To help you with managing your workflows, holding your users more accountable, and with the overall day-to-day tasks at hand, Cheqroom has built in a reservation checklist and check-out agreement in its asset tracking software.
This allows you to turn your Reservation or Check-out's information into a PDF agreement attached to the booking.
Accessing our ready-to-use templates
Go to Settings in the bottom left corner of your screen
Go to Templates
Activate the templates you'd like to use
Editing our ready-to-use templates
Want to make some adjustments to our templates, maybe adding your logo or company name? Or how about adding an electronic signature to your agreements?
Go to Settings
Go to Templates
Clone the template you'd like to edit
Start editing
Available ready-to-use templates
A.T.A. carnet (with or without serial)
Reservation Agreement
Reservation Checklist (can be used as a packing or shipping list)
Check-out Agreement (with or without electronic signature)
Contact Equipment Agreement
*Want to start from scratch? You can create your own templates as well!
*Need help with creating your own template? Shoot us a message.
Generating a PDF document for a Reservation
Go to Reservations
Next, click the Reservation for which you want to generate a PDF. The Reservation needs to be in the Booked status.
Click Actions, next click Generate PDF...
Pick a template (optional -- depends on how many Reservation PDF templates are active in your account)
Sign digitally (optional -- depends on how the selected Reservation PDF template is configured)
Click Add to start generating the PDF. It will be automatically added as an Attachment to your Reservation and appear in the history timeline on the right side.
Click on the PDF to download or print it
Generating a PDF document for a Check-out
Go to Check-outs
Next, click the Check-out for which you want to generate a PDF. The Check-out needs to be in the Open or Completed status.
Click Actions, next click Generate PDF...
Pick a template (optional -- depends on how many Check-out PDF templates are active in your account)
Sign digitally (optional -- depends on how the selected Check-out PDF template is configured)
Click Add to start generating the PDF, it will be automatically added as an Attachment to your Check-out and appear in the history timeline on the right side.
Click on the PDF to download or print it
Generating a PDF document for a Contact
Go to Contacts
Next, click the Contact for whom you want to generate the Contact PDF agreement
Click Actions, next click Generate PDF...
Sign digitally (optional -- depends on how the selected Contact PDF template is configured)
Click Add to start generating the PDF, it will be automatically added as an Attachment to the Contact and appear in the history timeline on the right side.
Click on the PDF to download or print it