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: 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: Check-out Summary

Have a quick overview of your items' check-out information

Written by Vincent
Updated over a week ago

Item Report: Warranty Summary

Have a quick overview of your items by warranty

Written by Vincent
Updated over a week ago

Item Report: Location Summary

Have a quick overview of your items by location

Written by Vincent
Updated over a week ago

Item Report: Depreciation List

Have a quick overview of your items' depreciation information

Written by Vincent
Updated over a week ago

Item Report: Category Summary

Have a quick overview of your items by category

Written by Vincent
Updated over a week ago

Item Report: Custody Summary

Have a quick overview of your items in custody

Written by Vincent
Updated over a week ago

Item Report: Flag Summary

Have a quick overview of your items by flag

Written by Vincent
Updated over a week ago

Item Report: Reservation Summary

Have a quick overview of your items' reservation information

Written by Vincent
Updated this week

Item Report: Activity Summary

Have a quick overview of your items' activity and how often they've been used in Reservations and Check-outs

Written by Vincent
Updated this week

Kit Report: Check-out Summary

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 this week

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

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

Written by Mathilde
Updated over a week ago

Check-out Report: Label Summary

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 Summary

Have a quick overview of your check-outs by item category

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

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

Written by Vincent
Updated over a week ago

Reservation Report: Label Summary

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 Summary

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