To help you with managing your workflows, holding your users more accountable, and with the overall day-to-day tasks at hand, CHEQROOM has built in a reservation checklist and check-out agreement in its asset tracking software. 

This allows you to turn your Reservation or Check-out's information into a PDF agreement attached to the booking.

Accessing our ready-to-use templates

  • Go to Settings
  • Go to Templates
  • Activate the templates you'd like to use

Editing our ready-to-use templates

Want to make some adjustments to our templates, maybe adding your logo our company name? Or how about adding an electronic signature to your agreements? 

  • Go to Settings
  • Go to Templates
  • Clone the template you'd like to edit
  • Start editing

Available ready-to-use templates

  • A.T.A. carnet (with or without serial)
  • Reservation Agreement
  • Reservation Checklist (can be used as a packing or shipping list)
  • Check-out Agreement (with our without electronic signature)
  • Contact Equipment Agreement

*Want to start from scratch? You can create your own templates as well!
*Need help with creating your own template? Shoot us a message.

Generating a PDF document for a Reservation

  • Go to Reservations
  • Next, click the Reservation for which you want to generate a PDF. The Reservation needs to be in the Booked status.
  • Click Actions, next click Generate PDF...
  • Pick a template (optional -- depends on how many Reservation PDF templates are active in your account)
  • Sign digitally (optional -- depends on how the selected Reservation PDF template is configured)
  • Click Add to start generating the PDF. It will be automatically added as an Attachment to your Reservation and appear in the history timeline on the right side. 
  • Click on the PDF to download or print it

Generating a PDF document for a Check-out

  • Go to Check-outs
  • Next, click the Check-out for which you want to generate a PDF. The Check-out needs to be in the Open or Completed status.
  • Click Actions, next click Generate PDF...
  • Pick a template (optional -- depends on how many Check-out PDF templates are active in your account)
  • Sign digitally (optional -- depends on how the selected Check-out PDF template is configured)
  • Click Add to start generating the PDF, it will be automatically added as an Attachment to your Check-out and appear in the history timeline on the right side.
  • Click on the PDF to download or print it
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