Feature Release

In the ever-changing industry of rental and fleet management, access to accurate data and seamless operations are critical for daily workflows and growth. With feedback from our valuable clients and partners, Record360 has expanded integration capabilities, offering deeper business intelligence (BI) and automating critical workflows your way. We’ve rolled out powerful API updates specifically designed to help you:

1. Create custom BI reporting dashboards that deliver actionable insights, driving smarter business decisions and increasing your ROI.
2. Automate processes and effortlessly sync Record360 with your external systems, boosting efficiency and eliminating manual efforts.

Overview: BI & Automation

Your Record360 inspections capture a wealth of critical information, but getting that data into your business intelligence (BI) tools or leveraging it for automated workflows has often been an unreliable, high-effort task for developers. Not anymore.

With our enhanced integration infrastructure, creating custom, downstream automations and integrating BI with Record360 is now easier and more robust than ever. Our new data format simplifies the process, enabling you to seamlessly track and export comprehensive checklist data directly into Power BI or your preferred BI platform.

Furthermore, updates to our integration infrastructure allow key Record360 events, such as completing an inspection or a task, to be pushed directly to your system with the new format. This unlocks an unlimited range of automatic actions, from instantly updating unit meters in your ERP to automatically creating work orders, or feeding real-time data into your reporting systems.

What Problem Does this Solve?

Before these updates, many of our users faced issues when trying to leverage their valuable Record360 data.

Checklist data pulled through the API, or events sent over webhook, were difficult to parse and lacked consistency. This was mainly due to reliance on user-facing labels and other hard-to-control variables. As a result, it made automation error-prone and limited the ability to generate meaningful BI insights over long periods of time. Customers struggled with:

• Inability to to track fields over time as workflow configurations changed.
• Challenges integrating with third-party systems or maintenance tools.
• High error rates and extended time-to-value (TTV) when attempting to build downstream automations.

Our new BI and automation update directly solves these frustrations by making checklist data structured, reliable, and developer-friendly. This means less hassle, fewer errors, and more time for you to focus on delivering exceptional customer experiences and driving revenue growth.

Common Real World Use Cases

BI Reporting

With our BI reporting integration, users can do a variety of different data extraction such as:

• Track tire tread depth trends across locations to plan preventative maintenance, or fuel level compliance on check-ins.
• Build BI dashboards tracking fleets going in and out of locations. 
• Analyze damage ratings by unit type to inform replacement decisions.
• Export inspection checklist data to audit pre-rental readiness.

Automated Actions

The updated Record360 integration infrastructure unlocks endless possibilities for optimizing your operations:

• Automatically create a work order when brakes fail inspection.
• Trigger service scheduling when unit hours exceed thresholds.
• Notify parts teams when inspections flag missing equipment.
• Sync inspection results instantly into your DMS or RMS.

These are just a few examples of how Record360’s BI reporting and automated actions can optimize your day-to-day operations while maintaining a fully digital, hands-off process. Imagine your inspectors focusing solely on check-ins and check-outs, while manual follow-up tasks are automatically handled for you.

Technical Breakdown for Developers

For our developers and IT teams, these updates mean additional flexibility and reliability.

Using persistent ids and field types, you can now track individual values for checklist fields regardless of their in-app label. You can also infer what the type of data is and how it should be used. This allows you to tie direct inspection results to BI reporting, without disrupting reporting dashboards over time if a user-facing label changes.

This also allows you to use these fields to trigger automatic actions, like adding delivery events, creating a work order, or updating unit meters, without fear of the integration breaking due to cosmetic changes. All these changes are also available via webhook, where Record360 can push events to you as they happen, helping you avoid the complexity of setting up a poll process.

In addition to the V3 resource formats, webhooks now support a much clearer and more advanced event format that clearly communicates what event you are receiving, and what object you should be prepared to read. This enables you to consolidate different integrations, like for inspections and tasks, into one app, streamlining your development and maintenance efforts.

Custom Integrations With BI & Automation

Record360 is continually putting the power of data directly into your hands. Create BI dashboards and automate additional workflows to increase ROI, effortlessly connect external systems, and eliminate time-consuming manual follow-up. Elevate your operations, increase your ROI, and make smarter, data-driven decisions.

For more information and comprehensive guides on Integrating our APIs, check out the 360 developer portal at docs.record360.com.

Need additional help? Reach out to our integration team at support@record360.com.

New to Record360? Get a demo with our experts today and discover why the best rental companies have already made the switch.

A series of impactful updates are coming to Record360’s V3 Integration API. Our new update allows enhanced automation between systems through workflow-specific inspection tasks. API Integrators can now pre-select a workflow and department when key events are activated, ensuring that vehicle inspectors are guided through exactly what needs to be done. The task created from the key event is then automatically loaded into the user’s Record360 app, streamlining the inspection process.

API Enhancement Benefits & Additional Features

The API enhancement enables Record360 integrators to automatically assign inspections based on key events within their systems or business processes. This streamlines operations between external systems and Record360, while supporting multi-department task assignments.

Key benefits include:

• Reducing inspection errors by ensuring users follow the correct workflow.
• Eliminating the need for users to ask managers for task details or clarification.
• Simplifying task routing and accountability across teams.

To support the development of these integrations, we included additional features that will allow developers to:

• Filter Workflows by location and department to identify the appropriate one.
• Confirm which workflow and department are assigned to existing tasks.

Simple inspection tasks and completely customizable integrations are a large part of Record360’s move towards a more modular and adaptable system. Draft creation was a major hurdle for integrators in our V1 API. This release expands on our initial V3 Task feature by adding the crucial component to specify workflows, filling out the feature in its quest to make task integrations achievable.

Real World Use Cases

Automatic Rental Check-out When a Contract is Created

Automating the rental process is easier than ever with our V3 Integration API update. Once a contract is created in your third-party system, Record360’s V3 Integration automatically assigns a check-out task with the right workflow. Your inspectors can start the inspection directly from the task and be brought into the right workflow. With the updated API, key events will assign both workflow and department to users automatically, eliminating the need for manual selection and reducing the risk of user errors. Fewer user mistakes lead to increased revenue.

Assign a Rental Return Inspection When a Unit is Due Back

When a rental is expected to return, you can use our API to automatically notify the inspectors to start the return inspection process once the unit has returned to the lot. The unit’s appropriate workflow (in this case, return inspection) will automatically populate in the inspectors Record360 app and easily guide them through the inspection process without manually entering the workflow and department information. This process leads to quicker check-in and check-out times which increases potential revenue.

Schedule Preventative Maintenance Inspections from a Mileage or Hour Change

When your system detects a key event, such as a vehicle reaching a specific mileage or number of operating hours, our Integration API automatically assigns a preventative maintenance inspection workflow to the appropriate department and inspector. As with every Record360 workflow, the inspector is guided through the process in an easy to follow digital inspection process. The inspector will simply follow the steps on screen, perform a full inspection check, take the appropriate videos and photos, and submit for approval.

Previously, managers or inspectors had to manually choose the correct workflow, assign it to the right department, and enter the Unit ID. With the V3 Integration API, this entire process is now automated.

Enhance your Operations with Automation

Record360’s Enhanced V3 Integration API automates inspection task assignments by activating workflows and departments based on key events. This streamlines operations, reduces errors, and improves efficiency across systems.

For more information and comprehensive guides on Integrating our APIs, check out the 360 developer portal at docs.record360.com.

Need additional help? Reach out to our team at jpearlstein@record360.com.

New to Record360? Get a demo with our experts today and discover why the best rental companies have already made the switch.

The Record360 team is excited to announce the latest feature of our new Integration API: simplified inspection tasks and scheduling. Now is the perfect time to migrate with our Integration API which offers a complete feature set for 360, full-circle integrations. Streamline your inspection tasks with a more powerful and efficient integration. Simply, making custom integrations with Record360 is now easier than ever.

Keep reading to learn more about it!

Simplifying Your Complex Workflow

Previously, creating an inspection task required following a very convoluted, multi-step process: finding a location, picking a location, choosing a workflow, creating a draft, and then creating a task.

API integration with tasks and scheduling makes this a thing of the past! Creating an inspection task is now one step: create a task. We have also added functionality to support future features and other integration touch points such as locations.

Key Features That Drive Business Value

With a custom integration using our new API tasks, your operations will never miss a beat:

• Task & Inspection Scheduling: Assign and schedule tasks for inspections to drive your core business processes.
• Inspection Integration: Pull data, share PDFs, and connect inspection results directly to your existing systems.
• Schedule tasks: Get tasks on the calendar in advance and keep your personnel accountable
• Unit Management: Keep meters up to date automatically and autofill data for inspection checklists.
• Document Critical Information: use Integration API to retrieve inspection details, photos, videos, signatures, as well as keeping units up to date.

Who Benefits?

Integration API for tasks and scheduling is a perfect match for software partners and advanced customers who have the resources to dedicate IT personnel or developers to achieve their integration goals. However, if you are interested in implementing this without a dedicated IT team, please feel free to reach out to our support team: support@record360.com.

Additionally, we simplified the API’s integration process by ensuring compatibility with low-code, UI-based platforms, streamlining implementation for your dedicated IT team.

Upcoming Webinar

Want to learn more about the next generation of Record360 integration tools? Sign up to our upcoming webinar and ask us your questions live with our team of experts.

Ready to Implement?

No more complicated, multi-step process. Record360’s New Integration API for Tasks and Scheduling makes data extraction and daily operations easier than ever!

For more information and comprehensive guides on Integrating our APIs, check out the 360 developer portal at docs.record360.com.

Need additional help? Reach out to our team at jpearlstein@record360.com or call us at 206-489-3290 to get started with streamlining your tasks and scheduling.

New to Record360? Get a demo with our experts today and discover why the best rental companies have already made the switch.