Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.
Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.
Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential customers.
We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.
New-Navy
Open-Blue
Attempted Contact- Orange
Contacted- Orange
Quoted- White
Won- Green
Lost- Grey
Closed-Grey
We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.
We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.
If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number. This will let you easily create a lead and ultimately a customer!
Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags from the CRM Hub.
If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.
We have added a new setting to allow managers to configure a default invoice source by user. Previously, this was done at the company level.
To set or edit the default invoice source for a user, navigate to Wrench->Users->Users. Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.
To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.
We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.
We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.
We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.
Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.
Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.
You can now restrict who is allowed to open a posted item voucher. This will add an internal control that stops users from requesting a reversal of a bill.
You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.
We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.
We gave the Omnisearch results a freshlook. It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.
A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.
We have added machine hours and miles to the Sparks Request Service Form.
Last Release Notes
December 14th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
We have implemented a filter on the inventory sprints list to hide canceled sprints.
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.
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.
You can now reopen a closed rental contract. From the rental dashboard, click Actions -> Reopen.
If a machine is deleted by mistake, you can now reinstate that piece of equipment. From the machine dashboard, head to Actions -> Reactivate.
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.
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:
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.
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.
You can now create a customer on a new reservation. That customer will be immediately selected on the create reservation form.
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.
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.
We have added a “Terms” selector to the existing “Create QuickBooks Online Customer” form.
When printing an invoice in Flyntlok that has been marked as paid in QBO, we will now show the Balance Due as $0.
October 12th, 2022 Release Notes
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Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
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.
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.
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.
We have added the PDI Field to Machine Purchase Order Vouchers. This field will capitalize cost to the machine.
A link to the customer dashboard has been added to the top of the SMS section.
The machines estimated arrival date has been added to the Machine Dashboard.
A link to the vendor has been added to the Machine Dashboard.
The following fields have been added to machine records in Flyntlok:
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.
When a customer has terms, a badge with those terms will be added to the lower right-hand corner of their sales orders.
You can view margin on the item level by clicking the Incognito Man.
For easy identification, a deleted icon has been added to the top of canceled work orders.
We have updated the machine searching dropdown to include more machine information.
August 17th, 2022 Release Notes
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Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added model information to the machine selection page.
Machine Purchase Order Vouchers now include machine options data. The cost and the list price of the model option will be added into the cost and list price of the machine.
Machine Purchase Order Vouchers support posting each machine on a separate bill in QuickBooks.
We have added more information to each line on a rental contract. Billable Duration is still the amount of time the machine will be rented. Est. Billable is the amount of income the line item is expected to earn. Billed, is the amount of income the line has generated so far.
We have added a way to switch the location of a rental contract during creation. After you have selected the machines that are going out on rent. The next page, will have a location selector at the bottom of the form.
We have added a "Same As" feature to the pickup and delivery inputs on the work order creation page. If you add a pickup address, then check the delivery box, we will use the same address that you put into the pickup field unless you change it.
When you add labor to a job, we will autofill the labor type that is on the job.
Along with receiving MFA Codes in your email, you can receive them on your phone. To set this up, go to Login & Security section on your Preferences page.
Then add/change your phone number.
We have added a way to search and filter your conversations!
If you have an account customer with terms, please set their terms on their customer profile in QuickBooks! Once you reload your customers in Flyntlok, customers' terms and due date will appear on their invoices.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We are introducing Machine PO Vouchers! This update will make it faster to receive large quantities of machines and give you more control over machine data.
First, create a Machine Purchase Order. This process has not changed. Once a PO has been created and the machines have arrived, you are ready to begin the receiving process. Click the dropdown, then Create Receiving Voucher.
The first screen is where you will decide which machines need to be received. Select the lines that need to be received, then click Add to Voucher.
You will be brought to the Machine Voucher Page.
The main sections of this page is the grid. You are able to edit information in the grid cells. In this case, lets add serial numbers to the machines.
Date fields will accept dates that follow any standard format. You can also click and drag the small box to auto-fill additional columns.
The accounting department will love this page because fees are much easier to handle. Add a fee with the correct amount. Then choose to either capitalize the fee to the machines or book the fee to an account. In this case, we will select Capitalize to Machines. Then click Allocate to choose the allocation method.
In the example below, we would like to evenly distribute the $750 freight charge. To accomplish this, select Equal Distribution from the drop-down, and pick all three machines. Each machine will receive a $250 capitalized expense.
The other fee strategies that are available are Cost-Relative and Manual.
To save the voucher so that you can edit it later, click the Green Save Button. To que the voucher up to go to QuickBooks, click the Complete Voucher button.
If you find a mistake, you can always reverse the voucher by clicking Actions then Reverse.
If you would like to participate in the beta release of this new feature please submit a support ticket. We are putting together a migration schedule for companies using the old system. Once out of beta, we will reach out to schedule your migration.
You may have noticed our new login page. This change was for more than just a new look. We now support Multi Factor Authentication(MFA) to help meet cyber insurance requirements. If you would like to enable MFA, please submit a support ticket.
If MFA is turned on, you will need to receive a login code. You can receive this code over email. SMS will be available in the coming weeks.
We will send you the code to input on the next page.
You can see if a job was rejected or accepted on the work order PDF.
If you click on a phone number, the conversations tab will show you the ongoing conversation with the customer.
When you click on a lead it will open in a new tab. We found this makes it much easier to navigate the page.
If the pricing changes for an item that is already on a sales order, we will display the gold icon below. Click the icon if you wish to update the pricing information to what is currently set on the item. This will update both list and cost.
If you have multiple lines that need to be updated, click the icon in the button bar at the top.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
The Management tab has been split into two tabs, Labor and Job Performance. The Labor tab contains all of the labor associated with the job. Job Performance contains the financial information.
On the info tab, we have added a fees section. This will show all of the fees that are being charged on the work order by default. It will also allow you to delete and add fees. Any default fees will remain in place.
If you already using fees, they have been added to the new system. If you would like to start using fees, or if you would like to add additional fees, please submit a ticket. The consulting team will configure this for you!
Sometimes, mistakes are made on work order estimates. We have added the ability to delete estimates that have not been emailed. You will find this option under the Actions dropdown.
We found that users that send a large number of estimates were having problems finding the signed copy in their inbox. In response, we added the work order number to the email subject. This will make it much easier to search your inbox for a signed estimate.
Certain users prefer to search for customers using the customer number. We added this ability to the work order creation screen.
Instead of putting the Work Order Notes in the Sales Order External Note section. We will add the note as a line item.
Some users have received the below warning after they entered a long note. We now support notes up to 64,000 characters.
In order to bill a work order, all deposit invoices must be in delivered status. This is also the case with parts invoices.
Job templates now support fractional quantities. Making it easier to bill for consumables.
You can add an automated equipment condition report to your rental process. Once a machine is checked in, Flyntlok will automatically generate a preconfigured equipment condition report in the form of a work order. This features is in addition to our Record360 integration. You can choose which feature set fits your company process best!
To take advantage of this system, you will need to create job templates for the jobs that will be on the condition report. You can have multiple job templates on the same report.
Once you have created all of the jobs that you want on the report. Submit a ticket to the consulting team referencing the job templates. They will take care of the rest! Once configured, every time a machine is reserved or checked in, an equipment condition report will be generated and can be assigned to a technician or rental associate for completion.
In the past, models had to be quoted one at a time. A new system has been added that allows for multiple models to be quoted at the same time. To start this process, go to the model dashboard and click Create Quote. You will be brought to our new page. Select a customer, add as many models as you need, then click Generate Quote.
Customers in Washington State have a long list of tax codes that need to be filtered though at the time of sale. We have added a search bar to the tax modal and made it faster to select the tax type.
We wanted to make editing the consignment location as easy as changing the physical location. So we added a consignment selector to the invoice top panel.
We have move the Copy Invoice button to the payment tab. You can no longer copy invoices from the details tab.
We have changed the look of our actions menu!
The Audit Logs have moved to the Activity Panel!
We require less information when quick adding a customer from the invoice screen. Just input the company name, if you would like to add additional information, click the Advanced button.
January 5th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
Flyntlok now integrates with a third-party equipment inspection company called Record 360. If you are signed up with Record 360, Flyntlok can create Equipment Condition Reports in Record 360 for rental equipment that is being checked in and out, or for Arrival Condition Reports for equipment being purchased. Please reach out to Flyntlok if you are interested in this integration and we can give you a demonstration!
Once Record 360 has been added, your reserve button will turn red
When reserving the contract you will prompted to add a workflow id and a user.
We are very excited about this feature and look forward to meeting with the interested companies.
We have brought back the banner that shows at the top of a machine's dashboard when it is reserved for rent or out on an active rental contract!
We now support taking fillable PDF forms, prefilling them with Flyntlok data, then downloading them to your computer. A use case for this is vehicle registration forms:
Please reach out to our consulting team if you would like a form added.
When making changes or editing time punches on a work order, we required you to put in the start and end times of the labor punch, then add in the billable hours of that labor punch. Now, there is a button to the right of the billable hours field that will prefill the billable hours with the hours set for the actual worked time.
When clicking the Order button on an internal parts order, we would immediately redirect you back to the work order. You can now set whether or not you would like to be redirected to the work order or remain on the internal parts order from your profile.
When changing the location of an invoice, we will not also update the custom ID of that invoice.
When adding an item to a sales order that had a package or minimum quantity, we were not alerting the salesperson. Now, when an item added to a sales order doesn't meet or exceed that minimum we will give you a warning.
When creating a sales order, the customer field will be set to your business's "Sales Order Default Customer". You can change this setting on the Flyntlok Details page. This will help business's that use a "Cash Customer" to handle most of the sales.
We were misplacing a comma in the address on the sales order PDFs. We have fixed this comma placement!
When splitting a sales order, if the customer was tax-exempt, we were still charging tax on the split. Now, we will respect the customer's tax rules when splitting their sales orders.
In the past, the payment date on invoices were always adjustable. Now, if the invoice has been posted to your books, you cannot edit the dates.
If you use Flyntlok to help generate your monthly equipment depreciation, we now support using a percentage of your monthly rental revenue to be depreciated against the piece of equipment.
When requesting the purchase of a model from the model page, we will prefill the form with as much model information that we can!
When looking at the location and quantity information of an item's dashboard, you will notice that your location will be highlighted. This will make finding your location and the information about your location easier.
Setting a primary salesperson on the customer dashboard use to require 4 actions. We have lowered this to one. If your customer has one sales person, Flyntlok will assume that he/she is primary.
December 15th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
Customers can approve or reject estimates via email. First, send them an estimate!
Once Send Request is clicked, the customer will get an email where they can approve or reject each job on the work order. If the estimate it Approved, the approve icon will appear on the estimate.
The customer can also Reject the estimate, and they now have the option to provide you a reason for rejecting.
Once a customer has taken action on an estimate, the user that sent the estimate will be notified.
We have introduced icons to the estimate list.
Each individual estimate also has icons:
It is easier to add a customer during work order creation!
You can change service department goals on the dashboard.
Recovery Rate, an important metric, has been added to the Service Dashboard. The calculation: Billable Hours / Actual Hours
For a work order to count as rework, set the job category as rework. Rework percentage is shown on the service dashboard!
A total section has been added to the bottom of the service dashboard. If your business has multiple locations, a company average will be shown in this section.
The note field headings have changed. We are working to standardize our names and add better descriptions!
The general section has been rearranged. It will be easier to view on small screen. Scheduled Start, Scheduled End and Work Period have been combined into one line: Scheduled. The rest of the section has been split into two columns.
When you edit the information. The box will expand, allowing you to enter the data!
When a work order is generated from either the machine or customer dashboard, we will prefill as much form information as possible. Creation will now take place on the new work order form instead of the pop-up.
If you are renting items, you will see a badge on the item dashboard letting you know how may items are currently on rent.
The Actions Tab has an icon showing you unread notifications. Once you open the tab, this icon will disappear.
Text2Pay will default to the contact on the sales order.
The SMS field will also default to the contact on the sales order.
An All Offers tab has been add to the bond loyalty tab. The search bar can be used to filter results.
Labels printed from a PO will print a label for every part on the PO. Labels printed from a voucher will only print labels received on that voucher!
A returnable column has been added to the stock order form. If an item is not eligible for return, select no! If an item has been set as Non-Returnable on the item dashboard, the field will will default to no.
Item number editing requires special permission. If you see a greyed out box, you do not have permission to edit item numbers.
December 1st, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have 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.
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.
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.
We have updated the sales order PDF to reflect the machine owner if it is different than the bill-to.
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.
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.
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!
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.
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.
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.
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.
November 17th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
When changing the status of a work order, you now have the option to notify the contact! When checking in, checking out, updating the status, and invoicing a work order you will have the option to send a text to the customer informing them of the status change. On the info tab of the work order, there is a checkbox in the General section that will default send these text messages. On check-out and invoicing we will send out a pre-configured message to the contact.
When checking in the machine and changing the work order status, the message will be prefilled with a company default, but you can edit what you send them.
If you click on the Activity tab in the lower right, then go to the SMS section, you will see all correspondence with the selected contact! Every text sent to the customer will come from the same phone number. This allows the customer to save this number as a contact in their phone and send texts to your store when they have questions!
We have added a few other SMS options for contacting your customers!
After a work order has been created, you can now take a deposit for the work. Under the Actions button in the upper right of the work order dashboard, there is an option to create a deposit invoice. This will create a sales order, linked to the work order, that payment can get applied to and deposited into the customer's deposit balance. You can then use this deposit amount later to pay for the final bill of the work order.
We have continued to work on the integration with Decisiv. We have supported some communication between the two systems in the past. Now, Flyntlok can create a case in Decisiv and continually update that case with Flyntlok data! Some of those data points include:
If your location has Decisiv enabled, you will see the below tab on work orders.
From this tab, you will be able to view all the data of the case in Decisiv.
From an item purchase order, there is now a button to print a label for every part on that purchase order.
We have made a few changes to the machine searcher when creating a rental contract:
On a rental contract, you can now associate consumables with a rented item.
We have removed inactive items from showing in the consumables searcher.
When using the bulk check-out and check-in, if a machine has consumables associated with it, you will be able to add the out and in values.
When a contract has been canceled, we were still showing the bulk check-out and check-in buttons. We have removed these buttons from showing.
If a machine had a conflicting reservation or work order, we would not allow you to check it out. Now, we will warn you of the conflicting actions but will allow you to check them out if you wish to. There is still a hard stop on checking out machines that don't have a completed Equipment Condition Report.
If an item had never been linked to a vendor price file, we were showing that it was linked. We have fixed this to show these items as not linked.
Next to the cost of an item, we will show the expected total cost of that item that includes all labor, miscellaneous, and sub costs.
There is now a section to filter the plans in a sprint. This will allow you to see unassigned plans or a certain status of the plans!
We have added a progress bar and completion percentage to each plan when viewing a sprint's progress.
When configuring a machine, we prevented users from adding attachments to a machine that was on order. We have removed this restriction to allow those configurations to be planned out before the machines have arrived at your store!
We have added customizable hotkeys for going to the Management tab and for opening up the Comments or SMS section of the Activity bar.
When adding a job to a work order, we now default the assigned technician to the technician who is assigned to the work order.
We have adjusted how the last phone call and last sale date appear on the customer dashboard.
You can now assign a commission rate to each customer relationship type. This will allow Flyntlok to report estimated commissions to you based on that relationship for an employee.
October 20th, 2021 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
