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.

 

This will be the last Release Notes until January 18th, 2023.

Flyntlok will be closed on December 23rd, 26th, and January 2nd

 

Purchasing

New Feature

Import Parts List

We have added a new feature to the vendor dashboard, which will allow users to create new purchase and return orders by importing a parts list. To import a part list go to the vendor's dashboard and select  Actions->Import PO/RO From Spreadsheet.

Stale Warning

We have added a warning to the Vendor Stock orders page, for users to see stale parts at other company locations. On the New Purchase Order page, for creating stock vendor orders, users can open an item row to show detailed information about the item, including location-based stocking information. When an item is stale at a particular location, this table will now show a red “Stale” label on the “To Target” column.

               

 

We have also added a stale column so you can sort and filter for stale parts at other locations.

Report Exceptions from Voucher

You will now be able to report item exceptions from the receiving voucher. To report an exception you will click the bug icon to the right of the item number.

 CRM

Enhancements

Color codes

We have added icon to indicate if the last SMS message is incoming or outgoing.

Associate Machine

You will now be able to associate a machine to  a CRM LEAD.

Machines

New Feature

Deleted Machine Notification

We have added a new notification to be sent out to users when a machine has been deleted from Flyntlok. If you would like to receive these notifications, you will need to set your notification preferences and choose how you would like to be notified. Notification options include internal, SMS, email, and rapid. To edit these settings click on your user name on the top right of your home page. Username->Preferences-> Notifications->Machines.

                   

Work Orders

New Feature

Machine Description

We have added a field for the Machine description on both the desktop and mobile view of the work orders dashboard. This will be helpful for technicians and new employees that are not familiar with model numbers, to easily identify the machine they are looking for.

Mobile View Tag Number

We have added the tag number to the mobile view of the work order.

Reload Warning

We have implemented a new feature on the work order dashboard. When typing out a cause or correction on the jobs tab of a work order if you moved to a different page before you saved you would lose the text you were currently typing. Now when a text box has not been saved and you try to leave the page, Flyntlok will display a warning message, alerting you that if you leave the page your work will not be saved.

Enhancement

Customer Owned Machines

We have updated the machine field on the Create Work Order form, to auto populate all customer owned machines into the dropdown menu of the machine searcher. You will still be able to search for non customer owned machines.

 

Point of Sale

New Feature

Margin Value

We have added the dollar value margin to the header on the sales order invoice. Previously you would only see the margin percentage.

Enhancement

Subtotal on PDF

You will now see a new subtotal line to the sales order PDF.

Rentals

New Feature

Pick Up/Delivery Address

When billing for pick up or delivery we will now include the address as a line item on the invoice.

 

Customer Information on Rate Sheet

When a customer is selected we will display their information on the rental rate sheet.

Enhancement

Primary/Secondary Classing

You can now distinguish which classes are primary or secondary. This will help searching for a machine by class.

Machine Purchase Order

New Feature

Add Model

You will now be able to create and add a new model from the machine purchase order.

 

Items

New Feature

Vendor Merge Block

We will block a vendor merge if an item number is shared by the vendor you are merging. You will get a pop up of the list of duplicate items. You will then have to merge the items before you can merge the vendors.

Duplicate Item Link

Now when trying to create a new item if that item already exists in Flyntlok, you will be given a link to the duplicate items dashboard on the error message.

Last Release Notes

November 30th, 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.

SMS Templates

New Feature

You can now use your CRM SMS templates on the Work Order and Point of Sale. To set these up you will still need to set up templates from the CRM Hub.

Machines

Enhancement

Machine Label

We have added the description of the machine on the printed label. This will make it easier for users to quickly identify and match machines to label. To print a Machine Label go to the Machine Dashboard->Actions->Print Label

 

Machine Vouchers

Enhancement

Long Description on Purchase Order Searcher

You can now search for and view a machines long description while adding machines to a receiving voucher. This will make it much easier to determine which machines need to be added to the voucher based on individual specifications.

Margin % On Voucher

We have added a column to the machine receiving voucher, to view the margin percentage.  You can add this column by clicking the gear icon on the top right of the voucher lines.

 

Point of Sale

New Feature

Sales Receipt Contact Email

We have introduced a new  company setting to override sales contact email on the PDF. If set, regardless of sales person we will always use the override. Otherwise, we will present the sales persons email. To set this new feature head to-> Wrench->Flyntlok->Flyntlok Details.

Enhancement

Cost of Model Options

From the Point of Sale you will now be able to view model option costs when quoting a model.

Penny Rounding on Invoice

We have made a fix to a rounding issue that periodically caused errors when using remaining amounts of customer deposits.

Margin

On the invoice page, users can click the “Spy Guy” to get costing/margin information. We have updated this to include the depreciation. The machines depreciation will now be subtracted from the initial cost of the lines in order to calculate a proper margin value.

 Rentals

Enhancement

Edit Delivery Address

We have added the ability for users to edit the addresses currently on the rental contract. Previously you could not remove an address, only enter a new one.

Work Orders

New Feature

Add to Cause

On the work order dashboard, under the “Job Notes” section, you will see a new “Add to Cause” button. When clicked, the notes on the job are pasted onto the “Cause” section. Previously you could only add to the "Corrections”  field.

Auto Work Order Complete

You can now select a status for a Work Order to move into when every job is marked complete. To select a status head to->Wrench->Flyntlok->Flyntlok Details.

Clock In/ Clock out

We were seeing a few issues with users sometimes failing to type the date in completely, which can cause data issues downstream. We have added a few updates to the Work Order Clock In/Out function to address these issues.

  1. Prevent the “work period end” from being less than “work period start”
  2. If you type in “22”, or any other 2-digit year, in the year field and attempt to submit, we will retranslate it to “2022”.

 

Check In Check Out mobile Icon

On the desktop application, when a user is clocked into a work order, a “Clock” icon is present on the top left of every page to quickly navigate to the work order the user is clocked into. We have added  a similar feature on the mobile view.

Enhancement

Open Work Orders

On the “New Work Order” page, when a user selects a machine, Flyntlok will now trigger a system search and notify you if the machine is currently linked to another open Work Order.

Machine Associated to Job

We have added two new spots to assign a machine to a job.

  1. Click the “Add Job” button at the bottom of the jobs list. This opens a prompt to prepare for the job being created.
  2. After a job is created, select a job on the job list. This presents the full information about the job on the work order dashboard screen. There is an option to change the “machine” on this view.

Edit Machine Serial Number

On work order dashboard->Info tab->Machine Section, you can now edit the machine serial number.

Fee Description

Fee descriptions are now editable on a per workorder basis!

                                                                 

Customer Unit Number

We have added the customer unit number to the My Work section of the mobile view to make it easier to identify and differentiate multiple jobs assigned to an individual technician.

Inventory

New Feature

Item Dashboard Hotkey

(CTRL+ Left Mouse Click or scroller wheel click) will now open item dashboard links in a new tab in the background. Just left clicking will still take you directly to the items dashboard. This is default browser behavior.

             +                 

Invoicing

Enhancement

Document footers

We have added a new company setting that will allow you to remove the user who created the document and the time it was created from the bottom of the Sales Orders PDFs. To access this new feature click the wrench at the top right of your homepage. Wrench->Flyntlok->Flyntlok Details.

Last Release Notes

November 9th, 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

New Feature

Machine Reservation Availability Timeline

We have added a timeline view of your rental machine reservations. This will provide a visual aid in finding availability for a machine or class of machines.

Item Purchasing

New Feature

Add Item to existing Purchase Order

You can now add items to a PO that is in NEW status.

 

 

Change Location

You will now also be able to change the location of an existing Purchase Order. Head to Actions -> Edit  on the purchase order. From there, you will see a location selector under the status of the purchase order.

 

Machines

Enhancement

Balance Sheet

We have added a liabilities section to the machine balance sheet on the machine dashboard. Flooring, interest, and curtailments entered into the Flyntlok journal entries system will display here.

 Engine Serial Number Search

You can now search for machines using the engine serial number.

Machine Voucher

Enhancement

Auto Allocate Fee/Credit

When adding a new fee/credit line to a machine receiving voucher, Flyntlok will default the line’s allocation to the cost-relative strategy across all the voucher’s machines. You will not need to click the allocate button unless you wish to edit the allocations.

Point Of Sale

Enhancements

Trade-In Payoff

We have updated the Trade-In Payoffs feature with new fields for a user to enter a payoff amount. We have 4 new fields:

  1. Trade-In Value (total value of machine)
  2. Payoff Amount (the amount the business must pay off on behalf of the customers)
  3. Pay To (Free form field to describe who you are paying off)
  4. Over Allowance (used to adjust the cost basis of the machine)

Inventory

Enhancement

Metric Overrides

We have updated the “Location and Quantity on Hand” table in item dashboard. Now you will see a new “Metric” column to the right of “To Target”. You will still be able to hover over the value to see the type and expiration date.

 

Item Vouchers

New Feature

Date Closed

We have added added a new column to the voucher for Closed Date. Flyntlok currently tracks “invoiced date” and “received date” on vouchers.

 

Last Release Notes

October 26th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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

Point of Sale

New Feature

Part Request Notifications

All users subscribed will now receive notification(s) when a parts request is made. To set your notification preferences, select your username in the top right corner  ->Preferences->Notifications->Parts Requested. Previously this had to be configured by the Flyntlok support team.

 

Enhancements

Hide Cancelled Sprints

We have implemented a filter on the  inventory sprints list to hide canceled sprints.

Text2pay Dates Requested

You can now see the dates requested when text2pay has been sent to a customer in the audit log of the Sales Order. To access these logs select the blue Activity tab -> Audit Logs.

Machine PO Vouchers

Enhancements

Auto Allocate Machine Fees/Credits

When you add fees/credits to a machine voucher, we will now automatically allocate them to all machines on the voucher. The default allocation strategy is cost relative.

Rentals

New Feature

Reopen Rental Contract

You can now reopen a closed rental contract. From the rental dashboard, click Actions -> Reopen.

Machines

New Feature

Reinstate Machine

If a machine is deleted by mistake, you can now reinstate that piece of equipment. From the machine dashboard, head to Actions -> Reactivate.

Administration

Enhancements

Iron Site Code

You can now access Iron Site from the support ticket. To receive an iron site code, you will click the support ticket question mark and see the new icon at the bottom left of the support ticket.

Parts

Enhancements

Hotkeys

We have added a hotkey that switches scanners from scan to search mode.  This will be helpful to all users scanning items in at a parts or sales counter.

New hotkeys:

Average Lead Times

Flyntlok will now calculate average lead time by location and display on the items dashboard. This will give the individual purchasing parts an idea of how long it took for parts to arrive. Lead time is calculated by taking the average duration between date ordered and date fully received.

Customer

New Feature

Contact tags on the customer dashboard

In the contact cell, in the customer information section, of the customer dashboard we have added a field to classify customer  contacts. You can now indicate  which contact is the primary for that customer, as well as any additional Tags that belong to that Contact.

Add or edit this field from the customer dashboard select the Actions Button -> Contacts.

Create Customer from Reservation

You can now create a customer on a new reservation. That customer will be immediately selected on the create reservation form.

Enhancements

Problem Customer

Customers can be automatically marked as a problem customer when they exceed their credit limit. To enable this feature, click the Wrench -> Flyntlok -> Flyntlok Details-> Sales Section.

 

Accounting

Enhancements

Posted Document Dead Ends

There were a few dead ends that sales orders and purchase orders would end up in, if we attempted to post them and there were no lines that needed to be generated. Reversing these would fail and always require Flyntlok assistance. You will now be able to reverse these documents.

Customer Terms

We have added a “Terms” selector to the existing “Create QuickBooks Online Customer” form.

Balance Due on Invoice

When printing an invoice in Flyntlok that has been marked as paid in QBO, we will now show the Balance Due as $0.

 

Last Release Notes

October 12th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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

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

Enhancements

Machine Specs

A Show Descriptions button has been added to the top left-hand corner of the new rental screen. After clicking the button, each machine will display its long description. If you are renting equipment with specific model options this will be a big help.

Contract Estimated Totals

An Estimated Totals section has been added to the Lease Agreement PDF.  The lower left-hand corner of the rental dashboard also has a totals section.

 

Purchasing

Enhancements

Item Orders

We have added an additional Pending Stock column to the Item Order screen that will show stock order items on the To Be Ordered Board.

Machine Purchase Order Voucher Notifications

When the Submit for Review button is clicked on a machine purchase order voucher, the user that is set as the reviewer on the Flyntlok Details page will be notified.

Machine Purchase Order Voucher PDI Field

We have added the PDI Field to Machine Purchase Order Vouchers. This field will capitalize cost to the machine.

 

CRM Hub

Enhancements

Customer Linking

A link to the customer dashboard has been added to the top of the SMS section.

 

Machine Management

Enhancements

Estimated Arrival Date

The machines estimated arrival date has been added to the Machine Dashboard.

Link to Vendor

A link to the vendor has been added to the Machine Dashboard.

Additional Data

The following fields have been added to machine records in Flyntlok:

SMS

Enhancements

SMS Opt-Out

The first time a customer is contacted they will receive the following message:

Welcome to (Your Company). Feel Free to respond to this message at any time with questions. To stop receiving automated messages, reply STOP.

 

Point of Sale

Enhancements

Customer Terms

When a customer has terms, a badge with those terms will be added to the lower right-hand corner of their sales orders.

Itemized Margin

You can view margin on the item level by clicking the Incognito Man.

 

Work Order

Enhancements

For easy identification, a deleted icon has been added to the top of canceled work orders.

 

Accounting

Enhancements

Journal Entry Machine Searching

We have updated the machine searching dropdown to include more machine information.

 

Last Release Notes

August 17th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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

Machine Purchase Orders

New Features

Machine Adding

We've made it easier to sort and filter the list of machines when adding machines to a voucher.

Machine Creation

While adding new machines to the voucher, you can now designate a quantity of machines to create.

Label Printing

We have added label printing functionality to the bulk actions!  Don't forget - Flyntlok consultants can customize these labels to your business needs. Just submit a support ticket!

Permission for Completing a Voucher

We added permission that must be turned on if the user would like to complete vouchers.  You can also designate a user to receive a notification and pending action when a voucher is submitted for completion.

Auto-Calc Allocation Changes

We have removed the recalculate button and will recalculate the fees live.

Year Auto-fill

If you add a date and leave the year blank, we will assume that you would like to use the current year.

File Attachments

If a machine received on a voucher has files attached to it, you will see a voucher files section on the machine's dashboard. Remember, files attached to a machine using the detail view will be attached directly to the machine.

Bill.com Support

If you track your payables through bill.com, we have added the ability to set up a bill.com machine clearing account.  If this is set, we will offset the asset amount on the journal entry to this account.

 

Mobile

New Features

Login

If you log in from a phone, you will now be taken directly to the mobile view. If you want to return to the desktop version, click Return to Desktop at the bottom of the page!

Clocked-In Work Order & My Work

The work order you are clocked into will display at the top of the page. The My Work button will show you all of the work orders you have assigned to you.

Point of Sale

Enhancements

Card Error Messages

We've updated messages coming back from our card processor to make it more clear when a card has been declined or if there was an error during the payment process.

 

Rental

Beta Features

Improved Date/Duration Selection

We will be beta-ing a new feature with pilot dealers that should make it much easier for us to properly calculate your billing durations given a date range on a calendar. This should allow you to set up contract data in a much easier format and reduce the number of dates you need to manage for a rental contract.

Contract Interim Billing Cycle

We will be beta-ing a new feature with pilot dealers that allows you to set a default interim billing cycle for a contract. This should greatly reduce existing date adjusting when trying to create an interim invoice. This will also let us notify you when you have a contract due for billing, and in the future, offer us the chance to generate these bills automatically for you!

 

Enhancements

Location Selection

You can now select a location during the rental contract creation. Previously, we only allowed you to change it once the contract was created.

Address's

While entering an address on a rental contract, you can now click the Save to Customer box to save the address to the customer address book.

Consumables

Consumables can be configured in two different ways: Standard and Capacity-Based. Capacity-Based is better for fuel because fuel is measured in percentages, not quantities. Standard is better for renting out consumables that are measured in units.  Tire wear, cutting edge wear, and other specifically measure consumables should be setup with the Standard style.

Equipment Return Work Orders

When auto-generating work orders at rental check-in, we were using the machine's last known hours, not the hours at check-in. That has been fixed, so work orders populate with the machine's hours at check-in.

DMS Work Orders

Enhancements

Bug Fixes

We fixed a handful of bugs causing the work order error when you tried to save.  Some of the most notable are:

 

Notifications

Preferences

Notification groups should now be more clear in which aspect of Flyntlok they tie to.

Assigned Lead

Along with adding more categories of notifications, we added a new notification you can receive if a CRM Lead gets assigned to you.  You can configure how you would like to receive this notification by clicking your name in the upper right of Flyntlok and heading to preferences -> notifications.

QuickBooks Online Interface

Enhancements

Syncing / Not Syncing Accounting Contact & Email

We've added an option on the customer profile to decide if you keep the customer's accounting contact in sync with Quickbooks Online data or if the data you enter in Flyntlok should be the source of truth.  This is the email we use to auto-send invoices and receipts.  When this is on, we will always override what is in those fields with what is set in QuickBooks Online.  When it is off, the contact and email will remain whatever you enter under the customer profile in those fields.

 

Posting Customer Payments (Z-Out)

We were presenting you with some errors almost anytime you ran the end-of-day process to post customer payments. Those errors were erroneous in that the posting had gone through successfully.  We prevented those unnecessary errors from displaying going forward. Actual errors still display!

 

Last Release Notes

July 6th, 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.

Point of Sale

New Feature

Selling A Model Creates A Purchase Request

When you sell a model, we will recognize that a purchase request needs to be generated. The workflow is very similar to selling items.

First, click the rocket icon. Then select the Quote Model tab. Remember to click the Generate Purchase Request checkbox.

Lastly, after you click the order button, a machine purchase request will be created.

Enhancements

Tax Selector

If you have a lot of taxes, it can be time consuming to configure them. We have added a select all and a de-select all function to the tax editor. This can be found on the point of sale and also on the customer dashboard.

Work Order

Enhancements

Work Order Creation Wrench

We want to make work order creation easy. A wrench has been added to the top bar. Click the wrench and you will be brought to the work order creation screen.

Transfer Jobs To A New Work Order

You no longer need to have an existing work order to transfer a job. Instead, if you click the Transfer to New Work Order option, a new identical work order will be generated with that job on it.

           

Job Coloring

Jobs can be configured to change color based on percentage of completion. We are calculating percentage of completion based on actual time / estimated time. Currently there are two colors that can be configured, yellow and orange. You can configure when the colors change. By default, work orders will change to yellow when 75% of labor has been added and orange when 90% of labor has been added.

Estimate Tab Permissions

The Estimates Tab has been put behind a permission. If you would like to simplify your technicians dashboard or limit the users at your business can send an estimate, you can head over to the Access Control Page and turn that tab off.

Purchasing

Enhancements

Machine Purchase Order Vouchers Column Chooser

You can edit which columns you see and the order you see them by clicking the Gear icon!

                           

Machine Purchase Order Vouchers Accounting

The machine income, asset, and expense account can all be set on the machine purchase order voucher.

Machine Purchase Order Vouchers Bulk Actions

We added a bulk actions button to help fill the most common fields. We currently have the following bulk actions:

This is in addition to the corner drag and fill function.

Upcoming Bulk Actions:

Machine Purchase Order Vouchers Attachments

If you are using Bill.com, you can check the Send To Bill.com box to automatically send the attachment to your Bill.com email.

Machine Purchase Order Vouchers Detail View

The detail view is ready for use. This works the same as the list view, but looks like a form.

Rental

Enhancements

Contract Reopening

Rental contracts can be reopened! To reopen a rental contract, delete the final sales order and you will be redirected to the rental dashboard with the rental in checked in status.

Line Level Billing Information

We have added a Billed and an EST Billable column to the rental contract line. Billed will tell you the amount that the line has already brought in. EST Billable is the remaining amount that should be billed during the rental based on the billable duration set on the rental contract line. In the case shown below, $20 has been billed out of the $200 expected total.

Last Release Notes

June 8th, 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!

© Copyright Flyntlok, Inc. 2019 - 2021