Toro Dealers using Toro’s Product Registration and Warranty portal to register their sold machines requested an integration with Toro to streamline their product registration process using Flyntlok. To meet this request, we’ve released the Dealer Connectivity integration with Toro. (This integration was formerly known as “Toro EZLink”.)
Once the integration is setup, to register a Toro machine, navigate to the Machine Dashboard and under the “Actions” dropdown select “Register with Toro (EZLink)”. The only requirements to register a Toro machine are that the machine was sold and has a serial number.
After navigating to the Toro product registration form, provide some basic information like who the machine is being registered to and what it will be used for. 
Users should routinely check the registrations in the Toro portal to ensure they are being processed properly.
You can reach out to your friendly consultant to start getting set up to use this new integration.
Opportunity
Sales teams needed a streamlined way to manage and assign sets of discount structures to customers without configuring them individually. Previously, managing discounts at scale required manual updates for each customer.
Solution
We’ve introduced “Discount Tiers” as a way to define and assign a reusable set of discount structures to multiple customers.
Key Features:
We expect this feature to roll out within a few days, but feel free to reach out to your friendly Flyntlok Consultant if you are interested in getting this feature enabled for your environment now.
Opportunity
Service Managers needed an easier way to track which Rental Contracts are tied to Work Orders. Previously, there was no simple way to connect the two without manually cross-referencing notes or opening multiple records.
Solution
We’ve added a new widget to the Work Order dashboard: Associated Rental Contracts.
If any job on a Work Order is linked to a Rental Contract (via a form), that contract will now appear in the widget for easy access and visibility.
Opportunity
On the Machine Dashboard, Flyntlok currently displays a widget with the latest Rental Actions for the Machine. However, there was no way to dive deeper into older or cancelled/closed Rental Contracts.
Solution
We’ve added a “View All” button on the Rental Actions widget which will link to a report containing all Rental Contracts related to that Machine.
When Flyntlok ingests a Shopify Order, we build a set of payments based on how the Customer actually paid, including zero-dollar payment lines for pending payments. However, on rare occasions, we will see an Order that looks as though it was completely paid, but it also has pending payment lines on it. This makes it impossible for Flyntlok to recognize whether it needs to check for updated payment information later.
To resolve this, we’ve added a new Shopify section to the Flyntlok Invoice page. In the Details panel you’ll find the “Shopify” tab in the Actions section. Click “Queue Shopify Payment Update” and in the next 5 minutes Flyntlok will attempt to update the Invoice’s payment information from Shopify.
Opportunity
Rental Managers requested more visibility into the source of active Work Orders on Machines.
Solution
You can now see Rental Contracts associated with active Work Orders on any Machine’s dashboard.
Opportunity
Shops needed a way to categorize Work Orders more precisely by department, enabling better organization and reporting. Some users also wanted to link these departments to existing Categories for more structured workflows.
Solution
A new fully-customizable Department field has been added to Work Orders. Departments can be selected when creating or editing a Work Order:
Custom Departments can be managed by navigating to the Wrench Icon -> Work Orders -> Work Order Departments. Simply provide a department name, and optionally associate a Category.
Additionally, technicians using Mobile Work Orders can search by these Departments.
Opportunity
Users previously had to create a machine from the Work Order Dashboard and then navigate to the Machine Dashboard to add a Customer Unit Number. This extra step was inefficient for busy service departments.
Solution
You can now enter the Customer Unit Number directly when creating a new machine from the Work Order Dashboard. This streamlines the process and ensures all important details are captured in one step.
Opportunity
Zapier users requested the ability to access the “Notifyee Email Addresses” field when automating workflows around “Customer Activities”. These email addresses are often needed for downstream actions like sending updates or triggering external systems.
Solution
The "Notifyee Email Addresses" field is now available when polling Customer Activities via Zapier. This gives users more complete data for automation and communication flows.
Opportunity
Users who manage multiple connected email addresses across Flyntlok's integrations needed better visibility into which address was used to send each message. This was especially important for troubleshooting, auditing, and ensuring proper communication channels.
Solution
We’ve added a "Sent From Email" column to both the “All Emails” and “My Emails” reports. This makes it easy to identify which connected email account was used to send each message, improving clarity for users who operate across multiple accounts.
Complaint: Scan mode on Part Purchase Order Receiving Vouchers was not working correctly.
Correction: Fixed.
Complaint: Users noted that there was sometimes a discrepancy between stale QOH indicators on the Item Dashboard and the Transfer dialog box on the Invoice page.
Correction: Fixed.
Complaint: Discounted parts on Work Orders sometimes did not reflect the discount on the printed PDF.
Correction: This issue has been fixed. Discounts on parts will now correctly appear on the printed Work Order PDF.
Complaint: Users reported that when creating a QuickBooks vendor, the “state/province” field would appear twice, in the place of the city.
Correction: Fixed.
Complaint: When adding a new shipping address to the Sales Order, the address was saved correctly but did not immediately appear in the interface. Users had to manually refresh the page to see the newly added address.
Correction: Fixed.
Complaint: Rental Managers calling off multiple units noticed the billable duration was not adjusting when changing the call off dates like it does when calling off a single unit.
Correction: Fixed.
Complaint: In some cases, when printing a Work Order’s final invoice, the Complaint, Cause, and Correction lines were missing from the PDF.
Correction: Fixed.
Complaint: Parts teams reported that Core Purchase Requests were not being associated with Special Orders when the base part was assigned to a sale during receiving.
Correction: Fixed.
Complaint: Technicians & Service Managers reported not being able to clock into Work Orders in “Completed” statuses from their phones.
Correction: Fixed.
Complaint: Users noticed that item prices were not being automatically calculated in some cases when editing items. This was traced back to scenarios where a buy or sell quantity of zero was allowed.
Correction: Fixed a bug that allowed zero-quantity values. The system will now prevent 0 buy/sell quantities to ensure valid and accurate price calculations.
Complaint: Rental users reported that invoices printed from rental contracts showed the internal Machine ID in the "Part" column, which was confusing for customers.
Correction: Fixed. We now display the Machine’s Display ID instead, providing more clarity on rental invoices.
Complaint: Managers experienced frequent disconnections with their company-level Microsoft email accounts, requiring repeated manual reconnections.
Correction: Fixed. Microsoft accounts should now remain connected as expected.
Complaint: Users reported that when trying to reset their password through the User Settings page, their current password was being rejected even when it was entered correctly.
Correction: This issue has been resolved. The system will now properly recognize and accept valid current passwords when updating account credentials.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Models can now be configured to be quoted, sold, and purchased with quantities of Model Options. You will find that quantity amounts can now be set throughout the entire quoting and purchasing workflow. This includes:
Purchasers wanted the ability to edit the cost of Model Options while editing a Machine Purchase Order. Previously, when ordering Models and then finding out about price changes after submitting the PO, the only way to adjust the cost was to either recreate the Purchase Plan, or remove all the existing options and recreate a new set of Custom Options with the updated pricing.
We have updated Model Options editing capabilities on our Machine Purchase Order page. You can now edit descriptions and costs. Similar to how Model Options was updated across the rest of Flyntlok in a previous update, this should feel more inline with all other purchasing workflows. And yes, quantity can be edited here too:
Opportunity
Purchasing teams wanted the ability to view the Item’s MSRP directly within the Part Purchase Order interface.
Solution
Item MSRP is now available in the column chooser on Part Purchase Orders, allowing users to include it in their custom layout. Further, some datagrid improvements enable layout saving and resetting for a personalized experience.
Opportunity
Service Managers needed a way to troubleshoot large machine Receiving Vouchers more easily. Without an export option, reviewing long lists of received machines was time-consuming.
Solution
Machine Receiving Vouchers now include an "Export CSV" option in the Actions dropdown, allowing easy export of all voucher lines for review in Excel.
Opportunity
When vendors shipped parts on a different Purchase Orders than originally ordered, parts staff had to manually edit the original Purchase Orders and recreate the receiving voucher to ensure accurate receiving.
Solution
Added the ability to transfer items between Purchase Orders. When an item is transferred, it is automatically included on the open Receiving Vouchers of the Purchase Order. This functionality is available from the Actions dropdown on the Purchase Order, labeled "Transfer Item From PO."
Opportunity
Parts Managers reported inefficiencies (and boldly challenged Flyntlok to solve this problem) when vendors shipped additional parts that were not originally listed on a Purchase Order. To receive these unexpected items, users first had to update the PO manually before they could add them to the voucher.
Solution
Challenge Accepted, Neil! Introduced a new “Add Items” option under the Actions dropdown on the Receiving Voucher page. This allows users to add missing parts directly to the voucher. When items are added this way, the corresponding Part Purchase Order is automatically updated.
Opportunity
Parts Managers requested visibility into both the Item MSRP and List Price directly on the Part Purchase Order PDF to assist with pricing validation.
Solution
Added a new setting: "Display Item List Price and MSRP on Parts Purchase Order PDF." When enabled, this setting will include both the MSRP and List Price of each item on the printed Purchase Order PDF. To turn this feature on, go to Flyntlok Settings and find it under the Purchasing section.
Opportunity
CRM users needed a more flexible and powerful search when working with leads. Previously, searching by phone number or email returned no results, limiting the usefulness of the search function.
Solution
We’ve enhanced the global search on the "All Leads" report to include phone numbers and email addresses, making it easier to find leads with limited information.
Opportunity
CRM users reported issues with lead handling, noting that new Leads that were created from the “Text Us” widget or from Zapier weren’t automatically linking to customers and that users could initiate Sales Orders, Work Orders, and Rental Contracts without a customer assigned.
Solution
A Customer will now be automatically assigned to a new Lead if the phone number or email matches a contact on exactly one customer. Additionally, a customer must be assigned before creating a Sales Order, Work Order, or Rental Quote from a lead.
Opportunity
Sales Managers needed a way to display selected “Machine Options” on the Sales Order and invoice PDFs.
Solution
We’ve updated the Sales Order system to include ”Machine Options” when a machine is sold using the “Sell Machine” button or through the Machine Dashboard. Options now appear directly on the Sales Order page and in the PDF.
Opportunity
Salespeople requested the ability to show multiple Rent Schedules when printing a rate sheet for their customers. This is because many Rental Departments use tiered pricing to support upsell opportunities, such as offering discounts for preferred customers or better rates for long-term rentals. Being able to present flexible pricing options would help to maximize rental opportunities.
Previously, rate sheets were limited to showing only the default Rent Schedule based on the contract’s location.
Solution
The updated Rate Sheet now offers two display modes:
Opportunity
Users reviewing item costs wanted a quicker way to assess profitability without needing to do manual calculations. Visibility into margin and profit directly on the Item Dashboard supports faster pricing and purchasing decisions.
On Item Dashboard, when clicking to reveal costing information, we now show margin percentage and profit amount.
Complaint: Sometimes inactive items are being displayed in the alternates view when viewing part through the search.
Correction: Fixed.
Complaint: Machine Purchasers reported that they would sometimes receive a number of duplicate notifications when they complete a Machine Purchase Order derived from Machine Purchase Requests.
Correction: Only one notification will be received.
Complaint: Users reported that machines that were currently rented out were showing a blank space in the Status column when searched using M?.
Correction: Fixed.
Complaint: Sometimes the Part Sales History report was becoming unresponsive when loading.
Correction: Fixed.
Complaint: The "Work Order Invoice Terms" setting in Flyntlok Settings was not functioning as expected. Instead of displaying its contents on the final invoice, the system was incorrectly using the general "Work Order Terms" setting.
Correction: The "Work Order Invoice Terms" setting now correctly controls the terms displayed at the bottom of a Work Order’s final invoice.
Complaint: Technicians and Service Writers noted that multi-day scheduled events created through Service Scheduler were not appearing in the assigned technician's "My Work" view.
Correction: Fixed. Multi-day scheduled events now appear on an assignee's view when filtering by any date that falls within the start and end date of the event.
Complaint: Service Writers reported that the “Billable Hours” as reported and shown within the Work Order Dashboard did not correctly carry over to the final Invoice.
Correction: Fixed.
Complaint: Inventory Managers reported that on Item Dashboard, they were unintentionally able to transfer more quantity than was available at the source location.
Correction: Fixed. Improved UI to show and prevent when a requested transfer amount exceeds quantity on hand at the selected location.
Complaint: Salespeople noted that sometimes Sales Orders generated by a Sparks customer showed up in their dashboards without an ID set, resulting in the Sales Order link not being clickable.
Correction: Fixed.
Complaint: Technicians reported that when attempting to attach photos to a Work Order from mobile using an Android-based device, they were only presented with the option to select existing photos. Users on iOS devices had the additional option to take a new photo.
Correction: Fixed.
Complaint: Users mentioned that they were not receiving a notification when their password was close to expiring.
Correction: Fixed.
Complaint: Salespeople reported that when accepting a card payment on a Sales Order, the approval code was not appearing on the thermal receipt PDF.
Correction: Fixed approval numbers not showing. Additionally, we now include more card information:
Complaint: Users were able to undo the receiving of a Special Order item that was already fulfilled, leading to incorrect allocation states.
Correction: Flyntlok now warns users when attempting to undo the receiving of a Special Order item if the linked Sales Order is already in a Delivered status.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
With our recent CRM Activity upgrade and your valuable feedback, we’ve been working hard to make these tools even more powerful and intuitive. This latest round of updates focuses on simplifying how you log and manage customer interactions, helping your team stay organized, responsive, and efficient.
CRM Activity on Customer Dashboard
When creating a new CRM Activity directly from a Customer Dashboard, you now have the ability to:
Notify Users
You can now notify one or more internal users when logging an Activity. Just check the "Send Notifications" box in the Notifications area to select recipients.
Notifications via the in-app bell icon are enabled by default. Users can also opt in to receive email and/or SMS alerts, configured in User Settings > Notifications > CRM. N.B. If the user has all of the notification options disabled, they will not receive any alert even if they were added to the Notification field on the Activity.
Create a New Lead
Quickly convert a conversation into an Opportunity. Under the CRM Lead area, click "Create New" to instantly add a Lead while recording the Activity. The Lead will be created upon hitting save on the Activity. N.B. You can only create a new Lead when creating an Activity. Not when editing an existing Activity.
Create a New Contact
Select "Create New" in the Contact section to add a new Contact without needing to leave the Activity form.
Edit Activity Date
You can now edit the Activity Date to backdate entries. The original "Created Date" remains locked for reporting, while "Last Updated" and "Last Updated By" are now saved to maintain a complete audit trail.
New Page: All CRM Customer Activity
The new “CRM Customer Activity” report lets you browse all logged Activities for all customers in one place. Long-time users may recognize this as a fresh take on our existing "Customer Interactions" report.
Zapier Integration - "New Customer Activity" Trigger
You can now integrate Flyntlok CRM Activity into your Zapier workflows with the "New Customer Activity" trigger!
This opens the door to automating follow-up actions and improving team responsiveness. Some example workflows include:
If you have not yet integrated Flyntlok into your Zapier workflows, or are interested in learning more, don't hesitate to reach out to your friendly Flyntlok consultant for more info!
More to come...
We’re continuously building out CRM features to help your team stay engaged, responsive, and customer-focused. Stay tuned for even more improvements on the way!
Opportunity
Salespeople requested the ability to see inventory QOH when quoting a Model on a Sales Order.
Solution
We have added the QOH for quoted Models to the Sales Order details. The “Q:” on a model line indicates the number of available Machines at the Invoice’s store location. Hovering over it will display additional information including the quantity of Machines currently on order, as well as inventory information at other store locations.
Opportunity
Sales Managers requested that employees be prevented from taking deposits for walk-in customers. This was often done in error and led to deposits in the system that could not be correlated to a customer.
Solution
Deposits can no longer be taken from walk-in customers. Or from Walken Customers.
Opportunity
Rental Users requested the ability to save driver’s license information to a Contact so it can be used when creating a new Rental Contract.
Solution
We have added this functionality to the New Rental page. When creating a contract, you can enter the driver’s license info under the License section, and then check one of the “Update Contact” or “Save New” options under the Contact section:
Then on future rentals, you can select the “Contacts” button on that section to pull up a list of the Customer’s Contacts.
Selecting any contact with saved driver’s license info will auto-fill it in the License section of the Contract:
Opportunity
Rental Managers had requested the ability to choose when to apply pickup and delivery fees to rental invoices generated in bulk.
Solution
Users can now choose whether or not to apply these fees on any billing generated from the “To Be Billed” page.
Complaint: Users reported that sometimes when opening Notifications, it would cause the entire page to go blank.
Correction: Fixed a bug found in a notification message that prevented the notification list from loading.
Complaint: Service Managers reported that entering the complaint, cause, and correction on jobs was sometimes difficult because the input was too small.
Correction: The input size was increased.
Complaint: Sales Managers reported that, when trying to connect a Flyntlok Item to a Shopify Product, the Product in Shopify would sometimes not be found.
Correction: Fixed.
Complaint: Parts Managers reported that they could not find Core Items in the search after they were created from the Item’s edit page.
Correction: Fixed.
Complaint: Receiving Clerks reported that when attempting to use the Print Machine Label bulk option on MPO Vouchers, it would sometimes be slow to load, or would show an error after an extended amount of time.
Correction: Fixed a performance issue that would occur when attempting to print Machine Labels in bulk for a large quantity of Machines.
Complaint: Managers reported that selected Contacts on Work Orders and Rental Contracts were not automatically populating as the selected Contact on the final Invoice generation.
Correction: Fixed.
Complaint: When a Model was added to an Invoice as a Kit sub-item, it would display icons underneath that were only applicable to Parts, and also showed “Ready” before a Machine was associated.
Correction: Fixed. These will now correctly show Model icons, and display the Model QOH before Machine association.
Opportunity
A Distinguished Flyntlok User asked for the ability to submit messages when responding to Issues by pressing Enter, instead of having to click the “Send Message” button.
Solution
Pressing Enter now sends a message with the text in the box when responding to an existing Issue in Flyntlok. (Editor’s Note: Not sure we should have listened to Wayne on this item, but we did...)
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
When making a sale, knowing the Customer’s account or deposit balance is helpful to the salesperson. To access this information, they would have to access the Customer’s dashboard page, which was inconvenient and time consuming with a customer waiting.
Solution
We’ve added the Customer’s balance information to the top of the Payment popup. When clicking the green “Pay” button on a Sales Order, will now see this information displayed at the top of the box:
For non-account customers, it will show their deposit balance instead:
Opportunity
Managers requested the ability to allow or restrict deletion of payment lines on Point of Sale based on their user roles.
Solution
We have added a new permission on our Access Controls page. The "Delete Payment Line" permission can be found under the "Point of Sale" category. Disabling this permission will block deletion of payment lines for Sales Orders in any status.
Opportunity
Previously, the text searcher on the Rental Category Timeline combined both Model and Class searching at once. Rental clerks complained that when they searched by a Machine’s Class specifically, it would display no Models underneath, because the searcher required that both Model and Class match the search filter.
We split the text searcher into two separate inputs, for Models and Classes:
Users can still use the Model searcher to limit results to Models whose Make, Model, or Description matches the filter. Additionally, the Class searcher can be used to limit results to Classes whose name matches the filter.
Having both options available allows users to precisely specify which results they are looking for.
Opportunity
Rental Managers noticed that when viewing a Machine Dashboard, the rental rates from a different location would show first by default, causing confusion. They wanted the system to prioritize the user's location-specific rental schedule instead.
Solution
We’ve updated the Rental Rates menu so that rental rates matching the user’s current location are shown at the top of the list. Additionally, we added location badges to clearly identify which rental schedule belongs to which location, making it easier to find the correct rates quickly.
Opportunity
Managers using Flyntlok's Shopify integration requested more insight into a Shopify-linked Item's status. Previously, we would only show if an Item was initially linked to Shopify. Modifications made to the Item in Shopify that resulted in a de-sync was not being communicated clearly on our Item Dashboard. This led to confusion about the actual sync status of the Item.
Solution
The "In Shopify" checkmark at the top of Item Dashboard has been replaced with a dedicated Shopify section in Item Dashboard. This allows you to view more details, including connection status of the Product, sync status, and the last sync time:
An Item with no Shopify link will display as "Unlinked":
In the case of a linked item that can no longer be found in your Shopify store, the Item's connection status is displayed as "Previously Linked":
Additionally, there are two buttons to external pages provided: "View in Shopify Store" directs you to your storefront's Product page. "Edit in Shopify" directs you to the Product on your Shopify Admin page.
Opportunity
Dealers receiving large quantities of Models requested a more streamlined way to enter Machine serial numbers in bulk. While Flyntlok previously supported bulk entry via barcode scanning, we did not have support for bulk text entry. This is especially important for dealers who prefer to enter serial numbers from a vendor's invoice before physically receiving the stock.
Solution
To use this feature, click the "Enter Serial Numbers" button near the top of an MPO Voucher:
From this dialog, select a Model, then type or paste in the serial numbers. Serial numbers can be separated by line breaks, commas, or a mix of both:
Check "Detect duplicates" to remove any duplicates before proceeding to the next step.
Clicking on "Next" will reveal the preview. From here you can verify that the serial numbers to be applied look correct. We will also display warnings if too many serial numbers were entered as compared to the number of machines on the voucher. If too many are entered, you can remove lines as needed, or click on "Back" to restart the process.
Use the "Overwite existing serial numbers" checkbox if you wish to ignore any existing serial numbers entered on that model. This is especially useful for dealers who use a placeholder serial number.
Complaint: Parts Managers asked for the ability to edit comments on Part Transfers that have been received.
Correction: Comments can now be edited.
Complaint: Service Managers noted that they were sometimes not able to add a new “Work Action” through the Work Actions Admin Editor.
Correction: Fixed.
Complaint: Rental Managers mentioned that when attempting to edit the default title or body for a contract in Rental Settings, the changes were not appearing on newly created Rental Contracts.
Correction: Fixed.
Complaint: Inventory Managers noted that when printing a Receiving Voucher PDF, the footer did not contain the "Generated by" user and timestamp info that commonly appeared on other PDFs.
Correction: Fixed.
Complaint: Inventory Managers complained that when adding a Model Option, sometimes the currency would not be correctly set.
Correction: Fixed. It will now default to the Vendor's currency when adding a new Model Option.
Complaint: Managers reported that under the Balance Sheet section on the mobile version of the Machine Dashboard, the Liabilities section was not accurate and would always appear as $0.00.
Correction: Fixed.
Complaint: Rental Clerks reported that sometimes the “Category Timeline” view on the New Rental page would report no conflicts, even when the Model had Machines that were out on rent.
Correction: Fixed.
Complaint: Rental Clerks noticed that some machines showed days with conflicts (denoted by colored cells), but when they clicked on the cell the pop up would show “No Conflicts”.
Correction: Fixed.
Complaint: When printing a Purchase Order, core items were appearing twice on the PDF.
Correction: Fixed.
Complaint: Damage waivers were not being automatically applied to new customers without insurance.
Correction: Fixed.
Complaint: Customers using Sparks were unable to select the "Account" payment method and were forced to use a credit card to place orders.
Correction: Fixed. We've restored the "Account" payment option for eligible customers in Sparks.
Complaint: Parts Managers noticed that John Deere information was failing to load with Flyntlok’s API link to John Deere for some parts.
Correction: Fixed. The lookup now ignores white spaces at the start or end of part numbers.
Complaint: Managers reported times were showing in the incorrect timezone on the Issue Dashboard.
Correction: Fixed. Times shown on the Issue Dashboard will be displayed in the current location’s timezone.
Complaint: Technicians reported that some parts they search for on the desktop Work Order don’t appear in the search results when requesting parts on Mobile Work Orders.
Correction: Fixed.
Complaint: Parts Managers complained that they were not able to cancel a Reversal on Part Receiving Vouchers.
Correction: Fixed.
Complaint: Rental Clerks with AvaTax integration noted that they were sometimes unable to reverse Invoices.
Correction: Fixed. This issue only affected reversing of Rental Return invoices whose original sale was processed by AvaTax.
Complaint: Inventory managers using MPO Voucher's detail view complained that they were seeing a "De-sync on Machine Cost" warning even though no changes were being made to the cost.
Correction: Fixed. This was causing bugs in other editable fields on the same view, sometimes preventing the user from editing those fields.
Complaint: Managers mentioned that they were not able to add a note to an issue ticket immediately after submitting it.
Correction: Fixed a bug where the note input was not appearing on issues in "New" status.
Complaint: Service Writers noted that their customer SMS messages were displayed in the wrong order on the Activity Tab of Work Order Dashboard, displaying from oldest to newest.
Correction: Adjusted SMS message history on Work Order Dashboard to always display the newest messages first.
Complaint: Sales Managers mentioned that they were sometimes unable to print a Packing Slip, and that it would show up as a blank PDF.
Correction: Fixed a bug where special characters in a Customer’s contact record would sometimes cause an error in displaying Packing Slip PDFs.
Complaint: Managers noted that their notifications for an expiring Machine Reservation was not showing the correct Machine ID.
Correction: Fixed.
Congratulations are due to Flyntlok staffers Michael F. who welcomed his first baby on April 25, a bouncing boy named Bogdan! And Dylan T. welcomed baby girl Willow (number 3) on May 6! These future Flyntlokers will be coding new features and closing out tickets in no time!!
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Technicians needed a way to quickly identify the owner of a machine when printing Work Order worksheets tied to the “Cost of Sale” Invoice.
Solution
We've updated the Work Order Worksheet PDF to include the information of “Cost of Sale” Customer.
Opportunity
When using the "Collect Signature" feature on the Rental Dashboard, users had to select the device every time. They requested a way to configure a default device.
Solution
We have updated the Collect Signature feature to auto-select the last used device.
Opportunity
Users struggled to provide quick and accurate verbal estimates for Rental Contracts because the "Estimated Billable Total" on the Rental Dashboard excluded known additional charges, such as Pickup and Delivery fees. This lack of visibility could lead to confusion, underquoting, or the need for follow-up clarifications with customers.
Solution
The "Estimated Billable Total" has been enhanced to now include Pickup, Delivery, and Damage Waiver charges. This more comprehensive total is displayed prominently at the top of the Rental Dashboard, along with a detailed breakdown section. This update gives users greater confidence in providing quick, all-inclusive estimates to customers, improving both transparency and customer experience.
Opportunity
Salespeople previously had limited flexibility when setting the "Generate Purchase Request" option during the Model configuration process. If this setting was selected incorrectly, they had to restart the entire configuration from scratch. This wasted time and increased the risk of errors. The setting also couldn’t be changed after reversing or reprocessing a Sales Order or when duplicating a Quote, adding further friction to the sales workflow.
Solution
We’ve introduced the ability to modify the "Generate Purchase Request" setting while the Sales Order is still in Draft status. When adding a Model to a Sales Order, an icon will appear near the Quantity field, indicating whether a Purchase Request will be generated for that line.
Salespeople can click this icon to easily open the Model Purchase Request Settings dialog and make any necessary adjustments. This should eliminate the need for users to reconfigure from scratch.
Opportunity
Salespeople often encounter difficulty identifying the correct Customer when multiple records share the same or similar names. This can lead to confusion, delays at the Point of Sale, and potential errors in selecting the wrong Customer profile.
Solution
To make it easier to distinguish between Customers, we’ve added address details to the Customer search results on the Point of Sale page. This additional context helps salespeople quickly and confidently identify the correct Customer, which should speed up the checkout process!
Opportunity
Service Writers reported that when changing the Machine on the Work Order Dashboard's "Info" tab, the searcher displayed all company Machines instead of filtering to only those owned by the Customer. This behavior was inconsistent with other Work Order pages, and made it harder to quickly find the correct Machine.
Solution
The Machine searcher on Work Order Dashboard now defaults to showing only Customer-owned Machines. For flexibility, a checkbox has been added to allow searching across all Machines when needed.
Opportunity
Rental and Sales teams using Sage Intacct have needed a more consistent and hands-off way to ensure the correct income items are used when invoicing Machines or Rentals.
Solution
Flyntlok will now automatically apply the income items to Machine sales and Rentals for Sage-integrated tenants. We've added two new settings: “Default Sage Machine Income” and “Default Sage Machine Rental Income”. To configure them, go to Flyntlok Settings and find them under the Sage Intacct section.
Complaint: When adding a new line to a Sales Order, the item would sometimes appear in random positions—top, middle, or bottom—causing confusion and inconsistent workflows.
Correction: Fixed.
Complaint: When applying a discount to an entire Sales Order, the shipping line was also discounted—but this discount wasn’t visible on the Sales Order screen, only on the printed Invoice, causing confusion.
Correction: We now display the discount on the shipping line directly within the sales order UI, making it consistent with the printed version.
Complaint: Managers reported that the All Contracts report was showing the incorrect timezone under the Last Updated column.
Correction: Fixed.
Complaint: Parts managers reported that the Pick List printout on a Work Order could display Parts requested from a deleted Parts Invoice.
Correction: Fixed. This printout now correctly only shows parts from active Invoices.
Complaint: Salespeople reported that changing the postal code on an existing Customer did not update the city and state for the address.
Correction: Fixed.
Complaint: A job marked as “Rejected” did not show its rejected status in the mobile view, leading to confusion for mobile users.
Correction: The job approval status, including "Rejected", now correctly appears in the mobile view to match the desktop display.
Complaint: Managers reported that the “Date Sold” field was unable to be cleared out on the Machine edit page.
Correction: Fixed.
Complaint: Technicians reported that the “cause” and “correction” fields were missing when adding a Job on the mobile Work Order view.
Correction: Added these fields to the Add Job section. They can be manually entered, or will auto-fill when selecting a Work Order Job Template.
Complaint: Rental clerks noted that after sending an email from Rental Dashboard, the tab would sometimes close itself.
Correction: Fixed. This issue specifically affected Microsoft Edge users. (Editorial Note: Microsoft Edge specific features frequently cause weird and esoteric bugs in Flyntlok. Always making life difficult, eh Mr Gates?)
Complaint: Managers reported that on Machine Receiving Voucher, when changing adding or editing a Machine's PDI cost, the Machine's “List Price” was not re-calculating based on the updated Machine cost.
Correction: Fixed. Changing PDI now immediately refreshes the Machine's “Book Value”, which should result in the correct “List Price” calculation.
Complaint: The list of users available for manual clock-ins in ERP Work Orders included all users, including people no longer employed with the shop, making it difficult to locate current employees.
Correction: We’ve improved the Clock-Ins table in ERP Work Orders to display only active users when adding clock-ins manually. Additionally, you can now search for users by typing into the input fields.
Complaint: Parts Managers mentioned that when applying a text filter to a column on Receiving Voucher, it would persist across all other Vouchers. This would cause confusion, as a search query on one Voucher may not be relevant on others.
Correction: Fixed. Only column sizes and arrangement will be persisted.
Complaint: Managers editing the Contact name on the Manage Customer page noticed that sometimes the previous Contact’s last name would appear at the end of the name they just typed once they clicked save.
Correction: Fixed.
Complaint: Service Managers reported that “Move Requests” generated from Work Orders were not displaying whether they were “Delivery” or “Pickup” under the “Kind” column in the report.
Correction: Fixed.
Complaint: Service Managers reported that Work Orders generated from Service Requests were missing the default fees.
Correction: Fixed.
Complaint: Service Managers reported that Pickup and Delivery Requests generated from Work Orders were missing contact information for the customer.
Correction: Fixed.
Complaint: Sales Managers noted that when copying a Sales Order that was associated to a Lead, they were unable to track the newly created Sales Order from the original Lead.
Correction: When copying a Sales Order, it will now be associated to any Leads that were associated to the original Sales Order.
Complaint: Service Managers complained that Work Orders in "Invoiced" status were appearing on their Job Scheduler page's Job list.
Correction: Invoiced Work Orders are now excluded from this list by default.
Complaint: Rental Users reported that “Move Requests” created from a Rental Contract were not being canceled when the contract was either canceled or reverted to Draft status. This sometimes led to duplicate Move Requests being generated.
Correction: Fixed.
Complaint: Detroit, Boston, Chicago and the New York Rangers (the 4 US teams of the Original Six) will all miss the playoffs in the same year for the first time in NHL history.
Correction: N/A. Can only sadly shake your head.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Selling complex, highly configurable equipment should be smooth, accurate, and hassle-free. That’s why we’ve enhanced Model Options and Purchasing workflows to give you more clarity, flexibility, and control.
Say goodbye to clunky menus! We’ve rebuilt the Model Options experience to make quoting faster and more intuitive.
Above: Cool search bar
As-Configured Price Breakdown
In Flyntlok, when quoting a Model, the configured price is applied to the Sales Order line, and the Options are listed in the Description note. Unfortunately, that meant that detailed pricing about the model's exact configuration were lost. With this new update, we will now save the details as configured. This will allow you to review the line-by-line breakdown of the Model's exact configuration!
To view this, click on the trailer icon (it's not a comb like some people thought) near the configured Model's description:
On that same screen, users with permission to view cost details will see additional cost and margin information for deeper insights:
Note: Pricing is locked at configuration, meaning discounts or any price adjustments applied later will not affect the original breakdown.
Configuration Details on Purchase Requests List: Previously, Flyntlok only displayed the default cost of the Model, even if it came from a Quote with a configured Model. When generating a Machine Purchase Order from this page, only the base Model was added, and the Purchaser would then have to manually re-configure the Model to match the Quote. This could lead to potential inaccuracies in configuration or miscommunications between Sales and Purchasing departments.
To clear up communication at this step, more information is now available to view on the MPO page. Additional columns have been added to this view, which can be added via the Column Chooser:
More importantly, Machine Purchase Orders generated from a configured Model on a Sales Order will now retain the exact configuration all the way through. No more manual re-entry!
We gave the New Purchase Request page (Model Info -> New Purchase Request button) a fresh look to support fully customizable Model Options. In addition to Model Options, improvements have been made to show a more detailed cost breakdown, more fields when creating a new Model, and added support for multiple file attachments.
As with the Model Configuration tool on Point of Sale, Model Options here can be edited and rearranged as needed:
Multi-Currency Support? Of course!
Phew! We know that’s a lot, so if you have any questions, please reach out to your friendly Flyntlok Consultant with any questions.
Opportunity
Inventory managers requested the ability to customize the layout of their Receiving Voucher columns.
Solution
Receiving Voucher now supports fully customizable columns! This includes rearranging columns via drag-and-drop, adding and removing columns, and resizing columns.
You can access the "Column Chooser" by clicking on the 
icon as shown here:
Your column layout will be saved automatically. Clicking on the 
icon will reset the columns back to the default layout.
Additionally, an "MSRP" column is now available to be added to your layout.
Opportunity
Service Technicians reported that adding a “Used / Reserved” Part on a Mobile Work Order Job would not respect the location at which the Part was used. The resulting invoice would then not correctly update the quantity-on-hand at the location of the Work Order.
Solution
Updated the Used / Reserved editor to break out Parts used by location in edit mode. This allows technicians to specify which location the Part was used at and maintain the correct Quantity on Hand.
When viewing a Work Order Job on mobile, the Used / Reserved section will look the same as before, which displays the total quantities of a part used across all locations. Once the user clicks "Add / Edit" on the “Parts Used” section, it will break the parts out by location. This allows the user to specify the location at which a part was used, and the resulting invoice will correctly adjust inventory quantity for that location.
For example, in the above image there are 7 "A-1338287C3" arms and 1 oil filter used on this Work Order in total. However, as seen below, once you enter edit mode it shows that 5 of the arms were used at Headquarters, while 2 arms were used at Kansas Branch.
When the user hits the "Add Item" button at the bottom, it will add the Item under whatever location is selected using the location dropdown. This defaults to the technician's assigned location.
Opportunity
Service Managers wanted the Service Scheduler to always open in the preferred calendar view (e.g. “Day View”), eliminating the need to switch manually each time.
Solution
The Service Scheduler and Job Scheduler calendars now remember the last view you used and will open to that same view the next time you return.
Opportunity
Rental Managers requested a way to ensure that either machine hours or miles are recorded before closing a Work Order. Relying on warning messages alone has proven ineffective, as users sometimes bypass them (argh, users…) .
Solution
We've added a new setting: “Require Machine Hours or Miles on Check-In”. When enabled, this setting will require users to input at least one of these values during the check-in process for a Work Order. To turn this feature on, go to Flyntlok Settings and find it under the Service section.
Opportunity
Users creating machine-linked invoices—such as cost-of-sale invoices—reported that changing the customer on these invoices would clear the machine selection. This disrupted workflows and required users to manually re-select the machine.
Solution
The invoice will now retain the selected machine when the customer is changed, as long as the new customer is an “Internal Customer”. This prevents unnecessary machine resets and maintains invoice-machine linkage for internal workflows.
Opportunity
Rental Managers wanted staff to easily view the “Minimum Cost Rate” of a rentable item during Rental creation. Clear visibility of this rate ensures staff can quickly and accurately communicate minimum charges to customers at the time of booking.
Solution
We've added the “Minimum Cost” field to key areas in the rental workflow:
This ensures that staff can quickly reference the minimum charge during rental setup.
Opportunity
Managers wanted the ability to control who can create Items in the system.
Solution
We’ve added a new permission that governs Item creation. To prevent users from creating Items, disable the “Item Creation” permission through the Access Controls.
Complaint: In some cases SurveyMonkey requests were not being sent via SMS, even though SMS delivery was expected.
Correction: Fixed.
Complaint: When using the Zapier integration to create a Lead, links added to the internal note field using <a> tags would have their href values replaced with the lead’s URL instead of preserving the original link provided in the Zap configuration
Correction: Fixed
Complaint: Despite the “Hide Kit Items on Sales Order PDF” setting being enabled, kit components were still appearing on printed final Invoices from Work Orders.
Correction: Fixed
Complaint: Service Writers noted that after merging several Parts Orders, it would fail when attempting to convert it to a Quote.
Correction: Fixed an issue where long messages entered in the Details area of the Sales Order page would display an error when creating a Quote.
Complaint: Receiving clerks reported that they were no longer able to access the Receiving Voucher page after entering a Fee line.
Correction: Fixed an issue where saving an invalid amount into a Receiving Voucher Fee line would sometimes cause the page to not reload properly.
Complaint: Ivan just won the March Madness basketball pool. This is after he won the Fantasy Football contest a few months ago. Ivan has been in this country for 2 years and is embarrassing the rest of us. And no one is more angry than Pawel who keeps finishing 2nd and thinks he should be winning.
Correction: Arguably this is just "as-designed." Please feel free to file a ticket to give Pawel a hard time.
March 26th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Non Alaskans be like: Wait, what?! That’s a thing? Yes, Monday March 31 is Seward’s Day in Alaska and it is an official Flyntlok holiday. However, we recognize that all you folks outside of the 49th state are all going to be working. So we will have a reduced staff that day to manage your questions and to provide help; just understand if we don’t respond quite as quickly as we normally do...
And if you are bored this weekend, you can go read up about William H. Seward and fill your head with fun facts to amaze your lower 49 state or fellow Canadian friends. E.g. Did you know Seward was wounded in an assassination attempt at the exact same time that Booth killed Lincoln? It was part of a plan to slay the three senior members of the Executive Branch. (Spoiler: the assassination plan of Seward failed).
Here at Flyntlok we are not only building the most cutting-edge Dealer Management software, but we also want to act as industry thought leaders. To that end, we encourage you to follow us on LinkedIn and review our periodic blog posts. For example, here is a recent posting about our integration with Avalara for better sales tax management.
If you have a suggestion for a blog post that you think other Flyntlok customers, or the industry in general, might find interesting, please let us know. Drop us a line at sales@flyntlok.com.
Opportunity
Intuit is pushing applications integrated with QuickBooks Online, like good ol' Flyntlok, to upgrade to their newer back-end application interfaces. In order to continue communicating with them, we’re required to update Flyntlok’s QuickBooks accounting integration.
Solution
We took this as an opportunity to upgrade our entire back-end accounting integration services to improve reliability and eliminate some longstanding issues that have been impacting our users. We started to undertake this project at the end of 2024 and it will continue for several months still to come.
The first phase of this project was essentially invisible to you, but we have migrated all of our services to a newer technology and made it compatible with QuickBooks Online’s latest specs. Now, when an accountant hits one of the processing buttons on their QuickBooks Online page, it uses the updated logic. This back-end update is going to allow us to have better automated testing and allow us to make changes much faster. So, while not visible to you as a user, it's going to pay huge dividends for us going forward. We felt like you oughta know.
Additionally, we’ve resolved some long-standing bugs with the process, including where Credit Memos and Refund Receipts sometimes posted even when their associated Journal Entry failed; and Customer Deposits using Gravity credit card fees subtracted the fee from every payment. Those bugs have now been addressed.
Over the coming months we will provide notifications across all accounting-sync processes for failed transactions. We aim to tell you why a transaction failed, what the offending transaction was, and how to fix it. We want you to have the ability to fix issues on your own rather than forcing you to create a support ticket to resolve simple problems. Power to the people! Stay tuned..
Opportunity
John Deere offers an optional, dealer-paid service called Retail Parts Management (RPM) that helps dealers manage their parts inventory. A key tool from RPM is called JDPrism, which is used to manage dealer stock levels. Using JDPrism, RPM can recommend stock orders, special orders, and transfers between dealer store locations based on stocking levels and sales history.
Our John Deere dealers have requested an integration with JDPrism so they can leverage this powerful tool to better manage their inventory and receive suggestions from John Deere.
Solution
We have implemented an integration with JDPrism that allows dealers to better manage their John Deere parts inventory. To drive this integration, your John Deere parts inventory data (e.g. quantity on hand, sales history, etc.) will be uploaded to JDPrism on a regular schedule set by John Deere. Then, you can approve Orders or Transfers within JDPrism that will be ingested into Flyntlok periodically throughout the day (every 15 minutes or so) to create Purchase Orders and Part Transfers.
If you are interested in the JDPrism integration, please reach out to your friendly Flyntlok consultant for assistance.
Opportunity
Sales Managers requested the ability to better organize their Model Options. Previously, managing Models with a large number of options could feel a bit overwhelming.
Solution
Our enhancements to Model Options are designed to make managing Model Options easier and more efficient. To simplify this, we’ve introduced two key improvements to the Model Options Editor:
NOTE: This is just the beginning of the “Model Option” fun! The new "Category" field will play a key role in upcoming enhancements to Model Options, including updates to Sales and Purchasing workflows. Stay tuned for more updates!
Opportunity
Salespeople shared that knowing about potential Machine sale conflicts earlier in the sales process would be a game-changer. While we already provided warnings during the sale processing stage, we did not show this critical information at any other time during the life of the sale. Selling the same Machine unknowingly could lead to accuracy issues and impact customer satisfaction.
Solution
An indicator icon will now appear on the Machine sale line whenever there’s a potential conflict, such as the same Machine being listed on another Sales Order. This gives you a heads-up before finalizing the sale.
We've also added the same indicator when searching for a Machine to add to a sale. This means you’ll know about potential conflicts before adding the Machine to the order, saving time and avoiding surprises.
Opportunity
Service Managers have asked for greater control over workflow automations, specifically at the Job level within Work Orders. Previously, our automation tools could only update Work Order statuses.
Solution
We've expanded this functionality to include Job-level status updates as well! By automating Job status changes based on key workflow actions, shops that rely on Job-level tracking can reduce manual updates, improve reporting accuracy, and ensure that technicians, parts teams, and service managers stay aligned in real-time. This means fewer bottlenecks, better communication, and faster turnaround times.
New Automation Triggers
You can now configure Work Order Jobs to automatically update their statuses based on the following actions:
Reach out to your friendly Flyntlok consultant for assistance in setting up these new automations!
Opportunity
Service Managers handling cost-of-sale (COS) Work Orders struggle to track the associated customers from the linked invoices, as these details are not visible on the Service Scheduler.
Solution
We have improved the display of the Work Order search results in the Service Scheduler to show the Cost-of-Sale Invoice's customer, making tracking and scheduling more seamless. Additionally, we have enhanced the title of scheduled events in the Service Scheduler when a Work Order is scheduled at the time of creation.
Opportunity
Users managing Cost-of-Sale Work Orders often need to verify the linked Sales Order and associated invoice. Previously, this required navigating back to the Sales Order, leading to inefficiencies and potential tracking issues.
Solution
Cost-of-Sale Work Orders now display the linked invoice directly within the Work Order, allowing users to quickly access relevant details without leaving the page.
Opportunity
Technicians faced challenges identifying machines because the mobile view did not display their descriptions.
Solution
Machine descriptions are now included in the Work Order Search display results on the mobile view, making it easier to identify equipment.
Service Managers have requested that Correction Notes be included on Work Order Estimates to provide more clarity and context when sharing with customers.
Solution
We've added a new setting: "Show Job Correction on Work Order Estimates". When enabled, this setting will include Correction Notes on newly generated estimates. To turn this feature on, go to Flyntlok Settings and find it under the Service section.
Opportunity
Users find adding or locating contacts on the New Work Order page to be cumbersome and occasionally buggy.
Solution
Opportunity
Sales Managers requested an automation that updates Shopify orders when an invoice moves to "Pickup" or "Delivered" statuses in Flyntlok. Previously, Salespeople had to manually update Shopify, which is time-consuming and redundant.
Solution
Flyntlok now automatically updates Shopify orders to reflect "Pickup" and "Delivered" statuses when corresponding invoice updates occur. This eliminates the need for manual intervention, streamlining order management.
Opportunity
Sales Managers requested a notification for incoming Shopify orders, so that any salesperson that wants or needs to know about such orders will be notified immediately.
Solution
There is now a new notification for orders from Shopify that can be enabled for anyone who wants it.
Opportunity
Users found the reversal process for posted splits confusing, as they would end up in a "Delivered" status if the parent invoice was not also reversed.
Solution
Now, when attempting to reverse a split, a warning will inform users if the parent invoice must be reversed first.
Complaint: Parts Managers had noted that, when attempting to merge parts, sometimes mergeable parts would not show up in the list to be merged.
Correction: Fixed.
Complaint: When using Scan Mode on the Receiving Voucher, scanning a barcode resulted in a "Part Not Found" error, even though the part was listed on the voucher.
Correction: The issue was caused by a leading space in the scanned item number, preventing an exact match. The Scan Mode has been updated to automatically trim leading and trailing spaces from the scanned input.
Complaint: A technician was able to add parts to a Work Order after it had been invoiced, even though no changes should be allowed once the Work Order has been Invoiced.
Correction: Fixed.
Complaint: The total amount on the printed Work Order report was off by one cent compared to the final invoice.
Correction: Fixed the rounding of the estimated tax on the print, ensuring that the total calculation now matches the final invoice.
Complaint: Users were unable to edit the Certificate of Conformance (COC) requirement from the Purchase Order.
Correction: Enabled the COC field to be editable in PO edit mode, allowing users to update the requirement as needed.
Complaint: Sales Managers noted that they would sometimes receive duplicate CRM Leads generated from their marketing site's "Text Us" form.
Correction: Fixed an issue with CRM Text Us widgets where customers were able to inadvertently submit an inquiry multiple times.
Complaint: Managers complained that they were not able to update their Sales Order default footer in Flyntlok Settings.
Correction: Fixed. We have updated this setting to support longer default footer messages.
Complaint: Rental Clerks were unable to load Rental Dashboard without errors.
Correction: Fixed an issue where Rental Dashboard failed to load defaults when store hours were not configured in Rental Settings.
Complaint: Salespeople mentioned that some Sales Order links appeared broken on their CRM Lead Dashboard timeline.
Correction: Fixed. Deleted Sales Orders associated to a CRM Lead will no longer display as a link.
Complaint: Managers complained that when using the "Merge Model" tool, they were unable to find a model by searching its internal ID.
Correction: Fixed. “Merge Model” searcher can now search by internal Model ID.
Complaint: Sales Managers mentioned that when using the Bulk Update action on the Part Price Matrix page, it did not appear to be factoring in Unit Qty when auto-calculating list price. This happened similarly on individual updates via the new Pricing Matrix editor.
Correction: Fixed.
Complaint: Purchasers noted that when reporting an Exception on Part Purchase Orders, the PO status would not update.
Correction: Fixed. PO Status is now automatically refreshed when reporting an Exception on a PO or any of the PO's associated Vouchers.
Complaint: Fleet Managers noted that when printing a Machine “Internal Asset Report”, the Machine's ID appeared to be missing or incorrect.
Correction: Fixed report to show the proper Machine ID.
Complaint: Service Managers complained that when printing a Work Order Worksheet PDF, sometimes the Jobs would be listed out of order.
Correction: Fixed.
Complaint: Salespeople were unable to deliver Invoices because the "Credit Auth" payment type was applied to Multi-Pay Sale.
Correction: Disabled "Credit Auth" payment type in the Multi-Pay workflow to allow invoices to close properly.
Complaint: When updating Work Order Statuses, the updated status would sometimes disappear from existing Work Orders that had that status set.
Correction: Fixed.
February 12th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Managers requested the ability to set a Machine’s “Date Sold” when creating a new Machine. This field may be needed when entering historical data for machines into Flyntlok.
Solution
There is now an input for the Date Sold on the New Machine form.
Opportunity
Rental and Service Managers requested the ability to opt out of receiving telematic data for certain Machines because the data was sometimes erroneous.
Solution
There is now an option to opt out of telematics in the “Information” section of the “Machine Edit” page.
Note: All previous vendor-specific opt out functionality and data has been migrated over.
Opportunity
Service Managers requested to see the “Preferred Contact” from a Work Order on the Mobile Work Order view. The contact phone numbers and email addresses are useful for technicians doing service work in the field who need to reach out to customers.
Solution
The Work Order’s “Preferred Contact” is now visible on the Mobile Work Order.
Opportunity
Shopify Store Managers requested the date that a product was added to Shopify be added to the “Product Synced to Shopify” Report so that there is more visibility into what inventory is connected to the store and when.
Solution
There is now a “Linked On” column in the “Product Synced to Shopify” report.
Opportunity
Salespeople requested the ability to track Quotes and Sales Orders associated to a CRM Lead. Previously, users could only create a new Quote from the Lead page, but there was not a way to manage the association, nor was there any way to link existing Quotes or Sales Orders.
Solution
On the Lead Dashboard, users can now link any Sales Order to a Lead. These can be managed by clicking on the new “Sales Order” section found on the left side of the page:
Click on the “Link Sales Order” action to search and add existing Sales Orders. Related Sales Orders can also be removed by clicking on the Trash Can.
Opportunity
Salespeople requested more invoice-specific information when reporting a loss from the Point of Sale page. Previously, only the Part or Machine was pre-filled, and quantity and sale price was not factored in.
Solution
Reporting a loss from the Point of Sale page will now pre-fill the Loss Report form with more detailed information. Quantity and price are filled from the invoice in order to more accurately reflect the estimated revenue lost. Additionally, the comments section will contain information about per-quantity pricing and the associated Sales Order.
Complaint: Machine Purchasers noted that PDI cost was incorrectly being included in fee-only Vouchers.
Correction: Fixed.
Complaint: Parts Purchasers noted that there was no longer a warning showing when two Vouchers had the same Bill ID on a given Purchase Order.
Correction: Fixed.
Complaint: Service Managers noted that the Machine search on the Job Service Scheduler was not filtering by the Customer’s machines for the Customer assigned to the WO.
Correction: Fixed.
Complaint: Salespeople received notice from their customers that their Sparks portal was not displaying Sales Orders on their “My Orders” page. This occurred when there were a large number of items.
Correction: Fixed. This page was updated to now handle Sparks Orders that contain large quantities of items.
Complaint: Salespeople complained that while attempting to use a barcode scanner on Point of Sale, not all scans seemed to be registering.
Correction: Fixed an issue for Microsoft Edge users where the browser’s auto-fill functionality was causing issues with Scan Mode. It always has to be you, Microsoft, doesn’t it…
Complaint: Service Managers noted that when their Technicians were adding a Work Order Job on mobile, it was not applying the Technician’s default Labor Type.
Correction: Fixed.
Complaint: Service Writers noted that when printing a Work Order Pick List, parts for rejected Jobs were appearing on the PDF.
Correction: Fixed.
Complaint: Purchasers mentioned that while bulk editing Machines on MPO Vouchers, the changes were not being saved immediately.
Correction: Fixed.
Complaint: Service Managers complained that when using Service Scheduler, they were not able to remove the “Assigned User” selection.
Correction: Fixed.
Complaint: Salespeople noted that they were sometimes getting an unknown error when starting a “Text to Pay” transaction.
Correction: Fixed an issue where special characters in the “Billing Name” field of the customer would cause errors.
Complaint: Inventory Managers complained that after making changes to a Part Purchase Order, sometimes its status would not change even though it was expected to. Users needed to manually click on the “Force Refresh” option for the status change to take effect.
Correction: Fixed. Clicks deleted!
Complaint: Service Managers invoicing Work Orders noticed that the transportation fees were being included in the “Parts” subtotal when using the detailed subtotal breakdown for the Invoice PDF.
Correction: Fixed. Pickup and Delivery fees will now be counted in the “Other” subtotal when using the detailed subtotal breakdown.
Complaint: Managers reporting losses from Invoices noticed the Estimated Revenue Lost wasn’t showing the extended price, only the price of one unit.
Correction: Fixed. Reporting a loss from the invoice will now factor in the quantity on the invoice line to show an extended price.
February 12th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Users who administer their company’s Shopify store requested that sale prices in Flyntlok for Machines listed on Shopify be reflected there.
Solution
Sales on Machines in Flyntlok are now automatically applied (or unapplied when removed) in Shopify as well. Sale prices are reflected in Shopify with a struck-through price.
Opportunity
Managers mentioned that Machine data coming from their Hitachi telematics integrations were updating Machines that they did not want to be automatically updated.
Solution
For companies with Hitachi telematics enabled, there is now an option to opt out of automatic updates per Machine. To toggle this feature, click on the “Opt Out of Telematics” button found on Machine Dashboard’s “Current Location” section.
Opportunity
Service Managers requested the ability to send email CCs internally when emailing Machine Deficiencies.
Solution
You can now choose to CC others from your company when emailing Machine Deficiencies.
Opportunity
Purchasers who buy Sublet Items will change the sublet cost on Purchase Orders often, but this would also change the Item’s cost for the rest of the system. They requested a behavior change so that the Sublet cost on the Purchase Order would not change the Item’s cost overall, just the cost on the Purchase Order.
Solution
Changing the cost of a Sublet Item on a Purchase Order will no longer update the item’s cost that you see on the Item Dashboard. Cost changes for non-sublet items will still update the item’s cost, which will be reflected on the Item Dashboard.
Complaint: Service Managers reported that Work Orders with multiple Warranty Invoices were displaying only one Invoice in the banner on the Work Order Dashboard once the Work Order had been invoiced.
Correction: Banner now shows all Warranty Invoices.
Complaint: Parts Receivers reported that updating the cost of an Item on Part Purchase Orders did not update the list price of that item as they would expect.
Correction: Fixed.
Complaint: Service Managers reported that Work Orders were scheduled with incorrect times when Scheduled at the same time as the creation of the WO.
Correction: Fixed.
Complaint: Users reported that Work Orders with Internal Parts Orders on rejected jobs would not transition to “Invoice” status. Instead of displaying a message explaining the issue, the invoice button remained active but unresponsive.
Correction: The “Invoice” button is now properly grayed out when invoicing is blocked due to parts on a rejected job. Additionally, a tooltip message will appear, informing users that invoicing is blocked.
Complaint: Users reported that certain parts were incorrectly displaying an “Alternates” indicator on search, even when no alternate parts were available, causing confusion.
Correction: Fixed.
Complaint: Salespeople reported that non-taxable items were being taxed on split invoices.
Correction: Fixed. If an item is non-taxable, it will not be taxed on a split invoice.
Complaint: Receivers reported issues allocating fees on Machine Vouchers; the fees would not be applied as expected if there were machines with a base cost of $0 on the voucher.
Correction: Fixed.
Complaint: Inventory Managers noted that when updating the “Auto-Sync” options for Shopify-connected items, the Item would sometimes not push the changes to their Shopify store.
Correction: Fixed. While editing an item, clicking the “Save” button in the Shopify Settings area will now apply the Auto-Sync settings change without requiring the user to also click on the Item’s main “Save” button.
Complaint: Salespeople reported that they were sometimes unable to Process Sales Orders that contained an Item with a Core.
Correction: Added an indicator to Core items to show when there may not be enough QOH to fulfill the line.
Complaint: Service Writers mentioned that when editing Labor lines on Work Order Dashboard, they would get an error and were unable to save any changes.
Correction: Fixed an issue that caused an error when editing Labor that did not have a “clock out time” set.
Complaint: Salespeople reported that when emailing an invoice to a customer, some characters would appear incorrectly.
Correction: Fixed an issue that caused some special characters and accented letters to appear malformed on Flyntlok-sent emails when viewed in Microsoft Outlook.
Complaint: Service Managers using the Job Calendar Scheduler noticed that the scheduled Technicians were being assigned to the Job, but not the Work Order.
Correction: Fixed. Technicians assigned work from the Job Calendar Scheduler will also be assigned to the Work Order.
Complaint: Managers doing Inventory Counts reported they were unable to edit a count’s quantity if the number was too large, and they would get an error saying invalid quantity.
Correction: Fixed.
Complaint: When updating the Start and End date of a scheduled Work Order in the Service Scheduler, the changes would sometimes fail to persist. This occurred because there was no validation to ensure the Start date was earlier than the End date.
Correction: Added validation to ensure the Start date always precedes the End date. (Feels like we fixed something similar last release, don’t it? Well, we did. You are a careful reader if you noticed that.)
Complaint: Sometimes the “Date Start” and “Date End” in the “All Work Orders” report were not reflecting the dates set on the Work Order correctly and were off by one day.
Correction: Fixed.
Complaint: Users were unable to invoice Work Orders when there are Rejected Parts Invoices on a Rejected Job. Previously, they were able to do this, but the new restriction has unintentionally blocked this workflow.
Correction: Fixed.
Complaint: Machine Purchase Order Vouchers were sometimes posting to QuickBooks with a negative amount when the Voucher total added up to $0.
Correction: Fixed. This was due to a rounding error, which calculated the sum to be a very small negative number instead of exactly $0.
February 12th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Our fearless and inestimable CEO and founder Sean McLaughlin gave a talk at the annual Association of Equipment Dealers' (AED) conference in Orlando, FL two weeks ago. Sean gave the talk under the dual position as owner of a 5 location equipment dealer (Craig Taylor Equipment aka CTE) as well as the CEO of a quickly growing software company (Flyntlok!). He focused his speech on the value of technology and the critical role it can play within a dealership.
The main premise is that modern technology is not just a recruiting tool, but it is also pivotal for employee retention. Anyone reading these Release Notes knows the pain and difficulty of finding and retaining employees. Highly motivated staff members want to work with and use modern tools. Old technology is rarely fun or cool. Imagine trying to recruit an employee and showing them a green-screen DMS that was first built 15 years before they were even born vs using a system that allows speech to text for recording complaints/causes/corrections. Further, when you onboard new staff members, you can get them up and running much faster if your dealership adopts modern platforms. Does it suck swapping out old systems? Absolutely! But if you embrace the suck, you'll get to the other side and you'll see a step function in the growth potential of your dealership.
Sean illustrated the direct effects of technology by using his own dealership as a prime example. When he first purchased CTE it was doing $19mln a year, but ten years later it grew to $104mln. Yes, the Flyntlok DMS allowed for a much more efficient dealership with better management of inventory, service, and sales, but he also adopted numerous other best-of-breed technologies that could scale with his business from QuickBooks Online (and later Sage Intacct) to Shopify to SurveyMonkey and Twilio. There was a direct correlation to the adoption of technology to the massive growth of the dealership.
Sean talked about Maslow's Hierarchy of Needs (yeah, remember, he's still a Harvard nerd) and how people are always trying to sell you stuff at the top of the pyramid ("self-fulfillment needs") instead of selling you the core things you need to keep your business running ("basic needs"). Modern cloud based software systems, alongside Artificial Intelligence, are an entirely new evolution of the species. Those who adopt technology will thrive; those who don't will struggle to survive.
Opportunity
Salespeople viewing their list of machines on the mobile view requested the ability to filter out machines that are On Order, like how you can filter Sold machines.
Solution
There is a new checkbox on the Mobile Machine Searcher that allows you to filter out machines that are On Order.
Opportunity
Salespeople have asked to see a Machine’s “Minimum List Price” in the detailed financial view on the Invoice page, as this will make it easier to calculate discounts when quoting or selling a Machine.
Solution
You can now find any Machine’s “Minimum List Price” in the detailed financial view on Machine Dashboard.
Opportunity
Managers requested the ability to streamline their management of similar Models.
Solution
Users can now duplicate a Model from the Model editor page. To do this while creating or editing a Model, click on the "Save & Create Duplicate" button:
This will save your current edits and then create a new Model with all fields duplicated. Note: The newly created Model's name will have the word "COPY" appended to it to prevent duplicate naming.
Opportunity
Service Managers using the Work Order Scheduler would like to be able to view a Work Order’s age on the “card” in the Work Order list.
Solution
The age (in days) is now presented on the Work Order “card” in the list of Work Orders, and the created date can be viewed by hovering over the age.
Opportunity
Service Managers requested that $0 customer Invoices be automatically processed when invoicing a Work Order to a regular Customer and separately to a Warranty Customer.
Solution
$0 Customer Invoices will now automatically be processed (moved to Delivered status) when Invoicing a Work Order to a Customer and Warranty Customer Separately.
Opportunity
Service Managers mentioned that it was inefficient (and potentially paper-wasting) to print multiple Pick Lists for a single Work Order that contained multiple Internal Parts Order invoices.
Solution
We have added a printable Work Order Pick List in full-page and thermal paper formats. You can access these from the Actions drop-down on Work Order Dashboard:
Parts are grouped by Job:
Opportunity
When a Purchaser is submitting a Purchase Order to an external vendor, they generally only care about the total quantity of an Item to order, regardless of the store's own specific allocations. They requested a way to view Part Purchase Orders by total quantity per Item to streamline their ordering and reduce errors.
Solution
We have added a new toggle to view consolidated quantities on our Part Purchase Order page:
Opportunity
Purchasers requested an enhancement to streamline their Model creation workflows while creating a Machine Purchase Order.
Solution
When creating a new Model from the Machine Purchase Order page, clicking on the "Advanced" section will reveal additional fields to apply to the new Model.
Opportunity
Managers requested additional controls around their Users' ability to Reverse a Sales Order.
Solution
Administrators can access a new permission called “Reverse Sales Order” via the Wrench icon -> Users -> Access Control, under the Point of Sale category. This will keep any user without the permission from reversing of non-Internal Sales Orders.
Note: As with all Permissions on this page, when changing it, the Users must log out and back in for it to take effect.
Opportunity
Managers requested a quicker way to identify Cost of Sale Work Orders associated with a Machine Sale. Previously, the only way to know was to manually review associated Work Orders on the Machine Dashboard and look for Work Orders that had the appropriate Customer assigned to it.
Solution
When creating a Work Order from the original Machine sale, it will now be visible in the "Related Transactions" pop up at the bottom of the Point of Sale screen.
Opportunity
Salespeople requested a way to know if they or anyone in their company had previously sent a Review Request to a customer. They did not want to unintentionally send multiple requests to a long-term Customer.
Solution
When sending a Review Request, users can now see if a Request had been previously sent to a specific email or phone number. When viewing or adding an email address or phone number, an indicator will appear, and hovering over it will reveal the date that a Request was last sent:
Opportunity
Managers requested a way to identify inactive customers when using the Quick Searcher. They were having a difficult time finding customers when there were inactive customers that matched their search, as there was no way to tell the active customers from the inactive ones.
Solution
Inactive customers now have a red indication clearly showing their inactive status, just like parts.
Complaint: Rental Clerks complained to Wayne that from Machine Dashboard, when renting a Machine that had Suggested Items configured, they were not being prompted to select those Items.
Correction: Fixed.
Complaint: Salespeople reported that when swapping out a Machine on a Sales Order, the swapped-out Machine sometimes remained in Sold status.
Correction: This happened on an invoice that was past “Draft” status. Fixed.
Complaint: Salespeople reported that Will Call Labels on Item Receiving Vouchers sometimes didn’t display the full Customer name and Sales Order reference.
Correction: This was occurring on labels with longer names. Fixed.
Complaint: Rental Clerks complained that on the New Rental page, when switching between List and Timeline views, sometimes the availability information on Models or Machines would appear inconsistent between the two views.
Correction: Fixed.
Complaint: Managers mentioned that they were able to unintentionally create Models with the same name and Vendor, causing confusion around reporting and searching.
Correction: Updated the Model editor page to prevent creating or editing Model names that match an existing name on the same Vendor.
Complaint: Salespeople reported that they would receive an error due to phone number formatting when navigating to a new Lead that was created from the Customer dashboard.
Correction: Fixed.
Complaint: Salespeople mentioned that the searcher on the All Leads page would sometimes display an error.
Correction: Fixed.
Complaint: Purchasers noted that on Part Purchase Orders, the warning for Vendor minimum order amount was always visible, even if the order was over the minimum amount.
Correction: Fixed. This warning should now only show when the Purchase Order's total falls below the Vendor minimum.
Complaint: Service Managers reported that sorting by priority on the Work Orders Service Scheduler did not sort the list of Work Orders properly.
Correction: Fixed.
Complaint: Sales Managers reported that orders coming from Shopify into Flyntlok were being discounted if the order was for an existing Flyntlok customer that had discounts.
Correction: Fixed. Customer discounts will be ignored to ensure the invoice total lines up with what came from Shopify.
Complaint: Parts Managers reported that Part Purchase Orders were not always being closed when all parts were received.
Correction: Fixed.
Complaint: Parts Managers reported that Quantity On Hand was not being adjusted on Parts substituted on Part Purchase Orders.
Correction: QOH was being updated, but we needed to do a forced-refresh of the page to show the updated value.
Complaint: Managers noted that when adjusting the MSRP of an Item, the Vendor default markup was not being applied to List Price.
Correction: Fixed. This only affected locations that were not using Price Matrix calculations.
Complaint: Rental Clerks complained that on the New Rental page Timeline view, Machines with an "On Contract" Conflict were being displayed as Available.
Correction: Fixed. "On Contract" Conflicts should now correctly show the orange-colored indicator as shown here:
Complaint: Fleet Managers with the Samsara integration mentioned that their Machines were not being updated with hours or mileage data from Samsara.
Correction: Fixed.
Complaint: Part Receivers reported that the Part Receiving Voucher would appear to have no parts data initially, then the table’s lines would load.
Correction: Fixed.
Complaint: Parts Receivers reported that, when adding fees to Vouchers, they had to click into the Action field before being able to type when they didn’t need to before.
Correction: The cursor now automatically appears in the field when you add a new fee.
Complaint: Parts Managers reported that superseding Parts on Part Purchase Orders would sometimes fail without indicating why.
Correction: Fixed.
Complaint: Service Managers reported that parts from Invoices that had been unlinked from Work Orders would still appear on Estimates generated later.
Correction: Fixed.
Complaint: Shopify Managers reported that they were unable to see information about Shopify-linked parts in Flyntlok.
Correction: Fixed. Shopify made unannounced changes to their integration that Flyntlok was not made aware of until it was too late. Sometimes we just gotta roll with the punches.
Complaint: Inventory Managers noted that when removing an Item from a Sales Order that was linked to a Purchase Order, the Purchase Order’s page would not show that the Item had been unlinked.
Correction: Fixed.
Complaint: Salespeople mentioned that when searching for a Machine, searching by using words in the Machine's description would return inconsistent results.
Correction: Fixed. Now when you search for a Machine, Flyntlok will once again partially match your search term against words in the Machine's description.
Complaint: Service Managers reported they were unable to link a Sales Order back to a Work Order after it was unlinked.
Correction: Fixed.
Complaint: Part Receivers reported they were receiving an unintelligible error if they received an item at zero quantity.
Correction: Fixed. The error now explains that you cannot receive zero quantity of an item.
January 15th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
