Hey there and welcome to our Power Guide for Advanced Users! 👋
Once you've familiarized yourself with our features and Settings, it's time to dig a little deeper. Learn about all of our advanced features and take your account to that next level.
Ready? Here we go!
📝 Storing all possible information in an efficient manner
In Cheqroom, you can add as much information on an Item/Kit, a Contact, or a booking, as you wish. It also lets you specify "the field type" so you can store rich content in each field, and it allows you to track down relevant information in no time.
Custom field types overview
Adding extra fields to Items
Adding custom fields to bookings
Adding items' exact equipment room position
Adding required custom fields to your bookings
📂 Tidying up your information and keeping it organized
Once you've added all your information and relevant data into your Cheqroom account, you can tidy up your view, add relevant search filters for all users, and update your information in bulk.
Advanced filtering and custom table view
Advanced searching in Cheqroom
Updating item information in bulk
Importing and updating your equipment from spreadsheet
Organizing bookings with colored labels
📊 Using your item and booking data to your advantage
After having used the tool for a while, our reporting and depreciation module will make most of the data you have added into the system. See which items have been used the most (and which ones have been collecting dust), what team member has been returning the gear on time, and what the current value is of your total inventory.
Item Report: Activity Summary
Item Report: Return list
Check-out Report: Busiest time
Check-out Report: Contact Summary
Calculate depreciation and book value of equipment
⏱ A few time-savers that can save the day
In a fast-paced environment, a few shortcuts can come in handy, such as making a quick Reservation or Check-out, or sending automated reminders to keep the team in check! And once you have your equipment labeled with QR codes or barcodes, our Mobile App can save you some crucial minutes as well.
The ⚡ Quick Book Panel
Setting up Email Notifications
Mobile push notifications
Cheqroom Mobile App
🧾 Agreements and Checklist to get ahead of the game
In Cheqroom, we have several ready-to-use templates that you can attach to any booking or contact page. You can use them to keep your team members a bit more accountable when handling your company's expensive gear or to have an ATA Carnet or checklist ready when your equipment is being moved and shipped around a lot.
Generating PDF documents
Creating custom PDF templates
How do I change a system template?
How to add a custom field and company logo to your PDF template
How to automatically email PDF agreements to your Contacts
🌎 Keeping a better overview of your inventory with Locations
Locations are one of the main features of Cheqroom. They allow you to create separate Locations for each equipment room, warehouse or department, within your organization and assign Items to them. This means you can see, per Location, where all your inventory is stored and decide from which Location every user will be picking up their gear.
Managing Inventory Locations
Restricting users to only seeing a part of the inventory
Changing the location of an Item or Kit
Checking equipment in at another location
What is the difference between Locations & Geo Positions?
⛓ The Power of Cheqroom's integrations
How to set up Cheqroom's Slack integration
Using Webhooks to notify other software