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.

Click Reduction Contest!

We have received a record number of click reduction entries this sprint. Thank you for all of your feedback. We are still working through all of the ideas and will be announcing the winners two weeks from today.

 

Work Order

New Features

Mobile - Add Job

Jobs can be added from Flyntlok Mobile. To add a job, go to a work order and click Add Job. Fill out the form.

Mobile - Pickup & Delivery Notes

If a work order has a pick up or a delivery specified, the work order will show that information in the header.

Mobile - Change Status on Clock-Out

When clocking out of a work order, you will have the option to update the status.

Enhancements

Engine Model Information

Engine Model information has been added to the machine section of the Info Tab.

 

Parts Management

New Features

Copy Inventory Sprints

Old Sprints can be copied and used as a template. To copy a sprint click Actions -> Copy Sprint.

Enhancements

Purchase Order Information

Item Number 2 and Item Number Manufacturer have been added to the stock order page to help make ordering easier.

You can always choose to hide or view columns using the column chooser:

 

Rental

Enhancements

Bulk Call off

Rental lines can be called off in bulk just like the bulk check in option by clicking  Actions -> Call Off.

Consumable Information

If a consumable is included on the final bill of a rental, we will include the the amount that was checked out and the amount that was checked in.

 

Flyntlok

New Features

User Position

You probably noticed a that we asked for your role when you logged in this morning. This information will be used to customize your Flyntlok experience and provide context when submitting a support ticket.

 

Other System Enhancements

Work Order Machine Searching

Information has been added to the work order machine results. You can view the machine id, customer unit number, make, model, serial, status, and owner.

System Machine Searching

If you are searching for a sold machine using the M, search, we will include the date sold in the search results.

 

Last Release Notes

September 14st, 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

In the past, the rental system has relied on the user to keep the billing and calendar dates in line. We are working to make the system smarter. Any of the durations that we calculate will be auto-filled. You will always be able to edit them if you find yourself in a special situation. In order to auto-fill recommendations, additional setup is required.

Setup

To add the additional information needed by the rental system. Go to the Flyntlok Settings page and click Go to new Rental Settings.

From here, click on the Durations Tab. You should see something that looks like this!

Calendar Days Per Week

The number of days that are in a week. This will usually be set to 5 or 7

Calendar Days Per Month

The number of calendar days are in a 1 month billing cycle. This is usually set to 28.

Minimum Calendar Days For Week

The number of days that can be billed before you stop billing days and instead bill for a week. This is usually set to 4.

Minimum Calendar Days For Month

The number of days / weeks that can be billed before you stop billing days and weeks and instead bill for a month. This is usually set to 22.

Minimum Hours For Day

The number of hours that can be billed before you stop billing hours and instead bill for a day. This is usually set to 4.

Respect Check-in / Check-out Times

This will allow customers to return machines prior to the early check-in time without getting billed. Customers will also be able to check-out machines after the late check-out time without being billed.

Respect Grace Period

Setting this to yes will not bill for days your business was closed immediately prior to the check-in date.

The Check-in times, Check-out times, and the Grace Periods can all be set on the Store Hours Tab.

Enhancements

Date Selector

The new Date Selector makes the Billable Duration and Calendar Dates more clear. As always, you can change the Billable Duration without changing the Calendar Dates.

The date select will also accept free text.

Interim Billing Cycle

The EST. Billable Durations field has been replaced with an Interim Billing Cycle field. Use this field to define the length of your billing cycles. Submit a support ticket to edit the default value(28 calendar days).

Location Select

The location of the rental contract can be changed on the new rental page.

 

Mobile

New Features

Part Dashboard

We have added a part dashboard to the mobile view! You can view the following information:

Enhancements

Machine Dashboard

To help mobile salespeople, we have added a price calculator to the mobile machine dashboard.

Item Management

Enhancements

EAN and UPC Fields

We have added EAN and UPC fields to the item edit screen.

Point of Sale

Enhancements

Scan Mode

We have added a Scan Mode to the point of sale. This will work like a check-out system at a grocery store. Scan items and they will be added to the sales order. If two of the same item are scanned, the quantity will be increased on the original line. We are looking for exact matches between the barcode and the item number, EAN, or UPC fields.

To enter scan mode, click the scanner or with hot key: ALT + B.

Then Scan your items:

QuickBooks Integration

Enhancements

Customer Add

You can create a QuickBooks Customer in Flyntlok from the customer edit screen!

Vendor Add

You can create a QuickBooks Vendor in Flyntlok from the vendor edit screen!

Last Release Notes

July 20th, 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

New Feature

Apply Payment & Process(Click Reduction Contest Implementation)

You can add payment and click the order button at the same time. The Apply Payment button has a small triangle next to it. If you click the triangle, you will have the option to Apply Payment & Process. We will remember your selection for next time, so you will not need to click the triangle!

Machine Purchase Orders

New Feature

Model Switching

Models can be swapped out using the new machine purchase order vouchers. If a machine is incorrect, create a receiving voucher for the machine. From the detail view, click the Change Model button.

Using the search box, find the model that you would like to receive instead.

Then receive the machine as normal!

Fee-Only Receiving Vouchers

Vouchers can be used to book fees to a machine. If you would like to book fees, but not receive the machine, create a Fee Only Voucher. Fee only vouchers are just like receiving vouchers, but will limited functionality. You will not be able to receive machines or edit machine costing information from a Fee Only voucher.

QuickBooks Error

If there is a QuickBooks error while trying to post a machine PO voucher, we will add the voucher to the failed list so that it can be fixed.  If you click the link for the failed vouchers, it will include a column with resolution steps. We plan to do this with more postings in the future!

Rental

Enhancements

Rent Schedule Template Creation

Rental Schedule templates can be added while you input pricing on a rental contract.

Address Selector

We have added a new address selector that should reduce entering addresses multiple times. You can choose from the customer's profile address, any of their shipping addresses, or search through your company address book.

Inventory Management

Enhancements

Vendor Markup Edits Item Pricing

If a vendor's markup is edited, all parts under that vendor will be updated to respect the new markup. Be Careful - this updates all of your item prices!

Item Auto-Calc Markup

Adjusting the cost or MSRP on an item will automatically adjust the list price. This was previously working based on the vendor's default markup and now will factor in your pricing matrix.

Mobile

Enhancements

Work Order Field Editing

Click on the job fields to edit!

Work Order Check-in

Check-in work orders using your phone!

Work Order Statues Changing

Change the status of a work order!

Work Order Time Remaining

See the time remaining on each job!

Image Uploading

Upload images to work orders using the upload button!

Last Release Notes

June 22nd, 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 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.

Rental

Enhancements

Over Usage Billing

Flyntlok is automatically tracking and billing over-usage on rental contracts! If you do not want to bill for overages, leave the hours field blank.

If you want to bill overages, make sure that an Overage Rate is set. The Overage Rate is set on the models' rent schedule template or on the contract! In the case shown below, we are renting this equipment out for 1 week. During that week the customer is allowed 40 hours. Every hour over 40 hours will be billed at $10.

Flyntlok Release Note Picture

Remember to set the machine hours during checkout! In this case, the machine was checked out with 100 hours.

Flyntlok Release Note Picture

At this point, the rental has taken place and the machine has returned to your location. The customer has returned the machine with 42 hours, 2 hours over the 40 hours allowed.

Flyntlok Release Note Picture

The overage is communicated to the customer on the final sales order. The explanation can be found in the line item description!

Flyntlok Release Note Picture

Work Orders

Enhancements

Multi Machine PDF's

We have added more machine information to all work order PDF's. It will be much easier to tell which machine was worked on! This only applies to multi machine work orders.

Flyntlok Release Note Picture

Estimate Messages

When sending an estimate with both recipient and cc'd email addresses, only certain emails would contain the message body. Now, everyone on the email chain will receive the message body. This should keep all interested parties in the loop!

Flyntlok Release Note Picture

Itemized Labor

Your business has the option of itemizing labor on the work order pdf. This can be set as a default for your company, or set on the work order itself. This can be helpful when submitting warranty claims.

Flyntlok Release Note Picture

Below is what the labor looks like on the pdf.

Flyntlok Release Note Picture

Point Of Sale

Enhancements

Manufacture Date

When taking a trade in, it is important to be able to add the equipment's manufactured date. We added a Date Manufactured field on the trade-in payment type to make this easy!

Flyntlok Release Note Picture

Tax Id

Instead of inputting customer tax id's into the customers comments field. Tax ID's can be added to the new Tax ID field on the customer dashboard. If a customer has a tax id it will also show on invoice PDF's.

Flyntlok Release Note Picture

Model Quantities

We added a quantity field to the Quote Model screen. If a customer wants 13 machines of the same model, add the model, then adjust the quantity to 13!

Purchasing

Enhancements

Exception Notifications

If an exception is reported on a purchase order, it is important that you are able to notify the correct customer contact. We have expanded the Notify Customer contact list to include all of the customer contacts.

Click Reduction Contest

We will be running a click reduction contest! If you have an idea that would save clicks somewhere in the application; please submit a support ticket outlining your idea! We will review all of the ideas, and pick the 2 ideas that will help our application the most.  The winners will be  announce in the May 11th release notes. Each will receive a $25 Visa gift card!

Last Release Notes

April 16th, 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.

CRM

New Features

New Lead  Timeline

We have improved the Timeline and Conversations box on the lead page

Lead  Timeline

If you click on a conversation, we you will be brought to the SMS tab but you will also see the Timeline. The status can also be changed to contacted by clicking the checkbox.

Lead  Timeline

Enhancements

Lead list Filtering

Your lead list can get long. We added filtering at the top of the page to help!

Lead list Filtering

Bulk Actions

We are adding bulk actions to help with lead management. The first bulk action that we have added is bulk delete. To preform a bulk action, select the rows that need edited using the checkbox!

Bulk Actions

Then, click Actions -> Delete Selected.

Delete Selected

 

Work Orders

New Features

Flat Rate Billing

We have changed the way that Flat Rate billing works. Previously, The Flat Rate was the dollar amount that would be billed to the customer. Now, when the Flat Rate Billing style is selected, the customer will be billed for the Flat Rate + Parts.

Enhancements

Simple Scheduler Tech Sorting

Businesses using the simple scheduler gave feedback stating that it was hard for technicians to "Only see their work". In response, we have added a way to filter the page using the new icons. We will display the users picture or initials if they do not have a picture. Hovering the icon will reveal the entire name.

Simple Service Scheduler Icon

You can select multiple Icons at once to filter by multiple technicians. Once clicked, the list will start to filter!

Simple Service Scheduler

Internal PDF

We have added the technicians name to the internal PDF.

Internal PDF

Billing Preview

We have added a Total Rev field to the work order Performance Tab. Total Rev will show the dollar amount that will bill on the sales order. This does not include tax!

Billing Preview

Point Of Sale

Enhancements

Sales Person Editing

Administrators can limit who can change the salesperson field on sales orders. You can add or remove this permission on the Access Control page!

Sales Person Editing

 

Application Management

New Features

Primary Shipping Address

You can specify a default shipping address for a customer. This address will auto-populate on the point of sale when the customer has been selected. To add or edit a customer address, go to that customer's dashboard. Then, click Actions -> Addresses

Primary Shipping Address

Enhancements

Machine Image Carousel

The image box on the machine dashboard now supports multiple machine pictures. We will are planning to make the pictures easier to edit in the following weeks!

Machine Image Carousel

If you would like to change the default/featured photo. Find the photo that you want using the arrows, then click the Primary Photo checkbox.

Improved Serial Number Checking

In the past, if you tried to create a machine with a duplicate serial number we alerted you of the duplication. However, we did not tell you which machines shared the same serial number so the issue could be resolved. We have added this information!

Serial Number Checking

Last Release Notes

March 30th, 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 Updates

Work Order Machine Assignment

In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.

 

Then, you will be able to add a machine to each individual job.

Clocked in list

Click the Info Tab to see a list of people that are clocked into a work order.

 

Technician Notes

The customer will not see any notes that are added in the "Notes" section.  However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.

Work Order Sections Stay Closed

When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.

Parts Transfers

Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.

Work Order Permissions

Certain work order actions only need to be available to select users.  Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.

Add Job

Change Status

Revert To Estimate

Delete Job Note

Edit Labor Line

Edit General Fields

Create WO From Estimate

Add Files to Jobs


Check In

Delete Job

Edit Job Billing Style

Edit Job Labor Type

Edit Machine Fields

Send Customer SMS

Add Forms to Jobs

Check Out

Remove File From Job

Edit Job Category

Change Job Machine

Mark Job Complete

Start Paccar Warranty Claim

Add Labor Lines to Jobs

Clock Into Job

Remove Form From Job

Edit Cause

Edit Job Name

Mark Job Incomplete

Transfer Job Between WO's

Add Parts Invoices to Jobs

Clock Out Of Job

Delete Labor Lines

Edit Complaint

Change Job Technicians

Create Partial Invoice

Update Customer & Contacts

Add Recommended Jobs

Create Template From Job

Delete Text Expansion

Edit Correction

Edit Job Type

Post Comment

Delete File From WO

Cancel Work Order

Create Text Expansion

Add Job Note

Edit Job Estimate

Edit Customer Fields

Reorder Jobs

Delete Form From WO

Setting Permission Access

New Rental System Updates

If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.

Rental Contract E-Signing

From a rental contract, select "Request Signature" from the actions dropdown.

Then input the customers' email on the pop-up.

The customer will receive an email prompting them to e-sign the contract.

Then, the customer can sign the contract.

 

Rental Kits

Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.

 

Remember, only items that are marked rentable will show in the searcher.

Delivery And Pickup Information

If you leave the box blank, the rental delivery fee will show TBD instead of $0.  This allows you to bill the customer after the delivery has occurred.  In this case, we recommend having your rates listed in the terms of the contract.

Associated Salespeople

You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.

Flyntlok Surveys

You can now see the last time a customer was surveyed on the customer's dashboard.

Vendor Searching

We have updated vendor searching from the search bar. It should be faster and show better results than before!

 

Last Release Notes

August 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.

$25 VISA GIFT CARD CONTEST

Between today, May 27th, 2021, and June 9th, 2021, we want to reduce unnecessary mouse clicks within the application.  Submit a support ticket with your idea to reduce clicks. As a team, we will determine the most impactful request, implement the changes, and reward that user with a $25 visa gift card!

Automated Customer Satisfaction Surveys

If you have ever wanted to gauge customer satisfaction in real-time then we have the feature for you! We are adding the ability for you to automatically email surveys to your customers after certain actions in the system.  For example, after you close a sale with a customer.

If you have interacted with Flyntlok’s help desk recently, you may have received a survey in your inbox almost instantly. While this alone is great, we wanted to take this feature a step further by building “triggers'' that will allow you to send the surveys either instantly, or after a delay chosen by your business. This tool will not only make your dealership look modern and professional, but also provide you with instant feedback from your customers.

We have teamed up with Survey Monkey as a partner for this feature. This allows Flyntlok to trigger actions for surveys and manage data necessary to tailor your survey.  Survey Monkey manages the survey configuration and provides tooling and reporting around your surveys.  The Flyntlok consulting team can assist with all of the setups.

This ad-hoc feature can be configured for you for a cost of 10 cents a survey.  If you are interested in utilizing this, please contact us at consulting@flyntlok.com or submit a ticket within the application, and we will set up a time to discuss.

New Sales Order PDF (Closed Beta Testing)

We are happy to announce that we are launching a new version of the Invoice/Sales Order PDF.  We will be adding this feature by customer request in the coming weeks! A Flyntlok consultant will reach out to your management team for approval before adding your business to the beta test. This new sales pdf  will soon become the standard within Flyntlok.

Biggest Improvements:

Upcoming

DMS Work Order Dashboard Updates

Over the course of the next two weeks, we will be working on a new implementation of the work order dashboard.  This will be a job-centric dashboard with screen space optimized for tablets and laptops.  Starting 06/09 we will launch a closed beta for this feature and open that beta to customers who are interested in trying out this new dashboard in late June.

DMS Work Order Job Template Manager

Since we are making updates to our work order system, we will take this opportunity to update the job template editor as well.  This will be finalized and out with our release 06/09!

Point of Sale Improvements

New Hotkey “F”

Due to popular demand, we have added a new hotkey to our sales order page. “F” can now be pressed to fulfill as many items as possible on the sales order. We continue to encourage ticket submissions with click reduction ideas!

View Updated Hotkey Cheat Sheet

Cursor Movement After Parts Selection

After using the mouse to select parts from the parts searcher drop down, the cursor will automatically move to the quantity field.

Item Quick Add

We added a link from the POS item quick add dialog to the full new part creation form.  If you had some data already entered into this form, it will be saved and you will continue to edit the newly created part in a new tab. Just remember, the form has to be completely filled out before clicking the advanced button.

We will also start checking for duplicate customers. This should help prevent quickly adding customers that are already in the system.

Sparks Portal

Clicking “Accept Order” Assumes Responsibility

Sparks Orders were being created with a user set to ”Flyntlok System”.  In order to support downstream workflows (like purchase requests), we will assume the user clicking “accept order” will be responsible for that sales order moving forward.

Photos

We fixed a bug causing sparks machines photos to be different than Flyntlok DMS ones. This occurred when a machine's picture was updated from its original version.

Consignments

Dashboard Layout Updates

We optimized this page for laptop uses. Since consignment locations are often remote or on service trucks, we made some layout changes that should give laptop users a better experience. Specifically, any action button should be accessible without the need to side scroll.

Remove Insufficient Quantities

We added a button to remove out-of-stock items when transferring quantities to consignment locations.  When this button is clicked, we will reduce the transfer amount to the max quantity available to get you closer to your target quantity.  Previously, we removed the whole transer.

 

Redirect on Submission of WO Internal Quote

We realized the redirecting between work orders and internal quotes was choppy. We have implemented better redirects to help streamline the process. Upon completing an internal quote you will now be redirected back to the work order you started on. The system will behave exactly as if you bought the parts from an internal account; eliminating clicks and allowing you to enter additional work order data.

Better Error Handling on the User Settings page

You might have run into an error while editing/saving your user settings (such as updating your personal photo) and not realized it. We have now updated that page to communicate errors to you, should one occur.

User Photos - No Permissions Necessary

Being able to put a face to a name is more important now than ever. We made sure that all users are able to add a user photo. No permission is now necessary.

ERP Work Order Updates 

ERP Grading Workflow

Users were mistakenly grading a work order before signing it as assembled or signing the first article inspection.  Now, a work order must be signed as assembled before the option to grade the work order will be made available. If a work order requires first article inspection, that must also be completed before the option to grade will be made available.

Notes Modal (Gabe K - Click Reduction Contest)

This submission came from Gabe K during our click reduction contest. If your mouse left the space on the screen where the modal (pop up) was, the modal would automatically close. We understand that can be frustrating so we made sure that the modal stays open until you choose to click close or save.

Expected Total Cost

We give an extensive breakdown of costs on ERP work orders. We went ahead and added them up for you! This can be found on your ERP work order dashboard.

Quick Searching - Open in New Tab (Gabe K - Click Reduction Contest)

If you have the user setting enabled to open your QuickSearch results in a new tab, we were not leaving the input after you submitted your search.  When you returned to that tab, the QuickSearch guide would overlay over the page and block your view, requiring a click to close it. We have handled that for you now.

Adding Notes Only Available in Draft Status

It is important that closed sales orders remain closed and not changed. A few users found that our new hotkey improvements worked a little too well; allowing notes to be added to sales orders after they were closed. “N” will now only add notes to work orders in draft status.

Searching for Supersessions/Alternates/Cores After Creation

We have continued to improve on last week's core-focused improvements. You will now be able to find newly created cores in the parts searcher immediately after they are created. This will allow you to connect cores to parts immediately, smoothing your workflow.

Customer Unit Number Now Searchable on Work Order Create/Edit

We have added the ability to update, search and link machines to work orders based on the customer-supplied unit number. Previously, the technician had to supply the Flyntlok unit number.

Last Weeks Release Notes

May 19th, 2021 Release Notes

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