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 they be notified when someone makes a change on a Lead that is assigned to them..
Solution
Users now have the option to receive notifications when any Lead they are assigned to is updated. Notifications are triggered when any of the following changes occur:
Users can enable this feature through their User Settings page.
Opportunity
Managers have requested the ability to control who can create Lead “Tags” on the fly through the Tag selector. Managers have also expressed a need for a Tag Editor where they can manage their Tags.
Solution
A new Permission called “Lead Tags” has been added under the CRM section. This permission grants users the ability to create new Tags for Leads. Additionally, Flyntlok now has a Lead Tags editor, which is accessible from the CRM settings page. This editor includes features to create, rename, delete, and merge Lead Tags. Deleting a Tag will remove it from all associated Leads; renaming will update the Tag on Leads; and merging will combine Tags across Leads. This allows administrators to clean up redundant, irrelevant, or mistakenly created tags.
Opportunity
Service Managers have requested the ability to sort by their upcoming maintenance by a “Location” field.
Solution
A new “Location” column has been added to the Upcoming Maintenance grid.
Opportunity
Fleet Managers have requested the ability to update the Work Order’s “Tag Number” on Trips through the Mobile view.
Solution
We added a “Tag Number” editor to the Mobile view of Trips.
Opportunity
Managers have requested the ability to create Work Orders from Leads and Machines through the mobile view.
Solution
The mobile Lead and Machine dashboards now include the option to create a Work Order in their Actions drop-downs.
Opportunity
Managers have requested the ability to select a Record 360 Workflow when reserving and checking-in machines on a Rental Contract.
Solution
A Workflow can now be selected for each Record360 Task. Selecting a Workflow will make it the default option when reserving that Machine or Model on future Rental Contracts.
Opportunity
The Canada Revenue Agency defines specific depreciation schedules that Canadian companies must follow. Currently, Flyntlok supports two kinds of depreciation schedules – Straight Line and Percent of Rent – neither of which matches any of the CRA’s schedules. Equipment Managers in Canada have requested Flyntlok add support for these schedules.
Solution
When editing a machine, you may now select “Canadian Capital Cost Allowance” as the depreciation method. Once you select this method, you will be presented with a second selection for the specific Capital Cost Allowance class; Flyntlok currently supports the Class 8 schedule.
For questions regarding CCA Depreciation specifics, please see the Canadian Revenue Agency documentation here. If you have any questions about setting this up or how depreciation journal entries are created within Flyntlok, please contact your friendly Flyntlok Consultant for details.
Complaint: Parts on the Suggested Orders view were still present even after they had been ignored.
Correction: Fixed. They are now ignored like a parent is ignored by their teenager.
Complaint: Salespeople reported that when a “Delivery Tax” was applied to a Sales Order, sometimes it would not allow the Sales Order to be fulfilled.
Correction: Fixed.
Complaint: Service Managers reported that a sales tax was displayed on Work Orders for tax-exempt customers.
Correction: Fixed.
Complaint: Salespeople reported that when applying a discount to a Sales Order through the “Apply Discount” modal, Item Modification discounts were being doubled.
Correction: Fixed.
Complaint: Service Managers reported that moving Work Order cards on the Service Scheduler could duplicate the card.
Correction: Fixed.
Complaint: Fleet Managers reported that saving changes to a Move could empty the “Start Location” and “End Location” fields, causing the Move to disappear from the Truckload Scheduler.
Correction: Fixed.
Complaint: When updating Machine Receiving Vouchers using the “Detail” view, users reported that updates to the “QuickBooks Online Accounts” field were not reliably persisting.
Correction: Fixed.
Complaint:
When selling a Machine from the Machine Dashboard or a Sales Order, its Special Sales Price was not being used. It continued to use the List Price.
Correction:
Fixed. Flyntlok now applies the Special Sales Price on both Machine Dashboard’s “Sell Machine” modal and the Point of Sale’s “Sell Machines” modal.
August 28th, 2024 Release Notes
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