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!
Opportunity
Flyntlok users previously faced limitations with our Microsoft email integration, as it only supported configuration at a company level and for a single email account. This made managing communication with customers challenging, especially when replies and conversation threads needed to be organized among various employees and store locations. Users required the ability to connect multiple Microsoft email accounts at both user and store location levels to improve efficiency and communication management.
Solution
Flyntlok now supports the connection of multiple Microsoft email accounts at both user and store location levels, in addition to the corporate account. This enhancement allows for more flexible and efficient email communication directly from Flyntlok.
Key Features
Integration Setup:
To connect Microsoft email accounts to store locations follow this steps:
To connect a Microsoft email account to a user’s profile follow this steps:
Opportunity: It can be oh-so-hard to remember all the tasks that are due and need immediate attention! There is no way currently to receive reminders about tasks that are due soon without going to the tasks grid and checking it yourself. (Sometimes you need to create a task to remind yourself to review your tasks.) There is a need to receive reminders about due tasks so that important work is not missed.
Solution: We have added a new notification for “Due Task Reminders” which can be enabled by navigating to Preferences -> Notifications -> CRM
If this notification is turned on, Flyntlok will send a report about all the tasks assigned to you that are due within the next week at the end of each day. This will help users to stay up to date on their progress and avoid missing out on important tasks. Based on the selected medium (Email, SMS or notification) the notification may look slightly different.
Opportunity
Users managing contacts on the Customer Dashboard have requested the ability to click to call/email their contacts listed in the Customer Information panel.
Solution
The Customer Dashboard has been updated to have links for calling and emailing in the Contact and Primary Contact sections. By clicking on a listed phone number or email address, a phone call or email can be initiated right from the Customer Dashboard.
Opportunity
Users managing customers’ saved credit cards have requested an indicator on the Customer Dashboard that displays if a customer has credit cards on file.
Solution
The summary section of the Customer Dashboard has been updated to display the status of a customer’s saved credit cards. The icon will indicate if all credit cards are valid, if any card has expired, or if a customer has no credit cards.
Opportunity
The current implementation of the “Parts Used” modal on the desktop-version of Flyntlok supports marking parts that have already been requested as “Used”. This multiple-step process requires technicians to request parts first and then navigate back to log the quantities used, which can be cumbersome. There is a need to streamline this process to improve efficiency and reduce the number of steps required.
Solution
The “Parts Used” modal on the desktop-version of Flyntlok has been updated to allow technicians to add and mark additional used parts directly within the same step. This feature simplifies the parts management process, reducing the number of clicks and streamlining the workflow for technicians.(N.B. This feature already existed in the mobile version of Flyntlok)
Key Features:
Inventory Management Details:
How to add an additional used part:
1. Click “Edit Parts” in the “Parts” section of the job page.
2. Click “Add Parts” in the modal to open the parts searcher
3. Search for a part and select it.
4. Set the used quantity for the selected part
5. Repeat steps 3 - 4 to add more parts.
6. Click "Save" to finalize.
Opportunity: Technicians often face workflow conflicts when multiple users inadvertently work on the same Work Order simultaneously. This can lead to inefficiencies and errors. By providing real-time visibility of users currently viewing a Work Order, Flyntlok can significantly improve coordination and prevent such conflicts.
Solution: The Activity panel on the Work Order Dashboard has been updated to display the users who are currently viewing the same Work Order. Flyntlok does not prevent two people from editing the same Work Order, but the system will alert you to other simultaneously viewing users.
The Active Viewer list applies to users viewing the Work Order across both Mobile and Desktop platforms.
Opportunity: Service managers have requested the ability to view a Work Order’s status on the Job Service Scheduler. This would enable Service Managers to better organize their jobs table, streamlining the job scheduling process.
Solution: We added a new column for the Work Order status on the Job Service Scheduler. The column can be sorted and filtered as well.
Opportunity: Service Managers have requested the ability to force a machine down on Work Order creation. This way the machine’s status will be set to ‘Down’, regardless if work has started on it.
Solution: We have added this as a setting in Flyntlok Settings. This setting can be found under the Service section, titled “Force Down Machine on Work Order Creation''. With this option enabled, checking ‘Force Down’ on the New Work Order page will update the machine's status to ‘Down’ when the Work Order is created.
Opportunity
Service Managers would like to see who signed a Work Order Estimate and when they signed it. Previously, a green icon with a message ‘Customer Review Complete’ would be the only indicator that an estimate was signed.
Solution
We have updated the displayed text for the green icon to show when an estimate was approved and who signed off on it.
Opportunity: Managers requested the ability to save Cause and Correction to Work Order Job Templates. One example for needing this is to make these Job fields populate exactly as needed for Warranty work, eliminating the variability of a technician’s entries.
Solution: Users are now able to add and edit Cause and Correction on the Work Order Job Templates page. These fields will populate on the Job when added via Work Order creation or Work Order Dashboard.
Opportunity: Service Managers would like to see a customer’s Primary Contact on their Work Order print out, regardless of the contact that is set on the Work Order.
Solution: We have updated the Work Order print out to display the customer’s Primary Contact in the ‘Bill To’ section. If the Primary Contact is the same contact that was selected on the Work Order, the print out will appear the same as before.
Opportunity: Salespeople at Toro dealers have requested the ability to access real-time inventory data from Flyntlok within OPEHub. (OPEHub is a third party quoting and reference sales tool used by Toro dealers. If you are a Toro dealer and are interested in OPEHub, please contact them at drew@opehub.com.)
Solution: We have implemented an integration for OPEHub that allows users to view the inventory details of specific models from Flyntlok.
Integration Setup
To connect OPEHub to Flyntlok follow this steps:
1. Access the Integrations Page within Flyntlok.
2. Choose the location you want to connect to OPEHub.
3. Generate a token by clicking the "Request New Token" button. This will populate the Access Token field.
4. Click on the “Copy Access Token” button to copy the Access Token.
5. Link your Vendors to OPEHub supported Manufacturers
6. Connect to OPEHub
Opportunity:
Service Technicians and Managers have requested the ability to assign classes to a Model when creating a new Machine with a new Model. Doing this currently requires that the user first create the Machine, then go to the Machine Dashboard, then click on the Model Editor, and then finally set the Primary and Secondary Class options there. Being able to do this at the Machine creation step would save the user time (and clicks!) for shops who require classification of Models.
Solution:
We have added Model Primary Class and Model Secondary Class fields to Machine creation on these pages:
A new "Model Details" section will show after typing in a new Model name and choosing to create it. The selected Class options will be applied to the Model immediately when created.
Opportunity: Users creating models would like to be redirected to their new model on creation from the Add a New Model page.
Solution: We have updated the Add New Model page to redirect to the newly created model. This should streamline model editing after creation for things like Rental or Maintenance Schedules which cannot be set until a model is created.
Opportunity: Users managing machines would like to see the model’s horsepower on the Machine Dashboard. This information can be useful to salespeople who want to get more machine information at a glance.
Solution: The Machine Dashboard has been updated to display the horsepower of a machine’s model. This value must be edited at the model level, but will display on any machines of the model.
Opportunity: Managers requested the ability for drivers to upload pictures for pickups and drop-offs. This is intended to facilitate the documentation of machine conditions and improve transparency and accountability during the moving process.
Solution:
Mobile "My Trips" View: Users can now upload pictures directly from their mobile devices via the "My Trips" section. Uploaded images will be displayed in a gallery-like format, providing a visual record of machine conditions at pickup and drop-off. To upload a picture, click on the "Upload" button in the Images section:
Desktop Moves Dashboard: Users can manage the files when viewing Moves on desktop. Additionally, other accepted file types (such as PDF) can be attached.
Opportunity: Users have requested the ability to change a Reservation’s “Is Open Ended” field after the reservation has been created.
Solution: Implemented an editor for “Is Open Ended” on the machine Reservation dashboard page.
Opportunity: Salespeople have requested the ability to adjust the Due Date of an Invoice from Flyntlok and have that feed to QuickBooks Online.
Solution: We’ve added a new field called “Terms Due Date” to the Invoice. When posted as an Invoice to QuickBooks Online, any date set here will become the QuickBooks Online Inovice’s Due Date. You can find this new field on the Point of Sale by opening the Details panel and clicking the Settings button in the top right corner.
Complaint: Service managers noticed their Upcoming Maintenance page was blank and would not load their Maintenance Schedules.
Correction: Fixed.
Complaint: Service Managers noticed labor lines on the Work Order that were not associated with jobs would intermittently disappear on non-segmented Work Orders.
Correction: Fixed.
Complaint: Users creating items with alternates/supersessions noticed that the alternates/supersessions would not be saved once the item was created. Because of this, they would then have to edit the item after creation to update the alternates/supersessions.
Correction: Fixed. Alternates and supersessions are now properly saved on item creation.
Complaint: Service Managers noticed taxes were being shown on Work Orders for internal customers. These customers should have been recognized as tax exempt on the Work Order, like they are on Sales Orders.
Correction: Fixed. Internal customers on Work Orders are now properly recognized as tax exempt, and the Work Order will correctly display no taxes.
Complaint: Receivers noticed serial numbers and received dates for machines on Machine Purchase Orders would disappear if an associated Fee-Only Voucher was canceled. This logic was intended to reset machine data when a Machine Receiving Voucher got canceled.
Correction: Fixed. Machine data will no longer be reset if a Fee-Only Voucher is canceled.
Complaint: Service Managers noted that they were not able to access videos that Technicians had uploaded to Work Orders.
Correction: An issue was identified where many large files on Work Orders were not downloadable by users. This issue has been resolved.
Complaint: Service Managers noticed that when Sales Orders were linked to Work Orders via the “Link SO as Internal Parts WO” widget, they were not showing on the linked Work Order’s dashboard.
Correction: Fixed, Sales Orders linked to Work Orders via the widget will now be shown when viewing the Work Order.
Complaint: Salespeople reported that initiating a Text-2-Pay payment would not move the invoice forward from “Draft” status.
Correction: Fixed.
Complaint: Users noted that when clicking on the email link on a Customer’s dashboard, it would only ever try to send emails to the customer’s default contact email rather than the selected recipient.
Correction: Fixed, all email links on a Customer’s dashboard will now try to send a new email to the address displayed in the link.
Complaint: When changing the Customer from the Point of Sale, users reported not being shown the new customer’s warning note as a popup.
Correction: Fixed.
Complaint: When requesting a customer’s signature on a Work Order Estimate via SMS, users reported not being shown the selected Customer’s phone numbers by default. They had to do a name or number search instead of being at least shown that Customer’s related contacts.
Correction: Fixed.
Complaint: Salespeople have requested all available columns on the Leads list be visible on the All Leads spreadsheet export.
Correction: Fixed.
Complaint: Users noticed that the Work Order system would sometimes allow them to check out an already Invoiced Work Order.
Correction: Fixed.
Complaint: Receivers were unable to receive items where the quantities had decimals on the item (some items are not always received in whole numbers).
Correction: Fixed.
Complaint: Service users noted that when viewing "My Trips" on mobile, the wrong Pickup Address would sometimes be displayed.
Correction: Fixed.
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
