This webinar will lead you through a basic introduction to the new version of CHEQROOM Equipment Management System and then show you time-savers in setting and managing your inventory.

1. Organize your inventory equipment effectively
Webinar August 30th 2017

2. The presenters
Dominique
Biz Development
Vincent
CEO & Founder
Some practical things...
● The webinar is being
recorded.
● You can ask questions
throughout the webinar using
the Questions box and they
will be handled at the end
2

3. Webinar outline
● Quick refresher
● Part 1: Preparing your inventory and team
● Part 2: Planning and scheduling your equipment
● Part 3: Extras and timesavers
Poll: roadmap input
Q&A Session
40 min
POLL: What should we work on next?
3

4. Great.
Quick refresher
4

5. Why equipment management?
Expectation...
5

6. Why equipment management?
Reality :(
6

7. Spreadsheets don’t work
7

8. Goodbye, spreadsheets.
Hello, easy equipment checkouts.

9. Basic concepts of CHEQROOM
● Item: a unique,
physical piece of
equipment.
● Kit: a combination of a
specific set of items.
● Contact: a person to
whom equipment can
be booked.
● User: a person that
can login to the
software.
Often linked to a
Contact.
● Reservation: a
booking for equipment
to leave in the future.
● Check-out: when
equipment actually
leaves.
Often converted from
a Reservation.
9

10. Recent product
changes
Old version:
● Hitting the limits
● Limited navigation
● Slow performance
● Older technology
New web interface:
Less clicks needed
Better & extensible navigation
Overall speed increase
Better use of modern browsers 10

11. Part 1
Preparing your
inventory and your team
11

12. Importing
equipment from
spreadsheet
Problem:
Having to enter
equipment manually •
error prone process
Solution:
Creating / updating
Items from CSV file
Benefit:
More efficiency for admins
12

13. Changing multiple
pieces of equipment
in a single click
Problem:
Inserting or updating
your equipment
one-by-one
Solution:
Update flags, locations,
categories and custody
Benefit:
More efficiency for admins
13

14. Updating items
images in bulk
Problem:
Inserting or updating
your equipment
one-by-one
Solution:
Assigning images to
Items in a single click
Benefit:
Easier to keep your inventory up-to-date
14

15. Using roles to give
/ take user
privileges
Deciding what your
users can or cannot do
in your account
Admin:
login app / web
change settings
manage users
browse inventory
change inventory
browse contacts
manage contacts
add reservations
create checkouts
→ equipment
managers
✓
✓
✓
✓
✓
✓
✓
✓
✓
User:
login app / web
change settings
manage users
browse inventory
change inventory
browse contacts
manage contacts
add reservations
create checkouts
→ your team
✓
✗
✗
*
✗
✓
✓
✓
✓
Self-service:
login app / web
change settings
manage users
browse inventory
change inventory
browse contacts
manage contacts
add reservations
create checkouts
→ freelancers
✓
✗
✗
*
✗
✗
✗
*
*
15

16. Restricting access
to equipment
Problem:
Freelancers can
access all inventory •
using equipment
without training
Solution:
Lock users down to
certain (virtual)
locations
Benefit:
More security and efficiency for admins
16

17. What do you want us to work on next?
Poll: we want to hear from you
17

18. Part 2
Planning and scheduling
your equipment
18

19. Staying on top of
long-term lend
outs
Problem:
Indefinite check-outs •
cluttered interface
Solution:
Giving / transferring
equipment into
custody
Benefit:
Ensure company assets return after use
19

20. Using recurring
reservations
Problem:
Manually creating
one-by-one • prone to
errors
Solution:
Re-use an existing
reservation • it for
every week during a
project
Benefit:
More efficiency for planning projects
20

21. Stay on top of
maintenance
Problem:
Equipment breaks
down or degrades •
individual maintenance
schedule
Solution:
Plan regular
inspections / repairs Benefit:
Equipment stays in top shape
21

22. Awesome.
We’re almost there
22

23. Part 3
Extras and time savers
Making your life easier
23

24. Customize fields
in your account
Problem:
Not all workflows are
the same • had to store
info in a comment
Solution:
Customize which fields
are needed on your
Items, Contacts, ... •
ask info at check-out
Benefit:
Make it fit your needs, more structure
24

25. Have users sign
electronically
Problem:
Lots of steps to get a
signed doc • generate,
print, scan, upload
Solution:
Accepting electronic
signature in web app
and mobile app Benefit:
Faster check-out times
25

26. Checking out
equipment in bulk
Problem:
Manual entry is prone
to errors • time
consuming
Solution:
Scan asset labels on
USB or Bluetooth
barcode scanner Benefit:
Faster check-outs / check-ins
26

27. Questions?
We’re here to help
27

28. Help us build CHEQROOM
Join our team on Public Product Roadmap
28

29. Start your 15 day FREE trial