Common Use Cases
Integrations come in a wide range of capabilities and complexities, ranging from simple solutions that only take a few clicks to complex, system-wide integrations automating many day-to-day tasks. While Record360 is a great documentation solution for all of the above, we've created this page to help you focus on which solutions work best for your business. Of course, there are many things you can do with Record360's integration tools, so don't feel limited to these options!
✨ Read on for
- Real world applications for integrating with Record360
- Recommended integration guides for your use case
Simplify Inspections by syncing inventory
Make inspections faster and more accurate by pulling unit information directly into Record360.
- Autofill unit details, like VIN, model, or current mileage/hours, in checklists when starting an inspection – no manual typing, no errors.
To read more about keeping units update and the different methods available, visit Getting Started with Unit Data.
Drive business process by assigning, tracking, and reporting Inspections or Tasks.
Many customers and partners take their integrations to the next level by incorporating Inspections and Tasks to their system. Keep your the business moving by automating key events with Record360:
- Schedule an inspection when a contract is created, unit returned, service customer arrives, or a preventative maintenance (PM) threshold is met (or whenever you want).
- Let users view inspection details when looking up a contract, work order unit, or other related record in your system.
- Share completed inspections, videos, or photos with customers for service upsells or rental transparency.
- Create work orders for failed inspection results.
- Send service writers tasks or notifications to review after an inspection has been completed.
- Improve team performance or fleet status by tacking KPIs create reporting dashboards for internal teams.
Starting the process: Scheduling Inspections or Assigning Tasks
Assign inspections or Tasks to staff or locations to launch business processes automatically! Our tools enable you to take full control of your integration using the Integration API, or use Zapier to create a task integration with no code. To learn more, see Scheduling, tracking, and assigning Tasks.
Tracking progress — Export, BI, & downstream Automation
Track task or inspection progress in real time to kick-start downstream actions, like work order creation, rental ready, or KPI reviews. Here are some examples:
- Use the Integration API to search and retrieve inspections either individually or at scale to reference inspection data in your external system, create reporting dashboards and much more!
- Get notified of inspection or task activity by using an Inspection Webhook. Record360 can push inspection events via webhook to your system when they occur, saving you from expensive poll processes. Every time an inspection is completed, we can send the full inspection details and form data as well as links to photos, videos, signatures.
- Use Zapier to receive inspection or task complete notifications with no code.
To learn more, see Getting Started with Inspection Data.
Seamless Mobile Experiences: Wrap Record360 in your app
Have your own mobile experience? Record360's mobile developer tools on iOS and Android allow you to choose the right level of complexity for your use case and dial in a smooth mobile experience for your users, integrating their daily processes, your platform, and Record360's best-in-class inspection tools.
- Use Deep Links to auto-launch the Record360 mobile app and pass reference numbers or task information, pushing users directly to the right content.
- For a more robust and seamless integration, embed the entire Record360 inspection experience into your own app using the Record360 Mobile SDK.
Updated 4 months ago