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.

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.

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!

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

 

Purchasing

New Features

Machine Purchase Order Searching

We have added model information to the machine selection page.

Machine Options

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.

Bill Creation

Machine Purchase Order Vouchers support posting each machine on a separate bill in QuickBooks.

 

Rental

Enhancements

Line Level Pricing Information

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.

Contract Location

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.

 

Work Order

Enhancements

Pickup and Delivery Address's

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.

Labor Type Auto-fill

When you add labor to a job, we will autofill the labor type that is on the job.

 

Login

New Features

SMS Verification

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.

 

CRM Hub

Enhancements

Conversations Filtering

We have added a way to search and filter your conversations!

 

Point of Sale

New Features

Customer Terms

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.

 

Last Release Notes

May 24th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Purchasing

New Features

Machine Purchase Order Vouchers(Beta)

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.

Login

New Features

Multi Factor Authentication(MFA)

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.

Work Orders

Enhancements

Accepted vs Rejected Jobs

You can see if a job was rejected or accepted on the work order PDF.

CRM Hub

Enhancements

Conversations Section

If you click on a phone number, the conversations tab will show you the ongoing conversation with the customer.

Lead Navigation

When you click on a lead it will open in a new tab. We found this makes it much easier to navigate the page.

Point of Sale

Item Price Updating

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.

Last Release Notes

May 11th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Work Order

New Features

Performance & Labor Tab

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.

Work Order Fees

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!

Deleting Estimate

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.

Enhancements

Signed Estimate Email Heading

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.

Customer Searching

Certain users prefer to search for customers using the customer number. We added this ability to the work order creation screen.

External Messages to Notes

Instead of putting the Work Order Notes in the Sales Order External Note section. We will add the note as a line item.

Message Text Warning

Some users have received the below warning after they entered a long note. We now support notes up to 64,000 characters.

Work Orders With Deposits

In order to bill a work order, all deposit invoices must be in delivered status. This is also the case with parts invoices.

Job Template Parts

Job templates now support fractional quantities. Making it easier to bill for consumables.

Rental

New Features

Equipment Condition Reports

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.

Point Of Sale

Enhancements

Model Quoting

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.

Tax Code Searching

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.

Editing Consignment Location

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.

Copy Invoice Button

We have move the Copy Invoice button to the payment tab. You can no longer copy invoices from the details tab.

Actions Menu

We have changed the look of our actions menu!

The Audit Logs have moved to the Activity Panel!

Customer Quick Add

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.

Last Release Notes

January 5th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

 

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

Rentals

New Features

Record 360

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.

Enhancements

Rental Banners

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!

Forms

New Features

Prefilled and Editable Forms

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.

Work Order

New Features

Billable Time Express Button

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.

Work Order Redirect

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.

Sales Order

Enhancements

Invoice Location Change

When changing the location of an invoice, we will not also update the custom ID of that invoice.

Minimum Order Quantity Warning

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.

Auto-Populating Default Customer

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.

Comma Placement

We were misplacing a comma in the address on the sales order PDFs. We have fixed this comma placement!

Tax-Exempt Splits

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.

Invoice Dates

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.

Equipment

New Features

Percent of Rent Depreciation

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.

Enhancements

Purchase Request AutoFill

When requesting the purchase of a model from the model page, we will prefill the form with as much model information that we can!

Items

Enhancements

My Location Part Information

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.

Customers

Enhancements

Setting Primary Salesperson

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.

 

Last Release Notes

December 15th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Work Order

New Features

Work Order Estimate Approve/Reject

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.

Icon's

We have introduced icons to the estimate list.

Each individual estimate also has icons:

Add A Customer During Creation

It is easier to add a customer during work order creation!

Enhancements

Service Dashboard: Goal Editing

You can change service department goals on the dashboard.

Service Dashboard: Recovery Rate

Recovery Rate, an important metric, has been added to the Service Dashboard. The calculation: Billable Hours / Actual Hours

Service Dashboard: Rework Tracking

For a work order to count as rework, set the job category as rework. Rework percentage is shown on the service dashboard!

Service Dashboard: Company Overview

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.

Naming Standardization

The note field headings have changed. We are working to standardize our names and add better descriptions!

Rearrange General Section

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!

Machine & Customer Prefill

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.

Rental

New Features

Item Rented Quantity

If you are renting items, you will see a badge on the item dashboard letting you know how may items are currently on rent.

Point Of Sale

Enhancements

Unread Message Count

The Actions Tab has an icon showing you unread notifications. Once you open the tab, this icon will disappear.

Sales Order Contact

Text2Pay will default to the contact on the sales order.

The SMS field will also default to the contact on the sales order.

Bond Loyalty

An All Offers tab has been add to the bond loyalty tab. The search bar can be used to filter results.

Purchasing

Enhancements

PO & voucher label printing

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!

Stock/Inventory Ordering

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.

Application Management

New Features

Item Number Editing

Item number editing requires special permission. If you see a greyed out box, you do not have permission to edit item numbers.

Last Release Notes

December 1st, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Point Of Sale

Invoice Customer Panel

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

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

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

Activity/SMS Panel

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

 

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

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

Returning Dirty Cores

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

Machine Owner / Bill To

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

Work Order

SMS Templates

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

Activity/SMS Panel - Unread Activity

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

Estimates - Icons

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

Rental

Activity/SMS Panel - Unread Activity

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

Auto-Generated Work Orders for Rental Actions

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

Purchasing

Bulk Printing Labels

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

Accounting

Customer Accounting Settings

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

 


 

Last Release Notes

November 17th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Work Order Status Notifications

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!

Customer SMS Notifications

We have added a few other SMS options for contacting your customers!

Work Order Deposits

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.

Decisiv

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.

Bulk Label Printing

From an item purchase order, there is now a button to print a label for every part on that purchase order.

Rental Updates

Machine Searching

We have made a few changes to the machine searcher when creating a rental contract:

Consumables Associated with Items

On a rental contract, you can now associate consumables with a rented item.

Inactive Consumable Items

We have removed inactive items from showing in the consumables searcher.

Bulk Consumable Updates

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.

Check-In and Check-Out on Cancelled Contracts

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.

Check-Out Prevention

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.

Item Dashboard Updates

Linked to Price File

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.

Total Costs for MRP Customers

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.

Inventory Sprint Updates

Plan Filtering

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!

Plan Progress Bar

We have added a progress bar and completion percentage to each plan when viewing a sprint's progress.

Machine Updates

Machine Configurations

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!

Work Order Updates

Hotkeys

We have added customizable hotkeys for going to the Management tab and for opening up the Comments or SMS section of the Activity bar.

Technician on Job Creation

When adding a job to a work order, we now default the assigned technician to the technician who is assigned to the work order.

Customer Updates

Last Phone Call and Last Sale Dates

We have adjusted how the last phone call and last sale date appear on the customer dashboard.

Commission Rates

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.

Last Release Notes

October 20th, 2021 Release Notes

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