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Archives for June 2024

Record360 and HBS Systems Webinar Recap: Revolutionizing Inspections

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We’re pleased to recap an informative and engaging webinar we hosted with HBS Systems on June 7th. During the session, we introduced an exciting new integration between HBS Systems and Record360, which promises to revolutionize how you handle inspections. This integration will enhance your service and rental departments’ efficiency and drive revenue.

Click here to watch a recording of the webinar

Why This Integration Matters

Our primary goal with this integration is to streamline the inspection process, making it more efficient and user-friendly. Here’s why you should care:

  1. Enhanced Data Accuracy: Integrating HBS Systems with Record360 ensures that the most accurate and up-to-date data is used during inspections. This reduces the chances of errors, such as incorrect unit numbers or missed details.
  2. Seamless Data Access: You can now access your Record360 units directly from the HBS Systems. Whether viewing a repair order or a unit, the full inspection history is just a click away. This eliminates the need to switch between different systems, saving time and effort.
  3. Improved Customer Interaction: With comprehensive inspection histories and photos at your fingertips, you can provide better updates and transparency to your clients. This builds trust and can help boost your service department’s reputation.

How It Works

Let’s delve into the specifics of how this integration functions:

  • Automatic Data Syncing: When you start an inspection in Record360, the system automatically searches your HBS Systems inventory. As you type in the unit number, a list of matching units from HBS Systems appears, allowing you to select the correct one easily.
  • Pre-loaded Inspection Checklists: Essential details like make, model, hours, and serial number are automatically pulled from HBS Systems into your inspection checklist. This reduces manual entry and ensures consistency across platforms.
  • Comprehensive Unit Pages: On the Record360 dashboard, each unit page displays all relevant data, including inspection history, specifications, and recent media. This consolidated view helps you manage units more effectively.
  • Easy Navigation: Whether you’re in the rental manager or looking at a repair order, an “inspections” button is available. This button links directly to the unit page in Record360, providing a seamless transition between systems.

Record360 + HBS Systems Integration: Your Questions Answered

Q: Can the search feature on the Record360 app find the stock number by entering the serial number?

A: The integration can be configured to use serial or stock numbers. However, when starting an inspection, you need to stick to one identifier, either the serial number or stock number.

Q: Is there a Rental Dashboard that lists the entire fleet and current status (On Rent, In Lot, Needs Repair, etc.)?

A: Yes! The units page in the Record360 Web Dashboard will show the unit status and the last inspection type.

Q: Can Record360 be used for all incoming service repairs for customer-owned units?

A: Yes! This is commonly used for Record360 in a service department.

Q: Does the app have a Service component? From a service perspective, is there a future application for this in HBS?

A: HBS Systems and Record360 are actively working on service integration and are considering future improvements. Customer feedback is always welcome and utilized in deciding what to build next!

Q: When an email goes out to a customer, can we change the logo from Record360 to our company logo?

A: Yes! Record360 can customize inspection summaries with your logo and color scheme.

Q: Can you integrate the calendar with Outlook?

A: While our task calendar doesn’t explicitly support syncing with outside calendars, we offer an open REST API and a Zapier app to help facilitate any type of custom integration.

Looking Forward

We’re confident this new integration will significantly improve your inspection processes, making them faster and more accurate. If you have questions or missed the webinar, please contact us for more information. Thank you for your continued support and enthusiasm for Record360 and HBS Systems.

Customizable Email Templates for Every Business with Record360

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Email communication is still one of the most effective ways to reach potential customers, provide information, and collaborate on a project. Maintaining a professional persona is crucial in business and establishing your company as a trustworthy service provider.

However, this is hard to do when you have so many other tasks that demand your attention and multiple members of staff who may not all be on the same page.

The good news is that Record360 is here to help!

With our comprehensive range of customizable email templates, we aim to simplify your life and ensure that you are always putting your best foot forward.

The Importance of Professional Email Communications

The truth is that many companies make the mistake of prioritizing email automation as part of their marketing strategies but fail to take note of the manual communication they send.

While professional emails might seem trivial for a vehicle or heavy equipment rental business, they are more important than you think. That’s because maintaining a consistent brand image through customer interactions can help to establish trust.

This can help you build a long list of loyal customers and attract new prospects, which can help grow your company.

Moreover, our user-friendly solutions are also designed to enhance business operations. When you can ensure clear communication with customers and members of your team, you ensure that there are no gray areas.

What Record360 Offers

At Record360, we understand the challenges that companies face regarding record-keeping. This is why we have introduced several effective products to help address your business needs.

Tailored Email Templates

With professional email templates designed to make your life easier, you can quickly and easily create personalized communications. Our tools allow you to add your company’s logo, subject, and body, ensuring that your brand image is consistent.

The best part is that it simplifies the email creation process, allowing you to save precious time without compromising professionalism!

Read More: Mastering Email Triggers: Customization and Applications with Record360

Rental Inspection Workflows

In addition to email customization, we offer other business solutions to assist you with asset management. This includes a simplified process for equipment and vehicle inspections, ensuring that you are always in the driver’s seat when managing your company.

Use the information you generate for reporting, keeping track of maintenance practices, monitoring sales, and more.

Easy Integration

The best part is that Record360 is easy to use and will integrate with your existing system. Store everything in one place to ensure every team member can easily access information, such as service requests.

Our software lets you obtain digital signatures without printing documents and generating messy paperwork.

Contact Us Today to Learn More About Our Solutions!

Ensuring professional and consistent communication is the key to success in a competitive industry. The good news is that Record360 is designed to make your life easier. Contact us today to learn more about our comprehensive business solutions or try our software out for yourself.

 

Streamlining 90-point Truck Inspections with Record360 – Everything You Should Know

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Your trucks will likely run hundreds of thousands of miles for each customer, so it’s important to perform detailed assessments periodically. Ultimately, 90-point inspections are a great solution because they ensure an accurate and thorough evaluation each time.

Did you know that Record360 can help you with your 90-point inspection process? You can enhance reliability and efficiency with one checklist for all vehicle evaluations.

Learn about common inspection points, why detailed assessments are important within the trucking industry, and how our platform can be cost-effective.

Why Detailed Assessments Are Essential for Your Rental Business

A large fleet of vehicles can help you improve your bottom line, but you must perform routine maintenance to ensure they are in excellent condition.

Typically, detailed assessments will ensure that the equipment is running smoothly. Each system will be updated, which means customers may have fewer issues on the road. Here are just a few reasons to inspect vehicles after every rental:

  • Safeguard Your Assets – Your vehicles are valuable assets, and you must always protect them. Any damage done by a customer could affect your profitability. When you conduct inspections before and after they return, you can identify issues and hold the user accountable for any new damages you find.
  • Protect Your Customers – Customers are your top priority; without them, you don’t have a business. Therefore, when a vehicle is returned, you should thoroughly inspect it to ensure it’s safe for the next person.

Common Inspection Points Used for Complete Visibility

Most rental companies want to protect their investment, so it’s important to check all systems and equipment before the trucks are used and returned to the shop’s location. This makes it much easier to address concerns.

A multi-point inspection consists of many things. In most cases, you will check the vehicle’s:

  • Suspension system
  • Windshield and windows
  • Front/rear wipers
  • Battery
  • Filters
  • Fluids
  • Headlights and taillights
  • Turn signals
  • Tires
  • Brakes
  • Everything under the hood

Streamline the Collection of Damages and Reduce Disputes

You must protect your fleet at all times. With Record360, you can address concerns with specific units as needed. In most cases, you can use video or photo evidence to show the customer they caused damage, streamlining damage collections.

Create Excellent Support Services Through Text Messages and More

Keeping your fleet running smoothly is impossible if the company’s technicians don’t know anything is wrong. Record360 offers various integration options, allowing you to stay in touch with everyone. Whether you send a text message or a notification, they understand which vehicles need maintenance or repairs. You can also schedule internal tasks to follow up on service requests! 

Final Thoughts on Streamlining 90-point Truck Inspections with Record360

Vehicles have many systems and components to check, and it’s important to streamline your 90-point truck inspections. Record360 can assist. You can service them more quickly. Check out the many new features that make it easier to handle business operations.

Whether you’re hoping to add certain vehicles to the sales floor or want access to information quickly, Record360 makes it easy. Request your free demo today.