Opportunity
Managers from Canadian stores requested their Tax Registration Numbers to be displayed on Invoice PDFs.
Solution
The Tax Registration Numbers have been added to invoice PDFs. To enable this feature, contact your Flyntlok consultant with the relevant Tax Registration Numbers for your stores.
Opportunity
Service Managers requested the ability to see information about the Service Request that a Work Order was generated from when looking at the Work Order.
Solution
We added a widget on the Work Order Dashboard under the Machine information widget that displays information about the Service Request:
Opportunity
Service Managers requested the ability to re-send Work Order Estimates to Customers, as these sometimes get deleted or go to spam accidentally. Previously, Service Managers had to create a new Estimate every time they wanted to re-send one.
Solution
We added the ability to re-send the WO Estimate.
Opportunity
Users needed more advanced filtering options to efficiently manage Work Orders on the Service Scheduler. Previously, they could filter scheduled work orders but lacked the ability to:
Solution
We’ve enhanced the scheduler with new and improved filters:
Opportunity
Users had difficulty locating specific Work Orders in the calendar view when many were displayed. They needed a clearer way to identify a selected Work Order from the filtered list.
Solution
Now, when users hover over a Work Order card in the filtered list on the left sidebar, the corresponding event on the calendar will be highlighted.
Opportunity
Service Managers reported that when adding Work Orders to the scheduler in Week view, the default start time was incorrectly set to 12:00 AM.
Solution
The default start time has been updated to 6:00 AM or the start of the business's configured hours.
Opportunity
Canadian users requested the ability for Flyntlok to automatically populate cities and provinces based on Canadian postal codes when filling in Customer information. We previously only supported US Postal Codes.
Solution
We now support postal codes for our neighbors up north/east!
Opportunity
Users were unable to edit the address of a CRM lead after it had been created. While addresses could be added during lead creation, they became uneditable afterward.
Solution
We have enabled the ability to edit addresses on existing CRM leads.
Opportunity
Accountants requested that bills generated in QuickBooks Online for Machine Purchase Order Vouchers have the Machine’s serial number set as the bill number, so that bills can be more easily tied to the machine they are for.
Solution
We introduced a setting to make this happen. Contact your friendly Flyntlok Consultant to have it enabled.
Opportunity
Purchasing staff needs the flexibility to break the core line link between Purchase Orders and Vouchers. This capability is essential in scenarios where vendors invoice the core separately from the part, requiring them to be received on separate vouchers.
Solution
A new option has been added to allow users to break the core line link directly within a PO or Voucher. This change does not impact Sales Order linking but enables treating the part and core as separate items on a case-by-case basis.
Opportunity
Purchasers mentioned that when using the Vendor Draft Purchase Order page, they found it cumbersome to have to switch to a saved layout that they preferred using every time the page loaded.
Solution
Your last used layout will now be loaded when using the Vendor Draft PO page.
Complaint: Sometimes when Substituting an item on a Receiving Voucher the new and substituted items would have order quantity set to 0.
Correction: Fixed.
Complaint: Parts Receivers reported that they would sometimes receive an error when trying to delete an attachment on a Receiving Voucher, but there would be no explanation of what the error was.
Correction: We now show specific error messages, such as when a User does not have permission to delete a file.
Complaint: When transferring parts to a different store location from the Sales Order page, users were able to leave the quantity field empty, resulting in transfers with no specified quantity after form submission.
Correction: Added validation to the form to ensure the quantity field is required.
Complaint: When replacing a machine on the Rental Dashboard, the search results were sometimes empty if all machines of the searched model had conflicts.
Correction: The searched Model now returns results even if all machines have conflicts.
Complaint: Users encountered an issue where the "Exclude All Zero-Qty" checkbox on Inventory Sprints would not persist after refreshing the page, requiring them to re-check it each time.
Correction: The "Exclude All Zero-Qty" checkbox now persists after being checked.
Complaint: When registering Stihl machines, sometimes Stihl would not include the selected Salesperson in the new registration.
Correction: Fixed. Flyntlok is now sending a different identifier for the Salesperson that should more reliably match in Stihl’s system.
Complaint: Sales Managers noted that Flyntlok’s CRM "Text Us" button on their marketing websites was not appearing on all pages.
Correction: Fixed.
Complaint: When receiving a part on a Receiving Voucher, the allocated quantities on the item dashboard would sometimes not update correctly.
Correction: Fixed. If you had a PO with items linked to a work order and merged that PO with another PO the item allocation went away.
Complaint: Service Managers noted that when applying filters in the Service Scheduler, the matching Work Orders were hidden behind the filters User Interface, leading to confusion.
Correction: Fixed. The filters UI no longer obstructs the list of results, ensuring all filtered Work Orders remain visible.
Complaint: When connecting a Flyntlok Item, Model, or Machine to a Shopify Product or Product Variant that was already linked to Flyntlok, nothing would happen to that new item.
Correction: Fixed. Flyntlok will now show any existing Flyntlok link below the Shopify Product or Variant and warn you that re-linking this Shopify Product will break that link.
Complaint: Users were able to enter a Clock-Out time earlier than the Clock-In time when manually inputting labor on a Work Order Job, leading to incorrect billable hour calculations.
Correction: Fixed the problems that would mess up the space-time continuum. Added validation to ensure Clock-Out time cannot be earlier than Clock-In time.
Complaint: Sometimes when adding a new Work Order Job Status users were getting an error on save.
Correction: Fixed.
Complaint: Salespeople noticed that the machine’s list price on a Quote generated from a Lead would not use the sale price if the machine had an active sale.
Correction: Fixed. Creating a Quote from a Lead with machines on it will now use the active sale price for any machine on sale.
January 29th, 2025 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
You faithful readers of the Flyntlok Release Notes know that we operate in two-week release cycles. Given the upcoming holidays for American Thanksgiving and Christmas, we will be operating on three-week cycles. Our next release will be on Dec 12, 2024 followed by Jan 2, 2025. After that we’ll return to our regularly scheduled program of two-week cycles.
Also, since we have you! Flyntlok offices will be closed on Thursday, November 28 and Friday, November 29. We’ll send a reminder next week as well. Happy Thanksgiving!
Opportunity
Whenever a dealership sells a Stihl Machine, they need to register that sale with Stihl to begin the customer’s Warranty and for the dealership to obtain rewards. While Flyntlok already has an integrated Stihl Machine Registration workflow, if a dealership sells a large number of Machines at once, that workflow becomes very slow and time consuming.
Solution
Flyntlok’s Stihl "Machine Registration" view now supports registering Machines in bulk. Just select the Machines you want to register and click “Bulk Register” in the top right of the page.
You have the option to set the registration information for each Machine you’re sending to Stihl individually or by using the bulk operation tool on the lower left. The bulk operation tool currently supports updating the “Purchase Date”, “Primary Use”, and “STIHL Salesperson”.
When you’re ready, click “Submit to Stihl” to start registering your chosen Machines in the background. You can track the registration’s progress at the top of the page.
Refreshing or leaving the page will not stop any registrations in progress. Submitting another batch of Machines to register will add those machines to the queue to be registered without stopping any other registrations in progress.
Opportunity
Managers requested that Flyntlok log more end-user changes to Models and provide a way of viewing edits made.
Solution
Added “Action Logs” to Models. When a change is made, a new entry will be created, tracking the user who made the change and the timestamp. Updates to important fields will be logged as well, including Make, Model name, List Price, and Allow Rent/Sale. Don’t go making changes you shouldn’t, Big Brother is watching you.
Opportunity
Managers requested the ability to see a Machine’s “Finance Name” and “Due Date” on the Machine Dashboard.
Solution
Added both fields under the Finance Information section.
Opportunity
Managers reported that when creating a new Lead with a Customer, it would be helpful to see any existing open Leads for that Customer, as to avoid creating duplicate Leads.
Solution
Added a check for existing Leads upon new Lead creation.
Opportunity
Salespeople requested that when creating a new Lead from the Leads grid, the location would be set to their current location, and the creator would be set as the default Assignee, instead of starting blank.
Solution
Creating a new Lead will now set the default Location and Assigned User.
Opportunity
Service Writers mentioned that when sending a text from Work Order Dashboard, they were unintentionally sending messages to phone numbers with "Allow SMS" set to false.
Solution
Features on Work Order Dashboard that involve sending SMS to Contacts (Change Status & Notify, Activity Panel, etc.) have been updated to indicate if a number has "Allow SMS" disabled. If the Work Order's Preferred Contact does not allow SMS, they will no longer be the default selection when choosing a Contact phone number.
Icons have been added to reflect if a specific Contact number does or does not allow SMS:
Opportunity
Users needed a way to manage longer notes in the CRM “All Leads” grid view without overwhelming the screen layout. Long text entries made it difficult to navigate and reduced the overall usability of the view.
Solution
“Internal Note” and “Latest Note” fields with longer text are now trimmed to save screen space. Users can view the full content by hovering over or clicking on the [...] icon:
Opportunity
Salespeople requested the ability to print labels for individual Items on Receiving Vouchers. Right now it can only be done for all of the items only
Solution
Added a Label column to the Receiving voucher grid with a nice little button in it. Clicking this button will print an individual label for that Item.
Opportunity
Salespeople (and Sean) requested a quicker way to view a Customer's “Item Sales History” on the Customer Dashboard.
Solution
We have simplified the "All Items Purchased" pop up. It now defaults to a one year date range so you don’t have to first type in some values.
Opportunity
Purchasers needed the ability to streamline the creation of Machine Purchase Orders when dealing with multi-vendor Purchase Requests. Previously, the system did not allow selecting models from multiple vendors in a single request, creating inefficiencies in the purchasing process when purchasing from a Distributor that handles multiple manufacturers.
Solution
On the Machine Purchase Requests page, users can now select models configured to different Vendors.
When creating a Machine Purchase Order, it will now generate a new PO without a Vendor. Users can then select the appropriate Vendor or Distributor in the next step.
Opportunity
Managers requested the ability to add Notes on Moves via the “My Trips” mobile view.
Solution
Added the option to add a new Note to Moves on the mobile page.
Opportunity
Managers requested the ability to print Thermal Pack Slips on an Invoice.
Solution
Added a “Generate Pack Slip” option under the “Actions” menu on the “Details” tab on an Invoice.
Opportunity
Salespeople requested a way to display any discounts applied when creating a Quote Package for their Customers.
Solution
We now show a summary area under the quoted details that breaks down the subtotals, and if any discounts exist, they will highlight the total discounts applied. Additionally, each line will show the original rate and discount. (Discount Totals will not be displayed if there are no discounts, or if lines have been marked up.)
Opportunity
Salespeople and Managers requested a visual indicator to quickly identify when Tax Rules had not been configured on a Sales Order. This would help prevent errors and streamline the order review process.
Solution
If this feature is enabled, a dot will appear on the Tax Rules button to indicate that no Tax Rules have been configured for the Sales Order. This provides a simple yet effective visual cue for users to take necessary action.
Admins can enable this feature by checking this option in Flyntlok Settings:
Opportunity
Service Managers requested the ability to restrict their Technicians from clocking into Work Order Jobs, depending on the status of the Work Order.
Solution
Added the ability to configure Work Order statuses that don’t allow technicians to clock in. This configuration can be accessed through the wrench icon > Work Orders > Work Actions. Select “Edit” on an Action and select the “Prevent Techs Clocking In” box. (And ignore the ugly modal window you are presented with.)
Complaint: Managers reported that Work Order Labor Revenue was being doubled for certain labor types.
Cause/Correction: Fixed.
Complaint: Managers reported that marking Moves as “In Transit” would cause the Trip to no longer appear on the My Trips view.
Cause/Correction: Fixed. Moves can now be processed correctly and will continue to show up.
Complaint: Salespeople reported that when a Special Order is canceled, the Part label on the Receiving Voucher would still be printed under the “Will Call” labels section.
Cause/Correction: Fixed. When a Special Order Invoice line is removed from the SO, or the entire SO is deleted, the Part label will now print under the “Stocking” labels instead of “Will Call” on the Receiving Voucher.
Complaint: Accountants reported that some Machine Vouchers were failing to post to Sage.
Cause/Correction: Fixed.
Complaint: Service Managers reported that the Mobile Work Order Dashboard was allowing users to edit the Cause, Complaint, and Correction fields when they didn’t have the permissions to do so.
Cause/Correction: Fixed. These fields correctly respect user permissions now. And we are all about respect.
Complaint: Users noticed that data grid views were not respecting preset column widths.
Cause/Correction: Fixed. Data grids will now automatically resize columns on default views, and use the preset values on custom saved templates.
Complaint
Receiving Personnel reported that some Receiving Vouchers were presenting duplicate lines.
Receiving Personnel reported that some Receiving Vouchers were presenting duplicate lines.
Cause/Correction
Fixed. This was a rare visual bug and did not have any effect on the Receiving Voucher or Purchase Order data.
Complaint
Rental Clerks noted that when closing a Rental Contract that had a Pickup or Delivery address set at no charge, the system would still generate a Final Invoice instead of just closing the Contract.
Cause/Correction
Fixed. A final Invoice is no longer being generated when closing a Rental Contract with no charges due.
Complaint
Managers mentioned that some users were able to delete a file from a Purchase Order even though their permissions were set to not allow it.
Cause/Correction
Fixed. The system now respects the appropriate delete permissions and only authorized users will be able to delete a file. Again, it’s all about respect.
Complaint
Salespeople reported that when using the "Copy Invoice" button on Point of Sale, the original Invoice's selected “Source” was not carrying over to the newly created one.
Cause/Correction
Fixed.
Complaint
Service Managers stated that they were sometimes not receiving notifications for “Parts Requests” from their Technicians.
Cause/Correction
Fixed a bug that was causing notifications to not be sent from Technicians that were configured as part of a Technician Group but not as a Technician User Type.
November 6th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
We would like to keep you up to date with the happenings here at Flyntlok. Take a look at some of the recent articles written about Flyntlok and our esteemed founder and CEO Sean McLaughlin!
Opportunity:
Service Managers have requested that their Service Technicians have the ability to request parts needed to complete Work Order Jobs directly from the Work Order without having to separately create and process a new Internal Parts Order Invoice. This will streamline the process and remove the responsibility of processing Internal Part Orders from Service Technicians.
Solution:
We have updated the Parts Request settings of the Service Work Order, and Service Techs will now have the option to request Items directly from the Work Orders Jobs tab, removing the need to create an Internal Parts Invoice. Techs can now simply select the ADD/EDIT button from the Parts section, and choose to either create a Parts Request or a Request Note.
When the 
button is selected, Flyntlok will display a Part Searcher where Technicians can add Items and the requested quantity needed to complete a Service Job. Once the “Save” button is selected, Flyntlok will then generate an “Internal Parts Order Invoice” in "Quote Status" for the requested items. Subsequent parts requested will be allocated to a new Internal Invoice.
When the 
button is selected, Flyntlok will display a text box where users can add notes that will be attached to an Internal Parts Invoice and delivered to the Parts Department via internal notifications to process. At this point, the Parts Department will need to manually fill and allocate the parts request, relieving the Tech of the responsibility of filling out the details for the Internal Parts Order.
Users will have the ability to add/remove items and edit the order quantity by selecting the 
button. Flyntlok will generate a return Invoice for Parts Requests that have already been processed then update it to a lower quantity.
The generated Internal Invoices will remain in "Quote" status until the 
button is selected. This will move the Invoice forward into a Delivered, or Pending status.
Upon completion of the Service Job, Techs can navigate back to the "Parts" section to log the quantity of Items used against the quantity that was requested.
Note- This new feature is currently Flyntlok controlled, please reach out to your Friendly Flyntlok consultant for assistance!
Work Order Custom Default Status-(Ticket #FD-2595)
Opportunity:
Last release we implemented certain “Points of Action” within the Service workflow where users can now (with the help of their Flyntlok consultant) automate a Status change on a Work Order based on the WO's current Status. Our next iteration is to allow you to request custom “Estimate”, "In Process, and “Completed” status workflows and the option to replace the Flyntlok default statuses with a customized “Estimate”, “In Process”, or “Completed” status.
Solution:
We have implemented backend changes to support internal statusing, which in turn will allow for user-defined custom statuses in "Estimate", "In Process", and "Completed" internal statuses. You will need to work with your Friendly Flyntlok Consultant to get these workflows setup. Give them a call!
"Upsell" Service Jobs-(Ticket #FD-2774)
Opportunity:
Service Managers have requested we add a new Job-level Work Order field titled "Upsell" so they can track work by Service Technicians that was considered an “Upsell Job.”
Solution:
We have added a new Job-level WO field "Upsell Job" that will allow Service Managers to mark a WO Job as an Upsell job. We have also added an "Is Upsell Job" field to the column chooser of the "All Jobs" report where users can track “Upsell” WO Jobs.
Opportunity:
Flyntlok users purchasing parts from Agco have requested the ability to export Item POs from Flyntlok that can then be uploaded into the Agco Online Solutions (AOSL) application.
Solution:
We have added an 
"Export to Agco" icon to the Item Purchase Order, located in the icon list below the PO balance sheet, which will allow users to extract an Agco-specific file from Flyntlok. This file can then be manually uploaded into the Agco Online Solutions (AOSL) application to complete the process for parts ordering.
Opportunity:
Sales Managers have reported instances where their salespeople have had difficulties differentiating which lines of a SO are associated with the Inventory Kit items. This manifests itself when attempting to edit, remove or re-order “Inventory Kits” from the Point of Sale screen. They have requested that we eliminate the option to remove “sub-items” associated within a Kit, and to allow the “Parent” item to control actions of the associated Sub-Items. They have also requested we make Inventory Kits and all the associated Sub-Items more apparent so salespeople can easily distinguish between main-level line items and sub-items.
Solution:
We have updated our Inventory Kit feature, and the Kit parent Item will now control most actions of the Kit sub-items. For example, if a salesperson wants to change the Kits order quantity, or remove it from the sale, they must perform the action from the parent item. Changing the order quantity of the parent item will update the sub items accordingly based on the Kit's configuration. We have also Updated the Kits associated Sub-items Icon to make it more obvious which lines belong to the kit.
Convert Sales Order to "Quote" -(Ticket #FD-2738)
Opportunity:
Salespeople have requested we move the "Convert to Quote" option, previously found on the "Actions" tab, onto the main Sales Order page.
Solution:
We have updated the “Convert Sales Order to Quote” feature on the SO page, and Flyntlok will now display the 
button in the bottom left corner of the page next to the "Process” button , removing the need to first select the "Actions" tab. The “Quote” option will only be displayed when the SO is in a “Draft” status.
This feature will retain all of its previous functionality where:
Opportunity:
Service Technicians using the Mobile View have requested the ability to add, edit, and remove the associated Machines on the Work Order job level from their mobile device.
Solution:
We have added a job level Machine field to the Mobile Views Work Order dashboard. Users can now add/remove or edit the associated machine of a WO job.
Opportunity:
Service Technicians utilizing the "Mobile View" currently have no way of taking a machine out of service and have requested the option to "Force Down" Machines from their mobile device.
Solution:
We have added a "Force Down" option to the "Edit Machine" button from the WO dashboard which will allow users to taking a Machine out of service from their mobile device.
Opportunity:
Flyntlok administrators have requested the ability to add/remove or edit a Customer’s "Authorized Users" from their Customer dashboard.
Solution:
We have added an "Authorized Users" option to the Actions drop-down menu. When selected it will allow users to add, remove, or edit the "Authorized Users" associated with the customer.
Opportunity:
Flyntlok Administrators have requested the ability to restrict a user’s ability to modify tax settings from the Point of Sale.
Solution:
We have added a new setting to the "Access Control" page that will give administrators the option to allow or restrict their users access to change tax settings from the Point of Sale. When the "Modify Tax Rules" is turned off users will no longer be able to access the 
icon.
Complaint:
Salespeople had reported an issue where Items that had been marked as "Inactive" were still populating the Item searcher from the Point of Sale.
Cause/Correction:
Fixed. We resolved a timing issue that was causing inactive Items to be caught in the Item Genome. Inactive items will no longer populate search results from the Point of Sale.
Complaint:
Salespeople had reported an issue where the "expected completion date" was cleared when a Sales Order had been converted to a Quote then modified back to a SO.
Cause/Correction:
Fixed. Flyntlok will retain the "expected completion date" manually set by users when the sale is modified from a SO to a Quote and also when converted back.
Shopify “Ship To/Customer Contact”/“Shopify ID Information” not Synching -(Ticket #FD-2810, 46972)
Complaint:
Flyntlok Managers using the new Shopify Integration have reported instances where their Shopify ID number was not properly synching between the two systems.
Cause/Correction:
Fixed. The Shopify ID number will populate the Customer PO field of the Flyntlok SO and SO PDF.
December 13th, 2023 Release Notes
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If a customer has supplied an Item Number, this information will now be displayed on the sales order pdf line.
From the Point of Sale, in the Details Tab, if the transaction has a Customer PO or an internal message, this information will now be viewable from the memo line of the QuickBooks Payment that is generated.
Users will now be able to input the invoice date when attaching a vendor invoice to a receiving voucher.
We have added more visibility to the Work Order you are clocked into. Along with the clock icon in the blue header bar, users will see the work order number.
When a user clocks into a job we will now prompt them to input all the original check in information. This combines the check in and clock in buttons, reducing the number of steps for the mobile techs to start their work. If the Work Order is in "New" status the first user to clock into a job will move the work order to "In Process".
If a customer requests service for their machine via Sparks, Flyntlok will generate a Work Order in estimate status for the customer. Also, you can now subscribe to receive sparks service request notifications.
We have addressed an issue where quoted parts on work orders were being included in the shop fee calculation. This would have affected work orders that had shop fees calculated from labor and parts totals.
When accepting a Trade-In as a payment type, users will now have the option to create a new vendor from the Trade-In screen.
We now support a default discount structure that will be set on all existing and future customers added to Flyntlok. Please reach out to Flyntlok if you would like to set this up.
From the Actions drop down of the Rental Dashboard you will now be able to report a lost deal. This will allow users to document when a rental contract falls through and record the lost revenue. 
We have added a (View All) option on the machine and customer dashboard for the rental section. This link will bring users to a report that shows all historical customer and machine rental contracts.
We have added an Exclude Zero Quantity option to the inventory sprint editor. This will exclude any items with a zero QOH from being added to a sprint plan.
When editing an item, you can now set fields for length, width, and height to capture the dimensions of items. This should support e-commerce platform integrations and help with shipping. 
Users will now have the ability to create a new part when setting a supersession.
When quoting a new model from the point of sale, we will now prompt the user to input all required information in place of an error message.
With our recent notification update, we have consolidated notifications that show up on the bottom right of Flyntlok and the dashboard to show under the bell icon. You can update your preferences for each of these notifications here. Username->Preferences->Notifications
Last Release Notes
January 18th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added a new feature to the vendor dashboard, which will allow users to create new purchase and return orders by importing a parts list. To import a part list go to the vendor's dashboard and select Actions->Import PO/RO From Spreadsheet.
We have added a warning to the Vendor Stock orders page, for users to see stale parts at other company locations. On the New Purchase Order page, for creating stock vendor orders, users can open an item row to show detailed information about the item, including location-based stocking information. When an item is stale at a particular location, this table will now show a red “Stale” label on the “To Target” column.
We have also added a stale column so you can sort and filter for stale parts at other locations.
You will now be able to report item exceptions from the receiving voucher. To report an exception you will click the bug icon to the right of the item number. 
We have added icon to indicate if the last SMS message is incoming or outgoing.
You will now be able to associate a machine to a CRM LEAD.
We have added a new notification to be sent out to users when a machine has been deleted from Flyntlok. If you would like to receive these notifications, you will need to set your notification preferences and choose how you would like to be notified. Notification options include internal, SMS, email, and rapid. To edit these settings click on your user name on the top right of your home page. Username->Preferences-> Notifications->Machines.
We have added a field for the Machine description on both the desktop and mobile view of the work orders dashboard. This will be helpful for technicians and new employees that are not familiar with model numbers, to easily identify the machine they are looking for.
We have added the tag number to the mobile view of the work order.
We have implemented a new feature on the work order dashboard. When typing out a cause or correction on the jobs tab of a work order if you moved to a different page before you saved you would lose the text you were currently typing. Now when a text box has not been saved and you try to leave the page, Flyntlok will display a warning message, alerting you that if you leave the page your work will not be saved.
We have updated the machine field on the Create Work Order form, to auto populate all customer owned machines into the dropdown menu of the machine searcher. You will still be able to search for non customer owned machines.
We have added the dollar value margin to the header on the sales order invoice. Previously you would only see the margin percentage.
You will now see a new subtotal line to the sales order PDF.
When billing for pick up or delivery we will now include the address as a line item on the invoice.
When a customer is selected we will display their information on the rental rate sheet.
You can now distinguish which classes are primary or secondary. This will help searching for a machine by class.
You will now be able to create and add a new model from the machine purchase order.
We will block a vendor merge if an item number is shared by the vendor you are merging. You will get a pop up of the list of duplicate items. You will then have to merge the items before you can merge the vendors.
Now when trying to create a new item if that item already exists in Flyntlok, you will be given a link to the duplicate items dashboard on the error message.
November 30th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
You can now use your CRM SMS templates on the Work Order and Point of Sale. To set these up you will still need to set up templates from the CRM Hub.
We have added the description of the machine on the printed label. This will make it easier for users to quickly identify and match machines to label. To print a Machine Label go to the Machine Dashboard->Actions->Print Label
You can now search for and view a machines long description while adding machines to a receiving voucher. This will make it much easier to determine which machines need to be added to the voucher based on individual specifications.
We have added a column to the machine receiving voucher, to view the margin percentage. You can add this column by clicking the gear icon on the top right of the voucher lines.
We have introduced a new company setting to override sales contact email on the PDF. If set, regardless of sales person we will always use the override. Otherwise, we will present the sales persons email. To set this new feature head to-> Wrench->Flyntlok->Flyntlok Details.
From the Point of Sale you will now be able to view model option costs when quoting a model.
We have made a fix to a rounding issue that periodically caused errors when using remaining amounts of customer deposits.
On the invoice page, users can click the “Spy Guy” to get costing/margin information. We have updated this to include the depreciation. The machines depreciation will now be subtracted from the initial cost of the lines in order to calculate a proper margin value.
We have added the ability for users to edit the addresses currently on the rental contract. Previously you could not remove an address, only enter a new one.
On the work order dashboard, under the “Job Notes” section, you will see a new “Add to Cause” button. When clicked, the notes on the job are pasted onto the “Cause” section. Previously you could only add to the "Corrections” field.
You can now select a status for a Work Order to move into when every job is marked complete. To select a status head to->Wrench->Flyntlok->Flyntlok Details.
We were seeing a few issues with users sometimes failing to type the date in completely, which can cause data issues downstream. We have added a few updates to the Work Order Clock In/Out function to address these issues.
On the desktop application, when a user is clocked into a work order, a “Clock” icon is present on the top left of every page to quickly navigate to the work order the user is clocked into. We have added a similar feature on the mobile view.
On the “New Work Order” page, when a user selects a machine, Flyntlok will now trigger a system search and notify you if the machine is currently linked to another open Work Order.
We have added two new spots to assign a machine to a job.
On work order dashboard->Info tab->Machine Section, you can now edit the machine serial number.
Fee descriptions are now editable on a per workorder basis!
We have added the customer unit number to the My Work section of the mobile view to make it easier to identify and differentiate multiple jobs assigned to an individual technician.
(CTRL+ Left Mouse Click or scroller wheel click) will now open item dashboard links in a new tab in the background. Just left clicking will still take you directly to the items dashboard. This is default browser behavior.
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We have added a new company setting that will allow you to remove the user who created the document and the time it was created from the bottom of the Sales Orders PDFs. To access this new feature click the wrench at the top right of your homepage. Wrench->Flyntlok->Flyntlok Details.
November 9th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have added a timeline view of your rental machine reservations. This will provide a visual aid in finding availability for a machine or class of machines.
You can now add items to a PO that is in NEW status.
You will now also be able to change the location of an existing Purchase Order. Head to Actions -> Edit on the purchase order. From there, you will see a location selector under the status of the purchase order.
We have added a liabilities section to the machine balance sheet on the machine dashboard. Flooring, interest, and curtailments entered into the Flyntlok journal entries system will display here.
You can now search for machines using the engine serial number.
When adding a new fee/credit line to a machine receiving voucher, Flyntlok will default the line’s allocation to the cost-relative strategy across all the voucher’s machines. You will not need to click the allocate button unless you wish to edit the allocations.
We have updated the Trade-In Payoffs feature with new fields for a user to enter a payoff amount. We have 4 new fields:
We have updated the “Location and Quantity on Hand” table in item dashboard. Now you will see a new “Metric” column to the right of “To Target”. You will still be able to hover over the value to see the type and expiration date.
We have added added a new column to the voucher for Closed Date. Flyntlok currently tracks “invoiced date” and “received date” on vouchers.
October 26th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
We have selected multiple click reduction winners. We received a record number of entries, many of which will be implemented! Here are the click reduction winners. Each suggestion was submitted by multiple people. Everyone involved will receive a gift card.
We are introducing a new tax rule editor on the point of sale. This screen will make working with a large number of tax jurisdictions much easier.
The first step is to remove unwanted taxes from the sales order. Then, add the correct taxes by selecting the check mark and clicking Enable Rules
When a work order is created, Flyntlok can send a SMS welcome message to your customer. The SMS can include a custom greeting and the work order number. You can chose to send this SMS on a work order by work order basis.
Example:
Welcome to Flyntlok, Your work order number is 404230. You'll get updates as they happen. Feel Free to respond to this message at anytime with questions.
If you would like to configure a custom message, please submit a support ticket and we will work with you on the configuration.
When creating a work order, you can choose whether the customer receives SMS messages by default. When this box is checked, Flyntlok will send a message at work order creation, check-in, status change, and check-out.
New field options were added to the work order creation page. If you would like any of the new fields added to your page, please submit a support ticket!
Additional Fields:
After a customer is selected on a work order the machine searcher will only search machines owned by that customer. Searching by make is now supported as well.
Jobs can be marked as complete using Flyntlok Mobile!
Completed jobs will have a green check!
The work order category is displayed on the work order dashboard.
The job category and job type is displayed on the job screen.
If you are counting a bin and find an additional item, click add item!
Bin locations can be created from inventory sprints. If you find a loose part, create a new bin and set it on the shelf!
Service truck functionality will start being released. The first release allows inventory tracking and truck inventory use on work orders. In the future we will be adding additional service truck functionality. If you are interested in being part of the beta release, please submit a support ticket.
New service trucks can be added by clicking Actions -> Create New Truck.
Add the truck's information and click create.
Inventory can be transferred onto and off of a service truck using the Quick Transfer button. First, add a transfer quantity to the item that you need to transfer.
Then, click Quick Transfer and select to transfer in or out.
Review the transfer. Once you are ready to move the parts, click Transfer.
September 28th, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
Jobs can be added from Flyntlok Mobile. To add a job, go to a work order and click Add Job. Fill out the form.
If a work order has a pick up or a delivery specified, the work order will show that information in the header.
When clocking out of a work order, you will have the option to update the status.
Engine Model information has been added to the machine section of the Info Tab.
Old Sprints can be copied and used as a template. To copy a sprint click Actions -> Copy Sprint.
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 lines can be called off in bulk just like the bulk check in option by clicking Actions -> Call Off.
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.
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.
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.
If you are searching for a sold machine using the M, search, we will include the date sold in the search results.
September 14st, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Check out the latest updates to the Flyntlok Equipment Dealer Management System.
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.
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.
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!
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.
Each job on a multi machine work order can be assigned its own tag.
Tags are displayed on each job tab.
Machine creation on the new work order form has a description field.
We have added a margin column while selling machines from the point of sale.
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.
August 31st, 2022 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
