Last Release Notes
August 13th, 2025 Release Notes
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Opportunity
Salespeople requested the ability to add discount tiers to customers when they are being created from the Invoice.
Solution
This functionality was added to the “Quick Create Customer” dialog box.
Please contact your friendly Flyntlok consultant if you are interested in activating this feature for your sales team!
Opportunity
Salespeople need better visibility into machine warning notes during the sales process. Previously, these notes were only accessible by navigating to the Machine Dashboard, which slowed down workflows and increased the chance that important warnings could be overlooked.
Solution
Machine warning notes are now fully integrated into the Sales Order page. When searching for machines to sell, the warning note is displayed.
When a machine on a Sales Order has a warning note, an icon is shown. Hovering over it reveals the note.
Opportunity
When searching for parts with the Magic Wand tool, users could only see quantity on hand at their current location. This made it harder to quickly identify stock available at other branches, slowing down sales and fulfillment workflows.
Solution
The Magic Wand searcher now provides visibility into inventory at other locations:
A yellow asterisk next to the quantity badge indicates that additional stock is available elsewhere. Hovering over the badge reveals the quantities on hand at other locations. This makes it easier to identify and source parts across your organization without leaving the search screen.
Opportunity
When viewing costs using the "View Internal Pricing" (
) tool on Point of Sale, sales managers could only see margin as a percentage, making it harder to quickly assess the actual dollar value of profit.
Solution
We now display both percentage and dollar value margins, giving sales teams clearer insight into profitability at a glance.
Opportunity
Users (Wayne once again) wanted more control and efficiency when importing parts into Point of Sale. Previously, if a part existed across multiple vendors, the system required manual selection of the part for each line.
Solution
We’ve made enhancements to the Point of Sale import tool.
Additional improvements:
These changes streamline imports, reduce manual corrections, and improve data accuracy on invoices.
Opportunity
Sales Managers requested clearer visibility into estimate totals. Currently, estimates only showed an overall total, leaving customers and staff without an easy way to see how parts, labor, discounts, and taxes contributed to the final amount.
Solution
We've added a new setting: "Display detailed subtotal breakdown on estimate". When enabled, estimates will now include a breakdown showing Total Parts, Total Labor, Discounts, Subtotal, Taxes, and the Overall Total.
To turn this feature on, go to Flyntlok Settings → Sales section.
Opportunity
Sales Managers working on-the-go wanted the ability to not only upload machine images from their mobile devices but also publish listings online quickly. The "Advertise" field is used by some teams to communicate to online sales reps that a machine is ready to be listed. Previously, the "Advertise" field could only be edited from the desktop interface, slowing down the process of getting machines online.
Solution
The "Advertise" field is now editable when managing machines on Mobile. This allows sales teams to upload images and immediately mark machines for advertising in one step, streamlining the process of getting inventory online faster, from anywhere.
Opportunity
Technicians and Service Managers needed a faster, more flexible way to access files uploaded to Work Orders. Previously, clicking on a file link always opened the file in a new browser tab, making it inconvenient for users who simply wanted to download files directly, or download multiple files at once.
Solution
We’ve improved file handling on the Work Order Dashboard with new actions:
These enhancements save time and make file management more convenient when working with Work Orders.
Opportunity
Service Managers rely on dashboard goals to track team performance, but until now only Productivity and Efficiency goals could be set. Many teams also wanted to monitor Recovery, an important metric for understanding how effectively labor hours are being billed.
Solution
We’ve added a new "Recovery" goal to the Service Dashboard. It functions just like the existing Productivity and Efficiency goals, allowing managers to set targets and track actual performance in real time. This provides a more complete picture of service operations and profitability.
Opportunity
Rental Managers requested clearer totals on Rental Contracts. Previously, contracts only displayed estimated totals per rental schedule.
Solution
We have added a new setting: “Show Estimated Billable” under Rental settings. When enabled, the contract will display a breakdown of the Estimated Total Billable amount at the bottom of the agreement.
Opportunity
Businesses needed tighter control over who can edit accounting-related fields when managing customer records. Without permission controls, there was a risk of unauthorized changes that could affect accounting accuracy and reporting.
Solution
We’ve added a new user permission that allows access to accounting-specific fields when editing customers. Admins can access this permission in Access Controls under the Customer category:
Opportunity
Sales Managers reported confusion when customers saw different customer IDs in the “Bill To” section of Sales Order PDFs. Customers expected to see an ID consistent with the Sage Intacct customer ID, but instead saw the Flyntlok internal customer ID.
Solution
Sales Order PDFs will now display the Sage Intacct Customer ID in the “Bill To” section when available.
Complaint: Service Managers noticed the order of job parts lists were not consistent when creating multiple Work Order Estimates. This was causing confusion when an estimate was sent to a customer again after being adjusted.
Correction: Fixed.
Complaint: Managers reported customers were not receiving surveys after purchasing a machine when they had a configured survey rule with the “Invoice Machine’s Make” filter applied on the Manage Surveys page, even though the make of the sold machine matched what they set on the filter.
Correction: Fixed.
Complaint: Service Managers reported that Work Order Job Templates were being created without respecting the company’s default job billing style.
Correction: Fixed.
Complaint: Managers reported that the Quick Transfer button on the Machine Dashboard was not creating and processing a Machine Move like they expected.
Correction: Fixed.
Complaint: Users noticed that the city, state, and zip line would not appear on Sales Order PDFs if the information was only partially filled in.
Correction: This has been fixed. Sales Order PDFs will now display the address line correctly, even if only part of the information is present.
Complaint: On smaller screens, part of the Actions menu on the Work Order Dashboard was inaccessible due to a visual bug.
Correction: The Actions menu is now fully visible and accessible on all screen sizes.
Complaint: On some Part Voucher PDFs, the totals amount would sometimes be cut off and not fully visible. (Yeah, seems to be a trend of things not fully displaying correctly this week…)
Correction: Fixed.
Complaint: After collecting a signature and then accepting an account payment, users still saw a warning that a signature had not been collected.
Correction: This has been fixed. The warning will no longer appear once a signature has been collected.
Complaint: Some users reported that they were unable to create tags when editing a customer.
Correction: This issue has been fixed. Tags can now be added successfully while editing customers.
Complaint: When a customer had a labor type override set, it did not replace the job template's labor type when adding a job.
Correction: Fixed.
Complaint: The true/false filters on the “Item Types” editor were not functioning correctly.
Correction: This bug has been resolved. Filters now work properly on the Item Types editor.
Complaint: When editing a machine that originally had an inactive model, switching it to an active model sometimes resulted in an error stating the model was inactive.
Correction: This issue has been fixed. Machines can now be updated from inactive models to active models without error.
Complaint: On the Work Order Dashboard, when attempting to invoice a work order, users sometimes saw no response at all if an error occurred. The page simply did nothing after clicking "Invoice."
Correction: We’ve fixed this issue. Users will now see a clear error message whenever an error prevents invoicing, improving visibility and troubleshooting.
Complaint: Users reported that when editing a machine, there was no clear indication if the assigned model was inactive. This created confusion when working with machines tied to outdated or discontinued models.
Correction: We’ve updated the edit view for machines to clearly show when the assigned model is inactive, giving users better visibility and reducing confusion when managing machine records. Users will be shown an error message when attempting to save a machine with an inactive model.
Complaint: When creating a new machine, if a user entered a model name that already existed but was inactive, the system would silently link the new machine to that inactive model. This left the machine in a broken state because its model was disabled.
Correction: We’ve improved the machine creation flow. If a user tries to create a model that matches an inactive one, the system now blocks machine creation and displays the inactive model’s ID with instructions. Users must either reactivate the existing model or select another before proceeding, preventing machines from being tied to disabled models.
Complaint: Users were unable to assign “Primary” or “Secondary” salesperson relationships to a customer.
Correction: Fixed
Complaint: When a sale included an “Other Payment” in addition to a payment on account, the other payment line transferred to QuickBooks without a tax code. This caused it to inherit the regular tax rules of the sale, which resulted in incorrect tax amounts being applied.
Correction: We updated the invoice and memo posting logic so that all “Other Payments” are automatically assigned the “Exempt” tax code (0% rate) for Canadian tenants. This prevents those payment lines from inheriting standard tax rules, ensuring QuickBooks invoices reflect accurate tax amounts.
Complaint: Some Purchase Orders were generating PDFs with missing item details caused by an item description containing special characters.
Correction: Fixed.
Complaint: The Customer Balance report was sometimes crashing when users selected a long date range.
Correction: Fixed.
Complaint: When quoting a model and adding a custom option with a price, the shown Discount % was calculated using only the base model price, ignoring the custom option(s). This sometimes resulted in an incorrect or even negative discount being displayed.
Correction: Fixed.
Last week the Flyntlok team held their annual fantasy football draft. Ivan is looking to stay on top of his game as won BOTH last year’s football league as well as the March Madness contest. And ESPN rated his team one of the top teams in our league this season. Can anyone take him down? Certainly not Dylan who is the only one thus far to not pay his entry fees and might be kicked out before the season even starts.
If you are looking to root for a low-odds victor, cheer for Isabelle who picked her team using ChatGPT creating a squad based on Taylor Swift puns. If Isabelle the Anti-Hero manages to beat Ivan, he will never be able to Shake it Off, and when he gets angry she will simply tell him, “You Need to Calm Down.”
Stay tuned for regular updates!
August 13th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Service Managers wanted a more efficient way to manage Work Order statuses when assigning work through the Service Scheduler. Manually updating the status of each Work Order after scheduling was time-consuming and prone to inconsistency.
Solution
We've made a new Work Order Automation Rule available that updates the status of a Work Order when work is scheduled via the Service Scheduler. This helps streamline workflows and maintain consistent status tracking. To enable this automation, reach out to a Flyntlok Consultant for configuration assistance.
Opportunity
Some service teams rely on printed Work Orders to communicate job details with technicians before they head out to the field. However, the on-site address was not previously included on the printed Work Order or Worksheet, forcing teams to manually copy it into the notes field to ensure technicians had the correct job location.
Solution
We've updated the print functionality for Work Orders and Worksheets to show the on-site address if it is listed on the Work Order.
Opportunity
Service Managers needed more flexibility when managing Work Orders on the Service Scheduler. Specifically, they requested the ability to filter by Department and search by Tag Number to better organize and locate Work Orders tied to specific teams or equipment.
Solution
We’ve added two new filters to the Service Scheduler: Department and Tag Number.
Opportunity
Service managers often prefer a specific time range view when working in the Service Scheduler. Previously, the scheduler would always reset to the default view, requiring users to manually switch each time they visited the page.
Solution
The Service Scheduler now remembers your last-used time range setting.
Opportunity
Machine Purchasers noticed the terms on Machine Purchase Orders did not default to the vendor’s terms once a vendor was selected from the searcher. This meant they had to set the appropriate terms themselves, adding some overhead to the machine purchase process.
Solution
We’ve updated the Machine Purchase Order to automatically set terms from the selected vendor once one is chosen from the searcher.
Opportunity
Inventory Managers needed greater visibility into parts allocated to open Sales Orders when reviewing Inventory Reconciliation reports. Without this information, it was difficult to account for inventory that was physically on hand but already committed.
Solution
We’ve added a new "Allocated Inventory" section to the Inventory Reconciliation Export. This section includes the quantities and valuation of parts currently allocated to pending Sales Orders.
Complaint: Managers mentioned that when using the Quick Transfer feature on Machine Dashboard, the Machine remained incorrectly assigned to its previous Physical Location.
Correction: Fixed an issue where users were allowed to select a Store Location without an associated Physical Location.
Complaint: Purchasing Managers reported that while editing a Machine Purchase Order Voucher in Review status, they were able to modify a fee line, but could not delete it. This inconsistency was confusing, as the rest of the MPO remained fully editable.
Correction: Fee lines can now be deleted while an MPO Voucher is in Review status.
Complaint: Managers reported a workflow where they could take an account payment then change the invoice customer and process the invoice, which could complicate the process of collecting payments for certain customers (e.g. cash only customers).
Correction: Fixed. You can no longer change the invoice customer if an account payment is applied.
Complaint: The header on the Part Purchase Order was missing key information on the John Deere Submission. Additionally, when a Purchase Order was not found, the page would display a continuous loading spinner with no clear message.
Correction: Fixed. The missing header details have been restored. If a PO is not found, the page will now display a clear message saying "Purchase Order Not Found" instead of showing a loading spinner.
Complaint: Users reported that when deleting a trade-in payment, the associated trade-in machine was sometimes not being deleted as expected.
Correction: Deleting a trade-in payment will now correctly remove the trade-in machine, provided the user has the appropriate permissions to delete a payment line.
Complaint: Users experienced frequent pop-up errors stating "invalid phone number" when interacting with CRM Lead Conversations. These errors were triggered by improperly formatted or missing phone numbers.
Correction: We now exclude invalid phone numbers from CRM Lead Conversations.
Complaint: Sales Managers reported issues when copying name and number lists into CRM Campaigns from spreadsheets. The system previously required entries to be separated by commas, which did not align with how most data is formatted in spreadsheet tools, causing import frustrations.
Correction: We’ve updated the input logic to allow name and number entries separated by spaces, improving compatibility with spreadsheet copying and reducing formatting errors.
Complaint: When changing a Sales Order's Customer from an Internal to a standard type, the associated internal payment line was not automatically removed. If left in place, this caused reporting inaccuracies and posting issues.
Correction: Fixed.
Complaint: Service Writers were able to create or approve Service Requests tied to deleted machines, which would lead to Work Orders being created with an invalid machine.
Correction: Fixed an issue that allowed creation and approval of Service Requests for deleted machines.
Complaint: Some users reported that their connected Microsoft email accounts would repeatedly disconnect, even after successfully reconnecting multiple times.
Correction: Fixed. Connected Microsoft email accounts should now remain connected as expected without requiring repeated reauthentication.
Complaint: Users noticed that email notifications for parts requests occasionally included strange or unreadable characters in the subject line.
Correction: Fixed.
Complaint: A user was able to update the price of a sublet item from a receiving voucher, even though the associated Sales Order was already closed. This sometimes resulted in out-of-balance Sales Orders in Delivered status which could lead to inconsistencies in posting the Sales Order.
Correction: Sublet item pricing can no longer be edited if the associated Sales Order is in Delivered status.
Complaint: Purchasers noticed costs for certain model options were not correct on some purchase orders that were created from model quotes. They reported the model options’ prices were not correct for models that they purchased in another currency (the manufacturer currency).
Correction: Fixed.
Complaint: Accountants mentioned that sometimes the "PAID" text was not appearing on printed Sales Orders.
Correction: Fixed an issue that impacted some Sales Orders for our Sage Intacct users.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!