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CHEQROOM's key features explained
CHEQROOM's key features explained
How our most important key features work and what they can do for you
+2
53 articles in this collection
Written by
Vincent,
Jeroen,
Mathilde
and 2 others
How to Spotcheck with the web app
Use the Spotcheck feature to check on the spot if all equipment in a kit, category, booking or equipment room is accounted for.
Written by
Wendy
Updated over a week ago
🎥 How to Spotcheck with the mobile app
Use the Spotcheck feature to check on the spot if all equipment in a kit, category, booking or equipment room is accounted for.
Written by
Wendy
Updated over a week ago
🎥 How to configure Spotcheck
Use the Spotcheck feature to check on the spot if all equipment in a kit, category, booking or equipment room is accounted for.
Written by
Wendy
Updated over a week ago
🎥 General overview + When to use Spotcheck
Use the Spotcheck feature to check on the spot if all equipment in a kit, category, booking or equipment room is accounted for.
Written by
Wendy
Updated over a week ago
The CHEQROOM glossary
These are words you’ll commonly see when you use CHEQROOM
Written by
Vincent
Updated over a week ago
Reservations, Check-outs & Custody
🎥 Reservation overview
A quick overview of Reservations in CHEQROOM
Written by
Vincent
Updated over a week ago
How to add equipment to your Bookings
How to add Items and/or Kits to Reservations or Check-outs
Written by
Mathilde
Updated over a week ago
🎥 Creating a Reservation
How to make a Reservation or create a booking for the future
Written by
Mathilde
Updated over a week ago
Closing Reservations
How to complete Reservations without converting them into Check-outs
Written by
Mathilde
Updated over a week ago
Using recurring Reservations
Schedule the exact same equipment one-time or on a repeating basis
Written by
Vincent
Updated over a week ago
Creating a Reservation Checklist
Create and attach a Reservation Checklist to each Reservation in CHEQROOM
Written by
Mathilde
Updated over a week ago
Updating the title of a booking
Giving your Reservations and Check-outs a descriptive title so they are easily recognizable
Written by
Vincent
Updated over a week ago
🎥 Check-out overview
A quick overview of Check-outs in CHEQROOM
Written by
Vincent
Updated over a week ago
🎥 Creating a Check-out
How to make a Check-out or mark equipment that has been picked up from equipment room
Written by
Mathilde
Updated over a week ago
Changing the details of a Check-out
Written by
Vincent
Updated over a week ago
Extending a Check-out
Updating or postponing when equipment in a Check-out is due back
Written by
Vincent
Updated over a week ago
Draft Reservations or Check-outs
An incomplete booking will be saved in CHEQROOM as a draft
Written by
Mathilde
Updated over a week ago
🎥 How to complete a Check-in
How to complete a check in when bringing back your equipment
Written by
Mathilde
Updated over a week ago
Handling partial Check-ins of equipment
Checking in only one or a few items of the total Check-out
Written by
Vincent
Updated over a week ago
🎥 Adding custom fields to bookings
Add extra fields to your Reservations and Check-out
Written by
Vincent
Updated over a week ago
Archiving old Reservations & Check-outs
Remove passed bookings from your Active List
Written by
Vincent
Updated over a week ago
Viewing your own equipment booking schedule
Have a quick overview of your personal reservations and check-outs
Written by
Mathilde
Updated over a week ago
🎥 Use Custody for long term equipment lend-outs
Use the Custody feature to create Check-outs without a due date
Written by
Vincent
Updated over a week ago
Releasing custody of an item at a different location
How to allow users to release custody at a different location than the original one
Written by
Jeroen
Updated over a week ago
🎥 Generating PDF documents
Create and attach Reservation checklists or Check-Out agreements to bookings
Written by
Mathilde
Updated over a week ago
Equipment maintenance, inspections and repair
Plan maintenance, inspections and repair for your valuable equipment
Written by
Vincent
Updated over a week ago
Items & Kits
Navigating your public equipment list
This article shows you the basic functionalities of the public equipment list
Written by
Jozefien
Updated over a week ago
Items overview
Written by
Vincent
Updated over a week ago
🎥 Setting up a public equipment list
Learn how to configure, create and embed your equipment list
Written by
Jozefien
Updated over a week ago
Customizing your public equipment list
How to customize your public equipment list to your liking.
Written by
Jozefien
Updated over a week ago
Adding new Items
Adding new pieces of equipment to your inventory
Written by
Vincent
Updated over a week ago
🎥 Keeping track of equipment state with Flags
How to mark items in your inventory that need cleaning, need maintenance, need repair, etc
Written by
Vincent
Updated over a week ago
Organizing your equipment in categories
Storing different types of inventory under different categories so your equipment is easy to navigate
Written by
Vincent
Updated over a week ago
🎥 Importing equipment from a spreadsheet
How to import assets from a CSV file into your CHEQROOM account
Written by
Vincent
Updated over a week ago
Updating your equipment from the spreadsheet by using the import feature
How to update equipment via a CSV file into your CHEQROOM account
Written by
Wendy
Updated over a week ago
Adding extra fields to Items
Add custom fields to your Items so you can add more information
Written by
Vincent
Updated over a week ago
Attaching important files to equipment, bookings or contacts
Add attachments to your items, bookings or contacts
Written by
Vincent
Updated over a week ago
Updating item information in bulk
Modifying many items in a single action by using the bulk edit panel
Written by
Vincent
Updated over a week ago
Updating equipment images in bulk
Changing the picture for multiple items in a single click
Written by
Vincent
Updated over a week ago
Removing an Item from your inventory
Deleting old, lost or broken items from your equipment list by expiring them
Written by
Vincent
Updated over a week ago
Grouping Items together in Kits
The Kits module allows you to bundle items and track equipment that travels together in e.g. a flightcase
Written by
Vincent
Updated over a week ago
Kits overview
Written by
Mathilde
Updated over a week ago
Duplicating Items and Kits
How to copy your existing equipment instead of entering it again, one-by-one
Written by
Vincent
Updated over a week ago
🎥 Keeping track of warranty dates
Stay on top of your equipment's warranty information across your inventory
Written by
Vincent
Updated over a week ago
Locations & Geo-positioning
Changing the location of an Item or Kit
How to update your Items' location in CHEQROOM
Written by
Mathilde
Updated over a week ago
Adding items' exact equipment room position
How to add each item's shelf or rack position in your inventory room or warehouse facility
Written by
Mathilde
Updated over a week ago
Updating equipment geo position
Keeping track of the GPS position where an Item was last scanned
Written by
Vincent
Updated over a week ago
Checking equipment in at another location
Manage Items and Kits that are checked out at one location but checked in at another
Written by
Vincent
Updated over a week ago
Calendar
🎥 Syncing bookings to your existing calendar
Synchronize your reservation and check-out schedule to Google Calendar, Outlook or other calendar software with iCal
Written by
Vincent
Updated over a week ago
The availability calendar view for items
Have a better overview of your equipment usage and planning across time with the Gantt chart
Written by
Mathilde
Updated over a week ago
The availability calendar view for Kits
Have a better overview of your Kit usage and planning across time with the Gantt chart
Written by
Mathilde
Updated over a week ago
Reporting & Depreciation
Using the reporting and data analysis tool
The reporting module provides an overview of your item- and check-out history
Written by
Mathilde
Updated over a week ago
Calculate depreciation and book value of equipment
Know the expense cost and loss of value of your equipment at all times.
Written by
Mathilde
Updated over a week ago