When managing your fleet or equipment, efficiency and accuracy are everything. That’s why Record360’s Drafts & Tasks feature can be a game-changer for your business, helping you streamline inspections and task assignments like never before.
How Does It Work?
Drafts allow you to pre-start inspections directly from the Record360 dashboard, regardless of your plan. This means you can fill in data readily available in the office or details that your techs might need later but don’t have during the actual inspection.
There’s a bonus for those on our Standard and Professional plans: you can create tasks associated with these drafts. This allows you to pre-assign work to specific technicians, ensuring everyone knows what needs to be done before they even step foot in the field.
The Power of Pre-Planning
Why is this so valuable? Pre-starting inspections lets you input key information—like customer or contract details—so your techs can focus on what they do best: inspecting the equipment. There is no more juggling between tasks or scrambling for missing data. Everything they need is at their fingertips, allowing faster and more accurate inspections.
Your technicians can also access the Record360 mobile app, where they’ll see all assigned tasks or simply view all open work in their location. This centralized task list ensures work is evenly distributed and nothing falls through the cracks.
Ad-Hoc Tasks for More Flexibility
In addition to inspection tasks, you can create ad-hoc tasks that aren’t tied to inspections. For example, do you need to follow up on a return or check for damages? Just create a quick task, assign it, and it’s done. No more mental notes or forgotten follow-ups.
All tasks and drafts are easily tracked on the Job Board, giving you a real-time overview of what’s been assigned, completed, or is still outstanding. This visibility allows you to monitor your entire team’s workload at a glance and make informed decisions throughout the day.
Why You Can’t Do Without It
Without Record360’s Drafts & Tasks feature, assigning work can become chaotic. You’d have no easy way to distribute tasks, track progress, or ensure important work gets done. And without real-time notifications when tasks are completed, you might end up second-guessing if everything’s on track.
With this feature, communication is streamlined across your team—techs know what to do, and managers get notified when it’s done. There are no more back-and-forth phone calls or verbal updates.
In a world where efficiency is key, Record360’s Drafts & Tasks feature empowers your team to work smarter, not harder.
Ready to take your inspection process to the next level? Start using Drafts & Tasks today!
