Tips & Tricks

How to set up CHEQROOM's Slack integration

Send equipment activities to a Slack channel

Written by Vincent
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

Written by Mathilde
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

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

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: Reservation Summary

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

Using the CoreJS Javascript API

Written by Vincent
Updated over a week ago

How to set up Zapier with CHEQROOM

Automate tasks between CHEQROOM and other online apps

Written by Vincent
Updated over a week ago

Why is CHEQROOM not showing as an app inside Zapier?

Written by Vincent
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