Feature

We’ve launched the second release for Record360’s new, premier Integration API, click here for information.

Record360 has just launched the first version of its new Integration API, designed to make unit management easier and more flexible than ever before. Whether you’re creating, updating, or viewing units, our new API offers innovative solutions. Let’s dive into what’s new and why it matters.

What is Record360’s Integration API?

An API allows different software systems to communicate with each other. Record360’s new Integration API gives businesses and developers the tools to manage data more effectively and efficiently. You can now easily create, read, and update unit details, making this a must-have for those handling large inventories or fleets.

What’s New in This API?

The biggest improvements include more flexible data matching, a new “upsert” feature, and simpler credential management. These enhancements make it much easier to handle unit information without unnecessary complications.

Creating Units Made Simple

With our new API, adding units is a breeze. You can include details like serial numbers, meter readings, make, model, year, and more. This helps keep your records accurate and up-to-date.

Listing and Filtering Units

Need to find a specific unit? You can now list all units and filter by details like serial number or reference number. You have full control over whether you search by make, model, or operational hours.

Viewing and Updating Units

Our new API makes it easy to pull up detailed information on any unit. If something changes—like a meter reading or model update—you can quickly make edits and sync them across your systems.

The Power of “Upsert”

The new “upsert” feature is a game-changer. If a unit with the same reference number already exists, the API will replace it. If it doesn’t, the API creates a new one. This removes the hassle of checking for duplicates and simplifies unit management.

Easy Data Matching

You no longer need to worry about whether a unit exists in your system. The API can match data using Record360’s unique database ID or your reference number, making it flexible and saving you time.

Managing API Credentials

Setting up API credentials is simple through our new Integration Center in the Dashboard. Once your credentials are ready, you can share them with your development team or vendors to start building integrations.

Inventory Integration Made Easy

This API is designed for businesses that manage large inventories. It lets you quickly set up an integration that syncs all systems, helping you avoid errors and keep operations running smoothly.

What’s Next for Record360’s Integration API?

This is just the beginning. Record360 plans to roll out more features and improvements in the future, making it even easier to manage units and integrate with other systems.

Final Thoughts

The first release of Record360’s new Integration API is a big step forward for businesses that need to manage units across systems. Whether creating, updating, or viewing units, the API’s flexibility and ease of use make it an invaluable tool for improving efficiency and simplifying workflows.

At Record360, we often get questions about how to manage outgoing and incoming information during inspections. If you’ve been juggling separate fields for fuel levels or mileage when checking a unit out and back in, there’s a much easier way: In/Out Controls.

What Are In/Out Controls?

Instead of having two different sections for information going out (like fuel levels or mileage) and coming back in, In/Out Controls allow you to enter both data sets in one streamlined field. It helps eliminate confusion, making your checklist easier to fill out and ensuring accurate tracking.

For example, rather than logging fuel levels in separate fields for “going out” and “coming in,” you can now track it in a single combined field. When checking out, you only see outgoing fields; when checking back in, only incoming fields appear—keeping things simple and clear.

Why Use In/Out Controls?

Using In/Out Controls is a great way to:

• Reduce confusion for your team members.
• Keep your inspection checklists clean and organized.
• Ensure the right information is captured every time, without unnecessary duplication.

It’s especially helpful for newer team members or anyone unfamiliar with your inspection process. The clear layout makes it easy to track data both going out and coming in, which helps keep things running smoothly.

Have Questions?

We’re here to help! If you need more details on how to use In/Out Controls or have any other questions about your inspection setup, feel free to contact your Customer Success Manager or our support team at support@record360.com.

Managing users efficiently is crucial when running a business or team. If you want to add an email user to your account, you must be a Manager to take advantage of this functionality. Don’t worry, it’s an easy process that takes only a few steps. In this blog post, we’ll guide you through adding email users to your account using our dashboard.

Step-by-Step Guide to Adding Email Users

Here’s how you can quickly add an email user to your account:

1. Access the Dashboard

First, log in to your account and go to the dashboard. This is where you will manage all users.

2. Click “Create New User”

In the upper right-hand corner of the dashboard, you’ll see an option labeled “Create New User.” Click on this to get started.

3. Select “Standard User”

Once you’ve clicked on “Create New User,” you will be given different user type options. Choose the Standard User option to add an email user.

4. Choose a Location

After selecting the user type, you must assign the user to a specific location within your account. This is particularly useful if your business operates in multiple locations.

5. Enter the Required Information

Fill in all the required fields, including the user’s name, email address, and other necessary details. Make sure the information is accurate to avoid any issues later on.

6. Submit the Information

Once you’ve entered all the information, click Submit to create the new user.

7. Password Setup for New Users

After submitting the form, the new user will receive an email prompting them to set up their password. They can follow the link in the email to set a new password.

Note: If the user does not receive the email within a few minutes, remind them to check their spam or junk folder.

8. Ready to Use

Once the user has set their password, they can start using the system! They can log in immediately and access the features available to them based on their permissions.

Need More Help?

If you encounter any issues or need further assistance, don’t hesitate to contact our support team at support@record360.com.

With a focus on delivering efficiency, reliability, and smarter technology, the Record360 team has rolled out several game-changing features already making a significant impact. Let’s look at the top features introduced in 2024 and the incredible results they’ve delivered so far.

1. Inline Checklist Photos: Streamlining Documentation

Inline checklist photos have revolutionized the way users document their assets. No more toggling between checklists and the camera—everything is captured seamlessly within the app. This feature alone has resulted in over 300,000 inline photos taken, significantly improving efficiency for users, reducing errors, and making asset documentation easier than ever before.

2. A More Reliable App: Stability You Can Count On

In 2024, we’ve doubled down on app stability to ensure that it runs smoothly in the field, where downtime is not an option. We’re proud to report that our app now delivers 99%+ crash-free sessions, providing a reliable and frustration-free experience for our users. This improvement means fewer interruptions, more productivity, and greater confidence in using our platform for daily tasks.

3. AI Blur Detection: Crystal Clear Photos Every Time

Capturing clear images is essential for accurate documentation. To combat the issue of blurry photos, we introduced AI-powered blur detection, ensuring that users are notified when their photos may be unclear. This feature has already identified over 1 million blurry photos, helping users take high-quality images the first time and saving countless hours that would otherwise be spent retaking photos.

4. Integration Center: Your Hub for Seamless Connections

The new Integration Center allows users to effortlessly connect Record360 with their favorite platforms, streamlining workflows like never before. This centralized hub makes it easy to manage integrations. It’s all about giving users more control and flexibility over their workflows, making Record360 a more connected part of their tech ecosystem.

5. Point of Rental RMS Integration: Bridging the Gap

The new integration has been a game-changer for our customers using Point of Rental RMS. Now, over 50% of Point of Rental customers have successfully integrated with Record360, enjoying smoother operations and better data syncing between their platforms. This integration has simplified processes, making it easier for rental companies to manage their assets and customer interactions in one place.

Impact by the Numbers

These features have already made a substantial impact in 2024:

• Over 300,000 inline photos taken
• 99%+ crash-free sessions for a more reliable app
• 1 million blurry photos identified by AI blur detection
• 50% of Point of Rental customers integrated with Record360

What’s Next?

With these features laying a solid foundation for success, 2024 is shaping to be a pivotal year. As we listen to user feedback and evolve our platform, we’re excited to see what the rest of the year holds. Stay tuned for even more improvements designed to improve your experience with Record360!

When running a smooth operation, having accurate and complete data is non-negotiable. That’s where required fields and media in inspection checklists come in handy. It’s a simple tweak—ensuring that key fields and media uploads must be completed before a checklist is submitted—but the impact on your workflow can be massive. Whether you’re working in equipment rental, transportation, or insurance, these fields can prevent headaches, save time, and ensure you’re always working with the correct information.

What Are Required Fields?

Required fields are simply mandatory parts of a checklist. They could be a text box that must be filled out or a photo that must be uploaded before the checklist can be submitted. Tools like Record360 automatically flag these required fields in real time, alerting users if they’ve skipped anything important.

Why They Matter

These fields are more than checkboxes—they ensure you collect all the information needed upfront. Forgetting to document something might mean returning to the customer for more details, slowing everything down. With required fields, you’re building a safety net, guaranteeing that no key detail slips through the cracks.

The Magic of Real-Time Validation

Real-time validation is a feature that immediately flags missing fields once a checklist is completed. This helps eliminate missed data risk and ensures all information is included. Imagine trying to file an insurance claim only to realize later that the inspection was incomplete. That’s the kind of situation these fields help you avoid.

Cutting Out Delays with Complete Data

Nothing’s worse than a delay caused by missing information. Required fields eliminate the back-and-forth of gathering more data after the fact, helping keep everything moving smoothly. You won’t have to chase down extra details; your team can focus on the next steps instead of playing catch-up.

Improving Claims and Repairs

Complete data is key for industries dealing with claims or repairs—like equipment rentals or auto insurance. Required fields ensure you’re gathering all the necessary details upfront, reducing the chances of disputes or delays during the claim process. Plus, repair teams will have all the required information before stepping on-site.

What Happens If You Don’t Use Required Fields?

Skipping required fields might seem harmless, but it can lead to a cascade of problems. Incomplete damage assessments can mean shoddy repairs or disputes with insurance companies. If critical fields are missing, your team might have to chase down the missing details later, causing delays and potential miscommunication.

Real-World Example: Excavator Inspection

Imagine a customer returns an excavator after a rental period. Thanks to the required fields, your checklist includes the machine’s make, model, and condition, along with detailed photos. When an attachment is found damaged, the inspection team already has the necessary documentation.

With all the details already captured, the repair team can show up fully prepared, speeding up the repair process and getting the equipment back to work faster. It’s a win-win for both the customer and the rental company.

Better Communication for Everyone

Required fields don’t just benefit you—they improve communication across the board. Whether you’re dealing with your internal team, customers, or even insurance adjusters, everyone’s working from the same, complete data set. This reduces the risk of confusion and keeps operations running smoothly.

Standardizing the Data Collection Process

By using required fields, you’re creating a standardized process for inspections. This ensures that everyone collects the same data in the same way, making it easier for teams to collaborate and share information accurately.

A Small Change That Makes a Big Difference

Incorporating required fields and media into your digital checklists may seem like a minor adjustment, but the effects are significant. You can prevent errors, reduce delays, and improve communication by ensuring complete data collection upfront. For businesses that rely on inspections—whether for equipment rentals, vehicles, or insurance claims—this can result in faster turnarounds, fewer disputes, and happier customers.

Final Thoughts

Required fields and media in checklists help you work smarter, not harder. They ensure you have all the information you need when needed, cutting out delays and reducing the risk of errors. Whether you’re conducting equipment inspections, managing insurance claims, or just trying to keep things running smoothly, these fields can make all the difference. Learn more by requesting a demo today! 

At Record360, we’re dedicated to making asset management straightforward and hassle-free. The Inventory Uploader is designed to simplify keeping your unit lists up-to-date, ensuring you have accurate information at your fingertips.

Overview Our Inventory Uploader utilizes a CSV email integration to automate the process of adding new units and updating existing ones in your company’s system.

Features & Benefits By automating unit inventory imports, you will always have a current and accurate unit list within our system. Key benefits include:

• Automated Data Entry: Automatically create and update units in Record360, saving time and reducing manual entry errors.
• Enhanced Inspection Process: Auto-fill critical unit information (Serial No, Make, Model, Year, and more) during inspections, streamlining your workflow.
• Advanced Data Integration: For sophisticated users, integrate customer and contract data into Digital Forms, enhancing your digital documentation.
• Streamlined IT Management: Manage your unit mail imports and keep track integration activity along with all of your other integration needs in the Record360 Integration Center.

How It Works The Inventory Uploader operates by ingesting CSV or Excel files that are attached to an email, typically automated on a frequent schedule. This process ensures that your unit data is consistently accurate and up-to-date, with minimal manual intervention required.

Sample Customers Several of our customers have successfully implemented the Inventory Uploader to optimize their unit management. For instance, companies in the rental and leasing industries have found significant value in using this feature to maintain accurate and comprehensive asset records.

Implementation Implementing the Inventory Uploader is straightforward. Simply integrate your existing asset management systems with Record360 through our CSV email interface. Our support team is available to assist with setup and ensure a smooth transition. Email us at support@record360.com to get this up and running.

By using the Inventory Uploader, you can enhance the efficiency of your asset management processes, reduce manual data entry, and ensure that your records are always up-to-date. 

Experience the convenience and accuracy of automated asset management with Record360.