Just a reminder to all you regular readers that new features might be looking a bit thin right now while we crank on some major infrastructure changes to make Flyntlok ready for the future! Again, these changes will allow us to scale our product so we can handle many thousands of customers in our native cloud environment. Once we complete this work, we’ll return you to your regularly scheduled “Dozens of New Features” in each release!
We mentioned previously that as part of these major infrastructure updates, we will be rolling out to all our customers a new “Sub-domain” change over the course of the coming weeks. You will notice at some point when you log-in that the URL in your browser will show “mycompany.flyntlok.com”. For instance, we have already rolled out this change internally (along with a few select customers) and our subdomain is “juneau”, so our URL looks like:
Our crack dev team has even made it so that any bookmarks you made will get redirected automatically to your subdomain. But if you experience any issues with them, please just create a ticket and we’ll get you sorted!
Opportunity
Salespeople requested the ability to sell their inventory of actual Machines through Flyntlok’s Shopify integration. We initially supported this by allowing Models in Flyntlok to be linked to Shopify Product Variants, but serialized Machines could not be linked directly.
Solution
Flyntlok now allows you to link Machines to Shopify Product Variants. You can also create a new Shopify Product from Flyntlok through the Machine’s editor page.
Additionally, you can link your existing Product Variants back to Machines in Flyntlok. When setting up an unlinked Machine in Flyntlok, you will see any Shopify Product Variants with a matching SKU for quick and easy linking.
If you would like to link individual Products to Machines yourself, you can set the SKU on the Shopify Product to “MA” followed by the Machine’s internal ID. When viewing the Machine in Flyntlok, you will see any Shopify Product Variants that have a matching SKU for easy linking.
(Admittedly, this setup can be confusing. Reach out to your friendly consultant for assistance linking your Shopify catalog. That's what we're here for!)
Furthermore, automatic syncing for price and weight are supported for Machines just like Items and Models. The quantity syncing for Machines will work a little differently from Models and Items as there is only one unit being linked. If “Auto-Sync Inventory” is enabled, Flyntlok will automatically update the quantity or location in Shopify when changes are made that may be relevant to the Machine’s listing in Flyntlok. These changes include actions like changing the “Allow Sale” flag or requesting a move from one store location to another.
Machines sold through Shopify Orders will appear on the new Flyntlok Invoice as a normal Machine line where they can be fulfilled as usual.
Opportunity
Managers requested the ability for Customers to sign documents using an electronic signature.
Solution
We have added an electronic signature feature to our signature requests. With this feature enabled, there is an additional option to “Use Electronic Signature” on the request.
Customers using the electronic signature are no longer required to manually inscribe their signature in the box. Instead, they only need to type their name.
Once the form is submitted, Flyntlok will generate a signature for the customer and add it to the contract.
To enable this feature, go to Flyntlok Settings and scroll down to “Allow Electronic Signatures” under the Company section:
Opportunity
ERP Service Managers identified the need to enhance reporting capabilities for project management. Specifically, they requested a way to categorize Work Orders more effectively to streamline their data analysis and improve insights.
Solution
We introduced the ability for ERP Service Managers to add multiple tags to Work Orders. This new feature allows for more flexible categorization, making it easier to organize, filter, and generate detailed reports based on different project metrics.
To use this feature, click on the "Add Tags" button located near the top of any ERP Work Order Dashboard:
Complaint: Managers reported that John Deere Machines were requiring constant authentication with John Deere to display warranty information.
Correction: Fixed.
Complaint: Rental coordinators reported that replaced Machines were over-billing on interim invoices.
Correction: Fixed. Replaced Machines will now bill correctly, and any over usage fees will appear on the final invoice.
Complaint: Sales Managers reported that when merging a Customer, the Contacts did not copy over to the target Customer.
Correction: Fixed.
Complaint: Salespeople using AvaTax from Avalara mentioned that when applying a discount on a Sales Order, sometimes the prompt to recalculate tax would not be displayed.
Correction: Fixed.
Complaint: Sales Managers reported that card refunds on Invoices would sometimes silently fail and not show up in Gravity.
Correction: Fixed. Failed refunds will now pop up with a notification in Flyntlok.
Complaint: Service Techs reported that the Maintenance Scheduler on the Work Order Dashboard was missing the "Maintenance Templates" selector.
Correction: Fixed.
Complaint: Accountants reported that the printout for Sales Orders would show a 1 cent difference from the actual value in rare circumstances (where a discount resulted in a half-cent net price).
Correction: Fixed.
Complaint: Accountants reported that the “Load Payments” action on the QB Controls page would sometimes show that the process failed.
Correction: Fixed. The process was incorrectly showing a failure when there were no new Payments to load.
Complaint: Service Writers with Mandatory Jobs reported that the New Work Order page would scroll to the first job every time they opened it. This would sometimes cause the page to scroll to the bottom of the page, obscuring the required fields at the top.
Correction: Fixed. The page will now always start at the top, and only scroll to Jobs as they are being added during Work Order Creation.
Complaint: ERP Managers reported that when adding Trace information on a Work Order line, Techs were able to enter invalid or unrelated Work Orders or Purchase Order numbers.
Correction: Work Order and Purchase Order numbers are now checked for validity against the Work Order line's part number. Users will now see an error message when entering invalid Trace information.
Complaint: Salespeople reported that when printing a Sales Order, the "Sales Order Ad" image was sometimes not visible.
Correction: Fixed.
Complaint: Service Managers reported that filtering by "Status" on the Service Scheduler was returning an empty list, despite having Work Orders in the selected status.
Correction: Fixed.
Complaint: Technicians reported that they were unable to view work assigned to them on Mobile.
Correction: Fixed.
Complaint: Purchasers reported that the company's logo was not appearing on printed Machine Purchase Orders.
Correction: Fixed.
Complaint: Parts Managers reported that when creating an Item on a Sales Order, edits made through the “Advanced” option would not be reflected on the Sales Order.
Correction: Fixed. Items created using the “Advanced” option will now be added to the Sales Order once they are saved from the Advanced editor.
Complaint: Salespeople noted that the automatic credit card surcharge fee was not being displayed on the final invoice when processing payment using stored credit cards.
Correction: The credit card surcharge fee was correctly being processed by Gravity Payments, but was not reflected back on the final invoice after payment was taken. This was addressed and fixed.
Complaint: Dylan’s Flyntlok Fantasy Football team is performing very poorly. He talked a lot of smack going into the start of the season, but he’s almost in last place. (He won’t finish in last, alas. Our former intern, now full time developer Nick, has that well secured. A Harvard education can only teach so many things…)
Correction: Cannot/won’t fix. As designed.
October 9th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
A few large customers and some new Flyntlok prospects have found that QuickBooks online isn’t a fit for their business due to their ownership complexity, number of locations, multiple currencies, or for other reasons. We have been asked to integrate with the Sage Intacct accounting system.
Solution:
Flyntlok has been a proud integrator with Intuit’s QuickBooks Online, one of the premier accounting packages in the industry, since our inception. However, we are excited to add an integration with the Sage Intacct accounting package. Sage Intacct is the industry’s most modern, powerful, and scalable accounting software geared toward larger and more complex dealers, specifically those with numerous branch locations. Flyntlok and Sage have a two-way sync process to move reference data, transactions, and balances between the products. Synchronization can happen automatically or can be manually initiated in order to provide a review process as part of your workflow.
If your business outgrows QuickBooks Online and you want to consider Sage Intacct, please reach out to our Consulting team, and we can set up a meeting to discuss this option.
Opportunity:
In our July 19th Release, we debuted the new CRM "Reviews" report, which tracks and displays customer reviews submitted from Google. Salespeople have requested reviews left on the company's Facebook page be included in this report.
Solution:
We have incorporated Customer reviews posted on your business's Facebook page into the"Reviews" report located in the CRM Tab of your Left-Hand Navigation menu. This report will retain all of its previous functionality and still allow users to view the company's aggregated Google/Facebook scores, respond to reviews, and send an email or SMS message requesting a review of the company. (N.B. While Flyntlok has completed this integration work, the final release is pending a Validation Review by Mark Zuckberberg… or someone that works for him. That should be completed within 5-10 days and then you can set this up. Please contact a Flyntlok consultant for any assistance.)
To integrate your company's customer Facebook reviews into the "Reviews" report, you will first need to connect your specific Facebook page to Flyntlok. This can be accomplished by navigating to the "Integrations" page. (Admin Editors Wrench->Flyntlok->Integrations). From here, you can select the button to log in and connect to your Facebook account to Flyntlok.
If your company's Facebook account has multiple pages representing alternate branch locations, you will have the ability to link multiple Facebook pages into Flyntlok. Once you have entered your account login information, Fyntlok will display a list of all "Pages" associated with the account, where Users can select which pages to connect with Flyntlok. You can add and remove account pages by selecting the edit button on the "Facebook Settings" section of the integration page.
Users can respond to customer reviews by selecting the 
button of the individual line. For responses to Facebook reviews, Flyntlok will provide a link that will redirect Users to the Facebook reviews page, where they can respond to individual customer reviews.
Flyntlok Users will also have the option to send an SMS message or email to customers, requesting they review your company via Facebook Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the company's Facebook account and the Google Review page.
Opportunity:
In the last release, we launched the new "Contracts To Be Billed" report, which allows Flyntlok Users the ability to generate and invoice active Rental Contracts in bulk. Our next iteration is to further streamline this process by auto-applying account payments to invoices when the associated customer is an Account Customer.
Solution:
Account payments will now be auto-applied to invoices generated where the associated customer is an Account Customer. Flyntlok will then move the invoice into a "Delivered" status. Invoices where the associated customer is not an account customer will be generated in a "Draft" status and will still need a payment. To make the Contracts associated with account customers more obvious, we added a new "Customer has Account" column to the report.
Opportunity:
Purchasing managers have requested an additional warning be added to the Draft Purchase Order Page when the top-left "Delete Layout" option is selected. Currently, when adjusting layouts, if the delete button is clicked accidentally, the only way to cancel is to close the window.
Solution:
We have added a "Delete Layout?" pop-up to the "Draft Purchase Order" page that will display when the "Delete" button (of the page layout section) is selected, and Flyntlok will now ask Users to confirm if they wish to delete the selected layout.
Opportunity:
Flyntlok managers have requested that we create fewer steps for executing certain actions after looking up a Vendor.
Solution:
We have updated the prefix searchers Vendor search (V?) results page.
When attempting to look up a specific Vendor from the Flyntlok home page searcher using the V? prefix, you will be directed to a results page where Flyntlok will display a list of all possible Vendors matching your search. We will now display a 
button beside each returned result. Users will have the ability to select from several actions including: creating new Purchase Orders or Machine Purchase Orders; adding new Models; and importing Purchase or Return Orders from a spreadsheet.
Opportunity:
In our August 30th Notes, we released a new indicator titled "Has Contacts" to the Customer Dashboard, which shows Users if a specific Customer has Full Contacts associated with it for marketing purposes (A "Full Contact" is a contact that has all of the following details: contact name, phone number, and email). Flyntlok Salespeople have requested we instead display the number of Full Contacts associated with the Customer record.
Solution:
We have changed the title of this indicator from “Has Contact” to “Full Contacts,” and Flyntlok will now display the number of Full Contacts associated with the Customer record. Contacts associated with the Customer that do not have all required fields will not be included in this count (i.e. is missing email or phone number).
Opportunity:
Flyntlok Users have requested additional Machine Warranty information be added to the Machine Dashboard.
Solution:
We have added new fields to the Machine Dashboard to display Internal Warranty Start and End dates and Powertrain information. To add this information to Machines in your inventory, navigate to the Machine's Dashboard and select "Edit" from the button drop-down menu.
Opportunity:
Service managers have requested a new field be added to the Machine section of the Work Order dashboard to display the "Manufacture Year" of the Work Orders associated Machine.
Solution:
We have added a "Machine Year" field to the "Machine Section" of the Work orders "Info Tab", which will display the associated Machine's manufacture year. This field will only display for Machines where the "Manufacture Year" is populated.
Opportunity:
We recently released the "Customer Item Pricing" feature, which allows Flyntlok Users the ability to set up a temporary discount on an Item for a specific Customer. Flyntlok managers have requested we add permissions around this feature so Administrators have the option to allow or restrict Users from using the “Customer Item Pricing" feature.
Solution:
We have added a new permission to the Customer section of the "Access Control" page, allowing Flyntlok Administrators to allow or restrict User's access to the “Customer Item Pricing" feature. Administrators can navigate to the setting by selecting the 
icon in the top right corner of any page, selecting "Users", and then choosing "Access Controls" from the drop-down menu.
Complaint:
If a User was creating/editing a Customer and if the User clicked out of the pop-up entry form, the page locked and the Save button was no longer selectable.
Cause/Correction:
Fixed. When creating a new Customer, clicking out of the pop-up will no longer lock the page.
Complaint:
Flyntlok Users have encountered an issue when creating an Item Purchase Order that contained a Special Order and Stock Quantity of a particular item. If the item was received with additional quantity from what was ordered, and the Sales Order is reversed, the SO becomes broken, and you can only fulfill the original Special Order quantity for the sale.
Cause/Correction:
Fixed. When receiving items on an Item Purchase Order, if any additional quantity is received for items associated with a Special Order, Flyntlok will fulfill the Special Order quantity and then apply the remaining quantity to stock.
Complaint:
Flyntlok users were reporting an issue where Flyntlok was unable to return search results when attempting to search a time period between two dates from the "Sold Machines" report.
Cause/Correction:
Fixed.
Complaint:
Purchasing managers were experiencing an issue when adding a Customer Shipping Address to a Machine Purchase Order when the shipping address exceeded 100 characters. The user would receive a "Could Not Edit Purchase Order" error message and the address was not saved.
Cause/Correction:
The "Ship to" address length allowed on the Machine Purchase Order was shorter than the address length allowed on the Customer Dashboard "Customer Shipping Addresses" field. (Yeah, that was stupid of us.) We have increased the character limit on the "Customer Shipping Address" field of the Machine Purchase Order and aligned it with that of the Customer Dashboard. (That was smart of us.)
September 13th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). The Equipment Exposition is an annual event dedicated to growing landscapers, manufacturers, and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.
Opportunity:
Service managers have requested the ability to create and schedule maintenance-related Service Jobs for individual Machines/Assets within their inventory. They would like to create a maintenance schedule based on certain usage metrics (Machine Hours, Machine Distance, Machine Age).
Solution:
We have added a "Maintenance Schedule" to the Machine Dashboard page, allowing users to create and edit existing maintenance schedules for individual Machines. To create a new Machine Maintenance Schedule, navigate to the specific Machine's Dashboard and select "Maintenance Schedule" from the Action button drop-down menu. You will then be redirected to the "Maintenance Schedule" page with the Machine's information prepopulated.
From here, you can select the "+ New Schedule" button, where you can choose a previously created Model Template or create a new schedule. Users will also have the option to have the schedule repeated and set the next interval according to the Machine’s current hours, distance, or age.
Interval and repetition are editable using the 
icons
You can change the status, edit schedule details, or delete the schedule by selecting the task from the "Actions" button drop-down menu.
You can add recipients to receive notifications of an upcoming schedule through the notifications section. Users will be able to select either a group of users or a single user to receive the notification and also to specify when the notification is delivered.
We have added a "Configure Model Template" button to the Model's edit page, which will allow Users the option to create templated service schedules that can then be applied to Machines of that Model.
Once the model template is created, you will be able to apply the template to Machines by selecting the option from the "Action" button drop-down menu. Flyntlok will then display a list of all Machines of that Model, giving users the ability to apply the template to all Machines or selected individual Machines.
We have also added an "Upcoming Maintenance" report to the Machines Tab of the Left-Hand Navigation Menu, which will display a list of upcoming scheduled maintenance jobs. This report will provide information on the Machine and upcoming service as well as links to the Machine's Dashboard and the Machine's Service Schedule Page. Users can sort and filter the report based on the priority or the next due metric. Flyntlok will color code the row based on the priority (see priority rules below).
The overall priority of a schedule is calculated based on individual priorities according to hours, distance, and age. Flyntlok's priority rules are as follows:
Days Remaining -
High: 15<=
Medium: <=45
Low: >45
Distance -
High: <=100
Medium: <=350
Low: > 350
Hours -
High: <=40
Medium: <=120
Low: >120
Conclusion: So, yeah, this is a pretty big (and pretty cool) addition to Flyntlok. If you need help with this functionality, or if you have questions, please reach out to us!
Opportunity:
Rental managers have requested the ability to put an unavailable Model or Classification on a Rental Contract in a "Waiting List" status and have the option to convert the contract to an Active status and notify the customer when the equipment becomes available.
Solution:
We have added a "Waitlist Contract" check box to the Details section of the Rental Contract's creation page that will put the contract into a "Waitlist" status. Once a Machine matching the Model or Classification becomes available, contracts will need to be converted to a Draft status before equipment can be associated with the Model or Classification holding spot. Waitlist contracts can be converted to a "Draft" by selecting it from the "Actions" button in the top right corner.
If the User is set up to receive notifications and is also set as the Salesperson of the Waitlisted contract, Flyntlok will send a notification when a waitlisted contract is able to be fulfilled. To edit your notification preferences, first select your "User Name" from the top right corner of your screen, then select "Preferences" from the dropdown menu.
We have also added a new "Waitlisted Contracts" report to the Rental Tab of the Left-Hand Navigation Menu, which will display a list of all waitlisted contracts and their customer contact information. For contracts with multiple Machines, Flyntlok will display a record for each machine that is available.
Opportunity:
Salespeople using the new Gravity Payments system have requested the ability to use an existing address under a customer's profile for the billing address when adding a Text-2-Pay payment method to a Sales Order. Currently, Flyntlok is not auto-filling Customer information into the Text2Pay billing address field, even if the address is saved within the Customer's Dashboard.
Solution:
Flyntlok will now auto-fill the "Card Billing Address" field of the Text2Pay payment method of the new Gravity Payments system if the information is available from the Customer's Dashboard.
We have also added a new "Save to Customers Dashboard" check box to the Text2Pay module, allowing Users to save new billing addresses for Customers who previously did not have this information.
Opportunity:
Salespeople would like to see a notification on the Sales Order and Work Order pages when adding a Customer who has exceeded their credit limit.
Solution:
We have added a flashing notification to the Customer Dashboard, Invoice page, and Work Order Dashboard to warn users that the customer is over their credit limit. Administrators can activate this new setting by navigating to the Flyntlok settings page (Admin Editors Wrench->Flyntlok->Flyntlok Settings->Sales)
Opportunity:
Our SMS messaging service does not allow for sending PDF file types. Salespeople have requested a way to view what types of files they are able to send via SMS messaging.
Solution:
We have added a new 
icon to all SMS messaging modules that, when selected, will display a list of supported files.
Opportunity:
Flyntlok Users were experiencing an issue where they were unable to remove a "Superseded By" part from an Items Dashboard.
Solution:
Supersessions from the Vendor Price File are intentionally not editable. To avoid confusion in the future, we have updated the Supersessions field of the Item Dashboard. If the item is from the Vendor, the item(s) will now be displayed below the selected input, and Flyntlok will display a "Superseded by (From Vendor)" message along with the supersessions.
Complaint:
When trying to apply payment to a Sales Order via credit card, the option to use Saved Cards isn't there. This issue only affected users of the older payment system, not those who upgraded to the Emergepay system.
Cause/Correction:
Fixed.
Complaint:
Salespeople reported having issues with not being able to do force refresh on invoices.
Cause/Correction:
Fixed.
Complaint:
Flyntlok Purchasers were running into an issue when applying a percentage discount to a machine currently on a Purchase Order. After applying the discount and attempting to print the PO, the discount was not applied to the printed copy.
Cause/Correction:
Fixed. Flyntlok will apply any discount set on the machine and display it properly on the printed copy of the PO.
Complaint:
Users had an issue uploading (WAV) audio files; in this scenario, the user would receive an error message, and the file was not uploaded.
Cause/Correction:
We have removed the restriction for uploading WAV audio files. While you will now be able to upload WAV audio files into Flyntlok, please note these are uncompressed files that may hit our filesize restriction of 30MB.
Did you read all the way down to the bottom? Nice! This was a pretty big release week for Flyntlok. Hope you appreciate all the new features!!!
August 30th, 2023 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
