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.

Click Reduction Contest!

We are holding a click reduction contest. If you have ideas that could reduce clicks and speed up your workflow in Flyntlok, please submit them using the rabbit button! We will pick the two most impactful ideas, and the winners will receive a $25 Visa gift card. Winners will be announced in the September 28th release notes.

Integrations

Stihl E-Registration

Stihl equipment can be registered with Stihl through Flyntlok. When you view a machine that has been registered, you will get product information that is provided by Stihl.

To register a machine, go to that machine's dashboard and click the New Registration button. Then fill out the product registration form.

Work Order

New Features

Work Order Creation Form Customization

The work order creation form can be customized to show only the information needed. The default form is on the left, and a customized version is on the right.

If you would like to edit your work order form. Please submit a support ticket and the Flyntlok consulting team will help you out!

Efficiency Metric

We have added the efficiency metric to the header of the performance tab. Efficiency is calculated by taking the work order Actual Hours / Billable Hours. 

This metric is also calculated per job and displayed in the Job Finance section.

Multi-Machine Tags

Each job on a multi machine work order can be assigned its own tag.

Tags are displayed on each job tab.

New Machine Description

Machine creation on the new work order form has a description field.

Point of Sale

Enhancements

We have added a margin column while selling machines from the point of sale.

Rental

Enhancements

Licensing Information

You can update a customers licensing information while creating a rental contract. If you would like to save this information back the customer make sure to check the Save License to Customer box. License information can also be updated from the Info Tab.

This feature will help keep customer licensing information up to date.

 

Last Release Notes

August 31st, 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.

Machine Purchase Orders

New Features

Machine Adding

We've made it easier to sort and filter the list of machines when adding machines to a voucher.

Machine Creation

While adding new machines to the voucher, you can now designate a quantity of machines to create.

Label Printing

We have added label printing functionality to the bulk actions!  Don't forget - Flyntlok consultants can customize these labels to your business needs. Just submit a support ticket!

Permission for Completing a Voucher

We added permission that must be turned on if the user would like to complete vouchers.  You can also designate a user to receive a notification and pending action when a voucher is submitted for completion.

Auto-Calc Allocation Changes

We have removed the recalculate button and will recalculate the fees live.

Year Auto-fill

If you add a date and leave the year blank, we will assume that you would like to use the current year.

File Attachments

If a machine received on a voucher has files attached to it, you will see a voucher files section on the machine's dashboard. Remember, files attached to a machine using the detail view will be attached directly to the machine.

Bill.com Support

If you track your payables through bill.com, we have added the ability to set up a bill.com machine clearing account.  If this is set, we will offset the asset amount on the journal entry to this account.

 

Mobile

New Features

Login

If you log in from a phone, you will now be taken directly to the mobile view. If you want to return to the desktop version, click Return to Desktop at the bottom of the page!

Clocked-In Work Order & My Work

The work order you are clocked into will display at the top of the page. The My Work button will show you all of the work orders you have assigned to you.

Point of Sale

Enhancements

Card Error Messages

We've updated messages coming back from our card processor to make it more clear when a card has been declined or if there was an error during the payment process.

 

Rental

Beta Features

Improved Date/Duration Selection

We will be beta-ing a new feature with pilot dealers that should make it much easier for us to properly calculate your billing durations given a date range on a calendar. This should allow you to set up contract data in a much easier format and reduce the number of dates you need to manage for a rental contract.

Contract Interim Billing Cycle

We will be beta-ing a new feature with pilot dealers that allows you to set a default interim billing cycle for a contract. This should greatly reduce existing date adjusting when trying to create an interim invoice. This will also let us notify you when you have a contract due for billing, and in the future, offer us the chance to generate these bills automatically for you!

 

Enhancements

Location Selection

You can now select a location during the rental contract creation. Previously, we only allowed you to change it once the contract was created.

Address's

While entering an address on a rental contract, you can now click the Save to Customer box to save the address to the customer address book.

Consumables

Consumables can be configured in two different ways: Standard and Capacity-Based. Capacity-Based is better for fuel because fuel is measured in percentages, not quantities. Standard is better for renting out consumables that are measured in units.  Tire wear, cutting edge wear, and other specifically measure consumables should be setup with the Standard style.

Equipment Return Work Orders

When auto-generating work orders at rental check-in, we were using the machine's last known hours, not the hours at check-in. That has been fixed, so work orders populate with the machine's hours at check-in.

DMS Work Orders

Enhancements

Bug Fixes

We fixed a handful of bugs causing the work order error when you tried to save.  Some of the most notable are:

 

Notifications

Preferences

Notification groups should now be more clear in which aspect of Flyntlok they tie to.

Assigned Lead

Along with adding more categories of notifications, we added a new notification you can receive if a CRM Lead gets assigned to you.  You can configure how you would like to receive this notification by clicking your name in the upper right of Flyntlok and heading to preferences -> notifications.

QuickBooks Online Interface

Enhancements

Syncing / Not Syncing Accounting Contact & Email

We've added an option on the customer profile to decide if you keep the customer's accounting contact in sync with Quickbooks Online data or if the data you enter in Flyntlok should be the source of truth.  This is the email we use to auto-send invoices and receipts.  When this is on, we will always override what is in those fields with what is set in QuickBooks Online.  When it is off, the contact and email will remain whatever you enter under the customer profile in those fields.

 

Posting Customer Payments (Z-Out)

We were presenting you with some errors almost anytime you ran the end-of-day process to post customer payments. Those errors were erroneous in that the posting had gone through successfully.  We prevented those unnecessary errors from displaying going forward. Actual errors still display!

 

Last Release Notes

July 6th, 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.

Purchasing

New Features

Machine Purchase Order Vouchers(Beta)

We are introducing Machine PO Vouchers! This update will make it faster to receive large quantities of machines and give you more control over machine data.

First, create a Machine Purchase Order. This process has not changed. Once a PO has been created and the machines have arrived, you are ready to begin the receiving process. Click the dropdown, then Create Receiving Voucher.

The first screen is where you will decide which machines need to be received. Select the lines that need to be received, then click Add to Voucher.

You will be brought to the Machine Voucher Page.

The main sections of this page is the grid. You are able to edit information in the grid cells. In this case, lets add serial numbers to the machines.

Date fields will accept dates that follow any standard format. You can also click and drag the small box to auto-fill additional columns.

The accounting department will love this page because fees are much easier to handle.  Add a fee with the correct amount. Then choose to either capitalize the fee to the machines or book the fee to an account. In this case, we will select Capitalize to Machines. Then click Allocate to choose the allocation method.

In the example below, we would like to evenly distribute the $750 freight charge. To accomplish this, select Equal Distribution from the drop-down, and pick all three machines. Each machine will receive a $250 capitalized expense.

 

The other fee strategies that are available are Cost-Relative and Manual.

To save the voucher so that you can edit it later, click the Green Save Button. To que the voucher up to go to QuickBooks, click the Complete Voucher button.

If you find a mistake, you can always reverse the voucher by clicking Actions then Reverse.

If you would like to participate in the beta release of this new feature please submit a support ticket. We are putting together a migration schedule for companies using the old system. Once out of beta, we will reach out to schedule your migration.

Login

New Features

Multi Factor Authentication(MFA)

You may have noticed our new login page. This change was for more than just a new look. We now support Multi Factor Authentication(MFA) to help meet cyber insurance requirements. If you would like to enable MFA, please submit a support ticket.

If MFA is turned on, you will need to receive a login code. You can receive this code over email. SMS will be available in the coming weeks.

We will send you the code to input on the next page.

Work Orders

Enhancements

Accepted vs Rejected Jobs

You can see if a job was rejected or accepted on the work order PDF.

CRM Hub

Enhancements

Conversations Section

If you click on a phone number, the conversations tab will show you the ongoing conversation with the customer.

Lead Navigation

When you click on a lead it will open in a new tab. We found this makes it much easier to navigate the page.

Point of Sale

Item Price Updating

If the pricing changes for an item that is already on a sales order, we will display the gold icon below. Click the icon if you wish to update the pricing information to what is currently set on the item. This will update both list and cost.

If you have multiple lines that need to be updated, click the icon in the button bar at the top.

Last Release Notes

May 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.

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.

BETA Work Order Updates

By request, we have been moving users over to the new work order system. Thank you for all the great feedback! Please submit a ticket if you would like to start using the new system.

Recommended Jobs for John Deere and Hitachi

After creating a work order for a John Deere or Hitachi machine, we will look for open PIPs. If any are found, they will be listed just below the Add Job button in the new Recommended section of the work order.

Once you select a recommended job, we will pull information directly from John Deere like the PIP title, type, and even the items needed for PIP. If you choose to create the job, we will also create the internal parts order with the required parts for the job.

Job Templates

In order to save you time on creating templates for common jobs, you can now create a job template directly from a job you have on a work order.

Complaint, Cause, Correction

In our new work order, we have moved away from work requested and work done on jobs to a complaint, cause, and correction structure. This gives the opportunity to input the customer's complaint, then the technician's analysis of what caused the problem. The correction field will be used to communicate the work done. Only complaint and correction are required.

Disabled Actions Labels

Description labels appear when a button is disabled to give insight as to why the button is disabled.

Banners

Banners are back! After getting a new look, banners are being reintroduced to update you on important information.

BETA Rental Updates

We will soon be adding more customers to the new rental system. Here are some of the new features that will be available!

Rentable Items

We now support renting out items. To make an item rentable, you will need to edit the item and check the Item Can Be Rented box.

While you are there, you can add rent schedules to cover all of your pricing structures.

Rental Kits

A rental kit consists of one machine and a group of items that must be rented together. An example of this is renting a serialized air compressor with a hose and pressure regulator. The air compressor is the serialized machine, while the air hose and pressure regulator are optional items. When adding the machine to the rental, you can choose the amount of each item you will rent with the machine. These items will then be pulled from inventory when checked out, then added back to inventory when checked in.

Flyntlok Surveys

Customizable Email Templates

We now support customized email templates on each survey template that you send out. If you are interested in adjusting your email template or learning more about our survey system, please reach out to consulting@flyntlok.com!

Store Specific Surveys

If you are a multi-store company, you can now configure your surveys to only send when the sale is closed at a certain store.

 

July 28th, 2021 Release Notes

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Youtube

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