1. Identity & Access
Connect Cheqroom to your identity provider so access, provisioning, and offboarding follow the same rules as the rest of your stack.
Manage Cheqroom access alongside every other app in your Okta catalog, with consistent authentication and clean onboarding and offboarding handling.
- Govern access with your existing Okta MFA and group policies
- Revoke access the moment someone is deactivated and surface their open checkouts
Federate login and automate provisioning, so a new hire gets access and their laptop on day one and a leaver loses both at offboarding.
- Let staff sign in with their Microsoft credentials
- Provision a new hire and assign their IT equipment automatically on day one
- Deprovision at offboarding and flag any assets still in their name
Whatever you use to manage identity, Cheqroom fits in without a separate login layer.
- Sign in through any SAML 2.0 identity provider with your organization credentials
- Sync users and roles from Active Directory or LDAP automatically
2. HR & People
Tie equipment to the employee record, so gear follows people through hiring, moves, and exits.
Let the HR record drive equipment, so starters get kitted out and leavers hand back what they hold.
- Assign starter equipment the moment a new hire record is created
- Flag open checkouts as soon as a termination is entered
- Reassign gear when someone changes team or location
Keep equipment assignments in step with your people data, without a separate handoff to ops.
- Assign equipment by role or department on hire
- Surface outstanding gear before a leaver's last day
Whatever runs your people data, Cheqroom can follow it.
- Connect your HRIS through Zapier or the Cheqroom REST API
- Trigger equipment tasks from any hire, move, or exit event
3. CRM
Tie equipment availability and custody to your deals and accounts, so sales and ops stop coordinating by hand.
Give reps real-time asset availability against open opportunities and take manual ops coordination out of the deal cycle.
- Reserve equipment automatically when an opportunity closes won
- Surface overdue gear to the account owner as a task or case
Manage the demo kits, loaner equipment, and new-hire gear that move between sales, marketing, and ops without manual handoffs.
- Reserve a demo or loaner kit when a deal reaches the right stage
- Automate loanee follow-up so equipment comes back on time without ops chasing it
- Log every checkout and return on the contact timeline
Put asset lifecycle data, checkout, return, condition, and custody, inside the CRM without a separate login.
- Assign gear to a new customer or hire the moment their record is created
- Open a field service case automatically when an item is flagged
4. ERP & Finance
Keep asset costs, purchases, and disposals in step with your books and fixed-asset records.
Tie high-value asset purchases and deployments to the books without manually logging them.
- Log a high-value or capital-asset checkout to your records
- Create a draft purchase entry when a new capital asset is added
Connect equipment lifecycle events to your books.
- Record an asset disposal when equipment is retired
- Notify finance when high-value equipment goes out
Sync asset lifecycle data into fixed-asset records and audit trails.
- Keep NetSuite fixed-asset records in step with live inventory
- Turn an approved procurement request into a purchase order
- Maintain a timestamped custody trail across departments and cost centers for audit
Feed SAP the real-time asset event stream it needs for plant maintenance and fixed-asset accounting without displacing it as system of record.
- Share one asset master between SAP and Cheqroom without dual entry
- Trigger maintenance from actual usage hours
5. ITSM & Ticketing
Route equipment requests, repairs, and offboarding through the service desk your IT team already runs.
Keep asset records, lifecycle events, and maintenance in sync with your ITSM platform.
- Keep the CMDB current with real custody and location for every IT asset
- Recover equipment automatically when a ServiceNow offboarding workflow starts
- Open an incident automatically when an item is flagged damaged
- Raise a procurement request for new gear and route it through your service desk for approval
Keep ticket status, asset condition, and resolution in sync across support and equipment.
- Turn a flagged item into a support ticket with full asset history attached
- Return the item to circulation the moment the ticket closes
Route equipment requests, repairs, and offboarding from your service desk, in the platform IT already works in.
- Route a flagged asset into the hardware service queue
- Reserve equipment automatically once a request is approved
6. Project Management
Reserve and track gear against the projects, sprints, and shoots that depend on it.
Make equipment a first-class project resource, reserved and tracked against sprints and shoots.
- Reserve production gear when an epic or project kicks off
- Raise a maintenance ticket in the right queue when an item is flagged
Close the gap between project planning and the cameras, lighting, and gear those projects need.
- Book gear the moment a task calls for it
- Mark the task complete automatically when equipment comes back
Pull live asset availability and reservation status onto the board your ops team runs on.
- Trigger a reservation when an item moves to In Progress or Active
- Alert the ops board when a spotcheck turns up an issue
- Generate an invoice for the equipment used on an event when its board item is marked complete
Replace manual exports with live asset data in the sheets your teams already coordinate in.
- Reserve equipment when a project row is confirmed
- Flag overdue returns right on the row
7. Communication & Productivity
Surface equipment activity in the tools your team already works in every day.
Keep the team on top of equipment without a Cheqroom login.
- Post checkouts and returns to your ops channel
- DM the person holding overdue gear directly
View Slack Integration Details
Push equipment events into the channels where ops, IT, and field teams already work.
- Post checkout and overdue cards to your ops channel
- Route spotcheck issues to your IT or facilities channel
Connect Cheqroom to Sheets, Calendar, and Drive without leaving the tools you use.
- Put equipment reservations on the team calendar
- Sync items from a Google worksheet into a system that reflects availability
Keep equipment documentation, calibration certificates, warranty docs, and maintenance records, linked to the asset it belongs to.
- Link a calibration certificate or warranty doc to the item record
- Export a structured audit log on a schedule for compliance
Get the right people the right message without a login, with more control than built-in alerts.
- Send a checkout receipt to whoever takes the equipment
- Escalate overdue items to the assignee and their manager
8. Automation & Data
Trigger workflows and feed reporting from every checkout, return, and flag, with or without code.
The connective layer for anything without a packaged integration, across 5,000+ apps, no code.
- Connect any checkout, return, or flag to the app of your choice
- Run a multi-step workflow from a single event, logging, notifying, and creating a task at once
Automate approvals and recurring ops flows across Microsoft 365.
- Require manager approval before high-value equipment goes out
- Refresh a weekly equipment ops report automatically
Keep a flexible asset registry or project tracker current without manual updates.
- Keep a queryable checkout log alongside project data
Bring utilization and availability into the dashboards leadership already reads.
- Feed equipment utilization trends into your BI environment
- Refresh a weekly ops report dataset automatically
9. Logistics & Shipping
Know where high-value gear actually is as it moves between locations and job sites.
Pair live GPS tracking with your asset records so you know where high-value equipment actually is, not where it was last checked in.
- Update an item's live location from its GPS tracker
- Get alerted when tracked gear moves outside its geofence
Track shipped equipment against its asset record.
- Connect carrier tracking via Zapier or our API
