Tips & Tricks

Become a pro at using CHEQROOM with these tips & tricks

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35 articles in this collection
Written by Vincent and Mathilde

How to set up CHEQROOM's Slack integration

Send equipment activities to a Slack channel
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Written by Vincent
Updated over a week ago

Making certain fields required when creating a Reservation or Check-out

Add required custom fields to your bookings
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Written by Mathilde
Updated over a week ago

Adding extra fields to your email notifications

Include custom fields or extra information to the body of your automated email notifications
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Written by Mathilde
Updated over a week ago

Adding a unique QR code to your PDF

Add a document QR code to your PDF templates
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Written by Mathilde
Updated over a week ago

How to add a custom field and company logo to your PDF template

Adding extra fields or information to a template
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Written by Mathilde
Updated over a week ago

How do I change a system template?

How to edit our ready-to-use templates
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Written by Vincent
Updated over a week ago

How to automatically email PDF agreements to your Contacts

Setting up Email Notifications with PDF agreements as an attachment
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Written by Mathilde
Updated over a week ago

The ⚡ Quick Book Panel

A quick way to reserve or check-out items
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Written by Mathilde
Updated over a week ago

Advanced searching in CHEQROOM

Save time to finding exactly what you need by using the advanced text search syntax
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Written by Mathilde
Updated over a week ago

How can I do advanced filtering of my equipment or bookings?

Different filter options for your Items and Reservation/Check-outs
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Written by Vincent
Updated over a week ago

Keyboard shortcuts

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Written by Vincent
Updated over a week ago

Using Markdown for basic formatting

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Written by Vincent
Updated over a week ago
Reporting

Item Report: Return list

Have a quick overview of your items' check-out information and return date
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Written by Vincent
Updated over a week ago

Item Report: Check-out Summary

Have a quick overview of your items' check-out information
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Written by Vincent
Updated over a week ago

Item Report: Warranty Summary

Have a quick overview of your items by warranty
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Written by Vincent
Updated over a week ago

Item Report: Location Summary

Have a quick overview of your items by location
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Written by Vincent
Updated over a week ago

Item Report: Depreciation List

Have a quick overview of your items' depreciation information
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Written by Vincent
Updated over a week ago

Item Report: Category Summary

Have a quick overview of your items by category
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Written by Vincent
Updated over a week ago

Item Report: Custody Summary

Have a quick overview of your items in custody
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Written by Vincent
Updated over a week ago

Item Report: Flag Summary

Have a quick overview of your items by flag
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Written by Vincent
Updated over a week ago

Kit Report: Check-out Summary

Have a quick overview of your kits' check-out information
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Written by Vincent
Updated over a week ago

Check-out Report: Contact Summary

Have a quick overview of which team members had the most check-outs and how many of those were overdue
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Written by Mathilde
Updated over a week ago

Check-out Report: Location Summary

Have a quick overview of which locations have been most popular for equipment pick-ups
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Written by Mathilde
Updated over a week ago

Check-out Report: Label Summary

Have a quick overview of your check-outs by label
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Written by Mathilde
Updated over a week ago

Check-out Report: Busiest times

Have a quick overview of when the most check-outs and check-ins take place
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Written by Mathilde
Updated over a week ago

Check-out Report: Item Category Summary

Have a quick overview of your check-outs by item category
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Written by Mathilde
Updated over a week ago

Reservation Report: Contact Summary

Have a quick overview of which team members had the most reservations and how many of those were overdue
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Written by Vincent
Updated over a week ago

Reservation Report: Location Summary

Have a quick overview of which locations have been most popular for equipment bookings
Vincent avatar
Written by Vincent
Updated over a week ago

Reservation Report: Label Summary

Have a quick overview of your reservations by label
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Written by Vincent
Updated over a week ago

Reservation Report: Busiest times

Have a quick overview of when the most reservations take place
Vincent avatar
Written by Vincent
Updated over a week ago

Reservation Report: Item Category Summary

Have a quick overview of your reservations by item category
Vincent avatar
Written by Vincent
Updated over a week ago