Blog Post

New Feature: Departments, but Make Them Supercharged

If you haven’t seen… our Departments functionality just got more powerful. You can now complete multiple inspections across your departments & workflows at once, without interruption. Connect your entire business’ inspection process in Record360.

Need to do a service inspection while a unit is out on rent? No problem – simply check the unit out with a rental inspection, complete the service inspection when needed, and check the unit back in at the end of the rental. No need to interrupt the rental inspection process. Your teams can operate their own inspection processes without affecting another team.

The Story of a Dozer

Perform Multiple Inspections on an Asset at a Time

Record360 now allows you to perform multiple inspections on an asset at the same time, across departments and workflows. From intake inspections to rental, service, DOT, re-marketing, and beyond… all your work can happen in parallel.

Integrate Inspections Across Your Business

Inspections aren’t just for rental. The need for service, maintenance, warranty, and re-marketing inspections is increasing. Let Record360 be the hub for inspections across your business, to track the condition of your assets across their lifecycle.

The Record360 suite of products is the easiest way for you to upgrade your customer experience. Create digital inspections, sell used equipment & enable your service department—all in a single tool. Want to get started? Sign up for a demo here!

10 Ways Record360 Can Help Beyond Damage Recovery

We’ve said it before, and we’ll say it again. Customers using Record360 get a 5-10x return on money in their first month (take it from John Deere & Komatsu directly).

Damage collections are great… 😄 But how else can Record360 transform your rental shop? Read on below.

1. Reduce damage disputes

Our photo & video technology provides rock-solid evidence. Send your customers a Record360 inspection and you’ll see your damage disputes go down. No more questions, just 100% certainty about your equipment’s condition.

2. Build customer trust & confidence = Get more repeat customers

Record360 gives your customers peace of mind. Our checklists give your customers a transparent rental inspection process, so they can see the condition of their equipment for themselves. Take the friction out of customer interactions to keep them coming back for more.

3. Retain employees with simple tech tools

The newest generation of shop employees wants simple tools that just work. Enter Record360. Give your guys our mobile app and let them take it from there. No more paper, no more tedious “desk work”. Differentiate yourself in the job market with our mobile-first operations.

4. Save time in the shop & turn your assets faster

Record360 digital inspections take an average of 90 seconds. Paper inspections? 5+ minutes. Reduce the time it takes your employees to get a piece of equipment rent-ready, so they can move on to the next big thing.

5. Improve cross-department efficiency

Are you running sticky notes between the shop & the front desk? Stop! Record360 lets you message your colleagues directly in our platform. Need to update the fuel or hour reading in your business system? Or ask whether an equipment is ready for rent? Record360 gives you information from other departments, at your fingertips.

6. Centralize (& digitize) your inspections

Record360 provides a one-stop-shop for your inspection and unit information. If a customer calls in to dispute the condition of their equipment; or marketing needs a recent video walkaround; or you’re not sure when the last maintenance inspection took place… Record360 houses all of that information in a single place, for everyone to access.

7. Schedule work for your team

Do you know what your team is working on? With Record360, you can. Our task management solution lets you assign tasks to anyone in the company and gives you a central ‘job board’ to track their work. No more confusion on who is supposed to be cleaning what machine. Assign your yard guys their work in Record360, and let the rest happen from there.

8. Automate communications with your customers

Your customer just returned a piece of equipment. Your yard guy checks it in, does a return inspection, and BOOM…minutes later, your customer has a copy of the condition report in their email inbox. Your customers will be impressed by your seamless communication and you’ll have a paper trail of your equipment returns.

9. Stay on top of PMs & compliance inspections

We can take any form or process and digitize it. This includes checklists for required maintenance (e.g. DOT safety & compliance forms) or preventative maintenance (e.g. maintenance schedules as provided by the manufacturer). Record360’s digital forms can guarantee compliance when you need it.

10. See how your business is doing over time

Our analytics show you firsthand how much damage you’re finding. You can measure damage by location and even employee, to see who is taking good care of your equipment. We also show you Record360 usage information (like total inspections, logins, and downloads), so you can make sure your employees are staying compliant.

 

Still not convinced? Try Record360 for yourself to see the difference. Reach out to us at [email protected] for a free trial.

The Ultimate Product Roundup: Get to Know Our Most Helpful Releases of 2020+

When is the last time you saw a demo of Record360? Chances are… the product has changed a lot since then! We release enhancements every single week and larger features on a monthly basis. Check out a full roundup of our releases below.

 

Q2 2020

  • 🖥️ Redesigned web dashboard: Our updated dashboard brings a brand new look & feel to Record360. It comes with over 12 new features, including improved search, custom list views, and drafts functionality.
  • 📱 Redesigned iOS & Android apps: We completely overhauled our mobile app to provide better navigation and make it even easier to use.

 

Q3 2020

  • 🚜 Inventory management: View a list of your inventory directly in Record360, to see your latest photos & videos, inspection status, and a record of damage by unit.
  • ✅ Conditional fields in checklists: Show/hide additional fields based on prior checklist items, so you can streamline questions for your users.
  • 🔒 Reference number security: Gain better control over your inventory in Record360. Warn users when they are creating a new unit, or block new unit creation entirely.
  • 📩 Inspection and unit export: We released new & improved export functionality for inspections and units. Download CSV reports to gain further insights into your business.

 

Q4 2020

  • 🖊️ eSign: Send inspections and other documents to your customers for digital signature. Manage your signed documents directly from the Record360 dashboard.
  • 🔍 Inspection and checklist search: We released major improvements to the speed of your searches. Plus, you can now easily search for data within checklists and digital forms.

 

Q1 2021

  • 💰 Billing portal: For your Record360 Admins… You can now access all of your Record360 account & billing information from our dashboard.

 

Q2 2021

  • 📋 Tasks: Assign inspections and other tasks to anyone on your team! This major update includes a number of exciting features:
    • Assign inspections to Record360 users
    • Create ad hoc tasks for other work to be done
    • View tasks in a list or on our flexible Job Board
    • Create follow-up tasks at the end of an inspection, so nothing falls through the cracks

 

Q3 2021

  • 💡 Automated inventory uploader: Our new integration lets you ingest your inventory data from any business system and map unit data into your workflows. Read more about how it works here.
  • 🛎️ Unit specs: Want to know a machine’s hour meter reading without leaving Record360? Now you can. View & filter on your unit specifications (e.g. make, model, year, hours) throughout Record360.

 

Q4 2021

  • ⌚ Push notifications for tasks: Receive a mobile push notification when tasks are assigned to you or overdue.
  • 💸 SalesPro by Record360: We launched a brand new product, SalesPro! It’s an all-in-one sales tool, so your equipment reps can create & distribute sales listings. They can set their own offer price, pick from any number of marketing photos & videos in our app, and then publish their sales listings out via email/text/social media. Our new tool includes a number of features:
    • Real-time integration with your business system, to show you what assets are available for sale
    • Filter your inventory based on year, make, model, hours, price, and more, to find exactly what your buyer is looking for
    • Access photos and videos from any Record360 inspection to create beautiful sales listing pages
    • Instantly share listings on Facebook or LinkedIn to give your equipment maximum visibility

 

Q1 2022

  • 🫂 Departments: Setup departments within Record360 (e.g. Rental, Service, Sales) and create custom workflows for each. Group inspections by department on the dashboard, so you can quickly find what you’re looking for.
  • 📊 Reports for InspectPro: Our inspections platform is now called InspectPro and we released some exciting new functionality along with it. You can now access deeper business insights from within the Record360 platform. Our new reports let you answer questions like:
    • How much damage did my company find this quarter?
    • How many inspections are we creating in Record360 over time?
    • How many inspections are my locations creating?
    • How many inspections are each of my employees creating?

 

Q2 2022

  • 💻 SSO: We can now connect to your IDPs with SSO, making logging into Record360 easier than ever.
  • 📲 Improved uploader in iOS & Android apps: Easily view pending and completed inspection uploads from our mobile app.
  • ✍️ At Mention users in comments: One of our most requested features yet! You can now notify team members in comments on inspections, units, tasks, & work orders by tagging them.
  • 🔔 Notification center: A hub for all of your notifications on the dashboard. View a complete history of all your notifications, so nothing gets missed.
  • 🔄 Task history on units: View a history of tasks directly from the unit page. Easily view all past & open work that needs to be done.
  • 🛠️ ServicePro by Record360: Yet another tool joins the Record360 family! ServicePro is the only product your service department needs to communicate with your customers. It provides 2-way texting, digital approvals, and inspections, all in a single mobile app. Some features include:
    • Pull work orders from your business system in real-time
    • Create service inspections with high-quality photos and videos
    • Send inspections and service recommendations to your customers via 2-way texting
    • Create estimates and get digital approvals in seconds
    • …and more! Read the full lineup & request a demo here

That’s all for now. Stay tuned for another product roundup in October.

Interested in any of the features listed above? Reach out to our Support team and they can take care of you!

Record360 Can Integrate with Any ERP—Here’s How

The #1 question we get from prospective customers is…

Do you integrate with my business system? (e.g. CDK, Point of Rental, and many more)

The answer is a resounding YES! Record360 can integrate with your process and business system, and we’ve done this for the past 7 years for 1,500 locations and counting. Not only that, we do it without any engineering or technical expertise from you.

How do we do it?

There are three primary methods we use to get inventory & work order data from your business system into Record360. Once setup, you can map the data into your Record360 inspections to save time and reduce errors.

1. Native Integrations

For some business systems, we have bi-directional integrations that let us pull data out and send data back in. We work directly with your business system to turn on the integration for you (it’s as simple as flipping a switch). We currently have bi-directional integrations with these systems:

  • Karmak
  • Procede
  • Softbase
  • TSD

2. Inventory Uploader

Some business systems don’t support bi-directional integrations. When this is the case, we use our CSV uploader to get your inventory & work order data into Record360.

With this method, you will go into your business system and setup a report with all the inventory or work order data you want to include. You will then schedule this to be sent to a custom Record360 email address on a regular cadence (e.g. every 5 minutes). Record360 then receives & processes this data for you.

The drawback of this method is that it calls for a little bit of setup by you. But it still does not require any engineering or technical expertise; and the data looks the same in Record360. Here’s a list of systems we have worked with in the past:

  • CDK
  • Point of Rental
  • DIS
  • Prelude
  • Cobalt
  • e-Emphasys x Crystal Reports
  • Enrich
  • EquipSoft
  • Karmak
  • McLeod
  • Procede
  • TSD
  • Wynne Rentalman
  • Foresight
  • Microsoft Dynamics

Don’t see your system on this list? Rest assured we can make it work. Reach out to us at [email protected] to learn more.

3. API

Lastly, we have available APIs (REST & GraphQL) to support a wide variety of integrations and use cases. We can work with your technical team to help you create assets in Record360, automate business workflows, keep your data in sync, and much more. Our flexible architecture lets you connect with the tools your team uses every day.

 

Regardless of the integration method you choose, all Record360 customers can:

  • Pull in work orders in near real-time
  • Map inventory data into their inspections
  • View a dashboard of their fleet in Record360

To learn about how Record360 helps dealers & rental operators deliver an incredible customer experience… reach out to us at [email protected].

Introducing ServicePro: Drive Service Revenue and Improve Customer Satisfaction

ServicePro, by Record360, is a transformative solution that’s reinventing the service management process. It is creating better customer experiences, more productive technicians, and increased throughput in service departments.

ServicePro is leading the digital transformation of the service department

The process of sharing an inspection, managing customer and technician feedback, and getting a work order estimate out to and approved by the customer is about to change – for the better.

ServicePro is an easy-to-use digital tool accessed from smartphones, tablets, or desktop computers. It streamlines the traditional quoting and approval workflow used by service advisors, centralizes digital records, and enables fast, efficient customer interactions (including 2-way texting and email) for service departments in heavy equipment, truck, and auto.

Integrated with Record360’s InspectPro product, ServicePro is a secure, searchable online repository of digital equipment inspections. It’s designed to take the guesswork out of service status and work requests. ServicePro gives technicians and managers an efficient digital workflow and a customer communication platform backed by a robust single source of the truth.

Screen shot of ServicePro in action on a computer and cell phone.

ServicePro replaces hours of phone tag and manual tasks

Today, getting a work order approved or sharing an inspection takes multiple phone calls, printing, scanning, etc., which ServicePro helps streamline. Suppose the technician is working on a piece of equipment and notices additional damage. The technician may need to go back and forth (via phone calls, texted photos, etc.) with the service manager to document the damage. 

Then the service manager may need to place multiple phone calls to the customer over several days to get in touch and get approval for repairs. The approval may be verbal, which can later cause a dispute. If it requires a signature, the customer may need to email, print, sign, scan, and email back. The technician may need to move on to the next work order throughout this time, leaving the customer’s equipment to sit out of service for longer than necessary. 

With ServicePro, all internal and external communication can happen instantly via text or email. In addition, digital signatures are tied directly to the work order in question, with a time-stamped record of all interactions.

Four screenshots of the app on a cell phone.

From old to new – in less than 30 days

Service departments face some challenges when introducing innovative new technology: importing data from existing systems, consistently updating those systems, and getting workers to transition to the new system quickly and effectively.

ServicePro connects service departments and customers in a single tool. It pulls in work order data from ERP systems in near real-time to give the service team an intuitive interface to view and act on the work order and avoid duplicate work.

ServicePro mirrors the simplicity and usability of today’s most common mobile, web-based software. Service advisors and technicians quickly embrace the new platform and are comfortable using it with a day (or less) of training. Online training walks service advisors through intuitive workflow steps and processes.

Typical time-to-market or value for a customer implementing ServicePro and having the service team up to speed and operating on the platform is 30 days or less.

Estimating tool screenshot.

Increase efficiency, eliminate customer disputes and communicate with ease

First and foremost, dealerships can utilize ServicePro to generate more profit by reducing time-to-approval (via digital approvals through text or email), increasing upsell opportunities through transparency and customer trust, and reducing costs by optimizing technicians’ time and eliminating customer disputes. Other advantages include greater inspection compliance, fewer service delays, improved internal communication through real-time notifications, and improved customer satisfaction with their service experience.

Communication tool screenshot.

Schedule a no-charge evaluation and demo today

Find out how you can transform your dealership’s service operations to drive productivity, higher revenue, and measurable improvements in customer satisfaction. Schedule a demo today to learn more!

How a truck inspection form can improve your truck rental business

Incorporating digital truck inspection forms into your daily rental operations can significantly improve your truck rental business.

After all, having your drivers file a daily truck inspection form keeps them accountable. It also helps you make better operational decisions since you can track your fleet’s availability and condition.

Plus, using a truck inspection app lets you go paperless through digital forms, reducing manual, inefficient methods and streamlining your processes.

If you haven’t started using digital truck inspection forms, continue reading to learn more about how the digital forms can massively impact your truck rental business.

Table of Contents

  • Act on potential problems immediately
  • Keep drivers safe and accountable
  • Reduce the maintenance cost of your fleet
  • Improve fleet efficiency
    • Keep up with repairs
    • Encourages personnel to handle equipment better
    • Avoid needlessly taking on too much work
  • Key takeaways

Act on potential problems immediately

Keeping your truck inspection records up-to-date helps you detect and address any potential problems before they escalate and cause serious damages to your truck rentals.

However, while having updated truck records help you manage your fleet more effectively, manually updating them requires more effort and involves mountains of paperwork to sift through as your fleet grows. 

Use a robust truck inspection app to manage your fleet better. It allows you to run your inspections digitally, making it easier for your rental company to track and access your records.

A truck inspection app also lets your personnel access and update records in real-time. This gives you up-to-date information on your fleet’s overall condition and helps you act on potential problems faster.

Keep drivers safe and accountable

Requiring drivers to file a daily truck inspection form will go a long way in increasing their accountability.

After all, adhering to a daily truck inspection schedule ensures your vehicles are in optimal condition. This can minimize, if not prevent, sudden breakdowns and eliminate issues potentially caused by driver negligence.

Using a heavy equipment inspection form with a truck maintenance checklist helps drivers conduct a more efficient and thorough truck inspection.

Record30, for instance, allows users to perform inspection quickly through compatible mobile devices with internet access.

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The app provides a maintenance inspection feature with a digital form and e-signature capture tool, allowing drivers to perform thorough truck maintenance checks seamlessly.

Besides helping drivers be accountable, conducting daily truck inspections keeps them safe since they constantly check if all the trucks and their parts are working properly.

An excellent inspection management software will help drivers and your staff gather, manage, and track all the necessary information to improve driver accountability and safety.

Reduce the maintenance cost of your fleet

If you find your trucks constantly breaking down and needing expensive repairs without warning, you might need to amp up your truck inspection process and vehicle maintenance.

Many breakdowns often stem from neglect and smaller, preventable problems had they been detected earlier.

An inspection management software with a truck maintenance checklist and a heavy equipment inspection form lets you detect and prevent minor problems from getting worse. This helps reduce your fleet’s overall maintenance costs.

Improve fleet efficiency 

Using a truck inspection form for your daily operations helps maximize your fleets’ efficiency in several ways.

1. Keep up with repairs

Conducting a daily truck inspection keeps you updated on your fleet’s current condition. It helps you and your team do everything efficiently, from scheduling repairs and maintenance during idle hours to pulling a truck out of rotation if it needs immediate attention.

Record360 can help by allowing drivers to capture equipment damages or any issues through high-definition photos and videos. This lets managers track damages and schedule maintenance and repairs promptly. 

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Record360’s web app also gathers and analyzes all your inspection information. This gives you valuable insights to track inspection history, activities, damages, and other relevant data to establish seamless equipment repair, maintenance, and scheduling systems. 

Essentially, inspection management software helps you stay on top of your fleet and ensure proper maintenance and repairs to help your rental business operate efficiently and avoid costly equipment breakdowns.

2. Encourages personnel to handle equipment better 

Requiring your staff and drivers to file a heavy equipment inspection form and go through a truck maintenance checklist before and after your trucks are released and returned can improve accountability.

The better your staff takes care of their equipment, the longer you can keep the trucks out of the repair shop. This helps with the overall efficiency of your operations in the long run.

Regular truck inspections also get your personnel and drivers in the habit of ensuring the trucks are safe to drive at all times. This is crucial since spotting easy-to-miss things, such as a faulty brake light, before hitting the road can significantly reduce potential accidents.

3. Avoid needlessly taking on too much work

While it’s tempting to take on all the work that comes your way, missing maintenance schedules to take on new jobs can cause your fleet more harm than good.

By pushing maintenance schedules back or not being aware of them, you could easily fail to spot issues that cause damage to your trucks and be forced to deal with expensive repairs.

Having updated truck inspection records helps you schedule routine maintenance more efficiently and lets you know when to say no to taking on more work.

Plan your fleet’s workload more efficiently and manage all your tasks and workflows through a reliable inspection management app.

You’ll get real-time data and updates of your fleet’s actual condition, so you don’t miss any issues while ensuring you manage your workload properly.

Key takeaways: Truck inspection forms can transform your business

Using a truck inspection form offers multiple advantages, from efficient fleet condition tracking and maintenance to seamless rental process workload management.

It also helps you spot and repair minor problems quickly before they get worse and cause significant damages.

The only downside to keeping such detailed truck inspection records is that it can become more challenging to stay organized the larger your fleet grows.

A truck inspection app with robust fleet management features can provide the solution.

With a dependable truck inspection app, you can adopt paperless methods, access a centralized system, and greatly reduce processing times—leading to overall business efficiency and growth.

Interested in learning more about Record360? Schedule a demonstration today.