Notice that Flyntlok offices will be closed for US Memorial Day on Monday, May 26. Please understand if we don’t respond to any issues until Tuesday the 27th. To those who lost who lost a family member in service to this country, and to all of our veterans, we offer our sincerest thanks and heartfelt gratitude.
Opportunity
Our sales and manager users wanted a clearer view of customer interactions. With better visibility, you can stay on top of every conversation, follow up faster, and give managers the insights they need to support and guide their teams.
Solution
We've upgraded the Customer Dashboard to make logging and reviewing CRM activity easier and more powerful. The "Newest CRM Actions" section has been replaced with the brand-new CRM Customer Activity area (this may default to being collapsed; just hit the arrow at the far right of the header bar). This gives you a richer, more detailed view of what’s happening with every customer.
Quick Add
Want to log something fast? The familiar Quick Add button is still here to help you capture updates in seconds: Select the “Activity Type”, type your note, and hit “Quick Add”. Easy peasy!
Details View
Need to go beyond a quick note? The new Details view lets you add richer information: associate models or machines, link leads, attach files, and even create follow-up tasks. Dang, Flint Lockwood, that’s cool!
With new badges, you can quickly see which models, machines, leads, or files are linked to an activity.
New Field: Activity Type
Categorize your activities even further with the new “Activity Type” field. Admins can customize these types via CRM Admin Settings, which can be accessed via the Wrench icon > Flyntlok Settings:
Customer Activity can be submitted through our Mobile page as well! You will find a new link on our Mobile Home Page, under the CRM section:
We will be expanding on these enhanced “Activity” entries in the coming weeks, so stay tuned to this same bat channel…
Opportunity
Service Techs reported that when using the Mobile Work Order dashboard, it would be helpful to have access to address info, instead of needing to go to the desktop version of the application.
Solution
We’ve added the Customer Address and the Onsite address to the Mobile Work Order Dashboard:
The Onsite address can also be edited on the fly by clicking on the “Edit Onsite Address” button to the side.
Opportunity
Technicians requested the ability to see more than just Work Order related events in their mobile "My Work" view.
Solution
We have updated this page to include scheduled work events that are not associated to a Work Order. Icons were added to distinguish between generic scheduled events and Work Order scheduled events:
Opportunity
Service Writers requested a way to distinguish customers who may have the same or very similar names when creating a Work Order.
Solution
On our New Work Order page, we now display the customer address when searching Customers:
This is an extension of the enhancement we made a few sprints ago to address this on the Point of Sale (for those keen readers who are like, “Hey, Flint, pretty sure I already saw this…”
Opportunity
Salespeople have requested that a machine’s sale price is visible on the mobile dashboard so that they can accurately quote it to customers while on the floor or lot.
Solution
The sale price is now visible on the mobile dashboard.
Opportunity
Managers viewing the All Emails report noticed that the response will sometimes contain a message other than “Message has been sent”. Realizing that this meant the email didn’t send, they requested the ability to be notified when emails fail to send.
Solution
We’ve added a new notification to notify you when an email you tried to send fails to be sent. You can configure this from your notification preferences under the General section.
Complaint: Rental Clerks reported that when they went to print the Rate Sheet from the New Rental page, the associated Model and Item images were not loading on the sheet.
Correction: Fixed.
Complaint: Rental Clerks reported that the Category Timeline on the New Rental page was displaying models with a “Called Off” conflict when they were not on a Rental Contract that had been called off. This was caused by Class/Model rental conflicts being double counted as Called Off as well, which led to the appearance of many Classes/Models being overbooked.
Correction: Fixed. The availability metrics on this page should be accurate now.
Complaint: Sometimes Work Order costs capitalized to Attachments were not being included in the total cost displayed on the parent machine’s balance sheet. This led to discrepancies in reported machine valuations.
Correction: Fixed
Complaint: Parts Managers stated that after merging parts, the deactivated item would still show up as active when searching.
Correction: Fixed.
Complaint: Sales Order displayed an unexpected ID format after cloning.
Correction: Fixed.
Complaint: When copying a Sales Order, the Terms & Conditions footer did not reflect the updated Terms & Conditions from the system settings. It is keeping the T&C’s from the original SO instead of grabbing updated version.
Correction: Fixed
Complaint: Sometimes SMS messages were not appearing in the SMS Inbox when a date range was selected.
Correction: Fixed.
Complaint: Sale prices on Machines in Shopify were being intermittently unset.
Correction: Fixed.
Complaint: For Shopify-linked items, the "Last Sync" time displayed on Item Dashboard appeared to be the wrong time and date.
Correction: Fixed.
Complaint: When an “Automation” was configured to move a Work Order to "Parts Requested" status after a technician submits a Parts Request, it sometimes would not change the Work Order's status.
Correction: Fixed an issue where not all "Current Status" rules were being recognized to trigger an automation for status change on parts requested.
Complaint: When viewing a CRM Tasks list on a smaller screen, such as on a tablet or mobile device, the task list would sometimes display as an empty list.
Correction: Fixed.
Complaint: Sometimes when editing a contact on Customer Dashboard, the phone number field would appear empty, even if a phone number was previously set.
Correction: Fixed. This issue only affected our Canadian users (sorry!).
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Flyntlok offices will be closed on Labor Day, Monday, September 2. We will respond to any help requests when our offices re-open on Tuesday, Sept 3 at 8am ET. We hope all of our customers are able to find at least a little time to rest after a long, busy summer season.
Opportunity
Managers have expressed interest in being able to administer their company’s account information and settings, and in having a place to view and keep track of past and current invoices from Flyntlok.
Solution
We have created an Account Settings page that is accessible for Administrators from the Admin Settings dropdown on the top Navbar. Simply hover over the wrench to navigate to Flyntlok > Account Settings.
The Account Settings page currently has three subpages: Account Information, Payment Information, and Payment History.
The Account Information subpage shows the data Flyntlok has on any business locations including addresses, hours of operation, and time zone. Administrators will be able to edit any of those fields by clicking on the edit icon at the top right of the card.
The Payment Information subpage contains the Billing Address and Payment Methods fields. Administrators can edit the default billing address and add payment methods for billing purposes. Click the edit icon on the top right of the Billing Address field to edit the Billing Address, and click the plus icon on the top right of the Payment Methods section to enter a new payment method.
To set a specific payment method as default, users can click on the circle icon on the top right corner of a payment method card. Click the trash icon next to it to delete a payment method instead.
The Payment History subpage displays the next invoice date, number of active billable users a company has, and the current amount due, as well as all current and past invoices and their statuses. Users can click on any past invoice link to view it as a pdf.
Opportunity
Rental Managers often manage their fleets based on the availability of Models or Classes, as opposed to tracking availability of individual machines. Despite Models and Classes being rentable in Flyntlok, there was no way for a Rental Manager to know if they were overbooking their fleet until they attempted to associate an actual machine to a contract.
Solution
We have added a new view to the New Rental Contract page that displays your fleet’s Classes, Models, along with their availability over time. This allows you and your team to assess your fleet’s availability at a glance to avoid overbooking. You can find this new view on the New Rental Contract page by clicking “Category Timeline” in the lower left.
Furthermore, both the New Rental Contract page and the Rental Dashboard can now show you warnings if you are about to overbook a model or a class. These warnings are displayed when creating and reserving Rental Contracts. You can enable these warnings by navigating to Flyntlok Settings -> Rental Settings and looking under the Restrictions section. The setting is called “Class/Model Overbook Warning”.
Opportunity
Managers have requested that Signature Forms require the customer to enter their signature in order to submit the form.
Solution
When Flyntlok prompts a customer for their signature, they are now required to sign before submitting the form.
Opportunity
Rental Managers asked for more prominent alerts when any lines on a Rental Contract were missing a schedule.
Solution
The Rental Contract Dashboard will now alert you if one or more lines on a Rental Contract are missing a schedule.
Opportunity
Currently, Survey Requests can only be sent via email from Flyntlok and Salespeople and Managers have requested the ability to send surveys via SMS as their customers are more likely to respond to a survey sent via SMS.
Solution
We have added a new field called ‘Delivery Method’ for a survey rule configuration on the Manage Surveys Dashboard and now the rules can be configured to send surveys via SMS or email.
Opportunity
Parts Managers have asked for logs when a Contact is deleted from a Customer.
Solution
When a Contact is deleted, Flyntlok now creates an entry in the Customer’s logs which includes the Contact’s name, phone number, and email address.
Opportunity
Salespeople have requested the ability to group leads on the "All Leads" page.
Solution
You can now group leads on the "All Leads" page by dragging column headers into the grouping section on the top left that is labeled “Drag a column header here to group by that column”. Not all columns can be grouped, such as Tags, Age, Machines, Models, etc. But honestly, any column that you would really want to group by, can be grouped by.
Users can group by multiple fields by dragging another column into that section. You can remove the column grouping by dragging the column back into the grid. Column groupings can also be saved as part of the grid layouts.
Opportunity
Salespeople have requested they be notified when someone adds a Note to a Lead.
Solution
Users assigned to a Lead now have the option to receive notifications when a note is added to one of their Leads. Users can enable this feature through their User Settings page.
Opportunity
Sales Managers have requested the ability to change the Status of a Lead from within the All Leads grid-view. This would allow for quicker updates when reviewing multiple Leads.
Solution
Flyntlok’s “All Leads” grid-view now supports changing a Lead’s status without opening the Lead’s Dashboard.
Opportunity
Flyntlok’s Zapier integration did not include a “Contact Name” field on the Lead Creation action, and instead derived the Lead Contact’s “Name” from the Lead’s “Name” field.
Solution
We have updated the Flyntlok’s Zapier integration to include Contact Name field on Lead Creation.
Btw, the Zapier workflow tool is a pretty cool and flexible way to manage your incoming leads from your website. It's especially helpful if you have detailed forms with a lot of various fields (e.g. financing information, trade-in information, etc). Check it out, and if interested, contact a friendly Flyntlok consultant!
Opportunity
Managers have requested the ability to add Notes to Tasks.
Solution
The Tasks page has been updated to support Notes. Users can view and add a Note by editing the Task and clicking on the "Notes" tab. There is also a new column that can be added to the “All Tasks” grid called “Latest Note” so a user can see when a note was last added to the Task.
Opportunity
No sooner did we add Notes on tasks, than we had Managers request the ability to attach files to Tasks!! No rest for the weary. So we created a task to put files on Tasks.
Solution
And thus we now have the ability to support files on Tasks. Users can view and add files by editing the Task and clicking on the "Files" tab:
Opportunity
Were we done with Tasks for this release? Not by a long shot! Users have requested the ability to mark a Task as "Done" from a Dashboard Grid. This would allow them to quickly update the Task without needing to go to the Tasks page to manually edit the status.
Solution
The "Upcoming Tasks" Dashboard Grid has been updated to support a "Mark Done" action. This will change the Task to "Done" status and update the Completed Date with just a single click.
Opportunity
Service Managers have requested that Flyntlok warn them when they are about to tag a Work Order with a tag that has already been used.
Solution
In addition to warning you about potential duplicate tags when creating Work Orders, Flyntlok warns you on any Work Order’s Dashboard as well.
Opportunity
Service Managers have expressed the need to see tag numbers on the Job level Service Scheduler.
Solution
Added Tag Number Badges to the Job level Service Scheduler.
Opportunity
Technicians and Service Managers requested the ability to upload and view pictures in a single area on the mobile Work Order view instead of having them tied to specific jobs.
Solution
The mobile Work Order view has been updated to allow Technicians to upload files, including pictures, directly to the Work Order itself. All Job files can now be accessed in a centralized location within the mobile view, making it easier for Service Managers to review them.
Opportunity
Managers have requested the ability to make “Email” and “Phone” fields required on Customer creation.
Solution
Flyntlok now has a setting which makes email and phone fields required on Customer creation. Admins can set this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings > "Require Contact Info on Customer Create" Checkbox.
Opportunity
Service Managers requested a more accessible way to see when a Work Order was created.
Solution
The Work Order Dashboard has been updated to display the Creation Date directly in the header. We have added a new option in Flyntlok Settings to toggle display of Work Order Create Date. Admins can set this option by clicking on the Wrench Icon -> Flyntlok -> Flyntlok Settings -> "Show Create Date on Work Order" Checkbox.
Opportunity
Service Managers have requested jobs with fulfilled parts requests be more visible on the Job-level Service Scheduler.
Solution
Flyntlok will now use an orange background for any jobs with fulfilled parts on the Job level Service Scheduler.
Opportunity
Service Managers have requested enhanced visibility of Work Order details on the Service Scheduler to improve efficiency in scheduling and job management.
Solution
The Service Scheduler has been updated to display the assigned technician, billing hours, and dwell time on Work Order cards
Opportunity
Service Managers have requested the ability to prevent internal Parts Order Notes from appearing on the final Work Order invoice.
Solution
A setting has been added to exclude notes made on the Internal Parts Order from the final Work Order invoice. Admins can set this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings > "Exclude Parts Request Notes on Invoice" Checkbox.
Opportunity
Sales Managers have requested the option to hide a Customer's “Tax ID” when printing a Sales Order.
Solution
Administrators can now choose whether or not to show a Customer’s tax ID on their company’s printed Sales Orders. You can find this setting by clicking on the Wrench Icon > Flyntlok > Flyntlok Settings, then finding the "Hide Tax ID" checkbox.
Complaint: Salespeople reported that some buttons on the Point of Sale are disabled if the Quote was Rejected.
Correction: Fixed.
Complaint: Service Managers mentioned that the Service Scheduler's “Day View” showed many hours that were outside of normal business hours. They requested to be able to view a smaller time range.
Correction: The Service Scheduler has been updated to default to a 12-hour view. This will make Scheduled Tasks easier to view and manage, especially when dealing with shorter duration Tasks. Users can still expand the time range back to 24-hours via the Actions dropdown.
Complaint: Purchasers reported that printed Vendor Purchase Orders were sometimes not properly displaying Parts with long Part Numbers.
Correction: Fixed.
Complaint: Users mentioned that when clicking on a Task from the Upcoming Tasks grid on various Dashboards, it was directing them to the All Tasks view instead of directly linking to the Task.
Correction: Fixed.
Complaint: Users reported that the Kit configuration was displaying an incorrect cost on some items.
Correction: Fixed.
Complaint: Parts Managers reported that when using the "Fill Available" action on a Service Truck’s Inventory, it would not recognize all quantities on all pages. It would limit to 50 items at a time, which is what Flyntlok defaults to on a single page display.
Correction: Fixed. This action should now fill all quantities on all items.
Complaint: Salespeople reported that when adding a discount to a Sales Order, the calculated margin shown at the top of the page would sometimes show "0%".
Correction: Fixed.
August 14th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
