade-In Payoffs feature with new fields for a user to enter a payoff amount. We have 4 new fields:

  1. Trade-In Value (total value of machine)
  2. Payoff Amount (the amount the business must pay off on behalf of the customers)
  3. Pay To (Free form field to describe who you are paying off)
  4. Over Allowance (used to adjust the cost basis of the machine)

Inventory

Enhancement

Metric Overrides

We have updated the “Location and Quantity on Hand” table in item dashboard. Now you will see a new “Metric” column to the right of “To Target”. You will still be able to hover over the value to see the type and expiration date.

 

Item Vouchers

New Feature

Date Closed

We have added added a new column to the voucher for Closed Date. Flyntlok currently tracks “invoiced date” and “received date” on vouchers.

 

Last Release Notes

October 26th, 2022 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

Part Request Notifications

All users subscribed will now receive notification(s) when a parts request is made. To set your notification preferences, select your username in the top right corner  ->Preferences->Notifications->Parts Requested. Previously this had to be configured by the Flyntlok support team.

 

Enhancements

Hide Cancelled Sprints

We have implemented a filter on the  inventory sprints list to hide canceled sprints.

Text2pay Dates Requested

You can now see the dates requested when text2pay has been sent to a customer in the audit log of the Sales Order. To access these logs select the blue Activity tab -> Audit Logs.

Machine PO Vouchers

Enhancements

Auto Allocate Machine Fees/Credits

When you add fees/credits to a machine voucher, we will now automatically allocate them to all machines on the voucher. The default allocation strategy is cost relative.

Rentals

New Feature

Reopen Rental Contract

You can now reopen a closed rental contract. From the rental dashboard, click Actions -> Reopen.

Machines

New Feature

Reinstate Machine

If a machine is deleted by mistake, you can now reinstate that piece of equipment. From the machine dashboard, head to Actions -> Reactivate.

Administration

Enhancements

Iron Site Code

You can now access Iron Site from the support ticket. To receive an iron site code, you will click the support ticket question mark and see the new icon at the bottom left of the support ticket.

Parts

Enhancements

Hotkeys

We have added a hotkey that switches scanners from scan to search mode.  This will be helpful to all users scanning items in at a parts or sales counter.

New hotkeys:

Average Lead Times

Flyntlok will now calculate average lead time by location and display on the items dashboard. This will give the individual purchasing parts an idea of how long it took for parts to arrive. Lead time is calculated by taking the average duration between date ordered and date fully received.

Customer

New Feature

Contact tags on the customer dashboard

In the contact cell, in the customer information section, of the customer dashboard we have added a field to classify customer  contacts. You can now indicate  which contact is the primary for that customer, as well as any additional Tags that belong to that Contact.

Add or edit this field from the customer dashboard select the Actions Button -> Contacts.

Create Customer from Reservation

You can now create a customer on a new reservation. That customer will be immediately selected on the create reservation form.

Enhancements

Problem Customer

Customers can be automatically marked as a problem customer when they exceed their credit limit. To enable this feature, click the Wrench -> Flyntlok -> Flyntlok Details-> Sales Section.

 

Accounting

Enhancements

Posted Document Dead Ends

There were a few dead ends that sales orders and purchase orders would end up in, if we attempted to post them and there were no lines that needed to be generated. Reversing these would fail and always require Flyntlok assistance. You will now be able to reverse these documents.

Customer Terms

We have added a “Terms” selector to the existing “Create QuickBooks Online Customer” form.

Balance Due on Invoice

When printing an invoice in Flyntlok that has been marked as paid in QBO, we will now show the Balance Due as $0.

 

Last Release Notes

October 12th, 2022 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.

Click Reduction Winner

We have selected multiple click reduction winners. We received a record number of entries, many of which will be implemented! Here are the click reduction winners. Each suggestion was submitted by multiple people. Everyone involved will receive a gift card.

  1. Is it possible to upload item #'s to create a PO/RO? I'm working on surplus returns and have to manually enter each item. Is there a way to upload an excel file with the required info? Each PO is roughly 150 lines, so that would save quite a bit of time and clicks.
  2. It would be great if you could create a drop down menu for changing locations on P.O.'s. rather than using the widget to change locations
  3. Add the capability to add line items to a current p.o. Currently, if we forget to add a part to a p.o., we have to create a new p.o. and merge into the original p.o., this is very time consuming.

Point of Sale

New Features

Tax Adjustment

We are introducing a new tax rule editor on the point of sale. This screen will make working with a large number of tax jurisdictions much easier.

The first step is to remove unwanted taxes from the sales order. Then, add the correct taxes by selecting the check mark and clicking Enable Rules

 

Work Order

Enhancements

Work Order Creation - Welcome Message

When a work order is created, Flyntlok can send a SMS welcome message to your customer. The SMS can include a custom greeting and the work order number. You can chose to send this SMS on a work order by work order basis.

Example:

Welcome to Flyntlok, Your work order number is 404230. You'll get updates as they happen. Feel Free to respond to this message at anytime with questions.

If you would like to configure a custom message, please submit a support ticket and we will work with you on the configuration.

Work Order Creation - New Field

When creating a work order, you can choose whether the customer receives SMS messages by default. When this box is checked, Flyntlok will send a message at work order creation, check-in, status change, and check-out.

Work Order Creation - Additional New Fields

New field options were added to the work order creation page. If you would like any of the new fields added to your page, please submit a support ticket!

Additional Fields:

Work Order Creation - Machine Searching

After a customer is selected on a work order the machine searcher will only search machines owned by that customer. Searching by make is now supported as well.

Mobile Work Order - Enhancements

Job Completion

Jobs can be marked as complete using Flyntlok Mobile!

Completed jobs will have a green check!

Work Order / Job Category

The work order category is displayed on the work order dashboard.

The job category and job type is displayed on the job screen.

 

Inventory Sprints

New Features

Add Item

If you are counting a bin and find an additional item, click add item!

Add Bin Location

Bin locations can be created from inventory sprints. If you find a loose part, create a new bin and set it on the shelf!

Service Trucks(Beta)

Service truck functionality will start being released. The first release allows inventory tracking and truck inventory use on work orders. In the future we will be adding additional service truck functionality. If you are interested in being part of the beta release, please submit a support ticket.

New Features

Adding a New Service Truck

New service trucks can be added by clicking Actions -> Create New Truck.

Add the truck's information and click create.

Inventory Management

Inventory can be transferred onto and off of a service truck using the Quick Transfer button. First, add a transfer quantity to the item that you need to transfer.

Then, click Quick Transfer and select to transfer in or out.

Review the transfer. Once you are ready to move the parts, click Transfer.

Last Release Notes

September 28th, 2022 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

Machine Specs

A Show Descriptions button has been added to the top left-hand corner of the new rental screen. After clicking the button, each machine will display its long description. If you are renting equipment with specific model options this will be a big help.

Contract Estimated Totals

An Estimated Totals section has been added to the Lease Agreement PDF.  The lower left-hand corner of the rental dashboard also has a totals section.

 

Purchasing

Enhancements

Item Orders

We have added an additional Pending Stock column to the Item Order screen that will show stock order items on the To Be Ordered Board.

Machine Purchase Order Voucher Notifications

When the Submit for Review button is clicked on a machine purchase order voucher, the user that is set as the reviewer on the Flyntlok Details page will be notified.

Machine Purchase Order Voucher PDI Field

We have added the PDI Field to Machine Purchase Order Vouchers. This field will capitalize cost to the machine.

 

CRM Hub

Enhancements

Customer Linking

A link to the customer dashboard has been added to the top of the SMS section.

 

Machine Management

Enhancements

Estimated Arrival Date

The machines estimated arrival date has been added to the Machine Dashboard.

Link to Vendor

A link to the vendor has been added to the Machine Dashboard.

Additional Data

The following fields have been added to machine records in Flyntlok:

SMS

Enhancements

SMS Opt-Out

The first time a customer is contacted they will receive the following message:

Welcome to (Your Company). Feel Free to respond to this message at any time with questions. To stop receiving automated messages, reply STOP.

 

Point of Sale

Enhancements

Customer Terms

When a customer has terms, a badge with those terms will be added to the lower right-hand corner of their sales orders.

Itemized Margin

You can view margin on the item level by clicking the Incognito Man.

 

Work Order

Enhancements

For easy identification, a deleted icon has been added to the top of canceled work orders.

 

Accounting

Enhancements

Journal Entry Machine Searching

We have updated the machine searching dropdown to include more machine information.

 

Last Release Notes

August 17th, 2022 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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