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Tips & Tricks
Tips & Tricks
Become a pro at using Cheqroom with these tips & tricks
+1
43 articles in this collection
Written by
Vincent,
Mathilde,
Wendy
and 1 other
How to set up Cheqroom's Slack integration
Send equipment activities to a Slack channel
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
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
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
Written by
Mathilde
Updated over a week ago
How do I change a system template?
How to edit our ready-to-use templates
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
Written by
Mathilde
Updated over a week ago
The ⚡ Quick Book Panel
A quick way to reserve or check-out items
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
Written by
Mathilde
Updated over a week ago
Keyboard shortcuts
Written by
Vincent
Updated over a week ago
How can I do an advanced filtering of my equipment or bookings?
Different filter options for your Items and Reservation/Check-outs
Written by
Vincent
Updated over a week ago
Using Markdown for basic formatting
Written by
Vincent
Updated over a week ago
Reporting
Item Report: Item Check-Outs Over Time
Have a quick overview of your daily/weekly/monthly activities
Written by
Andy
Updated over a week ago
Item Report: History of Equipment Issues
Overview of how often equipment got flagged during a certain period of time.
Written by
Wendy
Updated over a week ago
Report: Items Current State
The snapshot of your items
Written by
Andy
Updated over a week ago
Item Report: History of Equipment Custody
Have an overview of which equipment has been given/taken into custody during a certain period of time
Written by
Wendy
Updated over a week ago
Item Report: Report by Custom Field
Build your own reports and have a quick overview of your items linked to very specific custom fields
Written by
Wendy
Updated over a week ago
Check-out Report: Report by Custom Field
Build your own check-out report and have a quick overview of your check-outs linked to very specific custom fields
Written by
Wendy
Updated over a week ago
Reservation Report: Report by Custom Field
Build your very own reports and have a quick overview of your reservations linked to very specific custom fields
Written by
Wendy
Updated over a week ago
Item Report: Return list
Have a quick overview of your items' check-out information and return date
Written by
Vincent
Updated over a week ago
Item Report: Utilization in Check-outs
Have a quick overview of how often equipment was checked out
Written by
Vincent
Updated over a week ago
Item Report: Warranty Status
Have a quick overview of your items by warranty and see when your gear goes out of warranty.
Written by
Vincent
Updated over a week ago
Item Report: Location Overview
Have a quick overview of your items by location
Written by
Vincent
Updated over a week ago
Item Report: Depreciation
Have a quick overview of your items' depreciation information
Written by
Vincent
Updated over a week ago
Item Report: Item Category
Have a quick overview of your items by category and see how much equipment you have in each category.
Written by
Vincent
Updated over a week ago
Item Report: Items in Custody
Have a quick overview of your items in custody
Written by
Vincent
Updated over a week ago
Item Report: Items Flagged with an Issue
Have a quick overview of your items by flag and see the current state of your equipment.
Written by
Vincent
Updated over a week ago
Item Report: Utilization in Reservations
Have a quick overview of your items' reservation information
Written by
Vincent
Updated over a week ago
Item Report: Utilization
Have a quick overview of your items' activity and how often they've been used in Reservations and Check-outs
Written by
Vincent
Updated over a week ago
Kit Report: Utilization in Check-outs
Have a quick overview of your kits' check-out information
Written by
Vincent
Updated over a week ago
Kit Report: Utilization in Reservation
Have a quick overview of your kits' reservation information
Written by
Vincent
Updated over a week ago
Check-out Report: Contact Activity
Have a quick overview of which team members had the most check-outs and how many of those were overdue
Written by
Mathilde
Updated over a week ago
Check-out Report: Location Overview
Have a quick overview of which locations have been most popular for equipment pick-ups
Written by
Mathilde
Updated over a week ago
Check-out Report: Report by Label
Have a quick overview of your check-outs by label
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
Written by
Mathilde
Updated over a week ago
Check-out Report: Item Category
Have a quick overview of your check-outs by item category
Written by
Mathilde
Updated over a week ago
Reservation Report: Contact Activity
Have a quick overview of which team members had the most reservations and how many of those were overdue
Written by
Vincent
Updated over a week ago
Reservation Report: Location Overview
Have a quick overview of which locations have been most popular for equipment bookings
Written by
Vincent
Updated over a week ago
Reservation Report: Report by Label
Have a quick overview of your reservations by label
Written by
Vincent
Updated over a week ago
Reservation Report: Busiest times
Have a quick overview of when the most reservations take place
Written by
Vincent
Updated over a week ago
Reservation Report: Item Category
Have a quick overview of your reservations by item category
Written by
Vincent
Updated over a week ago
API & Integrations
Using the CoreJS Javascript API
Written by
Vincent
Updated over a week ago
Integrate Cheqroom with Zapier
Get ready to automate your tasks
Written by
Andy
Updated over a week ago
Using Webhooks to notify other software
Notify other software when something interesting happens in Cheqroom
Written by
Vincent
Updated over a week ago