Service

Fleet Cards On Work Orders - (Ticket #FD-2895)

Opportunity:

Service Managers at dealerships that service fleet-owned vehicles have requested the ability to associate a customer’s fleet card with a Work Order for a vehicle so that they can ensure that parts orders on that Work Order receive the appropriate fleet discounts from part vendors.

Solution:

For dealer locations that accept fleet cards, a selector has been added to the Work Order creation form that allows the user to select from a list of saved fleet cards for a customer. A new fleet card can be added by clicking the “+ New” icon next to the selector and filling out the form. On the Work Order dashboard, fleet card information is displayed in the customer section and can be edited. When Parts Orders are added to the Work Order, the fleet card is associated with the resulting invoice and can be used to receive vendor discounts the same as would be done on a standard Sales Order.

 

Require Note On Job Status Change - (Ticket #FD-2917)

Opportunity:

Service Managers have requested the ability to require a note be entered when a job status is changed so that they can ensure processes are being followed correctly. 

Solution:

A comment box has been added to the “Change Job Status” modal. This can be turned into a required input on the “Flyntlok Settings” page. The note entered into the text field will appear in the “Activity” slider.

Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment. 

     

Filter Layouts on Job Scheduler - (Ticket #FD-2897)

Opportunity:

Service Managers have stated that the inability to save and quickly apply custom filter configurations in the job scheduler results in a time-consuming process, as they have to reset filters for every session. This inefficiency hampers the scheduling of services and overall workflow management.

Solution:

To address this issue, a feature that allows the saving and quick application of custom filter layouts has been introduced. Users can now save their current filter settings under a unique name for easy identification and reuse as well as select, update, or delete saved filter layouts.

CRM

Continued Mobile Enhancements for CRM Leads - (Ticket #FD-2902)

Opportunity:

Salespeople have been requesting more extensive mobile support for our existing CRM Leads feature. This will help salespeople on-the-move keep up with their projects and log any changes that happen while they are away from their computers. 

Solution:

So many new features for the Mobile Leads page! The editing and filtering functionality is now almost as exhaustive as the Desktop version. 


Machine/Model  Fields  Added to All Leads Report(Ticket #IHK-2436)

Opportunity:

Salespeople have requested we add additional fields to the "All Leads" report that will display the Lead’s associated Machine(s) and associated Model(s).

Solution:

We have added Machine and Model Categories to the "All Leads" report, which will display the associated Machines/Models of a CRM Lead when available.

Point of Sale

Consolidation of Model & Machine Quantities on Invoice - (Ticket #FD-2891A)

Opportunity:

Sales Managers have expressed the need to improve the handling of high-volume quantity model quotes and sales on the point-of-sale system.

Solution:

An option has been made available to present multiple model lines as quantities when printing or emailing a sales order. This should improve the readability and reduce the number of pages needed when displaying a high volume of the same model on a single sales order.

In this example, there are 10 machines of the same model that is being sold, with serialized machines allocated:

Configuration of Kit List Order  - (Ticket #FD-2891B)

Opportunity:

Sales Managers have stated that when using kits, they are uncertain about how the order of items and models will be applied to a sales order. In some use cases, a specific arrangement of items is required to qualify for vendor credits, rebates, or other incentive programs. They have requested the ability for kits to be configured and saved in a specific order.

Solution:

The previous version did not maintain any specific list order when a kit was configured on an item, nor was there any way to know what it would look like when adding it to a sales order. This new feature introduces the ability to arrange kit items and models as needed. You can now move these lines up or down as needed by dragging and dropping the lines:

 

Special Order Indicator on Packing Slip-(Ticket #IHK-2693)

Opportunity:

On a printed Sales Order, there is an asterisk that appears on a line item that indicates the part was special ordered. Salespeople have requested we add this asterisk to the “Special Ordered” lines of the Packing Slip.

Solution:

We have added an asterisk to Special Ordered lines of the Packing Slip.

Rental

Signature Capture On Rental Contracts - (Ticket #FD-2897)

Opportunity:

Rental Managers have requested the ability to collect customer signatures using Clover devices to speed up the process of signing a Rental Contract.

Solution:

“Collect Signature” has been added as an option under the “Actions” dropdown on the Rental Dashboard. Clicking this will display a pop-up that allows the user to ask for a signature on the selected Clover device. Once the customer signs the device, a signed PDF copy of the contract is attached to the contract. The user also has the option now to see an unsigned copy of the rental contract under the “Actions” dropdown by clicking on “Print Lease Agreement.”

 


Issues Resolved This Sprint

New Lead Phone Numbers not Recognized-(Ticket #50217)

Complaint:

Salespeople reported an issue where Flyntlok would sometimes misinterpret phone numbers provided by phone systems when creating new leads from phone calls.

Cause/Correction:

Fixed. Flyntlok will recognize phone numbers when creating leads regardless of whether or not the number supplied includes a (+) or a country code.

Kit Order Quantity Adjustment -(Ticket #50350, 50480)

Complaint:

Users were experiencing an issue where Inventory Kits were not correctly handling quantity on a Sales Order. When attempting to change the quantity of a Kit, Flyntlok would display an error message and the Kits quantity was not updated.

Cause/Correction:

Fixed.

Allow .EML File Type Uploads-(Ticket #50349)

Complaint:

Purchasers using the latest version of Outlook had reported an issue where they could not upload an .EML file as an attachment on a Purchase Order.

Cause/Correction:

Fixed.

Machine Purchase Plans Not Generating-(Ticket #50197)

Complaint:

Purchasing Managers had experienced an issue where Machine Purchase Plans were not being generated if the Model of the Machine had attachable options.

Cause/Correction:

Fixed.

Can't Remove Machine External URL-(Ticket #50491)

Complaint:

Flyntlok users had reported an issue where a Machine’s external URL could not be cleared once set on the machine’s definition page.

Cause/Correction:

Fixed.

Warranty Job Fees-(Ticket #50405)

Complaint:

Service Managers had reported an issue where the "Performance" tab and "Info" tab on Work Orders were including Warranty jobs in the fee calculations.

Cause/Correction:

Fixed. Warranty jobs will no longer be factored into fee totals on the Info and Performance tab of Work Orders.

Not able to Load Draft PO-(Ticket #50196)

Complaint:

Salespeople had reported an issue where they were unable to load a Draft Purchase Order. When the user would attempt to create a draft PO from the Vendor Dashboard, Vendors with large data sets (over 16,000 Items) the page would time out and would result in a blank white screen.

Cause/Correction:

Fixed.


Last Release Notes

March 27th, 2024 Release Notes

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CRM

Tasks - (Ticket #FD-2879)

Opportunity:

Salespeople and managers need a way to create/edit tasks and assign them to themselves or others as a way of keeping track of required steps for their sales process. This will make it easier to keep track of projects that may require multiple steps towards completion.

Solution:

We have added a new module! A new page to create and maintain Tasks has been added under the CRM tab on the left-hand navigator bar. From there, users can open a Task, assign Tasks to specific salespeople, and set the Task’s status, priority, and due date. The table reflects the days since the Task has been created as well as the days until it is marked due. One can also choose to add columns to view the Task’s description, date created, date completed, or whom it was created by. Editable columns can be edited in-line simply by clicking on the column in the grid and changing the value. It will automatically save when you leave the field. All details on a Task can be edited by clicking on the “Name” hyperlink, which will open the Task into a modal window.

This is just the very initial release of our Tasks module. We have great hopes and dreams for its future and those will be incrementally rolled out. Such enhancements will include:

This is just the beginning!                                                

Service

Job Level Statuses -(Ticket #FD-2893)

Opportunity:

Service Managers have requested the ability to set the status of individual Jobs on a Work Order. Having this ability will allow them to more easily schedule and prioritize Jobs across their team and will also make it easier to keep track of outstanding Job-related tasks like parts ordering and warranty claim submission.

Solution:

An editable status has been added to the Job header on the Work Order dashboard. This status also appears on the left-hand side of the screen in each item in the list of jobs. Currently, the list of job statuses contains the same statuses available on the Work Order.

Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment. 

Work Order Job Scheduling - (Ticket #FD-2894)

Opportunity:

Service Managers have requested the ability to schedule individual Jobs from a Work Order, not just the Work Order itself. This will make it easier to schedule individual Jobs on a Work Order to different technicians and at different times.

Solution:

A new page has been added under the Service tab to schedule Work Order Jobs. From there, Service Managers can schedule specific Jobs to technicians, providing more flexibility than the Work Order Scheduler. You can simply drag the Job to the time slot for the specific tech. Additionally, both the scheduled technician(s) as well as the scheduled time(s) will be reflected on the Work Order Job. Furthermore, one job can be assigned to multiple technicians. When this is done, the scheduled time on the Work Order Job will start at the earliest scheduled time, and end at the latest.

If a Work Order was created with techs assigned on that level, but not to any Jobs, then the “Assigned Technicians” column will be populated with the aforementioned Techs, but the “Scheduled” column will be empty because no techs or schedules were assigned on the Job level.

Estimate Sales Tax on Work Orders - (Ticket #FD-2884)

Opportunity:

Service Managers have requested the ability to view an estimate of taxes on Work Orders. With this feature, Service Managers can quote work more accurately which will allow them to better inform their customers. 

Solution:

There is a new section on Work Orders and Estimates for taxes, and they are broken down similar to fees. You will now be able to view this tax estimation from:

       

Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this feature added to your environment. 

Update Work Order Banners to Handle Multiple Final Invoices-(Ticket #IHK-49832)

Opportunity:

Flyntlok adds a banner to the Work Order dashboard when a "Final Invoice" is generated that contains a link to the Invoice. Service managers have requested we add additional banners if the Work Order is associated with more than one Final Invoice.

Solution:

We have updated the Work Orders banners to handle multiple Final Invoices, and Flyntlok will now display a banner for each individual Final invoice generated from the WO. The banner will display the Invoice "Type" and "ID number". Selecting the link will open the associated Final Invoice.

Point of Sale

Paying for Outstanding Sales Orders-(Ticket #IHK 1824)

Opportunity:

The Multi-pay Invoice system, designed with user-friendliness in mind, allows you to collect one payment for multiple outstanding Sales Orders for a given customer. Flyntlok Administrators have reported instances where their users will generate a multi-pay invoice and then forget they have done so. If the same outstanding order(s) are added to another order, the order cannot be processed into Delivered status.

Solution:

We have added an  icon to the “Multi-pay” pop-up to indicate which outstanding Sales Orders are currently on a multi-pay invoice. Hovering over the icon will display a message containing the Invoice ID Number. This setting is informational only and will not restrict you from adding a marked outstanding SO to an alternate Invoice; Flyntlok will transfer those invoices to a newly generated multi-pay invoice.

Add Printed name Field to Sales Order PDF-(Ticket #IHK-49783)

Opportunity:

Sales Managers have requested an enhancement for Sales Order reports to include not just a signature field but also a designated space for the customer to print their name.

Solution:

We have updated the Sales Order report template, and now, alongside the signature field, there is a clearly marked space for the customer to print their name.

Note: This feature is Flyntlok controlled, please contact your friendly Flyntlok consultant if you would like this added onto your SO reports. 

Hide Part Numbers on Report Default -(Ticket #IHK-49066)

Opportunity:

Last release we added an option to hide part numbers on the Sales Order report on the "Details" tab of the Sales Order page.  Service Managers have now requested we allow users to make the "Hide part numbers on report" box selected by default.

Solution:

We have added a new setting to the "Flyntlok Settings" page  which will allow administrators to set the "Hide part numbers on report" by default. Administrators can access the Flyntlok Settings page by selecting the option from the  icons drop-down menu. (Wrench->Flyntlok->Flyntlok Settings)

Searching

Message added to Purchase Order Search Results  -(Ticket #IHK-49768)

Opportunity:

Purchasing Managers have requested we allow "Purchasing Messages" to be searchable when using the prefix (O, O?) from the Flyntlok homepage searcher.

Solution:

We have updated the search parameters of the pre-fix (O, O?) to include "purchasing messages." Flyntlok will now include "Purchasing Message" containing the referenced information  in the search results list.


Issues Resolved This Sprint

Add Comment on QOH Changes -(Ticket #50167)

Complaint:

Salespeople had reported instances where an item's QOH was manually changed, but there is no description of why, causing confusion when managing Inventory.

Cause/Correction:

We have added an optional comments field to the Items "Change QOH" form, where users can add a custom note when changing QOH. Once posted you can view these comments in that item’s transaction history.

Invoice Number-(Ticket #50075)

Complaint:

Purchasing Managers had reported an issue where machines on a Machine Purchase Order were not updated with the vendor invoice number after the Vendor Invoice Number was added to the Receiving Voucher.

Cause/Correction:

Fixed. When a Vendor Invoice Number is added to a Machine Receiving Voucher, Flyntlok will display a pop-up that allows the user to choose whether or not they want to apply the voucher-level vendor invoice number to all Machines of the Voucher. 

Machine Dashboard Pricing -(Ticket #FD-29081)

Complaint:

Due to its placement on the page, key financial information about a Machine can be difficult to see, and we have received multiple requests (including from our highly esteemed CEO) to make a Machine's pricing information more visible on the Machine Dashboard page.

Cause/Correction:

Some of the important machine information has been moved to the top of the Machine Info section on the Machine Dashboard. These fields include the list price, cost, margin, and value of the machine; you can view each of these by clicking the arrow next to the list price.


Last Release Notes

March 13th, 2024 Release Notes

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Service

Work Order Request-(Ticket #2868)

Opportunity:  

Service Managers overseeing Service Departments require other internal departments (i.e. that aren’t the Service Department) to submit “Service Requests” instead of allowing them to directly create their own Work Orders. They would like a "Service Request" option to be added to the Machine Dashboard page where users can generate and submit requests to the Service Department for the specific Machine. When “Service Requests” are submitted, they should be added to a list that a Service manager can review.

Solution:

We have added a “Service Request” option to the “Actions” button’s drop-down menu on the Machine Dashboard page, allowing you to submit a request for service on the specific Machine. Submitted requests will land on a “Service Requests” report, where managers can review, accept, and reject the requests.

Create Service Request for Machine Form

Fields on the “Service Request” Form (All fields are required with the exception of “Work to be Completed”):

 

Service Request Report

Service Writers and Managers can now utilize the “Service Requests” report for reviewing, approving, and rejecting submitted requests. Flyntlok will auto-generate a new WO for “Approved” requests and the user can click on the link displayed if they wish to then view the WO. Rejected requests will be removed from the submitted view.

             

This report will, by default, show only submitted requests but can be filtered to show all previously approved/rejected requests.

Note: Please contact your Flyntlok consultant if you would like to start using this Feature!

Missing Machine Data Warning-(Ticket #IHK-49152)

Opportunity:

Service Managers requiring their users to log data of Machines associated with Service Work Orders have requested we add a warning message to the WO Dashboard if the associated Machine is missing Serial Number, Model Type, or Engine Serial Number information.

Solution:

We have added a new warning message to the Work order Dashboard, which will display if the WO associated Machine is missing any of the following information: Machine Serial Number, Model Type, Engine Serial Number.

CRM/Mobile

Review Leads on Mobile View-(Ticket #FD-2880)

Opportunity:

Salespeople have requested mobile support for our existing CRM Leads features.  This will allow them to stay on top of their leads no matter where they are and should make it easier to keep in contact with their customers and prospects. And hopefully win more business!

Solution:

We have introduced a “Mobile Leads” page that will allow users to view and search their Leads. Additionally, users are able to reach out to a Primary Contact from a lead on mobile via phone or email. When viewing the Lead, important information is presented on one tab, while another tab contains a timeline showing the history of the lead.

   

Purchasing

Part Allocation-(Ticket #FD-2870)

Opportunity:

Based on feedback from Flyntlok users, we have made further improvements to the Part Receiving Voucher and the auto-allocation capabilities.

Solution:

We have consolidated the multiple lines on a Part Receiving Voucher so there is only one line per part. Furthermore, we have improved the allocation modal window to better display orders that can be allocated to, as well as orders that have already received allocations. Sales Orders can also now be marked as “Priority” for receiving allocations, and that priority will be displayed for each order in the modal window. Lastly, we have added some summary columns on the consolidated line to give information about allocations at a glance. 

 

Machine Voucher Auto-Allocation-(Ticket #FD-2881)

Opportunity:

Machine Receivers have requested a more streamlined process to allocate machines when receiving them. This will speed up receiving and get machines to customers faster. 

Solution:

We have added a new button under the Actions dropdown on Machine Receiving Vouchers that will pop open a new modal window for machine allocations. From here, users can allocate machines to open orders that are requesting machines of the same model. Sales Orders can now be marked as “Priority” for receiving allocations, and that priority will be displayed for each order in the modal window. 

 

 

           

Machines

"Date at US Port " Column on All Machines Report-(Ticket #IHK-1415)

Opportunity:

Users utilizing a "Date at US Port Date" field on the Machine Purchase Order have requested we add this category as a column option to their "All Machines" report.

Solution:

We have added a "Date at US Port' option to the column chooser of the "All Machines" report. Users can now add this field to their report by selecting the “Edit Columns” icon and then drag/dropping it into the report.

     

Point of Sale

Hide Part Numbers on Sales Order PDF-(Ticket #IHK-1360)

Opportunity:

Flyntlok users have requested the option to hide Part Numbers on the printed Sales Order.

Solution:

We have added an option to the Sales Order's "Details" tab, that will remove part numbers from that one individual Sales Order’s PDF reports. Flyntlok will still display Part Numbers on Sales Order PDF reports by default, but can be manually changed for any individual Sale.

Rental

Zero Dollar Lines (Ticket #FD-2869)

Opportunity:

Rental Managers have requested that rental contract line items that have already been fully billed out on previous invoices do not create $0.00 lines on subsequent invoices. Having such $0 lines makes the invoice page and the printed invoice jumbled and unpleasant to look at. Who needs that?

Solution:

We have updated Rental Invoice settings and the Rental Contract line items that have been previously paid-in-full will no longer appear on subsequent Rental Invoices.

Require Customer Credit Card -(Ticket #IHK-49301)

Opportunity:

Rental Managers have requested we add a warning message to the Rental Contract Dashboard that will display when the associated Customer of a Rental Contract is NOT an "Account Customer" and the customer doesn’t have a credit card saved to their profile.

Solution:

We have added a new banner to the Rental Contract Dashboard saying ‘NO CREDIT CARD ON FILE'. This will be displayed when the Rental Contract’s associated Customer is NOT an account customer AND the customer doesn’t have a credit card saved to their profile.


Issues Resolved This Sprint

No Parts Subtotal On Work Order PDF-(Ticket #49521)

Complaint:

Service Managers had reported an issue where the printed copy of a Work Order was excluding the "Parts" subtotal if the WO was set to charge a flat-rate "Billing Style."

Cause/Correction:

Fixed.

Duplicate Alternates -(Ticket #49701)

Complaint:

Salespeople had reported instances where Items were being duplicated in the "Item Alternates" section of an Item's Dashboard.

Cause/Correction:

Fixed.

No Duplicate Warning On Core Item Creation-(Ticket #49502)

Complaint:

Flyntlok users had reported an issue where the "Create Core Item" modal was allowing duplicate Items to be created.

Cause/Correction:

Fixed. We have disabled duplicate Item creation for the "Create Core Item" modal, and Flyntlok will now display a "Duplicate Item" message and prompt you to choose a new Item Number.


Last Release Notes

February 28th, 2024 Release Notes

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Learn More at Flyntlok Dealer Management System

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Purchasing

Auto Allocation, Take 2-(Ticket #FD-2845)

Opportunity:

In our last Release, we added an "Allocate" option to the Item Receiving Voucher, allowing users to automatically allocate an Item's received stock to outstanding Invoices containing Special Ordered or Back-Ordered Items. Our next iteration will be to group together multiple allocated lines on the Receiving Voucher and allow you to adjust the auto-allocation strategy manually.

Solution:

We have updated the Item Receiving Voucher to group together all of the Item’s individual allocations together for easier viewing and managing.  We have also added an “Allocations” column, which will display the allocation status of each item line of the voucher, and, finally, we made a slight change to the “Allocate” option from the button’s drop-down menu (which now displays as “Allocate All”). Finally, we have created the ability to prioritize the allocation of Received Items to a particular Sales Order.

All Allocated line items will be grouped together under a parent line of the Item. You can expand and collapse allocated sub-sections of the item line by selecting the "arrow" icon on the left-hand side of the line. We have also added an "Expand All"  and "Collapse All" option to the action icons list.

-This icon indicates that the line has been allocated. Selecting the icon will allow you to remove the allocation from the chosen Invoice.

-This icon indicates that the line has not been allocated. Selecting this icon will allow you to choose from a list of outstanding Invoices to assign the received quantity to.

Users can manually override an allocation by selecting the  icon. The user will then be presented with a drop down list of Open Orders to choose from. If there is not enough of the item to fully allocate to that item, it will allocate what is available and the rest will remain as back-ordered.

We have added a “Prioritize Special Order Receives” check box to the "Details" tab of the Sales Order page. When a SO is marked as a “Special Order Priority”, Flyntlok will automatically move this Sales Order to the top of the Outstanding Invoice queue, bypassing older, non-prioritized orders. Flyntlok will allocate an Item’s Received Quantity to the ”Prioritized” invoices before the oldest outstanding non-prioritized order. Prioritized Invoices themselves are then “prioritized” by oldest to newest before moving to non-Prioritized Invoices.

Service

Machine Moves Improvements-(Ticket #FD-2633)

Opportunity:

Service Managers have requested the option to create, schedule, and track Machine Transfers directly from the Work Order dashboard when Pick-up or Delivery is required for the associated Machine. They would like this option to be available for all Machines associated with the WO; both actual Machines known within Flyntlok and Virtual Machines.

Solution:

Flyntlok will now auto-generate a new Machine Move when pickup/delivery is scheduled for the associated Machine of a Work Order.

The generated "Move" will provide a link back to the Work Order in the "Comments" section.

Point of Sale

Harmonized Sales Tax -(Ticket #FD-2646)

Opportunity:

Flyntlok customers in Canada have requested the option to apply a Harmonized Sales Tax (HST) to their Sales Orders. HST is a combination of federal and provincial taxes levied on most goods and services sold for domestic consumption, which the customer pays.

Solution:

We have added a Harmonized Sales Tax (HST) option for companies operating in Canada. Please reach out to your friendly consultant if you would like any additional information about applying the HST to your Sales Orders.

Internal Labor-(Ticket #FD-47938 )

Opportunity:

Service Managers have requested the option to add a default "Labor Type" for a specific Customer, so that when the customer is added to a Work Order, Flyntlok will auto-set the Labor field for all jobs associated with a Work Order.This is most typically requested for “Internal Labor” Work Orders.

Solution:

We have added a "Default Labor Type" field to the Customer Dashboard's "Edit" page, allowing managers to set Work Order Labor Type for the specific customer. When the "Default Labor Type" is set, all associated Service Jobs associated with the Customer will be automatically set to the selected "Default Labor Type."

Inventory

Additional Alternates Displayed on Item Dashboard-(Ticket #IHK-48163 )

Opportunity:  

If an Inventory Item has alternate parts, Flyntlok will display those items on the Items Dashboard in the "Item Information" section. Salespeople have requested the option to display more than one alternate Item.

Solution:

We have updated the "Alternates" section of the Item Dashboard, and Flyntlok will now display up to four Alternates in the "Item Information" section. If the Item has more than four Alternates, Flyntlok displays the first four and indicates how many other alternate parts the item has available with an option to "Show All."

Rental

Model QR Code on Lease Agreement-(Ticket #IHK-480)

Opportunity:  

Rental Managers have requested the option to add additional Model information to the Rental Contract's Lease Agreement. They would like the ability to link a website to the Lease Agreement, where the recipient can be directed to the webpage in order to review information on the associated Model of their Rental Contract (for example, a YouTube video demonstrating how to operate the equipment).

Solution:

We have updated the Lease Agreement as well as the Model Info page and you will now have the option to save a website’s URL to a specific Model. We have added two new fields to the Model Information section of the Model Dashboard titled "Primary Support URL" and Secondary Support URL" which will allow you to input the URL of the support website(s) you'd like customers directed to. Once the support URL is saved to the Model’s information, Flyntlok will automatically add a QR Code for the website(s) to the Lease Agreement when a Machine of that Model is added to a Rental Contract.

Flyntlok will display the QR code(s) on a second page, with a message prompting the recipient to scan the code to learn more about the Model.

Note-Please contact your friendly Flyntlok consultant if you would like this feature set up. 


Issues Resolved This Sprint

Rental Billing Error When Invoicing Machine Replacement-(Ticket #2719)

Complaint:

Rental Managers had experienced issues when attempting to invoice a Rental Contract when the associated Machine had been replaced with an alternate Model. While the user could swap the associated Machine on the Rental Contract's Dashboard, the Invoice generated was incorrectly charging for both the replaced Machine and the new Machine.

Cause/Correction:

Fixed.

Default Curser Into Text Box (WO Parts Request Note)-(Ticket # IHK 47985)

Complaint:

Service Technicians requesting parts to complete Service Jobs directly from the Work Order Dashboard requested that we default the cursor to the text box when the add note button is clicked.

Cause/Correction:

Fixed. When requesting parts from the Work Order Dashboard, Flyntlok will auto-focus the curser into the text box when the button is selected. Yeah, another two-second item, but when you ask, you shall receive! (Plus, I think our developers like to 'pad their stats' with items like this...)

Unable to add Items to "Quick Order" if Vendor is Set as a Distributor-(Ticket # IHK 47985)

Complaint:

Purchasing Managers had reported an issue where they could not add Items to a Purchase Order when attempting to create a "Quick Order" for Vendors set as "Distributors." The Item Searcher inside the "Quick Order" modal of the Vendor Dashboard was not populating the alternate Vendors’ Items distributed by the Vendor.

Cause/Correction:

Fixed. The Item searcher of the Vendor Dashboard "Quick Order" option will populate all Items that the Vendor distributes.


Last Release Notes

January 31st, 2024 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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Samsara

Samsara Integration-(Ticket #FD-2635)

Opportunity:

Flyntlok customers managing their rental fleet via Samsara Systems (Samsara is a telematics provider that helps with safety, compliance, and efficiency) have requested the ability to display their Machine's meter history (miles and hours) tracked from their Samsara account within Flyntlok.

Solution:

We have created a programmatic link between Flyntlok and Samsara for displaying Samsara telematics data within Flyntlok. Once connected, Flyntlok will ingest Machine miles and hours tracked via Samsara and update any associated Machine’s information within Flyntlok. The miles and hours will be updated automatically on the associated Machine's Dashboard and the "Upcoming Maintenance" report.

Before you can connect your Samsara account with Flyntlok, you will need first to acknowledge and allow the sharing of Samsara data with Flyntlok and generate the API token from the Samsara application. Click HERE  to view Samsara's Integration documentation. We have added a Samsara setting to the "Integrations" page (->Flyntlok->Integrations) that will allow Administrators to connect their company’s Samsara account with Flyntlok. To connect your Samsara account with Flyntlok, select "View Samsara Settings," paste the aforementioned Samsara-provided API Token into the field, and save.

 

Once connected, Flyntlok will daily ingest Machine miles and hours from Samsara and update all Machines within Flyntlok with matching VIN Numbers. The miles and hours will be updated automatically on the associated Machine's Dashboard.

To ensure Service Schedules are referencing the most current Machine data, Flyntlok will also update the miles and hours tracked on the "Upcoming Maintenance" report. (Left Navigation Menu-> Machines-> Upcoming Maintenance.)

 

Note- This Feature is Flyntlok controlled; please contact your friendly consultant if you want your Samsara account connected with Flyntlok. 

Rental

Rental Deposit-(Ticket #FD-2794)

Opportunity:

Rental Managers have requested the ability to accept a customer deposit from a Rental Contract that will be auto-applied to the contract's Final Invoice.

Solution:

We have added a "Collect Deposit" option to the button's drop-down menu, which will allow users to generate a new Deposit Invoice that will be applied to the contract's Final Invoice. (Note: A deposit taken on a Rental Contract must be fully processed and Z-approved by your accounting team before it can be applied to an Invoice.) Once a payment has been taken and the Deposit Invoice is processed, the Deposit will be displayed within the top banner of the Rental Contract. We have also added a "Deposit" field to the Details section of the Contract; this field will display the value and date of the deposit collected and provide a link to the Deposit Invoice.

As stated above, a customer Deposit must first be fully processed (approved on the “Z Detailed” report and then manually posted to QuickBooks Online) before it can be applied to an Invoice. To make it clear to users which deposits have been fully processed, we added a checkmark indicator to the "Deposits."

Deposits received but not yet processed will display a ,  hovering over the icon will display a "Collected-Not Posted" text box.

 

 

Deposits currently being processed will display a Yellow , and hovering over the icon will display a "Post Pending" text box.

Deposits that have been fully processed will display a Green , and hovering over the icon will display a "Posted" text box. Only Deposits displaying a Green checkmark icon will be applied to the Final Invoice of a Rental Contract.

Inventory

Add Models to Inventory Kits-(Ticket #FD-2682)

Opportunity:

Salespeople have requested the ability to add Models to their "Inventory Kits" to sell/quote Machines in a package deal with Inventory Items or Machine Attachments sold under a customized list price.

Solution:

We have updated the Item Type “Inventory Kit” to allow users to add Machine Models to their Kit configurations as sub-items.

We have added a “Search Models” option to the “Configure Kit” modal, allowing you to toggle the searching method between Items and Models. Once you have selected a Model, you can adjust the Order Quantity, and view the Model's cost and list price from the "Kit Details" section. When an Item’s “Item Type” has been set as "Kit,” Flyntlok will display the icon from the Items Edit page.

 

Once the Kit has been configured with a Model, you can add the Model Kit to a Sales Order. Model Kits will retain the same functionality as your Inventory Kits, and the parent Item will still control most actions of the Kit sub-items, such as Order Quantity and the ability to remove from the Sale’s Order.

Note: Models added to a Sales Order as Kit sub-items must be associated with an actual Machine before finalizing.

MFR Cost Added to Item Dashboard-(Ticket #FD-2792)

Opportunity:

Salespeople have requested we display an Item's most recent Price File "Manufacturer's Cost" on the Item’s Dashboard.

Solution:

We have added a new field titled "MFR Cost" to the Item Information section of the Item Dashboard, which will display the Item's most recent price file Manufacturer's Cost when available. To display the "MFR Cost", navigate to the Information Section of the Item Dashboard and select the button.

Machines

Edit Machine Miles and Hours from "Upcoming Maintenance" Report-(Ticket #FD-2794)

Opportunity:

Flyntlok users have reported instances where a Machine’s "Meter History" (Machine hours and miles) was logged incorrectly (by user error, not Flyntlok error!) and have requested the ability to edit the hours and miles of their Machines directly from the "Upcoming Maintenance" report. This will remove the need to edit each individual Machine by navigating to each Machine’s dashboard, thus streamlining the process.

Solution:

We have made the "Machine Miles" and "Machine Hours" fields of the "Upcoming Maintenance" Report editable. Users can now click into the Miles or Hours cell of the Machine they want to edit and manually enter the correct miles/hours; clicking out of the cell will auto-save the new information to the report and the Machine’s Dashboard.

Because editing a Machine's Miles or Hours could cause the “Next Due” columns to be out of sync with scheduled service and may require a refresh, we have added a “Refresh” button that will display in the top left corner of the report when changes are made.

Machine Serial Number added to QuickBooks Bill Memo Line-(Ticket #FD-2811)

Opportunity:

Flyntlok allows users to turn on or off the "Post All Machines Sales Individually" company setting, which creates a separate QuickBooks bill for each Machine contained on a Machine Purchase Order, versus posting all machines of a PO to the same QB bill. Accounting managers with the "Post Machine Sales Individually" setting enabled have requested we add the Machine Serial Number to the associated QB bill's memo line. This will make it more evident to accounting users working off a list of unpaid bills of the actual Machine related to the bill. Flyntlok users with administrator permissions can access the Flyntlok settings page by selecting the option from the Wrench Icons drop-down menu. ( ->Flyntlok->Flyntlok Settings.)

Solution:

We have added the Machine Serial Number to the QB bills memo line. Note: This feature will ONLY be applied if the "Post Machine Sales Individually" feature has been enabled from the Flyntlok Settings page. 

 

CRM

Add "Created By" category to "All Leads" Report-(Ticket #47456 )

Opportunity:

Sales Managers have requested we add a "Created By" Category to the "All Leads" report to track and display the user who created the CRM Lead. This will allow users to filter for themselves and see a list of all CRM Leads they have personally created.

Solution:

We have added a "Created By" column to the "All Leads" report, which will display the Flyntlok user who created the CRM Lead.

 

Shopify

Shopify Weight-(Ticket #47359)

Opportunity:

Sales Managers using our integration with Shopify E-Commerce have requested we edit the field titled "Shipping Dimensional Weight" and change the title to "Shopify Weight."

Solution:

We have updated the "Shipping Dimensional Weight" field on the Item Dashboard's "Edit" page, and it will now be titled "Shopify Weight". (I think this change took us a whopping 15 seconds to make. But we aim to please!)


Issues Resolved This Sprint

Unsaved Changes Error on Work Order-(Ticket #FD-2821, 47399)

Complaint:

Service Technicians had reported an issue where they could not invoice Work Orders with associated fees. In this scenario, the user would receive an error message when attempting to invoice, stating the WO failed to be invoiced due to unsaved changes. Users were then unable to edit the WO information, causing the WO to be stuck.

Complaint:

Fixed. We have corrected a data issue causing Item Fees to not be recognized.

Can't Delete Quote With No Associated Customer-(Ticket #FD-2766, 47063)

Complaint:

Sales people had reported instances where they were unable to delete Quotes that had been created without an associated Customer. In this scenario, they were unable to access the “Actions Tab” to delete or modify the Quote if there was no customer associated.

Cause/Correction:

We have disabled the Quote option from Point Of Sale when it doesn’t have a Customer associated with it and Flyntlok will now prompt users to add a customer when they hover over that button.

Customer Balance Error when Trying to Close Rental Contract-(Ticket #FD-2822)

Complaint:

Flyntlok users had reported an issue where they were unable to close Rental Contacts successfully. When attempting to close the contract, they would receive an error message stating, “Deposits cannot exceed customer’s deposit balance of $0.00,” and the contract would remain in a “Checked In” status.

Cause/Correction:

Fixed. We have resolved a small issue that was caused by the development of our new Rental Deposit Feature. Sorry!


Last Release Notes

January 3rd, 2024 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

Shopify

Shopify Integration-(Ticket #FD-538)

Opportunity:  

Flyntlok users have requested the ability to manage their Shopify storefront via Flyntlok. They have expressed frustration with attempting to manage orders and inventory both on the Shopify storefront and in Flyntlok. Operating two separate systems exposed businesses to incorrect data entry and needless overhead. We have received multiple requests to provide a solution that bridges this gap.

Solution:

Flyntlok is now ready to reveal our new integration with Shopify! You will now be able to pull orders from Shopify into Flyntlok automatically. Flyntlok will also synch relevant information in your business system with Shopify, including inventory quantity, shipping/tracking labels, shipping weights for shipping cost calculations, and more. Please get in touch with your Flyntlok consultant if you are interested in this integration and we will help you get started. Below we will highlight some key elements of this new integration.

Flyntlok supports adjusting inventory details in Shopify from our Flyntlok Item Dashboards. Flyntlok also supports synchronizing your inventory quantity with Shopify. Once you have linked your Shopify items, Flyntlok will routinely update your Shopify Items including pricing, weight, and inventory information to ensure the data is synched correctly.

Once you have configured your inventory to be synched with Shopify (again, please work with your Flyntlok consultant if you need assistance here), Flyntlok will be able to ingest orders placed through your Shopify storefront into our Point of Sale system. The associated customer's contact information will be pulled from the Shopify order and saved within Flyntlok. This means you can manage your Shopify orders the same way you manage all other orders today. This includes the fulfillment of orders in Flyntlok, synching back up with Shopify, and synching the shipping details from Flyntlok to Shopify.

Flyntlok also supplies reports detailing your Shopify inventory from within Flyntlok. This could help discover discrepancies between Flyntlok's information and Shopify's information, if any. While Flyntlok will maintain synchronization between the data in your Flyntlok account and Shopify, users may still find differences when they intentionally break relationships between Flyntlok and Shopify. Some of our customers have even preferred to manage their pricing on Shopify differently than on Flyntlok. Our reports should help you manage these discrepancies.

Note- Please reach out to your friendly Flyntlok consultant if you have any questions or if you would like assistance connecting your Shopify account with Flyntlok. This feature is game changing!

Service

Automated Work Order Status Changes-(Ticket #FD-2556)

Opportunity:

Service Managers were finding Work Orders where the Status was not changed properly by their users as the Work Order moved along. When the Status is not progressed properly, then it fails to transfer the responsibility to a correct user/department. Rather than having to rely on manual Status changes by the users, Service Managers have requested the ability to automate a Status change on a Service Work Order when certain key actions have occurred and to have the ability to choose the Status the WO will move to when these actions take place. They would like the Work Order to be set to a specific status when the following events occur:

Solution:

We have implemented “Points of Action” within the Service workflow where Status Changes to a WO can be configured based on the WO's current Status. Below is a sample table illustrating before and after statuses based on the trigger events (you can set your own result statuses based on your workflows).

·

These automatic status changes will only occur if the specified conditions are met. If they are not, no status changes will occur.

Example-

· If my Work Order is in New status and I send an estimate, then move my Work Order to Estimate status

· If my work order is in Parts Requested status and all parts are received, then move my work order to Parts Received status

In the future, Flyntlok will create a kick-arse front-end utility for our customers to make all of these configurations on their own. However, we wanted to give you folks this Status Change capability sooner rather than later. And so, to that end, you need to work with your Friendly Flyntlok Consultant to get these workflows setup. Give them a call!

Work Order Worksheet-(Ticket #FD-2575)

Opportunity:                     

Service Managers have requested that we add a printable "Worksheet" to the Work Order Dashboard so that a Service Technician can work off of a paper copy of the WO. They would like for this printed Worksheet to display:

Solution:

We have added a printable "Worksheet" to the Work Order Dashboard with all of the above details.

   

Remove Work Order Fees for Internal Customer -(Ticket #FD-2598)

Opportunity:                     

We recently released a new feature to the Work Order Creation page that prevents fees from being added to a new Work Order if the associated customer is an Internal Customer. Service Managers using this feature have requested that we also add a warning to the Work Order Dashboard if the original customer of a WO is changed to an Internal Customer from a standard customer and there were fees applied to that WO.

Solution:

We have added an “Internal Customer- Remove all fees” warning message to the Customer field of the WO’s info tab. This message will display when the original customer of a WO is changed to an Internal Customer and the WO is currently charging fees.

Current Machine Miles/Hours Indicator on Work Order Check-In-(Ticket #FD-2615,46413)

Opportunity:                     

Service Managers had reported issues where their users had logged the associated Machines Hours and Miles incorrectly when Checking-Inon a Work Order and have requested an indicator of the Machine’s actual miles and hours be added to the Check-In modal. They hope this added visual will help prevent (or at least minimize) data entry errors.

Solution:

Flyntlok will now display the current Miles and Hours of the associated Machine below the fields when checking-in on a Work Order.

Purchasing

"Export to Grasshopper" Update-(Ticket #FD-2592)

Opportunity:

We recently released an  "Export to Grasshopper"  feature, allowing users to create a file extract that can be uploaded to the Grasshopper distributor for parts ordering. Purchasing Managers using this feature have requested the export respect any filters applied to the PO, so the export will only contain Items displayed within the filtered results.     

Solution:

We have updated the "Export to Grasshopper" option, and Flyntlok will now respect all filters applied to the Purchase Order and export only the filtered results. We have also moved the"Export to Grasshopper" option from the  drop-down menu and added it to the Icon list displayed on the right side of the PO above the line items.

Mobile View

Filter "All Work Orders" by Tag Number-(Ticket #FD-2638, 46504)

Opportunity:                     

Service managers have requested we add Work Order Tag Number as a filter option to the "All Work Orders" report of the Mobile View.

Solution:

We have added Work Order Tag number as a filter option to the "All Work Orders" report of the Mobile View. When viewing this report on a mobile device users will now be able to manually enter a Work Order Tag number to filter for the exact match.

Accounting

QB Account Formatting Update-(Ticket #FD-2612, 46392)

Opportunity:

Flyntlok Administrators have requested we update the drop-down menus of the QuickBooks Accounting section from the Flyntlok Dashboard edit pages. They would like the account numbers to display before the account names.

Solution:

We have updated the QuickBooks Accounting section of the Machine, Item and Vendor Dashboard edit pages and the QB Account drop-down menus will now display the account number before the account name. Small item, but we aim to keep the people happy!


Issues Resolved This Sprint

Machine Purchase Order "Scan Mode" Error-(Ticket #FD-2592, 46285)

Complaint:

Purchasing Managers using the new "Scan Mode" feature from the Machine Receiving Voucher were unable to scan in new serial numbers due to the "REQUIRED" note that was pre-filled in that field. In the process of receiving/creating Machines on a Machine Voucher, Flyntlok adds the new Machines and sets the serial numbers to “REQUIRED” to indicate that a user should change those serial numbers. Our new "Scan Mode" feature on the Machine Receiving Voucher was skipping Machines that have the “REQUIRED” note in the serial number field.

Cause/Correction:

Fixed. We have Removed the ‘REQUIRED’ note from the Serial Number field of Machines created by MPO.

Wrong Customer Discount-(Ticket #FD- 2601, 46308)

Complaint:

Salespeople had reported an issue where the applied customer Discount Type was not displayed when hovering over the  icon from the Point of Sale. In this scenario, Flyntlok would display a default message of "Customer Discount" when hovering over the icon versus the correct Discount Type that was applied to the Item.

Cause/Correction:

Fixed. Flyntlok will display the specific Discount Type applied to the item.

Called off Machine Is Showing as Available-(Ticket #FD-2605, 46328)

Complaint:

Rental Managers had reported an issue where Machines that had been "Called Off" from an active Rental Contract were showing as "Available" before being checked back in.

Cause/Correction:

Fixed. Called off Machines will remain in a "Rented" status until they have been Checked-In on the Rental Contract. Once Checked-In the Machine status will show as "Available."


Last Release Notes

November 22nd, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

 


                 

We are excited to announce that Flyntlok, including our CEO and founder Sean McLaughlin, will be attending the Equipment Exposition October 17th-20th in Louisville, Kentucky (Booth Number 42024). The Equipment Exposition is an annual event dedicated to growing landscapers, manufacturers, and equipment dealers’ businesses. Please get in touch with Mike Wasserman (mwassy@flyntlok.com) or Garret Nelson (garret@flyntlok.com) if you would like to arrange a meeting while we are there.


Rental

Rental Contract Machine Replacement-(Ticket #FD- 1688 )

Opportunity:

There are times when a Rental Unit goes down and needs to be replaced with a new Machine. Rental Managers have requested the ability to replace the currently existing Machine on an Active Rental Contract with an alternate Machine of the same Model and have the new Machine inherit the previously billed amounts of the old unit so that the billing continues to flow seamlessly.

Solution:

We have added a "Replace Machine" option to the Actions button drop-down menu of the Rental Contract, which will allow users to "swap" the Machine currently on the contract with an alternate Machine of the same Model. When the "Replace Machines" option is selected, Flyntlok will display a list of available Machines. Users can filter through to select a Machine to add in place of the removed Machine. After selecting a new Machine, you will need to log both the new and previous Machine's Miles, Hours, and consumables. Flyntlok will then "Check-Out” the new Machine and add it to the Rental Contract. For billing purposes, the Machine being replaced will remain on the contract in a "Checked-In" status, but offset from the Machines currently on rent. The new Machine will display a  icon on the right side of the line item, above the Quantity field.

 

Machine Miles And Hours Tracked on Check-In/CheckOut-(Ticket #FD- 1815, 44563)

Opportunity:

Rental units can have either Miles or Hours tracked. Flyntlok Users have requested the ability to specify either or both metrics on the Check-In and Check-Out of the Machine from a Rental Contract and have that information logged in the Machines "Meter History" record.

Solution:

We have added fields to log both "Miles" and "Hours" of the associated Machine when checking the unit "IN" or "OUT" on a Rental Contact. While Flyntlok will only handle the billing of one of the two metrics, based on the machines "unit preference" set on the Machine's Dashboard, the values captured here will be stamped back onto the Machine's "Meter History" record.

 

Adding CC and Internal Emails to Rental Signature Requests-(Ticket #FD-1932, 44256)

Opportunity:

Rental Managers have requested the option to add additional "CC" and "Internal" recipient email addresses when sending a Signature Request from a Rental Contract. The  CC and Internal recipients would receive a PDF copy of the Contract.

Solution:

We have added three new fields to the "Rental Contracts" Signature Request modal;

The "CC" field will allow users to add additional Customer email addresses to the Signature Request modal, where recipients will receive an "unsigned"  PDF attachment of the Rental Contact. The "CC" field will allow Users to add any valid email addresses or to select from saved customer contact email addresses.

The "Internal" field will allow Users to add internal employee email addresses to the Rental Signature Request, where recipients will receive an "unsigned" PDF attachment of the Rental Contact. The "Internal" field will allow Users to add any valid email addresses or to select from a list of saved employee email addresses. The internal recipients are BCC’d on the email.

The "Message Field" will allow users to add custom text to the signature Request that will be added to the body of the email sent.

     

Service

Service Forms Available on Mobile View-(Ticket #FD-1982)

Opportunity:

Service Technicians have requested the ability, while working in the Mobile View, to add and edit Work Order "Forms" that are associated with Service Jobs.

Solution:

We have added a "Forms" section to the Work Order dashboard of the "Mobile View" to allow Service technicians the ability to add and edit available Service Forms to Work Orders jobs via their mobile device.

   

Work Order Tag Number on Mobile View-(Ticket #FD-1820, 44567)

Opportunity:

Service managers have requested we add the associated "Tag Number" of a Work Order to the list views displayed within the Flyntlok Mobile View

Solution:

We have added the associated "Tag Number" to the Flyntlok Mobile Views (All Work Orders, My Work Orders, New WO, and My Recent WO). This field will only be displayed for a WO with an associated Tag Number.

CRM Hub

Customer Contacts Report-(Ticket #FD- 1967)

Opportunity:

The Flyntlok team is currently in the process of a continuous update to our general Contact Management Capabilities.  Recently, we launched a new "Customer Contacts" report that contains a list of all of a company’s individual customer contacts and allows users to filter and view individual contacts. Our next update is to streamline the process of customer correspondence within the Customer Contacts Report.

Solution:

We have added "quick hit" links to the Customer "phone number" and "email" fields of the Contact Dashboard page, which will  allow Users to immediately start a new correspondence with the contact. Hovering over the "Phones" field will display a dropdown menu, where Users can choose to edit/delete saved numbers or immediately attempt to call the customer. If the "Call" option is selected, Flyntlok will first ask you to specify the application you would like to compete the call from, then populate the customers "primary" number into the application

 

 

Hovering over the "Email" field will display a dropdown menu, where Users can choose to edit/delete saved addresses or launch a new email. If the "Email" option is selected, Flyntlok will redirect you to your preferred email client, with a new draft email and the contact's "primary" address prepopulated.

 

“Repeat Customer” added as option to Source Field-(Ticket #FD-2033, 44893)

Opportunity:

Flyntlok salespeople have requested we add "Repeat Customer" as an option to the "Source" field of a CRM Lead.

Solution:

We have added "Repeat Customer" option to the dropdown menu of the "Source" field of a CRM Lead.

Purchasing

Purchase Order Default Email-(Ticket #FD-1935,1936)

Opportunity:

Purchasing managers have requested the option to set a default Company Email Address that will display on all Purchase Order PDFs. Flyntlok currently displays the Email Address of the User that generated the PO in the "Created By" field of the Item Purchase Order PDF and also in the "Reply-To" section of the sent PDF.

Solution:

We have added a new setting to the "Flyntlok Settings" page, which will allow administrators to set a default "Parts Department" email address. When set, Flyntlok will replace the User Email Address in the “Created By” field of the PDF and the return address of a sent PDF with the "Parts Department Email". Administrators can add a "Parts Department Email" by navigating to the "Flyntlok Settings" page. (Admin Editor Wrench  -> Flyntlok-> Flyntlok Settings ->Company Section).

                   

Automatic Text Confirmation-(Ticket #FD-1783, 44514)

Opportunity:

Flyntlok Users have requested a warning be added to the Item Receiving Voucher system to alert Users when an automated SMS text message will be sent to a customer upon the receipt of a Special Ordered Item. Currently, users have to go to the customer dashboard to see if a customer is set up for automated text messages as well as if they have received an automated text message.

Solution:

We have added a "Sales Order contact will be notified of parts received" message to the Item Receiving Voucher modal that will display if the Item being received was Special Ordered, and the associated Customer has a least one contact with a phone number/ email saved and the enable SMS/email setting activated.

Inventory

Core List Price-(Ticket #FD- 1887, 44656)

Opportunity:

Flyntlok Purchasing managers have requested we add a "Core List Price" field to the Item Receiving Voucher that will allow users to manually edit the "Core Items" List price when receiving the Item.

Solution:

On the Item Receiving Voucher page, when receiving an item that has a core, we have added a “Core Received List” field at the bottom of the receiving modal. This will display the Core Item’s current List Price by default, but can be modified/adjusted by Users to change the value of the Core Item upon receipt. Changing this value will also adjust the Core Item's master record to have the new List Price.

Machines

Utilization Percentage-(Ticket #FD-1934, 44735)

Opportunity:

Machine utilization is a simple measure of the productivity of the equipment. Currently, at the top of the Machine Dashboard, Flyntlok displays the Machines "Life time Utilization" (Total income generated by the Machine / Machine Acquisition Cost) and "Year Time Utilization" (Income generated in the last 365 days / Acquisition Cost). Rental managers have requested we add an additional field to also display "Time Utilization".

Solution:

We have updated the Machine Dashboard header by adding two additional utilization fields "Life time Utilization" (Number of days rented / Total number of days from when the Machine was received) and "Year Time Utilization" (Number of days rented in the last 365 days / Number of days passed since Machine was received OR 365 whichever is least). We also renamed the existing fields Life and Year Utilization to Financial Life and Financial Year.

 

 


Issues Resolved This Sprint

Incorrect Shop Fees on Work Order Estimate  -(Ticket #FD-1924, 44744)

Complaint:

Service managers were experiencing an issue where Work Order estimates were not retaining their correct billing style. If the User updated the billing style of a Service Job on a Work Order, by changing from "Estimate" to "Billable", previously generated estimates were also being updated to the most current billing setting. Estimates should not update after being generated.

Cause/Correction:

Fixed. Once a Work Order estimate is generated, you cannot change the Type and a new Estimate will need to be made if you want to change the billing style of the Work Order.

Rental Searching-(Ticket #FD-1812, 44558)

Complaint:

Rental managers were experiencing an issue when searching for a specific Machine ID or Serial Number among available Machines to add to a Rental Contract on the New Rental page. The results returned were all Machines of the same model as the searched Machine, but the exact match could be anywhere within the result set making it hard to find. The exact match should have filtered to the top of the list.

Cause/Correction:

If the search text exactly matches a machine's display ID or serial number, Flyntlok will sort that Machine to the top of any model search result.

Wittiness Lacking-(Ticket #FD-10141975)

Complaint:

The above release notes lack the usual subtle wit that has been present of late.

Cause/Correction:

It’s hard to inject humor about things like machines, inventory, and rental contracts every week. We’ll be funnier next time so we can keep you reading. (But hey, you made it this far…)


Last Release Notes

September 27th,  2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

 

Rental

Model/Class Based Reservations-(Ticket #FD-1457, FD-759)

Opportunity:

Rental Managers have requested the ability to reserve a Model or Model Classification for a Rental Contract and also have the ability to convert the Model/Class to an actual Machine at a later date.

Solution:

We have added Machine Models and Machine Classifications as selectable options to add to a Rental Contract on the rental creation page or the active rental. When a model/class is selected, that model or class is temporarily added to the contract that users can later change to a specific Machine.

Users will be able to specify an actual Machine to the Model/Class holding spot by selecting the "Associate Machine" button on the individual lines of the Contract. Flyntlok will then display a list of all Machines of that particular Class/Model for the user to choose from.

Users will have the option to generate Interim Invoices for Rental Contracts with reserved Models. When the Model is later replaced with an actual Machine on the Rental Contract, Flyntlok will then display an "Associate Machine To Invoice" dialog. Flyntlok will then suggest line items from the Invoice that the Machine could be associated with. Associating the Machine to the Invoice allows for its monetary value to be applied to the income statement of the Machine.

If the Contract and Invoice have a duplicate of the same Model (e.g. two lines in the invoice have the same model), users will have the option to choose which line item to associate the Machine with by clicking the Edit button.

 

Convert Active Rental to Demo Contract-(Ticket # FD-1509, 43690)

Opportunity:

Rental managers have requested the ability to convert an active Rental Contract to a “Demo Contract”. Converting a Rental Contract into a Demo Contract allows for the associated Machine(s) to be released on a trial basis. Demo Contracts will block the depreciation of the Machines and eliminate the need to report the Machine(s) as FID to the manufacturer.  Flyntlok gave users the option to generate a Rental Contract or a Demo Contract from the rental creation page, but did not allow active contracts to be converted to a "Demo".

Solution:

We have added the "Is Demo" field to the General section of the Rental Contracts "Info Tab" allowing users to convert active Rental Contracts to Demo Contracts.

Audit Log Update-(Ticket # FD-1534, 43789)

Opportunity:

Flyntlok users have requested additional information be added to the Rental Contracts Audit Log to make it more evident what Machines or Items have been added or removed from the contract.

Solution:

We have updated the Rental Contracts Audit Log to now display the ID Number of Items, Models, and Machines that have been added or removed from the contract.

 

Purchasing

Honda Interface-(Ticket # FD-998)

Opportunity:

Purchasing Managers working with Honda equipment have requested the ability to generate Item Purchase Order documents for Honda directly from Flyntlok which they can then upload to the Honda Portal.

Solution:

We have added a "Generate Document For Honda" link to the Actions button drop-down menu of the Item Purchase Order which, when selected, will automatically download an interface document onto your computer. Once downloaded you can upload the document to the Honda Portal as a Purchase Order.

Item Alternates Indicator-(Ticket # FD-1543, 43857)

Opportunity:

Flyntlok users have requested Item Alternate information be added to the individual line items of the Draft Purchase Order Page, allowing purchasers to more easily see whether an individual item has any alternates. Alternates are Items that can be purchased instead of the original item, as a substitute.

Solution:

We have added an "Alternates" icon to the Draft Purchase Order Page, which will populate to the left of the Item Number if the item has any Alternate Item associated. We have also introduced a new tab titled “Alternate Items” on the "Inventory and Order History" section of an Item, which is visible when an individual item row is expanded. Flyntlok will display a list of available alternates for the given Item in this new section and display a “No Alternates” message if no alternates exist.

   

Machines

Machine Hour History-(Ticket # FD- 1520, 43734)

Opportunity:

Last release, we added a mileage log capability on Flyntlok. Our next iteration was to add an "Hour History" section to the Machine Dashboard. This will display all Work Order and Rental Contract check-in hour logs as well as any direct edits to the Hours field of the Machines edit page.

Solution:

We have combined the Machine Hours with the Mileage logs and renamed the section "Meter History". This section will display ALL mileage and hour log entries for the specific piece of equipment via the following pages: WO creation and WO check-ins; on Rental Contracts as well as on Check-in/out of the rental; and on changes to the Machine Dashboard edit page. This new section will display the ten most recent entries as well as a link that will redirect users to an alternate view that will display ALL mileage/hour logs for that specific Machine. Flyntlok will display the date, the metric, and the user's name that performed the logging.

Customers

Marketing Checkmark-(Ticket# FD-1553, 43884)

Opportunity:

Flyntlok Users have requested a way to easily see if a specific Customer is properly set up with contact marketing information.

Solution:

We have added a new indicator titled "Has Contact" to the Customer's Dashboard, which will display a green check icon if the particular Customer has one or more contacts with Contact name, phone number, and email information saved. This new field will be added to the top bar of the Customers Dashboard next to the "Last Survey Send" field.

Accounting

QuickBooks  Services-(Ticket # FD-1536, 43804)

Opportunity:

Accounting Managers have recently inquired about where they can create new items as a Service in QuickBooks Online. Creating an item as a Service in QuickBooks allows Users to set a revenue account for the item to book to within QB. Currently, Flyntlok provides a link to add a new Service in QB from the Accounting section of the Item Dashboard's edit page, but does not clearly define what the link does.

Solution:

We have updated the styling of the "Add Service to QuickBooks Online" link on the Item Dashboards edit page and also added descriptive text.

Issues Resolved This Sprint

CRM: Removed Status Change "New to New" from Audit Log-(Ticket #FD- 1516, 43724)

Complaint:

Salespeople have requested to have the logging of the status change "New to New" be removed from the Lead Dashboards Audit Log. Flyntlok gives users the option to edit information surrounding the Lead from the individual Leads Dashboard, such as the status, estimated revenue,  contact information, and more. Currently updating any status of a Lead ( for example updating a lead status from "Open" to "Won") creates a log stating "Status changed from NEW to NEW" and then also states the correct status change.

Cause/Correction:

We have removed the logging for the status change (New to New).

QuickBooks Online Not Updating Paid Invoices-(Ticket #FD-1514, 43676)

Complaint:

Sales Managers had noticed the red "Paid" stamp, usually displayed on a Sales Order invoice that has been paid in full and moved to a Delivered status and has been processed in QBO, is no longer being displayed.

Cause/Correction:

Fixed.

Wrong Lost Sale Form-(Ticket #FD-1540, 43810)

Complaint:

Salespeople were experiencing issues when attempting to document a lost Machine Sale by selecting the icon of the item line from the Point of Sale. The "sad face" icon allows Users to generate a "Lost Sale" form for the Item or Machine of the line selected. Flyntlok will then generate the "Lost Sale Form" with the Item or Machine information and "Loss Type" prepopulated, in this scenario the generated "Lost Sale Form" form was incorrectly set as an Item and was not populating any Machine information onto the form.

Cause/Correction:

Fixed. Flyntlok will identify the Item or Machine associated with the specific Point of Sale line item and generate the Lost Sale Form with the correct "Loss Type" and Machine or Item information prepopulated onto the form.

Item Metrics Update-(Ticket # FD-1544, 43844)

Complaint:

Purchasing managers were experiencing an issue where Stock Items' recommended quantities were not successfully updated when users created a new Stock Purchase Order using the Flyntlok recommended quantity, and marked the PO as Ordered, but then deleted the PO. The recommended quantity was not being updated on the Recommended Orders Report or the Draft Purchase Order page.

Cause/Correction:

This was caused by a timing issue based on when Flyntlok updated recommended quantities (which is done in a nightly batch job). We have updated the metrics for inventory items, and we will now immediately update the recommended quantity when a PO with stock items is deleted.

Character Limit Error Message- (Ticket#FD-1570, 43932)

Complaint:

Flyntlok Users were experiencing an issue when trying to submit a Support Ticket when the description field exceeded 4,000 characters. The user would receive a generic error message and the ticket was not submitted.

Cause/Correction:

We have updated the error message displayed when the character limit is reached, and will now notify the User of the specific issue at hand and prompt users to shorten the description to 4,000 characters or less. (And, um, if the issue is that difficult to describe, you can always pick up the phone and call us for help. That’s what we’re here for!)

Last Release Notes

August 16th, 2023 Release Notes

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CRM Hub

Updated Leads System

The Flyntlok development team is starting to roll out the new CRM Hub. The updated CRM will retain all of the functionality of the existing CRM hub with added enhancements we believe: will help to increase leads, accelerate sales, organize contacts, and better serve your customers!

 

Note- We will be releasing a tutorial video on the new CRM Hub in the coming days, please reach out to the Flyntlok support team if you have any questions.

Sales

Tracking Number Search- (Ticket# FD-796,  41797)
Opportunity:

Flyntlok allows users to track shipments but currently does not offer a way to search for tracking numbers associated with a particular sale. Users can track a shipment by clicking on the "Track" button at the top of the Shipping Tab. A separate page will appear asking for the Tracking Number along with the Carrier. Tracking information will be generated in the shipping tab of the Sale Order and will include the tracking number, as well as its shipping status, last update, currently in, destination, created, and ETA. You can not search for tracking numbers unless the number had been copied/pasted into the internal/public message fields of the Sale.

Resolution:

You will now be able to search for tracking numbers associated with a Sales Order using the S? prefix from the Flyntlok searcher.

Track Shipment      Tracking Number

Force Pick-  (Ticket#FD 537, 40715)

Opportunity:

We have had several requests to allow salespersons to manually pick the order functionality of a Sales Order. This would give you the option to take all items associated with a specific sale out of your inventory regardless of on-hand quantity. This could be helpful in the case that an item has been physically received but the parts department has not yet had the chance to record the receive in Flyntlok.  Currently, Flyntlok users have no option to manually pick the order functionality of a Sales Order.

Note- This feature if enabled may disrupt your inventory totals. This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.

Solution:

We added a new icon to the quantity column of the Sales Orders item line. When the force pick option is selected, Flyntlok will pull the entire order quantity from your inventory. This will allow for sales to push inventory into negative quantities.

Force Order- (Ticket#FD 874, 41813)

Opportunity:

We have also had requests to allow a salesperson to manually set a Sales Order to order all items associated with a specific sale regardless of on-hand quantity. This will give Flyntlok users the option to special order entire order quantities.

Note- This feature is setting controlled, please reach out to the Flyntlok support team if you would like this setup, or if you need any additional information.
Solution:

We have added a new icon to the quantity column of the Sales Orders item line. When the force order option is selected, Flyntlok will special order the entire order quantity, leaving your inventory intact.

Purchasing

Allocation of Fees/Credits View- (Ticket#FD-728, 41303)

Opportunity:

You can add a fee or a credit to a machine voucher in the Fees/Credits section by clicking . You can then choose to book the fee, to an account of your choosing or to capitalize to the machine. If you are going to capitalize the fee click then choose an allocation method and save your choices. The problem is once the voucher is closed, the fees and credits section is also closed. You would then have to go to each machine separately to see how it was allocated.

Solution:

We have updated the fees and credits section of the machine receiving voucher. The section will now be viewable but not editable after the voucher is complete.

Customer PO on Purchase Order PDF- (Ticket#FD-873, 41805)

Opportunity:

On a Sales Order for a customer with a PO number: If the items associated with this sale are needing to be special ordered, the customer's PO number is not displayed on any PDF generated from the Purchase Order. This can be especially problematic when dealing with dropship orders.

Solution:

We have added the customer PO number to the item line of the PDFs generated from the Purchase Order.

Customers

Export Owned Machines-(Ticket#FD-885, 41797)
Opportunity:

On the machine dashboard page, Flyntlok users can navigate to the owned machines section to view a list of all machines owned by a particular customer.  The issue here is Flyntlok currently does not offer a way to export the list.

Solution:

We have added a "View All" link to the owned machines section of the customer dashboard. When selected, this link will take you to a data view that shows all of the customer’s machines. From this page, you can then click the export icon in the upper right corner of the page.

Issues Resolved this Sprint

Hide Kit Items on Split SO- (Ticket#FD 872, 41791)

User Issue-

New Flyntlok setting to hide the sub-items list price on PDF documents for kits has been enabled, but the list price is showing on invoices that have been split.

Resolution-

If you have activated the Flyntlok setting to hide kit sub-items, this will now also apply to all split invoices with kit items associated.

How do a make a model unavailable to sell- (Ticket#FD- 808, 41518)

User Issue-

When editing a model, by changing the "allow sale" field to NO and selecting the save and update machines option: The model is still available to add to sales Orders from the Rocketship icon model searcher.

Resolution-

After editing a model to not allow the sale, the model will be excluded from the Rocketship model searcher.

Unfulfilling Machines- (Ticket# FD- 890, 41782)

User Issue-

When adding a machine to a Sales Order, and then fulfilling the order quantity, the machine was not able to be marked as unfulfilled.

Resolution-

After adding a machine to a Sales Order, and marking the machine as fulfilled, you will still be able to adjust the fulfilled quantity and set as unfulfilled.

Scheduling Work Orders-(Ticket#FD-897 ,41902 )

User Issue-

When scheduling a start/end date for a job on a work order, the date will revert to the previous day whenever a time isn't selected.

Resolution-

Fixed.

Above Cost-(Ticket #FD-888, 41862)

User Issue-

On a new Sales Order: When trying to apply a discount to the entire order, if the option to discount "above cost" is selected, the discount is not applied to the sale.

Resolution-

Fixed.

                     

SMS Files won't work-(Ticket#FD-878, 41867 )

User Issue-

When communicating with a customer or lead through SMS messaging, and trying to send a PDF document. The text message is not delivered.

Resolution-

Our wireless carrier does not support PDF file types sent via text messaging. We have added a new error message to the SMS settings that will display when trying to send a PDF document.

Can't find Reserved Machine (ticket#FD 908)

User Issue-

When creating a new rental contract and searching for a reserved machine: Machines that have been reserved, with a hold-for-rent reservation type, are not populating onto the contract.

Resolution-

Machines reserved for rent will still populate the machine list of a new rental contract, but will be displayed as "has conflict".

Rental Invoice-(Ticket# FD 926, 41992)

User Issue-

When trying to close and invoice a rental contract that contains an inactive item, the contract does not close and an error message pops up stating "The action could not be completed, no item data"

Resolution-

We have updated the information on the error message, and will now indicate if there is a inactive item associated with the rental contact.

Last Release Notes

May 31st, 2023 Release Notes

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Learn More at Flyntlok Dealer Management System

YouTube

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CRM Hub

New Feature

We are currently updating the CRM Hub. To better manage the history of interactions with prospective customers, we have added an enhanced timeline, the ability to assign leads to multiple users and associate multiple machines to leads.
-We will continue to update you on the progress of the new CRM Hub, if you have any questions please reach out to the Flyntlok support team.

 

Parts

Enhancement

Remove Kit Sub Items From Packing Slip

We recently released a new feature allowing you to remove kit sub-items from the Sales Order invoice. If this setting is activated, the kit sub items will also be removed from the sales packing slip, showing only the parent item.

Supersessions

We have added additional information when searching for items that have alternates. You will now see a supersedes section with the QOH displayed.

Point of Sale

Enhancements

Defaulting Credit Card Terminal

When taking a credit card payment from the new Gravity payment system, the previously selected terminal will now default into the field.

New Customer Email

When creating a new customer, from the Point of Sale, Flyntlok will now accept email addresses in an all-caps format.

Rental

Enhancement

In and Out Hours on Invoices

We have added the equipment hours logged on check-in/check-outs to the rental invoice. Previously, you would have to print out the rental lease agreement in addition to the invoice, to show this information to customers.

Machine Purchase Orders

Enhancement

Model Number on Item Line

From the Point of Sale, when associating a machine with a quoted model, Flyntlok will now display the model number in the description of the item line.

Tax

Enhancement

Tax Rounding

We have made an adjustment to the tax rate settings. Tax rates can now be extended out up to 8 decimal places.  Flyntlok will only display the tax rate’s significant digits in tax line descriptions.

Purchase Orders

New Feature

Hide Invoice ID on PDF

Administrators will now have the option to hide the Invoice ID number on the Purchase Orders PDF. Wrench->Flyntlok->Flyntlok Settings.

-Please reach out to the Flyntlok support team to opt-in to this new setting.

Enhancement

Remove Stock Items from Will Call Labels

We have removed stock items from the list displayed when selecting will-call labels, from the receiving voucher. From the item Purchase Order with stock and will-call items, you will now only see the will-call labels.

-Please reach out to the Flyntlok support team to opt-in to this new setting.

                 

Last Release Notes

May 17th, 2023 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

 

 

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