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Product

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

  • πŸ–₯️ 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.
  • πŸ“± 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.
  • βœ… Conditional fields in checklists: Show/hide additional fields based on prior checklist items, so you can streamline questions for your users.
  • πŸ”’ 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.
  • πŸ“© 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

  • πŸ–ŠοΈ eSign: Send inspections and other documents to your customers for digital signature. Manage your signed documents directly from the Record360 dashboard.
  • πŸ” 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

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

 

Q2 2021

  • πŸ“‹ 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

  • πŸ’‘ 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.
  • πŸ›ŽοΈ 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.
  • πŸ’Έ 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

  • πŸ«‚ 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.
  • πŸ“Š 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

  • πŸ’» SSO: We can now connect to your IDPs with SSO, making logging into Record360 easier than ever.
  • πŸ“² 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.
  • πŸ”” Notification center: A hub for all of your notifications on the dashboard. View a complete history of all your notifications, so nothing gets missed.
  • πŸ”„ 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.
  • πŸ› οΈ 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 ERPβ€”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 sales@record360.com 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 sales@record360.com.