We are excited to announce that Flyntlok will be attending the Equipment Exposition October 15th-18th in Louisville, Kentucky (Booth Number C001). 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 Alex Clementi (alexc@flyntlok.com) if you would like to arrange a meeting while we are there. Or just stop by to say "Hello!"


Point of Sale

Sell Models on Shopify

Opportunity

Salespeople have requested the ability to sell their inventory of Machines through Flyntlok’s Shopify integration. Previously, Flyntlok only supported Items (i.e. non whole-goods).

Solution

Flyntlok now allows you to link Models to Shopify "Product Variants". You can create a new Shopify Product within Flyntlok on the Model’s editor page.

You can also link an existing "Product Variant" within Shopify that has a SKU that matches the Flyntlok Model ID by prepending an "M" in front of that Model ID.

When setting up an unlinked Model within Flyntlok, you will see any Shopify Product Variants matching that SKU for quick and easy linking.

Furthermore, automatic syncing for weight, price, and quantity are supported for Models just like Items. In the case of Model quantity, Flyntlok will count Machines of a model that follow these conditions:

 

When sold through a Shopify Order, a Model will appear on the new Flyntlok Invoice as a normal Model line which can be associated with a Flyntlok Machine for fulfillment.

 

Manage Images from Shopify

Opportunity

Salespeople have requested the ability to manage their Product images for their Shopify Products from Flyntlok.

Solution

Flyntlok now has a new tool for managing your Shopify Product images. Your images from Shopify Products can be viewed in the Shopify section of “Linked Items” – and now linked Models too.

You can remove any Shopify Product image through Flyntlok by hovering over the image and clicking the trashcan icon.

Furthermore, you can upload images to the linked Shopify Product from the Item and Model editing pages in Flyntlok.

CRM

Public Grid Layouts for Leads [#56279]

Opportunity

Managers have requested the ability to take a saved Grid Layout View on Leads and make it publicly available for all users in their shop.

Solution

Added the ability to make a grid layout “Public” when creating it. Selecting this option will allow other users to select it from the dropdown menu.

Total Expected Revenue on Leads [#56281]

Opportunity

Sales Managers (and Wayne) requested the ability to sum the “Expected Revenue” field on the All Leads grid view.

Solution

Flyntlok now displays the summation of the “Expected Revenue” of all Leads in the grid.

Leads Grid “Latest Note” Column [#56546]

Opportunity

Sales Managers requested the ability to view the latest correspondence on a Lead from the All Leads grid.

Solution

Added a “Latest Note” column to the All Leads grid which displays the most recent note or customer inquiry on the Lead.

Leads Grid Filter By No Tags [#56595]

Opportunity

Sales Managers requested the ability to filter Leads by ones that have no Tags.

Solution

Added the ability to filter Leads by empty Tags. This can be applied with the “(Blanks)” option under the Tags filter.

Inventory

QOH On Truck [#56465]

Opportunity

Managers requested the ability to see an Item’s QOH on trucks as well as at specific Locations.

Solution

Added the Item’s QOH on trucks linked to a Location on the Item Dashboard via a nifty orange badge.

Service

Require Job Schedule for Labor [#56462]

Opportunity

Managers requested the ability to restrict adding labor to Work Order Jobs if the Job doesn’t have a set schedule.

Solution

Added this setting under Flyntlok Settings > Service > “Require Job Schedule for Labor.” With this feature turned on, the "Add" button for labor on Work Order Jobs will be disabled if the Job doesn't have a scheduled start and end date.

Resolved Issues

#56426

Complaint: Service Managers reported that “Inspection Tasks” created in Flyntlok and then synced to Record360 did not have matching “Due Dates”.

Correction: Fixed.

#56453

Complaint: Managers reported that Moves lasting longer than 24 hours were not showing up on the Truckload Scheduler under the Week or Day views.

Correction: Fixed. These Moves will now appear in the All Day row for their respective views.

#56491

Complaint: Accountants reported that a user was able to delete a payment line that was already posted to Sage.

Correction: Fixed. This bug only applied to companies integrated with Sage Intacct; it did not affect companies using QuickBooks Online.

#56523

Complaint: Managers reported that new Leads were not sending notifications to assigned users upon creation.

Correction: Fixed.

#56635

Complaint: Rental Clerks reported that Invoices with the “Trade-In” payment type were posting to Quickbooks with the wrong ID for the traded-in Machine.

Correction: Fixed.

#56673

Complaint: Parts Managers reported that Parts Requests from Work Orders were not sending notifications in some circumstances.

Correction: Fixed.

#56118

Complaint: Salespeople reported the Zapier integration sporadically disconnected from Flyntlok.

Correction: Fixed.

#56219

Complaint: Salespeople reported some responses to Google reviews would not display correctly on the Review Dashboard.

Correction: Fixed.

#56320

Complaint: Canadian users reported the Canadian “Half-Year Rule” checkbox in Machine Dashboard’s depreciation section would always be checked, regardless of the setting.

Correction: Fixed.

#56775

Complaint: Service Managers reported that the “Cause” and “Correction” fields were not populating on new Work Order Job templates generated from a Work Order.

Correction: Fixed.


Last Release Notes

September 25th, 2024 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!

Labor Day: Flyntlok will not be Laboring

Flyntlok offices will be closed on Labor Day, Monday, September 2. We will respond to any help requests when our offices re-open on Tuesday, Sept 3 at 8am ET. We hope all of our customers are able to find at least a little time to rest after a long, busy summer season.

Administration

Account Settings Page

Opportunity

Managers have expressed interest in being able to administer their company’s account information and settings, and in having a place to view and keep track of past and current invoices from Flyntlok.

Solution

We have created an Account Settings page that is accessible for Administrators from the Admin Settings dropdown on the top Navbar. Simply hover over the wrench to navigate to Flyntlok > Account Settings.

The Account Settings page currently has three subpages: Account Information, Payment Information, and Payment History.

The Account Information subpage shows the data Flyntlok has on any business locations including addresses, hours of operation, and time zone. Administrators will be able to edit any of those fields by clicking on the edit icon at the top right of the card.

The Payment Information subpage contains the Billing Address and Payment Methods fields. Administrators can edit the default billing address and add payment methods for billing purposes. Click the edit icon on the top right of the Billing Address field to edit the Billing Address, and click the plus icon on the top right of the Payment Methods section to enter a new payment method.

To set a specific payment method as default, users can click on the circle icon on the top right corner of a payment method card. Click the trash icon next to it to delete a payment method instead.

The Payment History subpage displays the next invoice date, number of active billable users a company has, and the current amount due, as well as all current and past invoices and their statuses. Users can click on any past invoice link to view it as a pdf.

Rental

Class/Model Availability Enhancements

Opportunity

Rental Managers often manage their fleets based on the availability of Models or Classes, as opposed to tracking availability of individual machines. Despite Models and Classes being rentable in Flyntlok, there was no way for a Rental Manager to know if they were overbooking their fleet until they attempted to associate an actual machine to a contract.

Solution

We have added a new view to the New Rental Contract page that displays your fleet’s Classes, Models, along with their availability over time. This allows you and your team to assess your fleet’s availability at a glance to avoid overbooking. You can find this new view on the New Rental Contract page by clicking “Category Timeline” in the lower left.

Furthermore, both the New Rental Contract page and the Rental Dashboard can now show you warnings if you are about to overbook a model or a class. These warnings are displayed when creating and reserving Rental Contracts. You can enable these warnings by navigating to Flyntlok Settings -> Rental Settings and looking under the Restrictions section. The setting is called “Class/Model Overbook Warning”.

Require Customer Signature [#54978]

Opportunity

Managers have requested that Signature Forms require the customer to enter their signature in order to submit the form.

Solution

When Flyntlok prompts a customer for their signature, they are now required to sign before submitting the form.

Rental Schedules Warning [#54968]

Opportunity

Rental Managers asked for more prominent alerts when any lines on a Rental Contract were missing a schedule.

Solution

The Rental Contract Dashboard will now alert you if one or more lines on a Rental Contract are missing a schedule.

CRM

SMS Surveys

Opportunity

Currently, Survey Requests can only be sent via email from Flyntlok and Salespeople and Managers have requested the ability to send surveys via SMS as their customers are more likely to respond to a survey sent via SMS.

Solution

We have added a new field called ‘Delivery Method’ for a survey rule configuration on the Manage Surveys Dashboard and now the rules can be configured to send surveys via SMS or email.

Log When a Customer’s Contact is Deleted [#54941]

Opportunity

Parts Managers have asked for logs when a Contact is deleted from a Customer.

Solution

When a Contact is deleted, Flyntlok now creates an entry in the Customer’s logs which includes the Contact’s name, phone number, and email address.

Allow Grouping on "All Leads" Page

Opportunity

Salespeople have requested the ability to group leads on the "All Leads" page.

Solution

You can now group leads on the "All Leads" page by dragging column headers into the grouping section on the top left that is labeled “Drag a column header here to group by that column”. Not all columns can be grouped, such as Tags, Age, Machines, Models, etc. But honestly, any column that you would really want to group by, can be grouped by.

Users can group by multiple fields by dragging another column into that section. You can remove the column grouping by dragging the column back into the grid. Column groupings can also be saved as part of the grid layouts.

“Lead Note” Notifications [#55136]

Opportunity

Salespeople have requested they be notified when someone adds a Note to a Lead.

Solution

Users assigned to a Lead now have the option to receive notifications when a note is added to one of their Leads. Users can enable this feature through their User Settings page.

Update Status from “All Leads” Grid-View [#55023]

Opportunity

Sales Managers have requested the ability to change the Status of a Lead from within the All Leads grid-view. This would allow for quicker updates when reviewing multiple Leads.

Solution

Flyntlok’s “All Leads” grid-view now supports changing a Lead’s status without opening the Lead’s Dashboard.

Zapier Lead Creation API Update [#55195]

Opportunity

Flyntlok’s Zapier integration did not include a “Contact Name” field on the Lead Creation action, and instead derived the Lead Contact’s “Name” from the Lead’s “Name” field.

Solution

We have updated the Flyntlok’s Zapier integration to include Contact Name field on Lead Creation.

Btw, the Zapier workflow tool is a pretty cool and flexible way to manage your incoming leads from your website. It's especially helpful if you have detailed forms with a lot of various fields (e.g. financing information, trade-in information, etc). Check it out, and if interested, contact a friendly Flyntlok consultant!

Tasks

Notes on Tasks [#55023]

Opportunity

Managers have requested the ability to add Notes to Tasks.

Solution

The Tasks page has been updated to support Notes. Users can view and add a Note by editing the Task and clicking on the "Notes" tab. There is also a new column that can be added to the “All Tasks” grid called “Latest Note” so a user can see when a note was last added to the Task.

File Attachments On Tasks [#54853]

Opportunity

No sooner did we add Notes on tasks, than we had Managers request the ability to attach files to Tasks!! No rest for the weary. So we created a task to put files on Tasks.

Solution

And thus we now have the ability to support files on Tasks. Users can view and add files by editing the Task and clicking on the "Files" tab:

Marking Tasks as “Done” from Dashboard Grid [#55023]

Opportunity

Were we done with Tasks for this release? Not by a long shot! Users have requested the ability to mark a Task as "Done" from a Dashboard Grid. This would allow them to quickly update the Task without needing to go to the Tasks page to manually edit the status.

Solution

The "Upcoming Tasks" Dashboard Grid has been updated to support a "Mark Done" action. This will change the Task to "Done" status and update the Completed Date with just a single click.

Service

Warn When Reusing Work Order Tags [#54958]

Opportunity

Service Managers have requested that Flyntlok warn them when they are about to tag a Work Order with a tag that has already been used.

Solution

In addition to warning you about potential duplicate tags when creating Work Orders, Flyntlok warns you on any Work Order’s Dashboard as well.

Tag Number on Job Level Service Scheduler [#54997]

Opportunity

Service Managers have expressed the need to see tag numbers on the Job level Service Scheduler.

Solution

Added Tag Number Badges to the Job level Service Scheduler.

Upload Files On Mobile Work Order View [#55101]

Opportunity

Technicians and Service Managers requested the ability to upload and view pictures in a single area on the mobile Work Order view instead of having them tied to specific jobs.

Solution

The mobile Work Order view has been updated to allow Technicians to upload files, including pictures, directly to the Work Order itself. All Job files can now be accessed in a centralized location within the mobile view, making it easier for Service Managers to review them.

Require Contact Info On Customer Creation [#55051]

Opportunity

Managers have requested the ability to make “Email” and “Phone” fields required on Customer creation.

Solution

Flyntlok now has a setting which makes email and phone fields required on Customer creation. Admins can set this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings > "Require Contact Info on Customer Create" Checkbox.

Show “Date Created” On Work Order Dashboard [#55127]

Opportunity

Service Managers requested a more accessible way to see when a Work Order was created.

Solution

The Work Order Dashboard has been updated to display the Creation Date directly in the header. We have added a new option in Flyntlok Settings to toggle display of Work Order Create Date. Admins can set this option by clicking on the Wrench Icon -> Flyntlok -> Flyntlok Settings -> "Show Create Date on Work Order" Checkbox.

Highlight Jobs With All Parts Fulfilled On Service Scheduler [#55053]

Opportunity

Service Managers have requested jobs with fulfilled parts requests be more visible on the Job-level Service Scheduler.

Solution

Flyntlok will now use an orange background for any jobs with fulfilled parts on the Job level Service Scheduler.

Work Order Details On Service Scheduler [#55080, #55117, #55123]

Opportunity

Service Managers have requested enhanced visibility of Work Order details on the Service Scheduler to improve efficiency in scheduling and job management.

Solution

The Service Scheduler has been updated to display the assigned technician, billing hours, and dwell time on Work Order cards

Exclude Parts Request Notes From Final Work Order Invoices [#55176]

Opportunity

Service Managers have requested the ability to prevent internal Parts Order Notes from appearing on the final Work Order invoice.

Solution

A setting has been added to exclude notes made on the Internal Parts Order from the final Work Order invoice. Admins can set this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings > "Exclude Parts Request Notes on Invoice" Checkbox.

Point of Sale

Hide Customer Tax ID on Sales Order Printouts [#55033]

Opportunity

Sales Managers have requested the option to hide a Customer's “Tax ID” when printing a Sales Order.

Solution

Administrators can now choose whether or not to show a Customer’s tax ID on their company’s printed Sales Orders. You can find this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings, then finding the "Hide Tax ID" checkbox.

Resolved Issues

Point of Sale Buttons were Disabled [#54956]

Complaint: Salespeople reported that some buttons on the Point of Sale are disabled if the Quote was Rejected.

Correction: Fixed.

Consolidate Visible Hours within the Service Scheduler [#55126]

Complaint: Service Managers mentioned that the Service Scheduler's “Day View” showed many hours that were outside of normal business hours. They requested to be able to view a smaller time range.

Correction: The Service Scheduler has been updated to default to a 12-hour view. This will make Scheduled Tasks easier to view and manage, especially when dealing with shorter duration Tasks. Users can still expand the time range back to 24-hours via the Actions dropdown.

Incorrect Display of Parts [#55143]

Complaint: Purchasers reported that printed Vendor Purchase Orders were sometimes not properly displaying Parts with long Part Numbers.

Correction: Fixed.

Incorrect Link on Tasks [#55023]

Complaint: Users mentioned that when clicking on a Task from the Upcoming Tasks grid on various Dashboards, it was directing them to the All Tasks view instead of directly linking to the Task.

Correction: Fixed.

Incorrect Costs on Kit Configurations [#55290]

Complaint: Users reported that the Kit configuration was displaying an incorrect cost on some items.

CorrectionFixed.

Restocking All Parts [#55050]

Complaint: Parts Managers reported that when using the "Fill Available" action on a Service Truck’s Inventory, it would not recognize all quantities on all pages. It would limit to 50 items at a time, which is what Flyntlok defaults to on a single page display.

CorrectionFixed. This action should now fill all quantities on all items.

Incorrect Margin on Sales Order with a Discount [#55383]

Complaint: Salespeople reported that when adding a discount to a Sales Order, the calculated margin shown at the top of the page would sometimes show "0%".

CorrectionFixed.


Last Release Notes

August 14th, 2024 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!

CRM

Office365 Emails on Locations and Users

Opportunity

Flyntlok users previously faced limitations with our Microsoft email integration, as it only supported configuration at a company level and for a single email account. This made managing communication with customers challenging, especially when replies and conversation threads needed to be organized among various employees and store locations. Users required the ability to connect multiple Microsoft email accounts at both user and store location levels to improve efficiency and communication management.

Solution

Flyntlok now supports the connection of multiple Microsoft email accounts at both user and store location levels, in addition to the corporate account. This enhancement allows for more flexible and efficient email communication directly from Flyntlok.

Key Features

Integration Setup:

To connect Microsoft email accounts to store locations follow this steps:

  1. Access the “Integrations” Page
    1. Click on the wrench icon on the Navbar
    2. Navigate to “Flyntlok” section and click on “Integrations“ link.
    3. Locate the “Microsoft” card and click on the “View Microsoft Settings” link.
  2. Choose the location you want to connect to your Microsoft email account
  3. Click the “Sign in with Microsoft” button and complete the authentication process as guided by Microsoft.

To connect a Microsoft email account to a user’s profile follow this steps:

  1. Access the “Profile Settings” Page
    1. Click on your name on the Navbar
    2. Navigate to “Preferences”
    3. Locate the “Profile” card and click on the “View Your Profile” link.
  2. If the "Allow users to connect Microsoft Accounts" setting is enabled, users are able to navigate to the “Microsoft Email Account” setting.
  3. Click the “Sign in with Microsoft” button and complete the authentication process as guided by Microsoft.

Daily Task Due Reminders

Opportunity: It can be oh-so-hard to remember all the tasks that are due and need immediate attention! There is no way currently to receive reminders about tasks that are due soon without going to the tasks grid and checking it yourself. (Sometimes you need to create a task to remind yourself to review your tasks.) There is a need to receive reminders about due tasks so that important work is not missed.

Solution: We have added a new notification for “Due Task Reminders” which can be enabled by navigating to Preferences -> Notifications -> CRM

If this notification is turned on, Flyntlok will send a report about all the tasks assigned to you that are due within the next week at the end of each day. This will help users to stay up to date on their progress and avoid missing out on important tasks. Based on the selected medium (Email, SMS or notification) the notification may look slightly different.

Click to Call or Email on Customer Dashboard [#53648]

Opportunity

Users managing contacts on the Customer Dashboard have requested the ability to click to call/email their contacts listed in the Customer Information panel.

Solution

The Customer Dashboard has been updated to have links for calling and emailing in the Contact and Primary Contact sections. By clicking on a listed phone number or email address, a phone call or email can be initiated right from the Customer Dashboard.

Saved Cards on Customer Dashboard [#53851]

Opportunity

Users managing customers’ saved credit cards have requested an indicator on the Customer Dashboard that displays if a customer has credit cards on file.

Solution

The summary section of the Customer Dashboard has been updated to display the status of a customer’s saved credit cards. The icon will indicate if all credit cards are valid, if any card has expired, or if a customer has no credit cards.

Service

Parts Used On Work Orders

Opportunity

The current implementation of the “Parts Used” modal on the desktop-version of Flyntlok supports marking parts that have already been requested as “Used”. This multiple-step process requires technicians to request parts first and then navigate back to log the quantities used, which can be cumbersome. There is a need to streamline this process to improve efficiency and reduce the number of steps required.

Solution

The “Parts Used” modal on the desktop-version of Flyntlok has been updated to allow technicians to add and mark additional used parts directly within the same step. This feature simplifies the parts management process, reducing the number of clicks and streamlining the workflow for technicians.(N.B. This feature already existed in the mobile version of Flyntlok)

Key Features:

Inventory Management Details:

How to add an additional used part:

1. Click “Edit Parts” in the “Parts” section of the job page.

2. Click “Add Parts” in the modal to open the parts searcher

3. Search for a part and select it.

4. Set the used quantity for the selected part

5. Repeat steps 3 - 4 to add more parts.
6. Click "Save" to finalize.

Currently Viewing Work Order

Opportunity: Technicians often face workflow conflicts when multiple users inadvertently work on the same Work Order simultaneously. This can lead to inefficiencies and errors. By providing real-time visibility of users currently viewing a Work Order, Flyntlok can significantly improve coordination and prevent such conflicts.

Solution: The Activity panel on the Work Order Dashboard has been updated to display the users who are currently viewing the same Work Order. Flyntlok does not prevent two people from editing the same Work Order, but the system will alert you to other simultaneously viewing users.

The Active Viewer list applies to users viewing the Work Order across both Mobile and Desktop platforms.

Work Order Status on Job Service Scheduler [#53355]

Opportunity: Service managers have requested the ability to view a Work Order’s status on the Job Service Scheduler. This would enable Service Managers to better organize their jobs table, streamlining the job scheduling process.

Solution: We added a new column for the Work Order status on the Job Service Scheduler. The column can be sorted and filtered as well.

Forcing Machine Down on Work Order Creation [#52227]

Opportunity: Service Managers have requested the ability to force a machine down on Work Order creation. This way the machine’s status will be set to ‘Down’, regardless if work has started on it.

Solution: We have added this as a setting in Flyntlok Settings. This setting can be found under the Service section, titled “Force Down Machine on Work Order Creation''. With this option enabled, checking ‘Force Down’ on the New Work Order page will update the machine's status to ‘Down’ when the Work Order is created.

Signee Information on Work Order Estimates [#53231]

Opportunity

Service Managers would like to see who signed a Work Order Estimate and when they signed it. Previously, a green icon with a message ‘Customer Review Complete’ would be the only indicator that an estimate was signed.

Solution

We have updated the displayed text for the green icon to show when an estimate was approved and who signed off on it.

Cause and Correction on Work Order Job Templates [#53445]

Opportunity: Managers requested the ability to save Cause and Correction to Work Order Job Templates. One example for needing this is to make these Job fields populate exactly as needed for Warranty work, eliminating the variability of a technician’s entries.

Solution: Users are now able to add and edit Cause and Correction on the Work Order Job Templates page. These fields will populate on the Job when added via Work Order creation or Work Order Dashboard.

Primary Contact on Work Order Printouts [#53529]

Opportunity: Service Managers would like to see a customer’s Primary Contact on their Work Order print out, regardless of the contact that is set on the Work Order.

Solution: We have updated the Work Order print out to display the customer’s Primary Contact in the ‘Bill To’ section. If the Primary Contact is the same contact that was selected on the Work Order, the print out will appear the same as before.

Sales

OPEHub Integration

Opportunity: Salespeople at Toro dealers have requested the ability to access real-time inventory data from Flyntlok within OPEHub. (OPEHub is a third party quoting and reference sales tool used by Toro dealers. If you are a Toro dealer and are interested in OPEHub, please contact them at drew@opehub.com.)

Solution: We have implemented an integration for OPEHub that allows users to view the inventory details of specific models from Flyntlok.

Integration Setup

To connect OPEHub to Flyntlok follow this steps:

1. Access the Integrations Page within Flyntlok.

  1. Click on the wrench icon on the Navbar
  2. Navigate to “Flyntlok” section and click on “Integrations“ link.
  3. Locate the “OPEHub” card and click on the “View OPEHub Settings” link.

2. Choose the location you want to connect to OPEHub.
3. Generate a token by clicking the "Request New Token" button. This will populate the Access Token field.
4. Click on the “Copy Access Token” button to copy the Access Token.
5. Link your Vendors to OPEHub supported Manufacturers

6. Connect to OPEHub

  1. Log in to your OPEHub Account.
  2. Go to Inventory Settings and paste the access token from step 4 to the “Flyntlok Key” field.
  3. Click on the “Save key” button.

Machines

Set Classes on New Machine Creation

Opportunity:

Service Technicians and Managers have requested the ability to assign classes to a Model when creating a new Machine with a new Model. Doing this currently requires that the user first create the Machine, then go to the Machine Dashboard, then click on the Model Editor, and then finally set the Primary and Secondary Class options there. Being able to do this at the Machine creation step would save the user time (and clicks!) for shops who require classification of Models.

Solution:

We have added Model Primary Class and Model Secondary Class fields to Machine creation on these pages:

A new "Model Details" section will show after typing in a new Model name and choosing to create it. The selected Class options will be applied to the Model immediately when created.

Redirect on Model Creation [#53540]

Opportunity: Users creating models would like to be redirected to their new model on creation from the Add a New Model page.

Solution: We have updated the Add New Model page to redirect to the newly created model. This should streamline model editing after creation for things like Rental or Maintenance Schedules which cannot be set until a model is created.

Model Horsepower on Machine Dashboard [#54043]

Opportunity: Users managing machines would like to see the model’s horsepower on the Machine Dashboard. This information can be useful to salespeople who want to get more machine information at a glance.

Solution: The Machine Dashboard has been updated to display the horsepower of a machine’s model. This value must be edited at the model level, but will display on any machines of the model.

Moves

Upload Pictures on Moves

Opportunity: Managers requested the ability for drivers to upload pictures for pickups and drop-offs. This is intended to facilitate the documentation of machine conditions and improve transparency and accountability during the moving process.

Solution:

Mobile "My Trips" View: Users can now upload pictures directly from their mobile devices via the "My Trips" section. Uploaded images will be displayed in a gallery-like format, providing a visual record of machine conditions at pickup and drop-off. To upload a picture, click on the "Upload" button in the Images section:

Desktop Moves Dashboard: Users can manage the files when viewing Moves on desktop. Additionally, other accepted file types (such as PDF) can be attached.

Reservations

Allow Editing "Is Open Ended" Field on Reservations [#53731]

Opportunity: Users have requested the ability to change a Reservation’s “Is Open Ended” field after the reservation has been created.

Solution: Implemented an editor for “Is Open Ended” on the machine Reservation dashboard page.

Accounting

Terms Due Date for QuickBooks Invoices [#52887]

Opportunity: Salespeople have requested the ability to adjust the Due Date of an Invoice from Flyntlok and have that feed to QuickBooks Online.

Solution: We’ve added a new field called “Terms Due Date” to the Invoice. When posted as an Invoice to QuickBooks Online, any date set here will become the QuickBooks Online Inovice’s Due Date. You can find this new field on the Point of Sale by opening the Details panel and clicking the Settings button in the top right corner.

Resolved Issues

#53249

Complaint: Service managers noticed their Upcoming Maintenance page was blank and would not load their Maintenance Schedules.

Correction: Fixed.

#53344

Complaint: Service Managers noticed labor lines on the Work Order that were not associated with jobs would intermittently disappear on non-segmented Work Orders.

Correction: Fixed.

#53149

Complaint: Users creating items with alternates/supersessions noticed that the alternates/supersessions would not be saved once the item was created. Because of this, they would then have to edit the item after creation to update the alternates/supersessions.

Correction: Fixed. Alternates and supersessions are now properly saved on item creation.

#53412

Complaint: Service Managers noticed taxes were being shown on Work Orders for internal customers. These customers should have been recognized as tax exempt on the Work Order, like they are on Sales Orders.

Correction: Fixed. Internal customers on Work Orders are now properly recognized as tax exempt, and the Work Order will correctly display no taxes.

#53425

Complaint: Receivers noticed serial numbers and received dates for machines on Machine Purchase Orders would disappear if an associated Fee-Only Voucher was canceled. This logic was intended to reset machine data when a Machine Receiving Voucher got canceled.

Correction: Fixed. Machine data will no longer be reset if a Fee-Only Voucher is canceled.

#53253

Complaint: Service Managers noted that they were not able to access videos that Technicians had uploaded to Work Orders.

Correction: An issue was identified where many large files on Work Orders were not downloadable by users. This issue has been resolved.

#53796

Complaint: Service Managers noticed that when Sales Orders were linked to Work Orders via the “Link SO as Internal Parts WO” widget, they were not showing on the linked Work Order’s dashboard.

Correction: Fixed, Sales Orders linked to Work Orders via the widget will now be shown when viewing the Work Order.

#53665

Complaint: Salespeople reported that initiating a Text-2-Pay payment would not move the invoice forward from “Draft” status.

Correction: Fixed.

#53694

Complaint: Users noted that when clicking on the email link on a Customer’s dashboard, it would only ever try to send emails to the customer’s default contact email rather than the selected recipient.

Correction: Fixed, all email links on a Customer’s dashboard will now try to send a new email to the address displayed in the link.

#53678

Complaint: When changing the Customer from the Point of Sale, users reported not being shown the new customer’s warning note as a popup.

Correction: Fixed.

#53659

Complaint: When requesting a customer’s signature on a Work Order Estimate via SMS, users reported not being shown the selected Customer’s phone numbers by default. They had to do a name or number search instead of being at least shown that Customer’s related contacts.

Correction: Fixed.

#53697

Complaint: Salespeople have requested all available columns on the Leads list be visible on the All Leads spreadsheet export.

Correction: Fixed.

#53810

Complaint: Users noticed that the Work Order system would sometimes allow them to check out an already Invoiced Work Order.

Correction: Fixed.

#54023

Complaint: Receivers were unable to receive items where the quantities had decimals on the item (some items are not always received in whole numbers).

Correction: Fixed.

#54099

Complaint: Service users noted that when viewing "My Trips" on mobile, the wrong Pickup Address would sometimes be displayed.

Correction: Fixed.


Last Release Notes

June 19th, 2024 Release Notes

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