CRM

CRM Customer Google Reviews Page-(Ticket # FD-462, 463, 458, 470, 461, 467)

Opportunity:

Sales managers would like to be able to view a list of customer reviews of their company that have been submitted via Google Reviews. This would allow Flyntlok users to track overall customer satisfaction better.

Solution:

We have added a new Reviews report in the CRM tab of your Left-Hand Navigation menu that will track and display customer reviews submitted from Google. This new report will allow users to view a full list of all customer reviews and the company's aggregated Google score, respond to reviews, and send an email or SMS message requesting a review of the company.

Flyntlok users will have the option to send an SMS message or email to customers, requesting they review your company via Google Reviews. This request can be sent out to an individual customer or a bulk customer list and provides a link to the Google Review page.

We have added a response column to the Reviews page, allowing users to respond to individual customer reviews or to view their previous response. N.B. Google only allows one response per customer review.

Leads

Last Updated Column -(Ticket #FD-1258)

Opportunity:

Sales managers would like to document the last attempt to contact individual leads.  This will help to verify the company is actively staying on top of new potential business.

Solution:

We have added a "Last Reached Out" field to the All Leads report. Flyntlok will update this field when an SMS text message is sent or when the lead timeline has been manually updated with a new event (e.g. added a Call Note).

 

Export All Leads-(Ticket #FD-1262, 42888)

Issue:

Flyntlok users have the option to export the All Leads grid to an Excel spreadsheet. Previously, the export action only exported the items contained within the grid itself, which is limited in the number of records it displays, rather than all Leads which met the filter criteria of the report.

Solution:

All Leads that meet the criteria of the grid filter will be exported, rather than the limited set the grid was set to display (e.g. 50 or 100 records.)

Purchasing

Distributors: Purchasing via Multi-Manufacturer Vendors (Ticket #FD-1205)

Opportunity:

Purchasers would like to purchase parts from Distributors that sell two or more Vendors' parts. They would like to quickly create a single Purchase Order with all associated Vendors' parts. Currently, Flyntlok does not offer a way to configure a Distributor to be associated with a part or configure a part to be associated with a Distributor, or aggregate multiple vendors under a single Distributor for purchasing purposes.

Solution:

We have added a new flag to the Vendor edit page, that will allow users to set a Vendor as a Distributor. When this flag is set, you will be able to associate multiple different Vendors to the new Distributor.

Our crack development team has also updated the “Create New Purchase Order” page to handle Distributors. When a Distributor is selected for a new PO, all of the Vendors that this firm distributes for will be aggregated for selection.

Special Orders Aggregated with Stock Orders (Ticket #FD-462)

Opportunity:

Purchasers would like to have Special Orders of parts combined with Stock Orders when trying to create a new Purchase Order. Previously these had to be handled separately.

Solution:

To handle a mix of special and stock orders we have added two new fields:

We have also added a drop-down menu item at the top within the “Use Recommended Quantity” that allows the user to choose between using just the “Recommended Quantity” or to “Use Recommended Quantity + Special Order Quantity”. When the latter is selected, the Order Quantity will add both SO and Recommended amounts to the Order Quantity.

Finally, if you expand the Item to review additional details (by clicking the arrow on the left in the grid), we have added information about the Special Orders within the drop-down.

Metric Overrides Now Manageable from Purchase Order Creation Page (Ticket #FD-1251, 701)

Opportunity:

Purchasers would like to be able to manage Metric Overrides when creating Purchase Orders. This allows them to stay on this page and quickly adjust the Overrides for many parts quickly and in one location. Previously they had to open separately the individual Item Dashboard for the part and from there they could amend the Metric Overrides.

Solution:

We have added a new Metric Override field to the Purchase Order grid. By clicking on the cog/gear icon within the cell of the Item, the user is presented with a dialog for setting the Override on that particular item. Setting a new Override will then adjust the Recommended Quantities accordingly.

Rental

Handling Alaskan Rental Tax on Short-Term Lease-(Ticket #FD-1203)

Opportunity:

Rental managers in Alaska would like the option to apply an Alaskan-specific tax charge on all Rental contracts, with a duration under 90 days.

Solution:

We have added a new “Charge Duration Tax” check-box on a Rental Contract, that when selected, will charge a specific tax rate on the rental. This box is auto-selected when a contract is less than 90 days, but can be overridden by the user. Further, if the original contract was for greater than 90 days (and where this box was not selected), but the customer ended up terminating and finalizing that prior to 90 days, then the user is prompted about whether they would like to add that tax back onto the invoice upon closure.

The addition of this field on a contract, and the specific rate charged, are environment-specific settings. If you would like assistance with setting up this feature, please contact your friendly Flyntlok Consultant for assistance.

Demo Flag on a Rental Contract-(Ticket #FD-1262)

Opportunity:

Rental managers would like a way to flag a Rental contract as a Demo, to more easily differentiate from other contracts.

Solution:

We have added a new "Is Demo" check box to the rental contract's Additional Details page. This check box will now designate the Rental Contract as a Demo and display this information from the top left corner of the contract.

Please contact one of our affable Flyntlok Consultants if you would like assistance in setting up this feature.

Service

Remove Discount from PDF-(Ticket #FD-1213, 42699)

Opportunity:

Flyntlok users have requested the ability to remove the discount field from the Work Order Estimate PDF.

Solution:

We have added a new setting to the Flyntlok Settings page, which will allow administrators the ability to hide the discount field on the PDF generated via a Work Order Estimate.

Customers

Prevent Default Customer from Having Special Orders on a Sales Order -(Ticket #FD-935, 42007)

Opportunity:

Salespersons would like the option to prevent a Default Customer from having Special-Order parts on a Sales Order. (Flyntlok allows firms to set a Default Company as a customer that will auto-populate in the Customer Tab of the Sales Order that is generated when you select the quick create icon  from the blue top bar.) Users have asked that Flyntlok not allow Special Order parts to be available on a Sales Order.

 

Solution:

We have added a new setting to the Sales section of the Flyntlok settings page that allows administrators the option to prevent the company's Default Customer from adding items requiring a Special Order to a Sales Order.

Inventory

Retail Labels-(Ticket #FD-1206, 42700)

Opportunity:

Flyntlok users would like to print retail labels for inventory items, that will display the part number, item description, list price, and a barcode that scans as the item number.

Solution:

We can now customize the display of the item's retail label. Please reach out to the ace Flytnlok support team if you would like to edit the display of your retail item labels.

Machines

Equipment Fields-(Ticket #FD-1266, 42902)

Opportunity:

Flyntlok users have requested additional information be added to the machine dashboard to record the machine's: fuel type, license plate number, and license expiration date.

Solution:

We have added three new fields to the new Machine Editing page and the Machines Dashboard view. Flyntlok users will now have the option to record and edit fuel type, license plate number, and license expiration date.

Issues Resolved This Sprint

Vouchers/JE's not Transferring to QuickBooks if more than 1 Account is Credited -(Ticket #FD-1197, 42621)

User issue:

Flyntlok users are having issues where Journal Entries and Vouchers are not transferred over to QuickBooks if more than one account is credited.

Resolution:

When posting a bill to QuickBooks Online, only the Accounts Payable account can be credited. The issue here is if a Journal Entry is created with more than one credited account, the entry gets submitted successfully but is then unreconcilable. We have updated the QuickBooks settings, and going forward Journal Entries being submitted with multiple credited accounts will fail to successfully post. We have also added an error message, that will display this information to the user attempting to post the entry.

Vendor Logs on Vendor Creation-(Ticket #FD-1196, 42641)

User issue:

Users would like to see who created a particular Vendor. Currently, no logs related to Vendor Creation are viewable by Flyntlok users.

Resolution:

We have added Vendor Creation to the logging information displayed for individual Vendors.

Customized Percentage Fees Should Apply to Labor and Parts - (Ticket #FD-1209, 39678)

User issue:

Flyntlok users have the option to add an additional customized percentage fees (e.g. Shop Fees) to Service Work Orders. The problem is that when a job is set as Flat Rate, these percentage fees are only applied against the labor, not the part.

Resolution:

We have updated the Work Order billing settings. Going forward, all billings types will charge against parts added to service jobs when a parts fee is associated with the Work order. To update in-process work orders, you will have to remove the fee and add it back.

Machine Purchase Order-(Ticket #FD-1221, 42748)

User issue:

Machine Purchase Orders are not being referenced under the icon within related transactions from the Point of Sale.

Resolution:

Fixed.

Turn off Customer PO Setting-(Ticket #FD-1222, 42770)

User issue:

As a Flyntlok user, I would like the ability to turn off the Customer PO column of the Purchase Order's PDF

Resolution:

We have added a new check box to the Flyntlok settings page, allowing users to display or hid the Customer PO column.

Payment Received Date on SO PDF-(Ticket #FD-1198, 42678)

User issue:

Payment dates were not appearing on the Sales Order PDF when using the new EmergePay payment screen in Flyntlok.

Resolution:

We have added payment dates to the SO PDF.

Rental Insurance Date Format-(Ticket #FD-1230, 42802)

User issue:

Flyntlok users have requested that the customer insurance expiration date which is displayed in the header of a rental contract not include the time.

Resolution:

We have edited the expiration date display, to be formatted as MM/DD/YYYY.

Can't Add Company Logo-(Ticket #FD-1256, 42878)

User issue:

Flyntlok administrators have the ability to add or edit the company logo that will be displayed on company documents generated from Flyntlok. The issue is that Flyntlok currently does not support PDF file types for logos. However, it appeared that the file upload of a PDF  logo was successful, but then no logo appeared.

Resolution:

We have added an informational message that will alert users if an unsupported file type, such as a PDF, was uploaded.

Last Release Notes

July 6th, 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!

Flyntlok encountered a problem during an upgrade on Monday afternoon, June 19th, around 1 pm Eastern Time, which temporarily disrupted the searching function intermittently for some periods thereafter. Performance and reliability are extremely important to us and we would like to apologize for any inconvenience this caused you. Our development team has introduced a new search infrastructure and added additional preventative measures. We will work hard to ensure such instances are not repeated and continue to provide the best service possible.

CRM

Manage Contacts-(Ticket #FD-988/71)

Opportunity:

Flyntlok allows users to create and save contact information for customers . You can save contact information from the customer's dashboard, the point of sale, or the  CRM Hub. The issue is that there is currently no centralized place to view and edit a list of all contacts. This makes it challenging to manage contacts on a company level.

Solution:

The Flyntlok team is currently in the process of a significant update to our general Contact Management Capabilities. This release we created a new view that contains a list of all of a company’s contacts. From this new report you can filter for the individual contact and, when selected, you can edit the contact: Name, linked customer, email address, phone number, and associated tags. Flyntlok users will now be able to access the "Customer Contacts" from the CRM tab of the left-hand navigation menu.

Outbound Communication with Contacts-(Ticket #FD-991)

Opportunity:

Salespeople like to be able to easily communicate with their contacts from the list of all company contacts, but Flyntlok did not offer that capability

Solution:

When Flyntlok users select a specific contact from the contacts report, they will be redirected to the contacts information page. From here users can view past SMS messages and continue the correspondence. If a previously saved, valid phone number is added to the contact, any conversations with that phone number will be available to view.

History of Contact Interactions-(Ticket #FD-989)

Opportunity:

Sales managers often like to see a history of all interactions with a specific contact:

Solution:

Add a "History" tab to the contact's information page. On the Contact Information page for a specific contact, the History Tab will allow users to view a timeline of customer interactions. All Work Orders, Sales Orders, Rental contracts, and CRM leads created, and associated with the contact will be recorded on this timeline. Users will be able to manage the timeline by archiving individual events, Archived events will be removed from the default timeline and placed into a separate view.

 

 

CRM Machines-(Ticket #FD-978, 42165)

Opportunity:

When associating a machine with a new lead from CRM Hub, the associated machine's information is not displayed on the lead page.

Solution:

For associated machines: include serial, machine number, owner name, and the current status of machines.

Link back to All Leads-(Ticket #FD-1131, 42447)

Opportunity:

The new lead system of the updated CRM Hub offers a more efficient way to manage new potential sales. However, we have noticed there is no convenient way to quickly navigate to and from an individual lead page back to the All Leads report

Solution:

Add a link to the lead page that will redirect you back to the All Leads report. This new link will be displayed above the lead name in the top left corner of the page.

Sales

Signature Line on Packing Slip (Ticket #FD-815, 41558)

Opportunity:

Flyntlok offers users the option to generate a packing slip, from the Point of Sale, which will display the package's contents, delivery address, and customer name making it easy to identify during dispatch. The issue is there is currently no acceptance line on the packing slip.

Solution:

Add a signature line to the packing slip PDF.

Edit Invoice Detail Lines Block (Ticket #FD-770, 41452)

Opportunity:

The Item Type of “Note Items” are used to display information on an Invoice. When added to a Sales Order, the rate/amount set on the note item is not applied to what is debited to a pending payments accounts. Currently, if the list price of a note item is manually adjusted, this would result in the transaction being unreconciled in QuickBooks Online. The amount applied to Pending Payments needs to be the same as the Invoice Balance.

Solution:

Flyntlok added a restriction that will prevent Flyntlok users from editing the list price on invoice lines with Item Types that indicate the item is a note.

Buyer Acceptance Signature Line (Ticket #FD-641, 41012)

Opportunity:

At the bottom of the PDF, generated from the Point of Sale, is a section to record the buyer's acceptance with a signature line. The issue is Flyntlok currently does not offer a field to record a seller's acceptance. This can be problematic when dealing with a third-party service that requires both a buyer's and seller's acceptance signature.

Solution:

Flyntlok added a new setting to the Settings page that will allow Flyntlok administrators to add a seller's acceptance signature line to the PDF generated from the Point of Sale. Please contact a Flyntlok Consultant if you would like assistance in setting up this feature.

Quote Expiration Date(Ticket #FD-1120, 42417)

Opportunity:

When converting a Sales Order to a quote, Flyntlok requires users to set an expiration date for the new quote. This date is then displayed on the PDF generated for the quote. The issue is that Flyntlok currently does not show the expiration date anywhere on the actual Point of Sale page.

Solution:

Add a "Valid Until" field to the internal details section of the detail tab.

Payment Date - (Ticket #FD-802, 41523)

Opportunity:

The payment system currently displays the customer information as well as the date a credit card payment was applied to a Sales Order. However, the date is only applied to credit card payments

Solution:

Flyntlok now includes the payment date on all payment description lines.

 

Parts

Kit item Cost-(Ticket #FD-1034)

Opportunity:

Kit items allow Flyntlok users to sell a group of items at a customized list price under a parent item. When the Kit is configured, Flyntlok will take the cost of the sub-items associated with the kit and apply them to the parent item. The issue is if the parent item is sold with a cost set, Flyntlok applies both the cost set on the parent item and the sub-items resulting in transactions being unreconcilable in QuickBooks.

Solution:

Flyntlok removed the ability to set a cost on Kit type items and we now show an expected cost on the kit item dashboard.

 

Kit QOH(Ticket #FD-905, 41927)

Opportunity:

Salespeople find it helpful to see the available inventory for kit items, which Flyntlok does not currently offer.

Solution:

On the item dashboard Flyntlok now shows the potential kit QOH based on the quantities of the sub-items

Kit Cost Total - (Ticket #FD-638)

Opportunity:

When configuring kits, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales.

Solution:

Added a total cost field, that will display the cost of sub-items added to the kit.

Cost Margin on Quick Kits - (Ticket #FD-982)

Opportunity:

When configuring Quick Kits from the Point of Sale, Flyntlok users would like to view the cost of all of the items making up the kit. This would assist in specifying a new price for the kit and to prevent losing money on kit sales. Currently, only the cost margin is displayed.

Solution:

We have updated the Point of Sale Quick Kit feature. The "cost margin" field has been renamed to "Profit" and we have added a new "Show Cost" check box. When selected, the total cost of all associated sub-items will be displayed.

Purchasing

Customer PO Number (Ticket #FD-975, 42148)

Opportunity:

Flyntlok users are looking to clarify the "PO Number" column of the Purchase Order's PDF. Vendors are currently getting this field mixed up with the Purchase Order number.

Solution:

We have renamed the column, and will now display it as "Customer PO Number"

Service

Job Transfer Logging (Ticket #FD-1146, 42497)

Opportunity:

Flyntlok users have the option to transfer service jobs. You can choose to transfer the job to an active Work Order or generate a new Work Order. The issue here is when the option to transfer to a new or existing order is selected, the logs of the transfer will only appear on the original Work Order.

Solution:

We have added enhanced logging on job transfers. Action logs will now refer to both Work Order IDs involved in the job transfer and the log will appear on both Work Orders' action logs.

Flyntlok Reporting

Compact/Compress

Opportunity:

Flyntlok offers users a variety of different reports, accessable through the left-hand navigation menu. We aim to provide you with valuable insights and data through these reports. The issue is that there is currently no way to compress larger reports.

Solution:

We have added a new "Compact" button to Flyntlok Reports that will allow users to compress the grid view’s data within the report.

 

Issues Resolved This Sprint

Not showing reservation for rental- (Ticket #FD- 915, 41934)

User issue:

The machine's dashboard is correctly showing the status as RESERVED however it is not indicating the active rental reservation at the top of the page.

Resolution:

Added to top of the page for viewing.

Failed Scan Note- (Ticket #FD-936, 42015)

User issue:

On a Sales Order and using the "Scan Mode" option: If the scan fails, the error message will not populate until an additional item is scanned.

Resolution:

Fixed.

Converted Part Issue- (Ticket #FD-814, 41556)

User issue:

The "Create Record" button for the change orders allows for multiple clicks (i.e., button mashing). This in turn creates duplicate records of the change.

Resolution:

Fixed.

Machines Getting Marked to Not Allow Sale-(Ticket #FD-955, 42114)

User issue:

The Flyntlok setting "Models Sellable When Created" has been activated, however, all new models are set to not allow sale.

Resolution:

Fixed.

Copying Sales Order- (Ticket #FD-950, 42067)

User issue:

When copying Quotes and Sales Orders, the copied version is not retaining the list price of discounted items from the original.

Resolution:

Fixed.

Shopify Prices Not Updating-(Ticket #FD-957, 42130)

User issue:

The connected products in Shopify do not update prices without being re-saved from the Flyntlok Shopify interface.

Resolution:

Fixed.

CRM issue-(Ticket #FD-977, 42152 )

User issue:

On the CRM Leads page, when a customer clicks on a lead, the Lead Detail screen opens up a blank window.

Resolution:

Flyntlok users will be able to view the Lead Detail page for all CRM leads.

Rental Contract Available Machines by Location-(Ticket #FD-1000, 42201 )

User issue:

When creating a new rental contract, available equipment for rent at all locations is showing even when only one location is selected.

Resolution:

When filtering for a specific location, only the machines in that location will be displayed.

Assigned WO not in Mobile View-(Ticket #FD-1041, 42268)

User issue:

Work Orders that have been assigned to a specific technician are not displayed in the "My Work" section of the mobile view.

Resolution:

Fixed.

Customer PO Search-(Ticket #FD-1074, 42068)

User issue:

When searching for a customer PO number attached to a sales order from the prefix searcher and using the S? prefix, the attached Sales Order that contains that PO is not displayed in the search results.

Resolution:

Fixed

Update Pricing-(Ticket #FD-1067, 42324)

User Issue-

When selecting the “Update Item Pricing” yellow dollar sign icon from the Point of Sale, the sync operation fails to accomplish anything. the price is not updated and the user is not notified.

Resolution-

Fixed.

MFA Duplicate Key-(Ticket #FD-1108,42397)

User issue:

Flyntlok users that are set up with 2-step verification are receiving a "Couldn't send one-time password" error message when attempting to log in.

Resolution:

Flyntlok will now run a check to see if the old code is expired, and if so, delete the old session, and regenerate a new code.

Payment Visual-(Ticket #FD-1117,42418 )

User issue:

On the new payment system, when converting a Sales Order into a quote, and then reselecting the "actions" button: The "Delete" Tab is not populating correctly.

Resolution:

Fixed.

Machine Flooring-(Ticket #FD-1115,42407 )

User issue:

On the Machine Dashboard, if the Flyntlok user navigates to the balance sheet and selects the Liabilities or Flooring Links, they are directed to a Create New Journal Entry window rather than to that Existing Journal Entry.

Resolution:

Clicking these links on the machine dashboard will redirect you to the specific journal entry to view financial information regarding the machine.

Serialized Stock Core Items-(Ticket #FD-1123, 42431)

User issue:

When adding an item with a Core, where the underlying items are serial stock, the Sales Order will not close until the Core and Dirty Core are set to Inventory and the top-level part is re-added.

Resolution:

When an invoice detail represents a core, Flyntlok will not enforce traceability on it.

Deleting Sales Order-(Ticket #FD-1139, 42467)(FD-1140, 42359)

User Issue-

When a Flyntlok user deletes a Sales Order that is in pending status and is associated with a Special Order, the associated request/PO is not deleted with the sale.

Resolution-

Remove the option to delete a SO in Pending Status. Users will need to reverse the sale before the delete button can be selected.

Edit Title of Lease Agreement(Ticket #FD-1149, 42503)

User issue:

Flyntlok users have requested the ability to edit the title of the Rental Contract's "Lease Agreement" to "Rental Agreement".

Resolution:

 

Wrong Data-(Ticket #FD-1137, 42462)

User Issue-

Flyntlok user is seeing the wrong data in reports. Unknown locations and parts numbers are populating the item physical counts report.

Resolution-

Fixed.

Credit Card Fee Charge-(Ticket #FD-1137, 42462)

User issue:

From the new Gravity payment System, if the page is refreshed or canceled before the payment was made complete, it would result in duplicate

Resolution:

Fixed.

Saved Card - ( #FD-1162, Support ticket #Internal)

User Issue-

When applying a payment to a Sales Order using a saved credit card, Saved Cards are generating $0.00 payments versus the amount entered.

Resolution- Fixed

Unable to clock In (Ticket #FD-1168,42575 )

User issue:

Flyntlok technicians are unable to clock into service jobs assigned to themselves from the mobile view.

Resolution:

Add a new error message that will display when labor types have not been correctly configured.

Last Release Notes

June 14th, 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!

Service

New Feature

Work Order Estimates

We have added a new setting to the work order to make the job approval processing quicker. From the Jobs Tab of the Work Order dashboard, you will see a new option in the Actions dropdown titled Process Jobs. When clicked, you will see a list of your jobs, allowing you to select and process the part orders associated with the jobs.

 

When the process button is selected, Flyntlok will move the internal parts orders tied to the selected job(s) forward from a Quote or Draft status into a Pending or Pickup status.

Enhancement

Visibility on Tech Clock Out Notes

When a technician clocks out of a job, Flyntlok requires them to log a note. You will now be able to view this note from the corresponding labor punch. From the Labor Tab of the Work Order, you will now see a new Note Icon on the labor punches. When you hover over this new icon, Flyntlok will display the tech note added at that clock-out.

 

 

Point of Sale

Enhancement

Credit Card Information

We have added additional Credit Card information to the Sales Order. When adding a customer credit card as a payment type, you will now see the card number, the name on the card, the date the payment was taken, and the approval number populate on the payment line of the Sales Order and the Sales Order PDF.

           

Machines

Enhancement

Model Update

We will now tell you what fields will be changed on the model when updated from a machine.   

Machine Flooring

New feature

Closing a Voucher/Booking Corresponding machine Transaction

We have added new settings to the Machine Receiving Voucher, you will now be able to generate a new journal entry to put the machine into a flooring account! When the QB flooring field is set on the receiving voucher, Flyntlok will now generate a journal entry for the machine instead of creating a bill. We recommend also setting the category (Floored) checked to indicate yes. This will allow Flyntlok to create new reports on the floored machine. Please reach out to the Flyntlok support team to review this workflow!

 

 

This information will immediately populate the machine's balance sheet, viewable from the machine's dashboard.

Machine Purchase Orders

New feature

Machine Miles/Hours

We have added the Machine Miles and Hours categories to the column chooser of the Machine Receiving Voucher.

 

Rental

Enhancement

Call-Off  Date Visibility

We have updated the settings of the rental contract call-off. When a rental contract is called-off, invoicing uses the call-off date if it exists; (otherwise uses check-in date.) The Call-Off date will now populate on all relevant rental PDFs and lease agreements.

                   

Tax

Enhancement

Customer Dashboard Tax

We have updated the Tax Rules pop-up on the customer's dashboard. This will make configuring a customer's tax rules easier.

 

CRM Hub

New Feature

Attach Files, Photos, and Videos

You will now be able to send files such as PDFs, Photos, or Videos to new leads when communicating with them via SMS.

 

 

Last Release Notes

March 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!

Service

Enhancements

Service Scheduler Notifications

We have added notifications to more actions on the Service Scheduler.  The assignee of the appointment will now receive a notification when a new appointment is created, an appointment is edited , or if the assignee has changed.

Unlink SO from WO

You can now unlink a sales order from a work order if the sales order is in draft status.

                                             

Machine Model

We have added a new field for Engine Model to the machine section found in the Info Tab of the Work Order.

We also added this information to the work order PDF.

 

Transferring Multiple Jobs

You can now select multiple jobs to be transferred to different work order. Previously you could only transfer a single job at a time.

Serialized Parts on Work Order PDF

Serialized part numbers will now display the serial number when the work order PDF is printed.

Mobile View Filter by Status

We added status filtering on the mobile view of the work order list.

Estimates List

We have added additional information to the list of estimates. You will now see the a timestamp and the total of the estimate.

Machine Service History via Mobile

Service history is now visible from the mobile view of a machine.

Point of Sale

New Feature

Pre-Tax Subtotal

On the sales order PDF, we updated the summary table to better represent what customers need from a receipt. We now show your lines subtotal, discounts, shipping and roll that all up into a taxable subtotal.

Trade In - Create Vendors and Models

You will now be able to add new vendors and models directly from the point of sale while accepting a trade in.

                                                     

Purchase Orders

New Feature

PDF Updates

We have added a new "Created By" field to the Purchase Order PDF. This new field will be located, left of created date and display the creators name, email and phone number.  This should help provide your vendors a good point of contact when the purchase order is emailed.

Reversing PO Ordered Status

You will now be able to reverse a Purchase Order that is in Ordered status. This will set the Purchase Order back to New status and remove the date ordered.
Note: This does not affect any 3rd party systems for integrated ordering.

Minimum Quantity Override Auto Update

Flyntlok will now update the minimum order quantity when reporting a minimum quantity override exception. Previously this had to be done manually.

Rental

New Feature

Equipment Condition Report (ECR) Requirement by Machine

You will now be able to flag a machine to require an equipment condition report (ECR) form on rental check-out and check-in.

 

Enhancements

Requiring Machine Hours

We added validation on the hours field when checking in a machine from a rental. We will require you to input the hours if the line is a machine, previously this was auto-filled with the check-out hours. We will also warn you when the check-in hours are less than the check-out hours.

Accounting

New Feature

Post Vendor Credits

On the QuickBooks Journal Entry page we have add an option to post the journal entry as a vendor credit.

Customers

New Feature

New Customer Source

Flyntlok has always asked for the source of the new customer when created from the New-> Customer form. You will now be able to document the source of the new customer from all customer creation locations.

Enhancement

Customer Dashboard SMS

We have updated the SMS section of the customer dashboard to show all SMS communications with the phone numbers registered under the customer profile.  Previously, Flyntlok automated SMS messages would not populate into this field.

Last Release Notes

February 15th, 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!

CRM

CRM is a major focus for dealers and that makes it a major focus for us! Look forward to more updates to this system in the coming weeks.

New Feature

Mobile Conversations View

You can now access your SMS conversations from the mobile view of Flyntlok.

You can view a list of your conversations and search for any existing conversations or contacts.

Interacting with a conversation by sending a message will automatically subscribe you to the conversation. You can unsubscribe by clicking the star icon.

 

Responses will show up live so you can continue to interact with your customer. All of this interaction is logged under the customer profile in Flyntlok.

 

 

Create Rental Contract from Lead

You can now create a linked rental contract from the actions dropdown on a lead.

 

Email Prompt

We have updated the settings around the "Text Us" website widget. Now if a potential customer is trying to input a non-US phone number they will receive a prompt from Flyntlok to instead submit an email address.

 

Point of Sale

New Feature

Backorder Column

We have added back order column to the sales order PDF. Backorder is any quantities not yet picked or received via a special order.

Transfer Icon

For better visibility, we have updated the item transfer icon to be highlighted green if there are any linked transfers! This will help prevent accidentally executing duplicate transfers to fill a sale.

Purchasing

New Feature

Substitutions on Item Purchase Orders

When a substitution is made on an item purchase order, you now have the option to retain the substituted part if you have not received any.  If you have received quantities against the substituted part, we will only substitute the remaining quantity, and the PO will retain the original line for the amount already received.

Editing Ordered Machine Purchase Orders

Voiding a line, or deleting an entire purchase orders, will now go out and mark the associated machines as "Deleted".  Previously, this had to be cleaned up manually.

Work Orders

New Feature

Transfer Labor

You can now transfer a single labor punch to a new work order and job by clicking the transfer icon found on the labor tab.

Managing Customer Contacts

You can now add/edit customer contacts while creating a work order.

Logout Will Clock Out

Flyntlok will automatically clock you out of work orders when logging out. This applies only when you choose to log out.  If you close your tab, exit your browser, etc. you will remain clocked in. This applies to both ERP and DMS Work Orders.

Quotes on Internal Parts Order

Flyntlok will show you a warning when you try to invoice a work order that has quoted parts.  Quoted parts will not be added to the work order invoice.

Customers

New Feature

Customer Create Reason

We have added this field as an option in all places you can create a customer in Flyntlok.  Previously, you could only record the reason for a new customer from New -> Customer.

 

Default Work Category

You can now set a default work category by customer. This new field is found in the "Other" section while editing a customer. Customer Dashboard-> Actions-> Edit

 

Rental

Enhancement

Win/Loss Report

We have added rental as a source option in the win/loss report with a link to the rental contract in the source link.

Machines

New Feature

Individual Posting of Asset / CoGS

You can now configure a vendor to record purchases or sales by machine. When the option is set to yes, you will get a single journal entry for each machine involved in the transaction when posting to QuickBooks Online.

 

Enhancement

Model Delete Warning

Users will now see a warning message when they are about to delete a machine model, if that model is tied to active machines. The user will then be prompted to choose the new model those machines should be moved to.

Last Release Notes

February 1st, 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!

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!

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