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Opportunity
Salespeople have requested a streamlined way to register newly sold Stihl Machines.
Solution
Flyntlok now has a new page for viewing Stihl Machines and their registration status. If a Machine has not been registered and is still eligible for registration, you can open the Register Stihl Machine form from this page to quickly register that Machine.
This is our first pass on this page and in a few weeks you'll get the ability to register these in bulk. Help further shape its future by letting us know if you have any feedback.
N.B. Please note that we are still backfilling registration data for your existing Stihl Machines.
Opportunity
Just because a salesperson isn’t at their computer doesn’t mean they aren’t actively selling! Salespeople expressed the need for the ability to create CRM Leads through our Mobile site, enabling them to capture vital customer and potential sales information efficiently while away from their desktops. ABC: Always Be Closing!
Solution
Users can now create CRM Leads directly on their Mobile! This new feature can be accessed by tapping on “New Lead”, located in the updated mobile layout, which now includes a dedicated CRM section.
Additionally, users can create new leads directly from the Mobile Machine Dashboard via the Actions dropdown:
Opportunity
Salespeople managing their SMS conversations requested the ability to hide conversations where the recipient opted out of receiving text messages.
Solution
Conversations where the recipient opted out of receiving text messages will now be filtered from the SMS conversation list by default. If you still wish to view those conversations, a new filter has been added to the SMS Inbox to show conversations with recipients that have opted out.
Opportunity
Managers reported that Users would frequently create duplicate Customers when building new Rental Contracts and Work Orders.
Solution
When creating a Customer from the New Rental and New Work Order pages, existing Customers sharing a similar name with the new Customer will appear under the Name field. Selecting a possible duplicate will set it as the Customer on the Work Order or Rental Contract.
Opportunity
Managers requested the ability to load additional conversations in their SMS Inbox after they had scrolled to the bottom.
Solution
Added infinite scrolling to the SMS Inbox conversation list. Scrolling to the bottom of the list will load more conversations that fit the current filter set. Additionally, conversations with recent messages will now automatically move to the top of the list without needing to reload the page.
Opportunity
Flyntlok customers using Sage Intacct have requested Inventory reports for their company similar to Flyntlok’s existing Inventory reports for QuickBooks Online.
Solution
You can now opt in to receive two of Flyntlok’s nightly Inventory reports – an Inventory valuation and an Inventory reconciliation report – now with account data from Sage Intacct. Reach out to your friendly Flyntlok Consultant if you are interested in receiving these reports.
Opportunity
Managers have requested the ability to embed a QR code onto printed pick lists. This enhancement would allow staff to quickly access Sales Orders by simply scanning the code, streamlining the workflow and reducing manual entry.
Solution
We have introduced an option to include a QR code on the pick list PDF.
To enable this feature, navigate to Flyntlok Settings and check the box labeled “Show QR Code on Pick List PDF”.
Opportunity
Accountants requested that Shopify gift cards post to their own payment type in Flyntlok.
Solution
Added integration with Shopify to post gift cards to a specific payment type. If you would like to set up this integration, please contact your friendly Flyntlok Consultant and they will be happy to help.
Opportunity
Service Managers requested an option to select the “Allow Inventory Restock on WO Parts” box by default when generating a return Invoice.
Solution
Added a setting under Sales called “Allow Inventory Restock Parts by Default.” Enabling this setting will select the checkbox automatically.
Opportunity
Service Managers requested the ability to select the “Upsell Job” slider by default when a Technician adds a new Job to a Work Order.
Solution
Added a setting under Service called “Technicians Automatically Upsell Jobs”. Enabling this setting will select the slider automatically when a User with the Technician role is creating a Job.
Opportunity
Sales Managers requested an option to select the “Make Public” box by default when uploading an image on a Machine.
Solution
Added a setting under Company called “Make Uploaded Images Public by Default.” Enabling this setting will select the checkbox automatically.
Opportunity
Rental Managers reported frequently entering the incorrect end date when creating Invoices for Rental Contracts in advance.
Solution
When creating an Invoice for an open Rental Contract before the Contract’s estimated end date, Flyntlok now assumes you want to end the billing period on the Contract’s estimated end date. You can still freely change the billing period’s end date before creating the Invoice.
Complaint: Sales Managers reported that the “Multi Pay” option on the Customer dashboard was sometimes incorrectly creating refunds for split Invoices.
Correction: Fixed. Multi Pay will now correctly take into account the Item costs on split Invoices.
Complaint: Parts Managers mentioned that even though they had an Item linked to Shopify, the "In Shopify" badge on the Flyntlok Item Dashboard would sometimes incorrectly display that the Item was not linked.
Correction: Fixed.
Complaint: Purchasers and Receiving Clerks reported that when substituting an Item on a Purchase Order for another Item that had a Core, the Core Item was not being included on the PO.
Correction: Fixed. Items configured with Cores should now be attached when substituting in or out.
Complaint: Service Writers reported that on Work Orders, when the option to notify Customers by SMS is enabled, the option to notify the Customer when changing statuses was not checked.
Correction: Fixed.
Complaint: Searching for a Contact to send a Work Order Estimate would only show a list of phone numbers, not the Contact’s name.
Correction: Fixed. Additionally, the pop-up to send a Work Order Estimate via SMS now automatically pulls in Contacts linked to the Customer on the Work Order as default options.
Complaint: Parts Managers noticed that updating an Item’s Department or Division would not update the Item’s list price properly based on the appropriate pricing matrix.
Correction: Fixed.
Complaint: Service Managers noticed tax calculations were off on Work Orders where customers had rejected quotes for parts.
Correction: Fixed. The tax calculation has been updated to ignore parts on rejected part requests.
Complaint: Salespeople noticed that sometimes sending a “Text To Pay” on an Invoice would silently fail to send a text message to the customer.
Correction: Fixed. In the future, if a text message fails to be sent, Flyntlok will pop up an error message to let you know.
Complaint: Managers reported that applying a filter to the Expected Revenue column on the Leads grid was not correctly excluding values.
Correction: Fixed.
Complaint: Rental Clerks reported that they were unable to collect a signature using their Credit Card Machines.
Correction: Fixed.
Complaint: Service Managers noted that sometimes when editing the Complaint, Cause, or Correction on a Work Order’s Job, pressing Cancel would still save the edits.
Correction: Fixed. There was some auto-saving going on that we addressed.
Complaint: Salespersons mentioned that on Point of Sale, they were sometimes unable to edit the Inbound Shipping price.
Correction: Fixed.
Complaint: Inventory Managers reported that they were able to cancel a Parts Receiving Voucher while their location had an Inventory Sprint in progress. This action should have been prevented.
Correction: Fixed.
Complaint: Technicians mentioned that when looking up Alternates for Items on Work Order Dashboard, the quantity on hand was not showing.
Correction: Fixed.
Complaint: Inventory Managers noted that they were able to continue to receive parts on a Voucher when the Voucher was closed. The user had a tab open with the Voucher in an “Open” status, but it was closed on another tab or device.
Correction: Fixed. We check the status of the Voucher before allowing a user to save edits to make sure it’s in a valid state.
Complaint: Service Managers reported that Jobs created from the New Work Order page would not have any tag number.
Correction: Fixed. Jobs added on a New Work Order will now be set to the Work Order’s Tag Number.
Complaint: Salespeople reported that Invoice payment lines sometimes displayed the incorrect date that the payment was processed.
Correction: Fixed.
Complaint: Managers reported that searching “w?” with a Work Order Tag Number was returning many unrelated results.
Correction: Fixed. Work Order Tag Numbers now search using an exact match on the searchbar input.
October 23rd, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We are excited to announce that Flyntlok will be attending the Equipment Exposition October 15th-18th in Louisville, Kentucky (Booth Number C001). The Equipment Exposition is an annual event dedicated to growing landscapers', manufacturers', and equipment dealers’ businesses. Please reach out to Mike Wasserman (mwassy@flyntlok.com) or Alex Clementi (alexc@flyntlok.com) if you would like to arrange a meeting while we are there. Or just stop by to say "Hello!"
Opportunity
Salespeople have requested the ability to sell their inventory of Machines through Flyntlok’s Shopify integration. Previously, Flyntlok only supported Items (i.e. non whole-goods).
Solution
Flyntlok now allows you to link Models to Shopify "Product Variants". You can create a new Shopify Product within Flyntlok on the Model’s editor page.
You can also link an existing "Product Variant" within Shopify that has a SKU that matches the Flyntlok Model ID by prepending an "M" in front of that Model ID.
When setting up an unlinked Model within Flyntlok, you will see any Shopify Product Variants matching that SKU for quick and easy linking.
When sold through a Shopify Order, a Model will appear on the new Flyntlok Invoice as a normal Model line which can be associated with a Flyntlok Machine for fulfillment.
Opportunity
Salespeople have requested the ability to manage their Product images for their Shopify Products from Flyntlok.
Solution
Flyntlok now has a new tool for managing your Shopify Product images. Your images from Shopify Products can be viewed in the Shopify section of “Linked Items” – and now linked Models too.
You can remove any Shopify Product image through Flyntlok by hovering over the image and clicking the trashcan icon.
Furthermore, you can upload images to the linked Shopify Product from the Item and Model editing pages in Flyntlok.
Opportunity
Managers have requested the ability to take a saved Grid Layout View on Leads and make it publicly available for all users in their shop.
Solution
Added the ability to make a grid layout “Public” when creating it. Selecting this option will allow other users to select it from the dropdown menu.
Opportunity
Sales Managers (and Wayne) requested the ability to sum the “Expected Revenue” field on the All Leads grid view.
Solution
Flyntlok now displays the summation of the “Expected Revenue” of all Leads in the grid.
Opportunity
Sales Managers requested the ability to view the latest correspondence on a Lead from the All Leads grid.
Solution
Added a “Latest Note” column to the All Leads grid which displays the most recent note or customer inquiry on the Lead.
Opportunity
Sales Managers requested the ability to filter Leads by ones that have no Tags.
Solution
Added the ability to filter Leads by empty Tags. This can be applied with the “(Blanks)” option under the Tags filter.
Opportunity
Managers requested the ability to see an Item’s QOH on trucks as well as at specific Locations.
Solution
Added the Item’s QOH on trucks linked to a Location on the Item Dashboard via a nifty orange badge.
Opportunity
Managers requested the ability to restrict adding labor to Work Order Jobs if the Job doesn’t have a set schedule.
Solution
Added this setting under Flyntlok Settings > Service > “Require Job Schedule for Labor.” With this feature turned on, the "Add" button for labor on Work Order Jobs will be disabled if the Job doesn't have a scheduled start and end date.
Complaint: Service Managers reported that “Inspection Tasks” created in Flyntlok and then synced to Record360 did not have matching “Due Dates”.
Correction: Fixed.
Complaint: Managers reported that Moves lasting longer than 24 hours were not showing up on the Truckload Scheduler under the Week or Day views.
Correction: Fixed. These Moves will now appear in the All Day row for their respective views.
Complaint: Accountants reported that a user was able to delete a payment line that was already posted to Sage.
Correction: Fixed. This bug only applied to companies integrated with Sage Intacct; it did not affect companies using QuickBooks Online.
Complaint: Managers reported that new Leads were not sending notifications to assigned users upon creation.
Correction: Fixed.
Complaint: Rental Clerks reported that Invoices with the “Trade-In” payment type were posting to Quickbooks with the wrong ID for the traded-in Machine.
Correction: Fixed.
Complaint: Parts Managers reported that Parts Requests from Work Orders were not sending notifications in some circumstances.
Correction: Fixed.
Complaint: Salespeople reported the Zapier integration sporadically disconnected from Flyntlok.
Correction: Fixed.
Complaint: Salespeople reported some responses to Google reviews would not display correctly on the Review Dashboard.
Correction: Fixed.
Complaint: Canadian users reported the Canadian “Half-Year Rule” checkbox in Machine Dashboard’s depreciation section would always be checked, regardless of the setting.
Correction: Fixed.
Complaint: Service Managers reported that the “Cause” and “Correction” fields were not populating on new Work Order Job templates generated from a Work Order.
Correction: Fixed.
September 25th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Salespeople have expressed interest in being able to customize the list of statuses they are able to assign to a Lead, which would allow companies to tailor their Lead process to fit their individual needs.
Solution
We have created a new settings page for CRM that can be accessed by those with administrator accounts via the Admin Settings page. Users can add a new status using a button at the top of the Lead Statuses tab and edit individual statuses by clicking on an individual status badge. Either of these actions will open a modal that will allow the user to edit a status’s name, type, badge color, and default status.
Users can also choose a status to be the default for all new Leads by clicking the checkbox next to a status name in the Status Pipeline columns. Statuses can be deleted as long as they are not currently set as the default. Deleted statuses will be visible on leads already using them, but will no longer be available as status options for newer leads.
Drag and drop the statuses within type columns to reorder how they show up in Lead status edit menus across Flyntlok. Within the Status field dropdown on a Lead, the statuses will be ordered first by the New values, then the Open, then Closed, and within those levels they will be sorted as ordered within those stages in the settings page.
A new column called status type has been added to the All Leads table which is hidden by default and can be added to the grid from the column chooser. As the name suggests this column contains the type of the status which is one of NEW, OPEN or CLOSED. You can create custom saved grid views using this field, such as "All New and Open" leads, or "All Closed Leads".
Opportunity
Dealers that make use of texting within the context of CRM asked for the ability to block texts from certain phone numbers because they were receiving a high volume of spam.
Solution
Users can now add numbers to a “Block List”. Texts from these numbers will automatically be filtered from the list of conversations, but can be viewed by toggling a filter.
To block a phone number click on the “Block” button on the left side of the footer:
Once clicked it will open a modal where users can provide a reason for the block:
To see blocked phone numbers toggle the filter “Include Blocked Numbers”:
To unblock the phone number click on either “Unblock” text in the middle of the conversation or unblock button on the left side of the footer:
Opportunity
Hitachi dealerships have requested the ability to track telematics data for their Hitachi machines, for use in service, rental, and sales workflows.
Solution
We have created a link between Flyntlok and Hitachi to receive Hitachi telematics data in Flyntlok. Once connected, tenants will be able to track the last known location, miles, and hours data for any associated machines within Flyntlok.
We have added a Hitachi settings page to the “Integrations'' hub page, reachable through Editors(wrench) > Editors > Integrations > Hitachi. This page allows administrators to connect their company’s Hitachi account to Flyntlok using their credentials. Simply provide your username and password and click “Submit Credentials'' to do so.
Once connected, Flyntlok will daily ingest machine miles, hours, and last known location data from Hitachi for the machines with matching serial numbers. The data is updated automatically and can be viewed on the machine’s dashboard.
Opportunity
Users requested the addition of an "Engine Make" field on the machine dashboard.
Solution
Added the "Engine Make" field to the machine dashboard.
Opportunity
Rental Managers requested that notes from rental-contract-related Reservations be added to the Rental Contracts on creation.
Solution
Notes and comments from Rental Reservations are copied over to generated Rental Contracts.
Opportunity
Salespeople asked that the available QOH shown for models on the invoice page only reflect the in-store quantity and not the amount “On Order”.
Solution
The on-order quantity was separated from the available QOH and is now displayed in separate badge details.
Opportunity
Service Managers requested a warning to be displayed when invoicing a Work Order with a Virtual Machine.
Solution
Added an option to display a warning when invoicing a Work Order with a Virtual Machine.
Opportunity
Service Managers expressed the need to see warning notes on the Work Order creation page, not just the Sales Order page.
Solution
Added customer warning notes to the Work Order creation page. Warning notes are now visible while searching for the customer and after selecting the customer.
Opportunity
Service Managers requested the ability to display separate subtotals for labor and parts on Work Order Invoices and Quote Reports.
Solution
Added a setting to display separate subtotals for labor and parts on both Work Order Invoices and Quote Reports.
To enable the setting, open the wrench menu at the top of the screen and go to "Flyntlok" → "Flyntlok Settings". You can find this setting in the "Sales" section as a toggle called "Display detailed subtotal breakdown on report".
Complaint: Customers using Sage Intacct reported that some entries were posted multiple times. This issue occurred when multiple users initiated postings simultaneously, causing collisions and duplication of entries.
Cause/Correction: To prevent collisions and duplications, posting to Sage Intacct is now limited to one process at a time.
Complaint: Salespeople reported discrepancies in the final price shown on the Sales Order Report. When a Sales Order uses the “Consolidated Model Lines” setting and it includes the same models with different prices, the report mistakenly consolidates them, displaying the same price and leading to inaccurate calculations.
Cause/Correction: The model-consolidation was revised to ensure model lines are separated/distinct by both model and price, preventing mispricing and ensuring accurate reports.
Complaint: Salespeople noted that the links to quotes in the Quotes Expiration Notifications were not working.
Cause/Correction: Fixed.
Complaint: Users reported issues with payments for invoices from QuickBooks Online not syncing to Flyntlok consistently. Invoices in QuickBooks Online were being marked as paid, but this was not being reflected in Flyntlok.
Cause/Correction: Fixed.
Complaint: Sales managers requested that users not be able to change the customer on a paid invoice to an “Internal Customer”.
Cause/Correction: If any invoice has been paid for by an actual customer, the invoice’s customer cannot be changed to an “Internal Customer”.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Flyntlok users purchasing equipment from an alternate system have requested the option to import these orders into Flyntlok’s Machine Purchase Order system.
Solution:
We have added an "Import" option to the 
button's drop-down menu on the Machine Purchase Order page. Selecting this option will open the "Import MPO" modal allowing you to choose a file from your device to import into the Purchase Order. Flyntlok will then display the Machine information pulled from the imported file, allowing you to review the information and map columns accordingly. Selecting "Submit" will add recognized Machines from the import to the Purchase Order.
The “Import MPO” will accept CSV, TSV, XLS, XLSX, ODS file formats that contain, at minimum, a column with the desired Machine’s “Make” and a column with the Machine’s “Model.” User must check the prompted box if the imported file contains a first-row header.
Image from the Model Dashboard. Values from import file must match these from Dashboard.
Sample File.
Note: Only Machines recognized within Flyntlok will be added to the Purchase Order. Both the Make and Model fields within the file must match the fields in the Model dashboard within Flyntlok. Non-matching records will not be imported.
Opportunity:
Salespeople have requested the ability to set a custom discounted List Price on a Model for specific customers so that each time that customer buys a Machine of that Model, there is a default discounting rate set. This will save users time from having to re-add the discount from the Point of Sale and serve as a reminder that the customer has that discount available.
Solution:
To incorporate Model Specific Pricing on the customer level, we have added a “Model” option to the "Customer Discount Pricing" modal located on the Customer Dashboard page. While this modal was previously only for Item Discounts, we have renamed the option from "Item Discounts" to "Item/Model Discounts" and have added a toggle option to search Items or Models. Once you have selected "Search Models", you can add and edit individual Model discounts and set a specific expiration date for the discount.
We have also updated the discount structure of the Point of Sale to incorporate the Customer Model discounts so that you can save a new discount directly from this screen back to the Customer record. When adjusting/discounting the list price of a line item from the POS, Flyntlok will now give you the option to save that discount to the associated Customer's records.
Opportunity:
Service Managers that require their technicians to log the Hours and Miles of the associated Machine when checking-in to a Work Order Job, have requested we add a warning message to the Work Order's dashboard to indicate if the associated Machine is missing the meter history.
Solution:
We have added a new setting to the "Flyntlok Settings" page titled “Warn if Missing Machine Details”. When this setting is enabled Flyntlok will display a large warning at the top of the screen if the Work Order’s associated Machine is missing information.
Opportunity:
In our last Release, we updated the Work Order settings to auto-generate a "Machine Move" when Pick-Up/Delivery is required for the associated Machine of a WO. Our next improvement for this feature is to add an indicator of the Machine Move to the Work Order dashboard and allow for edits to be made to the WO to be reflected on the associated Move.
Solution:
We have added a "Machine Move" field to the Pick/Delivery section of the Work Order’s "Info Tab”, and Flyntlok will display the associated Move’s ID Number in this field when available. Selecting the ID Number will open the "Machine Move." We have also updated the settings of the Moves System, and Moves generated from a WO will respect all edits made to the Work Order's associated Customer, Machine, or Pick-up/Delivery schedule.
Opportunity:
On the "Customer" Tab of the Sales Order page, Flyntlok provides several fields where users can log additional Sales Order information. Sales Managers tracking the Sales Order "Source" and "Type" have requested we make these fields required.
Solution:
We have added two new settings to the Flyntlok settings page: "Require Source on Sales Orders before Processing" and "Require Type on Sales Orders before Processing." When enabled, these settings will prevent users from Selecting the "Process" button on a Sales Order unless the required field(s) are filled. Administrators can access these settings from the Flyntlok Settings page by selecting the option from the 
icons drop-down menu. (Wrench-> Flyntlok-> Flyntlok Settings)
Opportunity:
Rental Managers have reported instances where unused Rental Consumables are still being represented on the contract's Invoice but with a quantity of 0. To alleviate customer confusion they have requested we remove unused Consumables from the Rental Contracts Invoice.
Solution:
We have updated the Rental Invoice settings and unused Consumables will no longer populate Rental Invoices.
Opportunity:
When associating a Machine with a CRM Lead, Flyntlok auto-adjusts the searching function of the machine searcher from available "Inventory Machines" to the specific Customer’s "Owned Machines" when a Lead is associated with a Flyntlok customer. Salespeople have requested the option to edit the search function manually.
Solution:
We have added a filter to the CRM Lead Dashboard's machine searcher that will allow you to toggle the searching function from "Sellable", which will show a list of all Available and OnOrder machines, to "All" which will show a list of all machines that are customer-owned and available.
Complaint:
Rental Managers had reported an issue where Rental Contracts created via a Machine Reservation were being generated without the requested dates from the reservation.
Cause/Correction:
Fixed. We resolved a bug that was not allowing Flyntlok to respect time-zone configurations. Rental Contracts created from a Machine reservation will generate with the Dates Reserved pulled from the reservation.
Complaint:
Service Managers had reported an issue where the "Technician" field was not populating all their available Service Techs into the drop-down menu when accessed from the "Mobile View."
Cause/Correction:
Fixed.
February 14th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
In our last Release, we added an "Allocate" option to the Item Receiving Voucher, allowing users to automatically allocate an Item's received stock to outstanding Invoices containing Special Ordered or Back-Ordered Items. Our next iteration will be to group together multiple allocated lines on the Receiving Voucher and allow you to adjust the auto-allocation strategy manually.
Solution:
We have updated the Item Receiving Voucher to group together all of the Item’s individual allocations together for easier viewing and managing. We have also added an “Allocations” column, which will display the allocation status of each item line of the voucher, and, finally, we made a slight change to the “Allocate” option from the 
button’s drop-down menu (which now displays as “Allocate All”). Finally, we have created the ability to prioritize the allocation of Received Items to a particular Sales Order.
All Allocated line items will be grouped together under a parent line of the Item. You can expand and collapse allocated sub-sections of the item line by selecting the "arrow" icon on the left-hand side of the line. We have also added an "Expand All" 
and "Collapse All" 
option to the action icons list.
-This icon indicates that the line has been allocated. Selecting the icon will allow you to remove the allocation from the chosen Invoice.
-This icon indicates that the line has not been allocated. Selecting this icon will allow you to choose from a list of outstanding Invoices to assign the received quantity to.
Users can manually override an allocation by selecting the icon. The user will then be presented with a drop down list of Open Orders to choose from. If there is not enough of the item to fully allocate to that item, it will allocate what is available and the rest will remain as back-ordered.
We have added a “Prioritize Special Order Receives” check box to the "Details" tab of the Sales Order page. When a SO is marked as a “Special Order Priority”, Flyntlok will automatically move this Sales Order to the top of the Outstanding Invoice queue, bypassing older, non-prioritized orders. Flyntlok will allocate an Item’s Received Quantity to the ”Prioritized” invoices before the oldest outstanding non-prioritized order. Prioritized Invoices themselves are then “prioritized” by oldest to newest before moving to non-Prioritized Invoices.
Opportunity:
Service Managers have requested the option to create, schedule, and track Machine Transfers directly from the Work Order dashboard when Pick-up or Delivery is required for the associated Machine. They would like this option to be available for all Machines associated with the WO; both actual Machines known within Flyntlok and Virtual Machines.
Solution:
Flyntlok will now auto-generate a new Machine Move when pickup/delivery is scheduled for the associated Machine of a Work Order.
The generated "Move" will provide a link back to the Work Order in the "Comments" section.
Opportunity:
Flyntlok customers in Canada have requested the option to apply a Harmonized Sales Tax (HST) to their Sales Orders. HST is a combination of federal and provincial taxes levied on most goods and services sold for domestic consumption, which the customer pays.
Solution:
We have added a Harmonized Sales Tax (HST) option for companies operating in Canada. Please reach out to your friendly consultant if you would like any additional information about applying the HST to your Sales Orders.
Opportunity:
Service Managers have requested the option to add a default "Labor Type" for a specific Customer, so that when the customer is added to a Work Order, Flyntlok will auto-set the Labor field for all jobs associated with a Work Order.This is most typically requested for “Internal Labor” Work Orders.
Solution:
We have added a "Default Labor Type" field to the Customer Dashboard's "Edit" page, allowing managers to set Work Order Labor Type for the specific customer. When the "Default Labor Type" is set, all associated Service Jobs associated with the Customer will be automatically set to the selected "Default Labor Type."
Opportunity:
If an Inventory Item has alternate parts, Flyntlok will display those items on the Items Dashboard in the "Item Information" section. Salespeople have requested the option to display more than one alternate Item.
Solution:
We have updated the "Alternates" section of the Item Dashboard, and Flyntlok will now display up to four Alternates in the "Item Information" section. If the Item has more than four Alternates, Flyntlok displays the first four and indicates how many other alternate parts the item has available with an option to "Show All."
Opportunity:
Rental Managers have requested the option to add additional Model information to the Rental Contract's Lease Agreement. They would like the ability to link a website to the Lease Agreement, where the recipient can be directed to the webpage in order to review information on the associated Model of their Rental Contract (for example, a YouTube video demonstrating how to operate the equipment).
Solution:
We have updated the Lease Agreement as well as the Model Info page and you will now have the option to save a website’s URL to a specific Model. We have added two new fields to the Model Information section of the Model Dashboard titled "Primary Support URL" and Secondary Support URL" which will allow you to input the URL of the support website(s) you'd like customers directed to. Once the support URL is saved to the Model’s information, Flyntlok will automatically add a QR Code for the website(s) to the Lease Agreement when a Machine of that Model is added to a Rental Contract.
Flyntlok will display the QR code(s) on a second page, with a message prompting the recipient to scan the code to learn more about the Model.
Note-Please contact your friendly Flyntlok consultant if you would like this feature set up.
Complaint:
Rental Managers had experienced issues when attempting to invoice a Rental Contract when the associated Machine had been replaced with an alternate Model. While the user could swap the associated Machine on the Rental Contract's Dashboard, the Invoice generated was incorrectly charging for both the replaced Machine and the new Machine.
Cause/Correction:
Fixed.
Default Curser Into Text Box (WO Parts Request Note)-(Ticket # IHK 47985)
Complaint:
Service Technicians requesting parts to complete Service Jobs directly from the Work Order Dashboard requested that we default the cursor to the text box when the add note button is clicked.
Cause/Correction:
Fixed. When requesting parts from the Work Order Dashboard, Flyntlok will auto-focus the curser into the text box when the 
button is selected. Yeah, another two-second item, but when you ask, you shall receive! (Plus, I think our developers like to 'pad their stats' with items like this...)
Unable to add Items to "Quick Order" if Vendor is Set as a Distributor-(Ticket # IHK 47985)
Complaint:
Purchasing Managers had reported an issue where they could not add Items to a Purchase Order when attempting to create a "Quick Order" for Vendors set as "Distributors." The Item Searcher inside the "Quick Order" modal of the Vendor Dashboard was not populating the alternate Vendors’ Items distributed by the Vendor.
Cause/Correction:
Fixed. The Item searcher of the Vendor Dashboard "Quick Order" option will populate all Items that the Vendor distributes.
January 31st, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity:
Flyntlok customers managing their rental fleet via Samsara Systems (Samsara is a telematics provider that helps with safety, compliance, and efficiency) have requested the ability to display their Machine's meter history (miles and hours) tracked from their Samsara account within Flyntlok.
Solution:
We have created a programmatic link between Flyntlok and Samsara for displaying Samsara telematics data within Flyntlok. Once connected, Flyntlok will ingest Machine miles and hours tracked via Samsara and update any associated Machine’s information within Flyntlok. The miles and hours will be updated automatically on the associated Machine's Dashboard and the "Upcoming Maintenance" report.
Before you can connect your Samsara account with Flyntlok, you will need first to acknowledge and allow the sharing of Samsara data with Flyntlok and generate the API token from the Samsara application. Click HERE to view Samsara's Integration documentation. We have added a Samsara setting to the "Integrations" page (
->Flyntlok->Integrations) that will allow Administrators to connect their company’s Samsara account with Flyntlok. To connect your Samsara account with Flyntlok, select "View Samsara Settings," paste the aforementioned Samsara-provided API Token into the field, and save.
Once connected, Flyntlok will daily ingest Machine miles and hours from Samsara and update all Machines within Flyntlok with matching VIN Numbers. The miles and hours will be updated automatically on the associated Machine's Dashboard.
To ensure Service Schedules are referencing the most current Machine data, Flyntlok will also update the miles and hours tracked on the "Upcoming Maintenance" report. (Left Navigation Menu-> Machines-> Upcoming Maintenance.)
Note- This Feature is Flyntlok controlled; please contact your friendly consultant if you want your Samsara account connected with Flyntlok.
Opportunity:
Rental Managers have requested the ability to accept a customer deposit from a Rental Contract that will be auto-applied to the contract's Final Invoice.
Solution:
We have added a "Collect Deposit" option to the 
button's drop-down menu, which will allow users to generate a new Deposit Invoice that will be applied to the contract's Final Invoice. (Note: A deposit taken on a Rental Contract must be fully processed and Z-approved by your accounting team before it can be applied to an Invoice.) Once a payment has been taken and the Deposit Invoice is processed, the Deposit will be displayed within the top banner of the Rental Contract. We have also added a "Deposit" field to the Details section of the Contract; this field will display the value and date of the deposit collected and provide a link to the Deposit Invoice.
As stated above, a customer Deposit must first be fully processed (approved on the “Z Detailed” report and then manually posted to QuickBooks Online) before it can be applied to an Invoice. To make it clear to users which deposits have been fully processed, we added a checkmark indicator to the "Deposits."
Deposits received but not yet processed will display a 
, hovering over the icon will display a "Collected-Not Posted" text box.
Deposits currently being processed will display a Yellow 
, and hovering over the icon will display a "Post Pending" text box.
Deposits that have been fully processed will display a Green 
, and hovering over the icon will display a "Posted" text box. Only Deposits displaying a Green checkmark icon will be applied to the Final Invoice of a Rental Contract.
Opportunity:
Salespeople have requested the ability to add Models to their "Inventory Kits" to sell/quote Machines in a package deal with Inventory Items or Machine Attachments sold under a customized list price.
Solution:
We have updated the Item Type “Inventory Kit” to allow users to add Machine Models to their Kit configurations as sub-items.
We have added a “Search Models” option to the “Configure Kit” modal, allowing you to toggle the searching method between Items and Models. Once you have selected a Model, you can adjust the Order Quantity, and view the Model's cost and list price from the "Kit Details" section. When an Item’s “Item Type” has been set as "Kit,” Flyntlok will display the 
icon from the Items Edit page.
Once the Kit has been configured with a Model, you can add the Model Kit to a Sales Order. Model Kits will retain the same functionality as your Inventory Kits, and the parent Item will still control most actions of the Kit sub-items, such as Order Quantity and the ability to remove from the Sale’s Order.
Note: Models added to a Sales Order as Kit sub-items must be associated with an actual Machine before finalizing.
Opportunity:
Salespeople have requested we display an Item's most recent Price File "Manufacturer's Cost" on the Item’s Dashboard.
Solution:
We have added a new field titled "MFR Cost" to the Item Information section of the Item Dashboard, which will display the Item's most recent price file Manufacturer's Cost when available. To display the "MFR Cost", navigate to the Information Section of the Item Dashboard and select the 
button.
Opportunity:
Flyntlok users have reported instances where a Machine’s "Meter History" (Machine hours and miles) was logged incorrectly (by user error, not Flyntlok error!) and have requested the ability to edit the hours and miles of their Machines directly from the "Upcoming Maintenance" report. This will remove the need to edit each individual Machine by navigating to each Machine’s dashboard, thus streamlining the process.
Solution:
We have made the "Machine Miles" and "Machine Hours" fields of the "Upcoming Maintenance" Report editable. Users can now click into the Miles or Hours cell of the Machine they want to edit and manually enter the correct miles/hours; clicking out of the cell will auto-save the new information to the report and the Machine’s Dashboard.
Because editing a Machine's Miles or Hours could cause the “Next Due” columns to be out of sync with scheduled service and may require a refresh, we have added a “Refresh” button that will display in the top left corner of the report when changes are made.
Opportunity:
Flyntlok allows users to turn on or off the "Post All Machines Sales Individually" company setting, which creates a separate QuickBooks bill for each Machine contained on a Machine Purchase Order, versus posting all machines of a PO to the same QB bill. Accounting managers with the "Post Machine Sales Individually" setting enabled have requested we add the Machine Serial Number to the associated QB bill's memo line. This will make it more evident to accounting users working off a list of unpaid bills of the actual Machine related to the bill. Flyntlok users with administrator permissions can access the Flyntlok settings page by selecting the option from the Wrench Icons drop-down menu. (
->Flyntlok->Flyntlok Settings.)
Solution:
We have added the Machine Serial Number to the QB bills memo line. Note: This feature will ONLY be applied if the "Post Machine Sales Individually" feature has been enabled from the Flyntlok Settings page.
Opportunity:
Sales Managers have requested we add a "Created By" Category to the "All Leads" report to track and display the user who created the CRM Lead. This will allow users to filter for themselves and see a list of all CRM Leads they have personally created.
Solution:
We have added a "Created By" column to the "All Leads" report, which will display the Flyntlok user who created the CRM Lead.
Opportunity:
Sales Managers using our integration with Shopify E-Commerce have requested we edit the field titled "Shipping Dimensional Weight" and change the title to "Shopify Weight."
Solution:
We have updated the "Shipping Dimensional Weight" field on the Item Dashboard's "Edit" page, and it will now be titled "Shopify Weight". (I think this change took us a whopping 15 seconds to make. But we aim to please!)
Complaint:
Service Technicians had reported an issue where they could not invoice Work Orders with associated fees. In this scenario, the user would receive an error message when attempting to invoice, stating the WO failed to be invoiced due to unsaved changes. Users were then unable to edit the WO information, causing the WO to be stuck.
Complaint:
Fixed. We have corrected a data issue causing Item Fees to not be recognized.
Can't Delete Quote With No Associated Customer-(Ticket #FD-2766, 47063)
Complaint:
Sales people had reported instances where they were unable to delete Quotes that had been created without an associated Customer. In this scenario, they were unable to access the “Actions Tab” to delete or modify the Quote if there was no customer associated.
Cause/Correction:
We have disabled the Quote option from Point Of Sale when it doesn’t have a Customer associated with it and Flyntlok will now prompt users to add a customer when they hover over that button.
Customer Balance Error when Trying to Close Rental Contract-(Ticket #FD-2822)
Complaint:
Flyntlok users had reported an issue where they were unable to close Rental Contacts successfully. When attempting to close the contract, they would receive an error message stating, “Deposits cannot exceed customer’s deposit balance of $0.00,” and the contract would remain in a “Checked In” status.
Cause/Correction:
Fixed. We have resolved a small issue that was caused by the development of our new Rental Deposit Feature. Sorry!
January 3rd, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
