Check out the latest updates to the Flyntlok Equipment Dealer Management System.
Rental Creation Redesign
We want to make renting equipment easier for you!
We have added a new page to research machines and create rental contracts. You can access this page under the "New" section of the left navigation.
You can filter available machines based on customer requirements. Then, select the machines and attachments to add to the rental contract. The selected equipment will be moved to the Selected Machines section. Once all equipment has been selected, clicking the continue button will let you move forward with quoting or reserving the contract.
The Filter bar makes it easy to find a machine that meets your customer's requirements.
- Select Date Range - This will carry through to the rental contract
- Search by Machine/Make/Model/Description/SN
- Select "Show Available Only" to filter out machines that have a known conflict in your date range
- Conflicts can be other rental contracts, reservations, and work orders
- Filter by Location
- Filter by Primary Class and Secondary Class
Machines that pass your filters will appear in the Machine section.
Easily see all of your machines and select the equipment that works best. You can select as many machines and attachments as needed. Selected equipment will be added to the Selected Machines section.
The Selected Machines bar allows you to add multiple machines to a single rental contact.
The Selected Machines bar allows you to edit the rental contract. You can see the equipment you have already added, delete machines, and view the machine's rate sheet. When everything is perfect, click continue at the bottom of the page to finalize the rental contract.
While we beta this new form, our existing form for rental creation will remain in place, so you can still you that one if you would like.
We're very interested in your feedback on the new page, so please let us know any suggestions by submitting a support ticket.
Work Order Dashboard (Closed Beta)
We have changed our Work Order Dashboard! Participating customers only; coming soon to everyone. This update to the work order dashboard comes with a tabbed layout giving more space to focus on the center point on the work order - jobs.
We crafted the Jobs tab to show everything a technician would need to perform work. We scaled down the dashboard to the essential information, removing clutter.
We designed the Info tab to meet the needs of a service manager or parts associate. The Info tab shows customer and machine information essential to your job.
Future updates to the Work Order Dashboard
We will be rapidly expanding the functionality on this page to include the following features:
- The ability to bill a job based on the estimated time, actual time, or a flat rate. Currently, we only support flat rates and actual.
- Customizable hotkeys for this page.
- Wider access to add/edit work order shortcodes for all work order users.
- Shortcodes are pre-built blocks of text that a technician can input saving them time from having to manually type everything.
- Job Categorizations - categorizing the work on a job as revenue, warranty, shop, rental, etc. This will help drive labor reporting.
Open beta should begin 06/30/2021. If you are interested in participating, please reach out to email@example.com and we can ensure you are included.
Prevent Duplicate Model Creation
If you try to create a duplicate machine model, we will alert you!
If you already have model duplicates and want to clean them up. A company admin can go to Wrench -> Flyntlok -> Widgets and use the Merge Model Widget.
Exclude From Auto-Email
It is easy to disable emailing on a case-by-case basis. After reversing a sales order we recommend using this feature. This will prevent your customers from receiving multiple emails for the same transaction.
Visibility to Paccar Bond Loyalty/Fleet Accounts
Moving forward, the Bond Loyalty/fleet accounts options will only be available for locations of your dealership that support Paccar. This continues our trend of decluttering; only showing the information you want to see.
Default Model Classes
You can now set a default primary/secondary class for models. This is done at the company level. To set this data, head to the Wrench -> Flyntlok -> Flyntlok Details. Under the model primary photo, you can set these defaults.
Primary Model Images
We allow you to set primary photos for a model in Flyntlok. This is the default for any machines created of this model. However, if you updated this photo, we weren't correctly updating the settings to make the new photo the primary photo. That has been fixed!
Last Release Notes
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