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

Notifications

New Feature

Notification Bell

We have added a new feature to easily view and organize Flyntlok notifications. You will now see a bell icon on the top right of your home screen next to your username. When this icon is clicked you will be able to view all notifications, organized by most recent. You will no longer see notifications on your dashboard or popup in the lower right of Flyntlok. You can access the last year of historical notifications by clicking the View All.

 

 

CRM

New Feature

Create Linked Sales Order/ Work Order

Sales Orders and Work Orders can now be created from a Lead in the CRM Hub. To do this, go from the Actions tab of the Lead view -> Create Sales Order or Create Work Order.

Leads List Sorting

Leads will now be viewable under four new categories: My Leads, New & Open, Unassigned, All Leads. These categories allow for easy organization and quick referencing of new potential  customers.

Status Color Coding

We have added a color coding scheme to status badges of the CRM Leads. This allows users to easily identify the status of their lead. The color coding is outlined below.

Lead List Searching and Filtering

We update the searcher to look across most fields in the lead list. Any fields we are not searching by can be filtered use the selections above the list.

CRM Lead on Customer Dash

We have added a new CRM Leads panel on the customers dashboard, this will track and display all leads created for this customer. This allows users to easily view basic information about each lead.

Inbound Call - Create a Lead

If you are using the VOIP integration with Flyntlok, when any unknown number calls, the user will be redirected to the Add New Lead form of the CRM hub while auto-populating the caller's phone number.  This will let you easily create a lead and ultimately a customer!

Add New Lead

Tag Management

Clearing up typos, and redundant tags can now be done by clicking the Actions -> Manage Tags  from the CRM Hub.

                                                   

Point of Sale

New Feature

POS Scanning

If a scan fails to find an associated Item Number, UPC, or EAN, a note line will be created in its place to help prevent unnoticed missed scans. The note line will include the barcode number which was originally scanned. We also show a warning pop-up, but if you have hotkey functionality enabled on your scanner, the popup can be missed if you continue to scan.

Scan Mode

Default Invoice Source

We have added a new setting to allow managers to configure a default invoice source by user.  Previously, this was done at the company level.

To set or edit the default invoice source for a user, navigate to Wrench->Users->Users.  Locate the user you wish to set, click edit, and in the "Other" tab, assign a default invoice source.

To check your current company settings, navigate to Wrench-> Point of Sale-> Invoice Sources.

Work Orders

New Feature

Mobile Create Work Order Option

We have added a link to the mobile dashboard that will allow users to quickly create new Work Orders.

Copy/Paste Group Schedule

We have added a new icon to the Service Scheduler. When selected, you will be able to copy and paste the events of the group you have selected to a new date.

Enhancement

Work Order Deposits - Auto Apply to Final Invoice

We will now be automatically applying work order deposits to the final invoice of a work order. Previously, you had to add these manually and the deposit was only accessible if the payment was posted to QuickBooks Online.

Service Scheduler Permissions

Updated user permissions now allows admins to limit users ability to make changes on the Service scheduler such as changing events, and modifying groups.

Accounting

New feature

Accounting Period Cutoff Date

Flyntlok settings allow admins to adjust cutoff dates for transactions. This helps prevent unwanted reversals of invoices that have been posted during accounting periods already closed, as well as, backdating transactions into closed period. This should align with your QuickBooks Online Books Closed Date.

Item Purchase Orders

New Feature

Reopening a Posted Voucher

You can now restrict who is allowed to open a posted item voucher.  This will add an internal control that stops users from requesting a reversal of a bill.

New Feature

Duplicate Document Warning

You will now see a red warning message if there is a duplicate bill number under the particular vendor. This message will be displayed in red, next to the QB Bill Number in the Voucher Details section.

Machine Purchase Order

New Feature

Generating Labels in Bulk

We have added a new setting to the Machine Purchase Order. Users will now be able to print labels in bulk from the receiving voucher by selecting voucher lines, selecting printing action, then clicking Generate Labels.

Item Searching

Enhancement

Omnisearch

We gave the Omnisearch results a freshlook.  It now allows for quick referencing of item number, vendor/make, description and bin. Also displayed, includes QOH, QOO, and List Price, which are appropriately categorized by color.

Rental

New Feature

Recent Contracts

A Recent Rentals section has been added to the Item Dashboard, which displays the fifteen most recent rental contracts of the item.

Sparks

New Feature

Sparks Request for Service

We have added machine hours and miles to the Sparks Request Service Form.

 

 

Last Release Notes

December 14th, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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

Click Reduction Contest!

We have received a record number of click reduction entries this sprint. Thank you for all of your feedback. We are still working through all of the ideas and will be announcing the winners two weeks from today.

 

Work Order

New Features

Mobile - Add Job

Jobs can be added from Flyntlok Mobile. To add a job, go to a work order and click Add Job. Fill out the form.

Mobile - Pickup & Delivery Notes

If a work order has a pick up or a delivery specified, the work order will show that information in the header.

Mobile - Change Status on Clock-Out

When clocking out of a work order, you will have the option to update the status.

Enhancements

Engine Model Information

Engine Model information has been added to the machine section of the Info Tab.

 

Parts Management

New Features

Copy Inventory Sprints

Old Sprints can be copied and used as a template. To copy a sprint click Actions -> Copy Sprint.

Enhancements

Purchase Order Information

Item Number 2 and Item Number Manufacturer have been added to the stock order page to help make ordering easier.

You can always choose to hide or view columns using the column chooser:

 

Rental

Enhancements

Bulk Call off

Rental lines can be called off in bulk just like the bulk check in option by clicking  Actions -> Call Off.

Consumable Information

If a consumable is included on the final bill of a rental, we will include the the amount that was checked out and the amount that was checked in.

 

Flyntlok

New Features

User Position

You probably noticed a that we asked for your role when you logged in this morning. This information will be used to customize your Flyntlok experience and provide context when submitting a support ticket.

 

Other System Enhancements

Work Order Machine Searching

Information has been added to the work order machine results. You can view the machine id, customer unit number, make, model, serial, status, and owner.

System Machine Searching

If you are searching for a sold machine using the M, search, we will include the date sold in the search results.

 

Last Release Notes

September 14st, 2022 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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

Rental

In the past, the rental system has relied on the user to keep the billing and calendar dates in line. We are working to make the system smarter. Any of the durations that we calculate will be auto-filled. You will always be able to edit them if you find yourself in a special situation. In order to auto-fill recommendations, additional setup is required.

Setup

To add the additional information needed by the rental system. Go to the Flyntlok Settings page and click Go to new Rental Settings.

From here, click on the Durations Tab. You should see something that looks like this!

Calendar Days Per Week

The number of days that are in a week. This will usually be set to 5 or 7

Calendar Days Per Month

The number of calendar days are in a 1 month billing cycle. This is usually set to 28.

Minimum Calendar Days For Week

The number of days that can be billed before you stop billing days and instead bill for a week. This is usually set to 4.

Minimum Calendar Days For Month

The number of days / weeks that can be billed before you stop billing days and weeks and instead bill for a month. This is usually set to 22.

Minimum Hours For Day

The number of hours that can be billed before you stop billing hours and instead bill for a day. This is usually set to 4.

Respect Check-in / Check-out Times

This will allow customers to return machines prior to the early check-in time without getting billed. Customers will also be able to check-out machines after the late check-out time without being billed.

Respect Grace Period

Setting this to yes will not bill for days your business was closed immediately prior to the check-in date.

The Check-in times, Check-out times, and the Grace Periods can all be set on the Store Hours Tab.

Enhancements

Date Selector

The new Date Selector makes the Billable Duration and Calendar Dates more clear. As always, you can change the Billable Duration without changing the Calendar Dates.

The date select will also accept free text.

Interim Billing Cycle

The EST. Billable Durations field has been replaced with an Interim Billing Cycle field. Use this field to define the length of your billing cycles. Submit a support ticket to edit the default value(28 calendar days).

Location Select

The location of the rental contract can be changed on the new rental page.

 

Mobile

New Features

Part Dashboard

We have added a part dashboard to the mobile view! You can view the following information:

Enhancements

Machine Dashboard

To help mobile salespeople, we have added a price calculator to the mobile machine dashboard.

Item Management

Enhancements

EAN and UPC Fields

We have added EAN and UPC fields to the item edit screen.

Point of Sale

Enhancements

Scan Mode

We have added a Scan Mode to the point of sale. This will work like a check-out system at a grocery store. Scan items and they will be added to the sales order. If two of the same item are scanned, the quantity will be increased on the original line. We are looking for exact matches between the barcode and the item number, EAN, or UPC fields.

To enter scan mode, click the scanner or with hot key: ALT + B.

Then Scan your items:

QuickBooks Integration

Enhancements

Customer Add

You can create a QuickBooks Customer in Flyntlok from the customer edit screen!

Vendor Add

You can create a QuickBooks Vendor in Flyntlok from the vendor edit screen!

Last Release Notes

July 20th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

YouTube

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

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

Point of Sale

New Feature

Apply Payment & Process(Click Reduction Contest Implementation)

You can add payment and click the order button at the same time. The Apply Payment button has a small triangle next to it. If you click the triangle, you will have the option to Apply Payment & Process. We will remember your selection for next time, so you will not need to click the triangle!

Machine Purchase Orders

New Feature

Model Switching

Models can be swapped out using the new machine purchase order vouchers. If a machine is incorrect, create a receiving voucher for the machine. From the detail view, click the Change Model button.

Using the search box, find the model that you would like to receive instead.

Then receive the machine as normal!

Fee-Only Receiving Vouchers

Vouchers can be used to book fees to a machine. If you would like to book fees, but not receive the machine, create a Fee Only Voucher. Fee only vouchers are just like receiving vouchers, but will limited functionality. You will not be able to receive machines or edit machine costing information from a Fee Only voucher.

QuickBooks Error

If there is a QuickBooks error while trying to post a machine PO voucher, we will add the voucher to the failed list so that it can be fixed.  If you click the link for the failed vouchers, it will include a column with resolution steps. We plan to do this with more postings in the future!

Rental

Enhancements

Rent Schedule Template Creation

Rental Schedule templates can be added while you input pricing on a rental contract.

Address Selector

We have added a new address selector that should reduce entering addresses multiple times. You can choose from the customer's profile address, any of their shipping addresses, or search through your company address book.

Inventory Management

Enhancements

Vendor Markup Edits Item Pricing

If a vendor's markup is edited, all parts under that vendor will be updated to respect the new markup. Be Careful - this updates all of your item prices!

Item Auto-Calc Markup

Adjusting the cost or MSRP on an item will automatically adjust the list price. This was previously working based on the vendor's default markup and now will factor in your pricing matrix.

Mobile

Enhancements

Work Order Field Editing

Click on the job fields to edit!

Work Order Check-in

Check-in work orders using your phone!

Work Order Statues Changing

Change the status of a work order!

Work Order Time Remaining

See the time remaining on each job!

Image Uploading

Upload images to work orders using the upload button!

Last Release Notes

June 22nd, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Customer Management

New Features

Primary Customer Contact

We want to help you set the customer contact on sales orders, rentals, and work orders. The primary customer contact will solve this problem! Notice that the contacts editor has changed. If a contact is marked as primary, it will have a green check beside it.

Flyntlok Dealer Management System

To set a contact as primary, edit the contact and check the Primary Contact box.

Flyntlok Dealer Management System

Remember, there can only be one primary contact assigned to the customer. Once a primary contact has been selected, we will auto-fill that contact on all sales orders, rentals, and work orders. This is only a default and can be changed if needed.

Point Of Sale

New Features

Adding Models to Sales Orders

Models can be added to a sales order, quoted, then easily swapped for a machine.

To add a model to a sales order, click the Rocket and select the Quote Model tab.

Flyntlok Dealer Management System

Next, type in the model that you would like to add. We will autofill as much information as possible, but you can always edit any information as needed. Then click Quote.

Flyntlok Dealer Management System

At this point, lets say that a quote has been given to the customer and they have accepted. Its time to associate a machine to the model. Instead of the Fulfill button you will see a Rocket. 

Flyntlok Dealer Management System

Click the Rocket,  and search for the machine that you would like to link to the sale.

Flyntlok Dealer Management System

Once you click Associate Machine, the machine will be added to the sales order and the model will be removed automatically. At this point, you can sell that machine following your normal workflow!

Sales Order Terms & Conditions Editing

You can customize the Terms & Conditions on individual sales orders.

From a sales order, Click the details tab:

Flyntlok Dealer Management System

Then, Click Settings:

Flyntlok Dealer Management System

Make any changes needed to the Terms & Conditions

Flyntlok Dealer Management System

Click close

Flyntlok Dealer Management System

Work Orders

Enhancements

Work Order Creation

When you select Multiple on the work order creation page we will hide unnecessary information like machine hours and miles.

Flyntlok Dealer Management System

Machine Information Auto-Populate

If a machine has miles and/or hours, we will auto populate that information on the work order.

Flyntlok Dealer Management System

Bulk Labor Update

When you update a labor type on a job, you will have the option to update all previous labor on the job to the new type.

Flyntlok Dealer Management System

Estimate Email

We have updated the estimate email to contain the view/sign option and a PDF copy of the estimate. Previously, these came in separate emails.

Google Maps Integration

Over the past couple of weeks have been adding links to Google Maps within Flyntlok, specifically in the work order and rental systems.

If you click this icon    you can go directly to google maps where you will be given directions to your destination.

Flyntlok Dealer Management System

Mobile

Enhancements

Work Order Filtering

If you have a large amount of open work orders, you can use the new filter button to consolidate the list.

Flyntlok Dealer Management System

CRM

New Features

Lead List Importer

We are making it easy to import lead lists that you have purchased or built. When you are ready to import a list, head over to the CRM Hub!

Click actions then Import Leads.

Flyntlok Dealer Management System

From the modal, you can download the template needed to import the lead list. Once you have converted your list to our format, you can add the file and click Import.

Flyntlok Dealer Management System

Application Management

Enhancements

Performance Tab & Cost Adjustment Permissions

We have added two additional permissions to the Access Control page.

Model Creation Defaults

When a new model is created, Allow Rent and Allow Sale can be defaulted to the value you choose. The default value is no for Allow Rent and yes for Allow Sale for both fields. The default values can be changed on the Flyntlok details page.

Last Release Notes

March 16th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Point Of Sale

Invoice Customer Panel

We have restructured the customer panel to make it more space-conscious and moved the contact selector next to the customer selector.  Previously, the contact was selected in the details panel at the bottom of the page.

You can now designate the type of invoice and use that for reporting.

The type and location can also be encoded into the ID.  If you wish to enable this feature, please submit a support ticket.

Activity/SMS Panel

We have made it easier to add/edit notes and send SMS's from the point of sale by adding an activity panel on the lower right of the page.

 

When a customer responds, you will get a notification in the lower right of Flyntlok, and on your dashboard.

You can reply from the notification, customer dashboard, or right in the activity panel on the invoice.

Returning Dirty Cores

Previously when creating a return for a sale that includes cores, we were not populating the return sales order with the dirty core.  We updated that so you no longer have to add that manually when the customer returns with the dirty core.

Machine Owner / Bill To

We have updated the sales order PDF to reflect the machine owner if it is different than the bill-to.

Work Order

SMS Templates

You can now customize your own templates for SMS's sent from the work order system!  To configure your templates, please submit a ticket and a consultant will work with you to get them setup.

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel. Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Estimates - Icons

We have added icons to the estimate section to indicate when an estimate has been emailed to your customer, and when they respond.  Look for more updates to this feature in the coming releases!

Rental

Activity/SMS Panel - Unread Activity

We have added an unread activity indicator on the activity panel.  Once you open the panel, the notes will be flagged as reviewed and the indicator will be removed.

Auto-Generated Work Orders for Rental Actions

Based on your company's settings, we will automatically create a work order at the first rental, and every subsequent check-in of a rental.  We updated this functionality to create these work orders as segmented.  In the coming release, you should be able to designate one or more job templates to be added to this style of work order.

Purchasing

Bulk Printing Labels

We moved the bulk printing of labels from the PO to the voucher.  This lets you print off a barcode label for each item you are receiving.

Accounting

Customer Accounting Settings

Previously we were updating the Accounting Email and Auto-Send setting on the customer when you re-loaded them. That caused confusion when QuickBooks Online had different data than what was set in Flyntlok. We will no longer automatically update those fields.

 


 

Last Release Notes

November 17th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Work Order Updates

Work Order Machine Assignment

In the past, only one machine was allowed per work order. This worked great until a customer dropped off a chain saw, pole saw, and weed wacker. Now you can add multiple machines to a work order. To do this, click "Multiple" on the work order creation screen. Then add machines to each job.

 

Then, you will be able to add a machine to each individual job.

Clocked in list

Click the Info Tab to see a list of people that are clocked into a work order.

 

Technician Notes

The customer will not see any notes that are added in the "Notes" section.  However, after the notes have been reviewed, you can add them to the correction section by clicking the "Add to Corrections" button.

Work Order Sections Stay Closed

When you minimize a section on the info tab of the work order page, it will remain closed until you open it again.

Parts Transfers

Parts invoices can be transferred between jobs. The jobs can even be on different work orders. Click the transfer button on the management tab to preform transfers.

Work Order Permissions

Certain work order actions only need to be available to select users.  Below is a list of actions that can be limited. The limits can be set on the Authorized Users tab by your company Flyntlok administrator.

Add Job

Change Status

Revert To Estimate

Delete Job Note

Edit Labor Line

Edit General Fields

Create WO From Estimate

Add Files to Jobs


Check In

Delete Job

Edit Job Billing Style

Edit Job Labor Type

Edit Machine Fields

Send Customer SMS

Add Forms to Jobs

Check Out

Remove File From Job

Edit Job Category

Change Job Machine

Mark Job Complete

Start Paccar Warranty Claim

Add Labor Lines to Jobs

Clock Into Job

Remove Form From Job

Edit Cause

Edit Job Name

Mark Job Incomplete

Transfer Job Between WO's

Add Parts Invoices to Jobs

Clock Out Of Job

Delete Labor Lines

Edit Complaint

Change Job Technicians

Create Partial Invoice

Update Customer & Contacts

Add Recommended Jobs

Create Template From Job

Delete Text Expansion

Edit Correction

Edit Job Type

Post Comment

Delete File From WO

Cancel Work Order

Create Text Expansion

Add Job Note

Edit Job Estimate

Edit Customer Fields

Reorder Jobs

Delete Form From WO

Setting Permission Access

New Rental System Updates

If you are interested in upgrading to the new rental system, please reach out to consulting@flyntlok.com.

Rental Contract E-Signing

From a rental contract, select "Request Signature" from the actions dropdown.

Then input the customers' email on the pop-up.

The customer will receive an email prompting them to e-sign the contract.

Then, the customer can sign the contract.

 

Rental Kits

Beta users can configure Kits from the Models page. To create a Kit from scratch, first, create a Model. Then edit the model and scroll down to the recommended items section.

 

Remember, only items that are marked rentable will show in the searcher.

Delivery And Pickup Information

If you leave the box blank, the rental delivery fee will show TBD instead of $0.  This allows you to bill the customer after the delivery has occurred.  In this case, we recommend having your rates listed in the terms of the contract.

Associated Salespeople

You can now associate more than one salesperson to a Customer. This can be helpful if a customer has a salesperson and a PSSR.

Flyntlok Surveys

You can now see the last time a customer was surveyed on the customer's dashboard.

Vendor Searching

We have updated vendor searching from the search bar. It should be faster and show better results than before!

 

Last Release Notes

August 11th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Rental Email Signatures

From a rental contract, you can now directly email a signature request to the customer!  They will receive the request to sign it from their device. Once signed, a copy will be sent to the customer and salesperson and shown on the rental dashboard.

Transferring Stale Items

When transferring an item from a sales order, you could not quickly see if other store locations' parts were stale. We now show if a location's items are stale so that you can prioritize transferring those.

Bin Location Logging

On the item dashboard, we were not logging when a bin location for an item was changed. Now, we will log the bin location change and the user who changed it.  You can access the logs by clicking the "View Logs" link in the "Notes" section.

Stock Class

When an item is loaded into Flyntlok with a stock class, we will show that class on the item's dashboard.  This is specifically for Peterbilt dealerships.

Alternate Vendor

If an item is loaded into Flyntlok with an alternate vendor, we will display that vendor on the item's dashboard.  This is currently just for Peterbilt dealerships. However, we will be looking to expand on this concept in the future.  As of now, it's purely informational.

Scrapping Comments

We were not allowing comments from an MRP work order when an item was being scrapped. Now, you will have a comment box to associate information when scrapping an item.

Rental Contract Tab Names

We have changed the naming of the browser tab for rental contracts. The tab will now show the customer name instead of the rental ID.

Fulfilling Rental Items

To fulfill fuel on a rental sales order, you had to click the Fulfill All button. We will now fulfill the fuel when the machine it is linked to is fulfilled.

Searching Split Sales Orders

You can now use the S search and be taken directly to a split sales order. Before, you could only find split sales orders using the S? search.

Work Order Terms

If your company has terms for work performed on customers' machines, you can now have that print at the bottom of your work order PDFs. Please reach out to Flyntlok, and we can get the terms added to your company account.

Creating Invalid Users

We were allowing users to be created without an email, first name, and last name. We will now show an error when a user is being created without adequate information.

 

Last Release Notes

June 16th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

Point of Sale Item Import

For the large orders that customers send on Excel sheets, you can now import those files to the point of sale! The import only requires the item number and has an optional field for quantity.

After a file is attached, we will show a list of all the items from the file. If there is a red X, we could not find a matching item number and this item will not be added to the sales order. If the item has a green checkmark, we were able to find a match for it. If there is an orange triangle, we found more than one item number that matches the item. We give you the option to choose which item you would like to add.

NOTE: We support the following file types for import:

Quick Add Customer Address

In our quest to make actions on the point of sale quicker, we found that users were quick adding customers and still having to go edit their profiles to add address information. You now can add an address from the customer quick add form.

PACCAR Bond Loyalty

For PACCAR dealerships, you can now search for customer's Bond Loyalty accounts and add any relevant coupons to a sales order. You can also create new Bond Loyalty accounts or edit existing ones.

Assigning a Bond customer to a sales order is done from the sales order information section.

Once a bond customer is assigned and all the customer's parts are added to the sales order, you can click the dollar bill icon in the upper right and add available coupons.

Please note that there may be some delays in searching and loading Bond Loyalty customers and coupons. This is due to slow responses from the company we have integrated with. They are aware and actively working on a solution!

Part Verification

When a customer submits a sales order from Sparks, we mark those parts as unverified with a red warning triangle. Once the parts are verified by the store, you can click the Verify All button in the Details tab instead of clicking on each item to verify.

Sales Order PDF [BETA]

We are starting to roll out the new sales order PDF to all our customers. Please contact Flyntlok if you would like to be included in this beta.

Work Order Job Templates

We found that our old job template editor was difficult to work with and not friendly to smaller screens. We have redesigned the editor to provide a smoother and more user-friendly experience. Also, we have added the ability to attach associated forms to job templates. These forms will then be attached to the work order when the template is added.

Service Dashboard [BETA]

The service dashboard now has a new look! You still can filter this report via date range to view the productivity and efficiency of each store location.

Here is a list of definitions for the statistics we are reporting on:

 

By clicking the More button in the bottom right of the location's details, you can view the labor details by labor type for that store location.

By clicking the View Location button in the lower left of a location's breakdown, you can view the statistics of a location and continue to drill down to view the statistics on a per technician level.

Consignment Items

When adding a new item to a consignment location, if you canceled the pending transfer because of insufficient quantity, the item would get removed from the consignment location. Now, if you add an item with a target quantity, it will immediately be put on-site with zero quantity, and a pending transfer for the quantity will be created.

MRP Work Order Grading

Previously, we did not require an assembled by signature before applying the final grade to a work order. We now require there to be an assembled by signature before there can be a final grade.

Work Order Creation Machine Search

Two weeks ago, we updated the machine searcher on the work order edit page to allow for searching customer unit numbers. We have made the same change to allow for searching customer unit numbers when creating a work order.

Model Save and Update

The button to save and update machines when editing a model is now blocked by permissions. If you do not have the permissions for this, you will need to contact your management team.

Last Release Notes

May 26th, 2021 Release Notes

Not yet a Flyntlok Customer?

Learn More at Flyntlok Dealer Management System

Youtube

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

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

$25 VISA GIFT CARD CONTEST

Between today, May 27th, 2021, and June 9th, 2021, we want to reduce unnecessary mouse clicks within the application.  Submit a support ticket with your idea to reduce clicks. As a team, we will determine the most impactful request, implement the changes, and reward that user with a $25 visa gift card!

Automated Customer Satisfaction Surveys

If you have ever wanted to gauge customer satisfaction in real-time then we have the feature for you! We are adding the ability for you to automatically email surveys to your customers after certain actions in the system.  For example, after you close a sale with a customer.

If you have interacted with Flyntlok’s help desk recently, you may have received a survey in your inbox almost instantly. While this alone is great, we wanted to take this feature a step further by building “triggers'' that will allow you to send the surveys either instantly, or after a delay chosen by your business. This tool will not only make your dealership look modern and professional, but also provide you with instant feedback from your customers.

We have teamed up with Survey Monkey as a partner for this feature. This allows Flyntlok to trigger actions for surveys and manage data necessary to tailor your survey.  Survey Monkey manages the survey configuration and provides tooling and reporting around your surveys.  The Flyntlok consulting team can assist with all of the setups.

This ad-hoc feature can be configured for you for a cost of 10 cents a survey.  If you are interested in utilizing this, please contact us at consulting@flyntlok.com or submit a ticket within the application, and we will set up a time to discuss.

New Sales Order PDF (Closed Beta Testing)

We are happy to announce that we are launching a new version of the Invoice/Sales Order PDF.  We will be adding this feature by customer request in the coming weeks! A Flyntlok consultant will reach out to your management team for approval before adding your business to the beta test. This new sales pdf  will soon become the standard within Flyntlok.

Biggest Improvements:

Upcoming

DMS Work Order Dashboard Updates

Over the course of the next two weeks, we will be working on a new implementation of the work order dashboard.  This will be a job-centric dashboard with screen space optimized for tablets and laptops.  Starting 06/09 we will launch a closed beta for this feature and open that beta to customers who are interested in trying out this new dashboard in late June.

DMS Work Order Job Template Manager

Since we are making updates to our work order system, we will take this opportunity to update the job template editor as well.  This will be finalized and out with our release 06/09!

Point of Sale Improvements

New Hotkey “F”

Due to popular demand, we have added a new hotkey to our sales order page. “F” can now be pressed to fulfill as many items as possible on the sales order. We continue to encourage ticket submissions with click reduction ideas!

View Updated Hotkey Cheat Sheet

Cursor Movement After Parts Selection

After using the mouse to select parts from the parts searcher drop down, the cursor will automatically move to the quantity field.

Item Quick Add

We added a link from the POS item quick add dialog to the full new part creation form.  If you had some data already entered into this form, it will be saved and you will continue to edit the newly created part in a new tab. Just remember, the form has to be completely filled out before clicking the advanced button.

We will also start checking for duplicate customers. This should help prevent quickly adding customers that are already in the system.

Sparks Portal

Clicking “Accept Order” Assumes Responsibility

Sparks Orders were being created with a user set to ”Flyntlok System”.  In order to support downstream workflows (like purchase requests), we will assume the user clicking “accept order” will be responsible for that sales order moving forward.

Photos

We fixed a bug causing sparks machines photos to be different than Flyntlok DMS ones. This occurred when a machine's picture was updated from its original version.

Consignments

Dashboard Layout Updates

We optimized this page for laptop uses. Since consignment locations are often remote or on service trucks, we made some layout changes that should give laptop users a better experience. Specifically, any action button should be accessible without the need to side scroll.

Remove Insufficient Quantities

We added a button to remove out-of-stock items when transferring quantities to consignment locations.  When this button is clicked, we will reduce the transfer amount to the max quantity available to get you closer to your target quantity.  Previously, we removed the whole transer.

 

Redirect on Submission of WO Internal Quote

We realized the redirecting between work orders and internal quotes was choppy. We have implemented better redirects to help streamline the process. Upon completing an internal quote you will now be redirected back to the work order you started on. The system will behave exactly as if you bought the parts from an internal account; eliminating clicks and allowing you to enter additional work order data.

Better Error Handling on the User Settings page

You might have run into an error while editing/saving your user settings (such as updating your personal photo) and not realized it. We have now updated that page to communicate errors to you, should one occur.

User Photos - No Permissions Necessary

Being able to put a face to a name is more important now than ever. We made sure that all users are able to add a user photo. No permission is now necessary.

ERP Work Order Updates 

ERP Grading Workflow

Users were mistakenly grading a work order before signing it as assembled or signing the first article inspection.  Now, a work order must be signed as assembled before the option to grade the work order will be made available. If a work order requires first article inspection, that must also be completed before the option to grade will be made available.

Notes Modal (Gabe K - Click Reduction Contest)

This submission came from Gabe K during our click reduction contest. If your mouse left the space on the screen where the modal (pop up) was, the modal would automatically close. We understand that can be frustrating so we made sure that the modal stays open until you choose to click close or save.

Expected Total Cost

We give an extensive breakdown of costs on ERP work orders. We went ahead and added them up for you! This can be found on your ERP work order dashboard.

Quick Searching - Open in New Tab (Gabe K - Click Reduction Contest)

If you have the user setting enabled to open your QuickSearch results in a new tab, we were not leaving the input after you submitted your search.  When you returned to that tab, the QuickSearch guide would overlay over the page and block your view, requiring a click to close it. We have handled that for you now.

Adding Notes Only Available in Draft Status

It is important that closed sales orders remain closed and not changed. A few users found that our new hotkey improvements worked a little too well; allowing notes to be added to sales orders after they were closed. “N” will now only add notes to work orders in draft status.

Searching for Supersessions/Alternates/Cores After Creation

We have continued to improve on last week's core-focused improvements. You will now be able to find newly created cores in the parts searcher immediately after they are created. This will allow you to connect cores to parts immediately, smoothing your workflow.

Customer Unit Number Now Searchable on Work Order Create/Edit

We have added the ability to update, search and link machines to work orders based on the customer-supplied unit number. Previously, the technician had to supply the Flyntlok unit number.

Last Weeks Release Notes

May 19th, 2021 Release Notes

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