Many of you might have seen our press release last week announcing the investment of $36mln made in Flyntlok by Mainsail Partners. I am sure many of you immediately said to yourself, “Self, what does that mean to my DMS and my business? If Flyntlok grows too quickly, what will happen to that stellar support that I’ve been accustomed to?”
We want to reassure you that, first and foremost, our two primary concerns are that you:
Nothing about the management team from Flyntlok will change. But this investment allows us to hire more staff to expand the business: more developers, more support consultants, more folks to help the company scale.
Finally, we are in an exciting and game-changing time where Artificial Intelligence is remaking every industry, including yours. Being a multi-tenanted, cloud-based platforms puts Flyntlok in a unique and commanding position to take advantage of this technology. Over the coming months and years we are going to make AI a central focus for our development efforts to make your dealerships more efficient and more profitable.
Don’t worry, we will continue to churn out new non-AI features, with the same regularity that you are currently used to. But you can expect to see more and more time-saving AI features in the future. And if you come to next week’s EquipExpo in Louisville, KY, you can get a chance to see our first two AI features in person!
And now back to our…
Opportunity
When receiving Machines, there was no way to check applied serial numbers against your machine inventory, or other machines on the same receiving voucher. This made it possible for receivers to apply duplicate serial numbers on machines, which could lead to confusion or issues later on.
Solution
We’ve added a new button on the Machine Receiving Voucher to check your serial numbers on receive; clicking it will display a warning and mark which lines have duplicate serial numbers if any machine has the same serial number as another on the receiving voucher, or another machine in your inventory.
After adjusting your serial numbers, check again to confirm that the newly applied serial numbers are good to use; assuming all serial numbers on the Machine Receiving Voucher are unique (across your machine inventory), the button will indicate that no duplicates were found.
Opportunity
Dealers working with international vendors sometimes add items to purchase orders where the PO currency differs from the item’s (vendor) currency. When received, this could overwrite the item’s base cost with a foreign-currency value and skew pricing and margins.
Solution
Flyntlok now prevents users from updating an item’s pricing when the PO currency does not match the item’s vendor currency. This safeguard ensures pricing integrity and prevents accidental updates caused by currency mismatches during purchasing.
Opportunity
Users were able to apply multiple IBS payments or apply an IBS return to an invoice that already contained an IBS payment. This could lead to duplicate payments or mismatched balances during reconciliation.
Solution
We’ve updated invoice validation to ensure accurate IBS transaction handling. Invoices can now only have one IBS payment, and IBS returns cannot be applied to invoices that already include an IBS payment.
Opportunity
Previously, when creating vendors from Flyntlok, only the vendor’s name was transferred to Sage Intacct. This limited setup required users to manually enter additional details in Sage, such as address and contact information.
Solution
The Sage vendor creation process has been enhanced to include full vendor details. Users can now provide address, city, state, zip, country, phone number, and email when creating a Sage vendor directly from the vendor edit page in Flyntlok.
Opportunity
Sales teams creating new CRM leads had to manually re-enter customer information. When a searched phone number or name did not match an existing record, the input was lost, requiring users to ask for and type the details again when creating a new customer.
Solution
We’ve updated the Add New Lead form to retain your search input. When you search by name or phone number and no existing customer is found, that information will now autofill the Create New Customer form.
Complaint: Service Managers reported that parts on Invoices in “Draft” status were not added to Job Templates created from Work Order Jobs.
Correction: Fixed.
Complaint: When technicians uploaded videos to Work Order Jobs, the mobile view attempted to generate and autoplay video thumbnails. This caused performance issues, the page would freeze, preventing techs from clocking in or out.
Correction: The mobile view now displays a static video icon instead of loading video thumbnails.
Complaint: Sales Managers reported that some information was not carrying over to Shopify when a machine was linked from within Flyntlok.
Correction: Fixed. Shopify made an unannounced change to their integration that was causing this issue.
Complaint: Machine Managers reported that they could not opt out of telematics for certain machines.
Correction: Fixed.
Complaint: Technicians reported that double clicking when clocking in to a job would immediately clock them out.
Correction: Double clicking no longer has an effect.
Complaint: Inventory Managers reported that they were not able to set the reorder point for an Item across multiple locations.
Correction: Fixed.
Complaint: Rental clerks noted that they were unable to check in a machine on a rental contract.
Correction: Fixed an issue where users were unable to check in a line via the bulk check out screen when a checked-out line did not have check out mileage set.
Complaint: Managers mentioned that when attempting to filter for Disabled users on the Edit Users page, it would always show an empty result when filtering for "False".
Correction: Fixed.
Complaint: Sales Managers reported that when bulk sending SMS messages through a CRM campaign, it would sometimes show "0 Sent" even though they were able to see via SMS Hub that some messages had been sent.
Correction: Fixed. Note that this fix may not apply to all previously-sent SMS campaign messages. Archived CRM campaign messages may still appear as "0 Sent".
Complaint: Sometimes when deleting kit items from a sales order, the kit components remained on the order and could not be removed.
Correction: Fixed.
Complaint: Accountants noted that trying to post already paid Part PO Vouchers to QuickBooks after a line had been deleted on the voucher could sometimes cause the generated journal entry to be unbalanced.
Correction: Fixed.
October 1st, 2025 Release Notes
Schedule a demo to learn more.
Check out our Flyntlok YouTube channel for more highlights of the application!
Interstate Billing Service (IBS) offers Account Receivable management services like billing, collection, credit verification, and financing that allows businesses to be paid immediately while IBS collects payments from your customers following agreed upon terms.
We’re excited to announce that Flyntlok is now integrated with IBS, allowing you to use their service directly from Flyntlok’s point of sale. After setting up your customers’ IBS account information in Flyntlok, you will be able to bill them using this new payment method.
Additionally, you can view your customers’ IBS account information right from the customer dashboard; you’ll see an icon in the summary at the top of the page, as well as a widget containing IBS account information.
At the Point of Sale, you will see a new payment method in the “Other” section for IBS that supports two approval workflows: automatic and pre-approved. The automatic approval workflow will reach out to IBS for an approval code, and will automatically apply it to the sale if one is granted. The pre-approved workflow allows you to set an approval code that you received outside of Flyntlok on the order, then process it through Flyntlok. In both cases, the invoice will be sent to IBS for validation and processing.
The automatic approval workflow requires a few fields: who the order is for, who it was called in by, and who to contact if some follow-up or more information is needed. These will be prefilled based on the customer set on the order as well as whomever made the order, but these fields can be edited before submitting.
In the event an approval code is not automatically granted by IBS, you will see a pop up providing information on who to contact to follow up on the request.
Note: Not receiving an automatic approval may not mean a request is rejected; some requests may need manual review from IBS (e.g. a request that exceeds a customer’s per invoice limit).
For approval codes granted outside of Flyntlok, you can apply those to a sale by using the “Pre-Approved” workflow. This workflow would be used when an automatic approval requires follow up outside of Flyntlok, allowing you to seamlessly apply the approval code to the order if granted.
For more information on Interstate Billing Services visit https://www.interstatebilling.com/.
Opportunity
Previously, when creating a Machine through a trade-in, the system would automatically generate a Machine ID. This ID was then used in the Sales Order trade-in description, and changing it afterward wouldn't update the Sales Order.
Solution
For companies that assign Custom IDs to their Machines, we've made it easier to apply these IDs right at the time of trade-in.
With this update, our Point of Sale Trade-In form now includes a new optional field for the Machine ID.
Choose "Auto" to continue using the auto-generated ID. Or select "Custom" to enter your own ID. This ID will be applied to the new Machine immediately and will also appear in the Sales Order description.
Opportunity
Purchasers have requested more flexibility in where they can ship Parts Purchase Orders.
Solution
You can now set a custom Ship To address on Parts Purchase Orders by changing the Ship To from “Standard” to “Custom” when editing.
Opportunity
Users wanted more flexibility when managing Customer Activity, especially when working across multiple accounts or reviewing Activity history at a higher level. Previously, all edits and new entries had to be made from each individual Customer Dashboard, which could be time-consuming and limited visibility.
Solution
As promised, we are still continuing to make improvements to our CRM Customer Activity features!
Customer Activity Management
You can now add and edit Customer Activity directly from this page. Click "New Activity" to create a record. Or, use the Edit icon in the corresponding column to modify any existing entry.
Saved Layouts and Filters
Users can now save layouts on this page. This will allow for faster navigation and a more personalized workflow by remembering your preferred column visibility, sorting, and filters. Whether you're focusing on a specific sales rep, filtering by date range, or hiding unneeded fields, your saved layout will automatically load the next time you visit, which will save you time and reduce clicks!
Opportunity
On our CRM Lead Dashboard, all customer-related actions (searching, linking, and unlinking) were previously bundled into a single dropdown menu, making the process feel cluttered and unclear.
Solution
We've enhanced the "Link Customer" feature to make associating a CRM Lead with a Customer more intuitive. With this update, we've simplified the experience by clearly separating available actions and improving the flow.
Now, when creating a customer from a Lead, the Create Customer field will automatically prefill a suggested name. This suggested name also powers a smarter list of potential existing customers, helping you avoid duplicate entries.
And of course, the "Search Customers" option is still available, giving you the ability to link a Lead to any of your Customers.
Opportunity
Rental Managers needed a clearer way to identify models and an easier method to locate rentable machines when working leads. Model numbers alone were often not descriptive enough, and the lack of a “Rentable” filter made machine selection inefficient.
Solution
We’ve improved the model and machine association workflow on leads:
Opportunity
Managers configuring Machines’ attachments noted that the attachments’ unit numbers were not shown in the list, but the unit numbers can be helpful to quickly identify machines.
Solution
The unit number of attachments are now shown in the attachment list while configuring machines.
Opportunity
Service managers wanted to ensure that machine hour entries on work orders reflect accurate usage. They requested a safeguard to prevent users from entering values lower than previously recorded.
Solution
We’ve added a validation to the New Work Order form that prevents users from entering machine hours less than the current recorded value. This helps maintain accurate machine hour history and prevents data entry errors.
Complaint: Rental clerks reported that once a Machine has been replaced on a Rental Contract, it cannot later be exchanged back into the contract, since it is “already in” the Rental Contract.
Correction: Fixed.
Complaint: Service Managers reported that the AvaTax “Entity Code” was not being set on invoices generated for work orders.
Correction: Fixed.
Complaint: Service Managers noted that Service Writers were able to inadvertently create a Work Order on a deleted Machine.
Correction: Fixed an issue on Machine Dashboard where the "Create Work Order" action was still available when viewing a Machine in "Deleted" status.
Complaint: Salespeople reported that sometimes when printing a Sales Order, the title of the PDF would appear as a Refund Receipt.
Correction: Fixed an issue on Sales Order PDFs where the incorrect title was being applied when the Sales Order contained a mix of sold and returned items with discounts applied.
Complaint: Users mentioned that when attempting to change their email address via their User Profile page, the page was non-responsive after entering the provided token.
Correction: Updated the Change Email form to show errors.
Complaint: Accountants reported that sometimes processing documents to Sage Intacct would get permanently stuck and never unlock.
Correction: Fixed.
Complaint: Managers noted that when printing a Machine Purchase Order PDF, line totals that had discounts sometimes appeared to show the wrong amount in the extended line total column.
Correction: Fixed.
Complaint: Technicians reported some inconsistencies between the Requested and Used / Reserved Parts on Mobile Work Orders, noting that the list price and quantity on hand were not showing for parts in the Used / Reserved section.
Correction: Fixed.
Complaint: Salespeople were experiencing copious error messages when viewing Leads with invalid or international phone numbers.
Correction: Fixed.
Complaint: Service Managers noted slight discrepancies in Labor Cost between the Work Order Dashboard and its printouts when a labor type’s hourly rate was high.
Correction: Fixed.
Complaint: Managers noted that when merging a Customer with multiple accounting contacts, not all contacts were being moved over.
Correction: Fixed.
Complaint: Salespeople mentioned that when accepting a payment using a saved card, the "payment amount" written to the payment description did not appear to include the card fee surcharge amount.
Correction: Fixed. Note that this did not have any effect on the actual payment transaction amount.
Complaint: Rental clerks noticed that some models and classes were incorrectly showing as "Available" in the selected list during Rental Contract creation.
Correction: Fixed an issue with Rental Availability logic to better account for overdue machines.
Complaint: Managers mentioned that they were not able to edit the "Advertise" option while editing a Machine, even though they had the permissions set up to edit Machine data.
Correction: Fixed.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
