Tips & Tricks

Become a pro at using CHEQROOM with these tips & tricks

Vincent avatar Mathilde avatar Wendy avatar +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
Vincent avatar
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
Mathilde avatar
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
Mathilde avatar
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
Mathilde avatar
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
Mathilde avatar
Written by Mathilde
Updated over a week ago

How do I change a system template?

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

The ⚡ Quick Book Panel

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

Keyboard shortcuts

Vincent avatar
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
Vincent avatar
Written by Vincent
Updated over a week ago

Using Markdown for basic formatting

Vincent avatar
Written by Vincent
Updated over a week ago
Reporting

Item Report: History of Equipment Issues

Overview of how often equipment got flagged during a certain period of time.
Wendy avatar
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
Wendy avatar
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
Jozefien avatar
Written by Jozefien
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
Jozefien avatar
Written by Jozefien
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
Jozefien avatar
Written by Jozefien
Updated over a week ago

Item Report: Return list

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

Item Report: Location Overview

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

Item Report: Depreciation

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

Item Report: Items in Custody

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

Item Report: Utilization in Reservations

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

Kit Report: Utilization in Check-outs

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

Kit Report: Reservation Summary

Have a quick overview of your kits' reservation information
Vincent avatar
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
Mathilde avatar
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
Mathilde avatar
Written by Mathilde
Updated over a week ago

Check-out Report: Report by Label

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

Check-out Report: Item Category

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

Reservation Report: Report by Label

Have a quick overview of your reservations by label
Vincent avatar
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

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