---
title: How to Use Self Inspection in RentWorks+
description: This article explains how to connect RentWorks+ to Self Inspection, follow a renter’s inspection from check-out to check-in, and download the condition report.
---

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# How to Use Self Inspection in RentWorks+

## This article explains how to connect RentWorks+ to SelfInspection, follow a renter’s inspection from check-out to check-in, and download the condition report.

##### Before you start

The Self Inspection add-on connects RentWorks+ to our inspection partner, Self Inspection. The add-on and the partner share the name.

Renters inspect the car on their own phones at pickup and return. Self Inspection sends the renter the inspection link and builds the condition report. RentWorks+ opens the inspection from the rental agreement, shows its status, and downloads the report.

Check these items first:

- The Self Inspection add-on is on for your company. RentWorks+ turns it on. You cannot turn it on yourself. Contact RentWorks+ Customer Success.
- Your company has a Self Inspection account.
- Self Inspection gave you a login (email and password) and the API URL. The login must be allowed to create locations.
- Self Inspection built your flow groups and set them to Active. RentWorks+ brings in active groups only. It cannot create them.
- Your branches are active in RentWorks+.
- Your cars have VINs.
- Your renters have an email address or mobile number on file.

A rental can have up to three inspections: Pick-Up and Drop-Off by the renter, and an optional Employee inspection by staff. The flow group in Self Inspection decides which inspections are on.

---

##### Connect RentWorks+ to Self Inspection

A company admin does this once.

**1.** Go to **Settings ▸ Integrations**. \[CONFIRM: left navigation path to Integrations\] Open the list at the top right and choose **Self Inspection • Compliance**. The list shows only the add-ons turned on for your company.

![selfinspection-01](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-01.jpg?width=670&height=225&name=selfinspection-01.jpg)

**2.** Under **API Credentials**, enter the **Username (Email)**, **Password**, and **API URL** from Self Inspection. Click **Save**. The message **Credentials saved successfully** appears. RentWorks+ stores the credentials securely.

The form also has an **API Key (Company Root Token)** field. RentWorks+ signs in with the email and password today, so always fill those in.

**3.** Click **Test Connection**. The bar at the top turns green and reads **Connected to SelfInspection**. It also shows the last sync time.

![selfinspection-02](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-02.jpg?width=670&height=371&name=selfinspection-02.jpg)

**4.** Click **Sync Now**. RentWorks+ sends every active branch to Self Inspection and matches them by name. It creates any branch that is missing. Then it brings back your flow groups. The button shows progress, for example **Syncing locations (2/5)**. The sync ends with **Onboarding Complete**.

If a branch fails, the message reads **Onboarding Incomplete - Some Locations Failed**. Fix the branch and click **Sync Now** again.

**5.** Review the **Inspection Flow Groups** table. Each group shows its status and its flows: Pickup, Dropoff, and Employee. The table is read-only. Click a row to see the group’s description and flow IDs.

![selfinspection-03](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-03.jpg?width=670&height=171&name=selfinspection-03.jpg)

**6.** Check your branches in Self Inspection. When RentWorks+ creates a branch there and has no value for a field, it fills a default. The time zone is America/New\_York, the phone is (000) 000-0000, the address is N/A, and notifications are off. Correct these in Self Inspection where needed.

You do not need to import cars. Self Inspection finds each car by its VIN, or adds it, the first time the car goes out on a rental.

Once the add-on is on, RentWorks+ hides its in-house inspection buttons at check-out, check-in, and contract modify.

---

##### Pickup

**1.** Create the rental agreement on **Check Out** as usual, or check out a reservation. Staff do not walk around the car.

If your company has more than one flow group, choose one in the **Inspection Flow** box. If you have one group, RentWorks+ uses it without asking.

![selfinspection-04](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-04.jpg?width=670&height=104&name=selfinspection-04.jpg)

Before it saves, RentWorks+ checks that the pickup branch exists in Self Inspection. If it does not, check-out stops with **Pickup location is not synced to SelfInspection**. Run **Sync Now** again.

**2.** Save the agreement. RentWorks+ creates a matching contract in Self Inspection with the same number as the RA. The contract carries the renter’s email and phone, the car (VIN, make, model, year, mileage, and fuel level), and the pickup and return branches with dates and times. If a contract with that RA number already exists, RentWorks+ reuses it.

If this step fails, the RA is still saved. The agent sees **SelfInspection contract step failed (RA was still created)**. Contact RentWorks+ support.

**3.** Self Inspection sends the renter the pickup inspection link by email and phone, using the contact details on the rental. RentWorks+ does not send the link. It shows **Sent to customer**.

**4.** The renter opens the link on their phone and follows the guided steps around the car. Self Inspection records any damage by part, with photos. When the renter finishes, the inspection shows **Completed**.

---

##### Follow the inspection during the rental

**1.** On the **Check Out** list, find the rental. Each open rental agreement shows two small round icons next to the pickup date and two next to the return date. The lower icon shows where the inspection is. The upper icon shows what it found. Hover over an icon to read its label.

![selfinspection-05](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-05.jpg?width=670&height=163&name=selfinspection-05.jpg)

| Lower icon | Label | What it means | What to do |
| --- | --- | --- | --- |
| Grey envelope | **Not started** | Nothing has gone out yet. | Nothing. For a drop-off, this is normal until the car comes back. |
| Blue envelope | **Sent to customer** | The renter has the link. | Nothing yet. |
| Blue envelope | **Customer in progress** | The renter is inspecting the car now. | Wait. |
| Green check | **Inspection completed** | The inspection is finished and the report is available. | Open the rental to download the PDF. |
| Red envelope | **Canceled** | The inspection or the rental was canceled. | Nothing. |
| Grey icons | **Flow not enabled** | The flow group has no such inspection, for example no Employee or Drop-Off flow. | Nothing. |

| Upper icon | Label | What it means | What to do |
| --- | --- | --- | --- |
| Grey clipboard | **Inspection not completed** | No result yet. | Nothing. |
| Green clipboard | **No damages recorded** | The inspection finished with no damage. | Nothing. |
| Orange clipboard | **Damages found** | The inspection finished and recorded damage. | Check **Damages** and the PDF. The photos are in Self Inspection. |

**2.** Open the rental and click the **Inspection History** tab. **Self Inspection Results** shows one box for each inspection with its **Status** and **Damages**. Click **Download Pick-Up PDF** to download Self Inspection’s condition report. **Preparing PDF…** shows while Self Inspection builds it.

![selfinspection-06](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-06.jpg?width=670&height=332&name=selfinspection-06.jpg)

The **Drop-Off** box can show Self Inspection’s own status wording, for example **INITIATED**.

RentWorks+ shows the status, the damage count, and the PDF. The photos stay in Self Inspection. The panel reads **For detailed inspection photos and information, check Self Inspection system.**

**3.** Make changes as usual. If you swap the car or change the dates, branches, or the renter’s contact details, RentWorks+ updates the same Self Inspection contract. If you cancel or void the rental, RentWorks+ cancels the contract.

**4.** Watch for blocked cars. A car whose inspection cycle is not finished shows **Blocked by Self Inspection** in vehicle search. On the Reservation Planner, the car carries a red **SI** chip. Hover over the chip to read the message: **Finalize the SI contract before booking this vehicle.** The block lifts when Self Inspection marks the contract finished, either completed or canceled.

![selfinspection-07](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-07.jpg?width=640&height=605&name=selfinspection-07.jpg)

---

##### Return

**1.** The renter does the drop-off inspection on their phone the same way. Follow it on the return-date icon and in the **Drop-Off** box. Pickup and drop-off are separate inspections on the same contract. Each one gets its own status and its own PDF.

**2.** Open the rental on **Check In**. The screen shows the same **Self Inspection Results** panel.

If the Self Inspection contract is not finished, an amber note reads **Self Inspection is not finalized.** This is a warning only. You can still complete the check-in. The car stays blocked for new rentals until the contract is closed.

![selfinspection-08](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-08.jpg?width=670&height=432&name=selfinspection-08.jpg)

**3.** Complete the check-in. RentWorks+ sends the return mileage and fuel level to Self Inspection.

If the renter finished the drop-off inspection, RentWorks+ copies its damages into the rental’s check-in record, labeled **Self-Inspection**. Each damage arrives with its type, part, position, and description. Photos stay in Self Inspection. Pickup damages stay in Self Inspection’s report.

RentWorks+ and Self Inspection close separately. Closing the rental in RentWorks+ does not close the Self Inspection contract. Finishing the inspection in Self Inspection does not close the rental.

---

##### Read the condition report

Every completed inspection produces a dated PDF condition report. Download it from the **Inspection History** tab on the rental. The car’s inspection history also lists these inspections with a **Self-Inspection** badge and the same results panel.

**Page 1** shows the car (year, make, model, and VIN), the date the inspection was completed, and a result for each area: Aftermarket, Exterior, Interior, Wheels, Mechanical, and Frame.

![selfinspection-09](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-09.jpg?width=670&height=331&name=selfinspection-09.jpg)

**Page 2** shows exterior and interior diagrams with a Minor to Severe scale. Damage is marked on the part where it was found.

![selfinspection-10](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Self%20Inspection/selfinspection-10.jpg?width=670&height=629&name=selfinspection-10.jpg)

**Page 3** shows the photos taken during the inspection, labeled by area.

---

##### Keep Self Inspection working

- **Renter contact details.** Keep renters’ email addresses and mobile numbers current. Self Inspection uses them to send the inspection link.
- **New or renamed branches.** Click **Sync Now** after you add or rename a branch. Branches match by name. Without a sync, check-out at that branch stops with **Pickup location is not synced to SelfInspection**.
- **VINs.** Make sure every car has a VIN. Self Inspection matches cars by VIN.
- **Flow groups.** Keep flow groups Active in Self Inspection. RentWorks+ imports active groups only.
- **Icons before check-in.** A grey return-date icon means the drop-off has not started.
- **Open contracts.** Close Self Inspection contracts that stay open. Until then, the car stays blocked.

---

##### Common questions

| Question | Answer |
| --- | --- |
| Who sends the inspection link to the renter? | Self Inspection sends it to the email and phone number on the rental. RentWorks+ passes those details on. Make sure every renter has an email or mobile number on file. |
| Do agents still walk around the car? | Not for Self Inspection rentals. RentWorks+ hides its in-house inspection buttons at check-out, check-in, and contract modify. Your company can also run an Employee inspection in Self Inspection for staff checks. |
| Can staff see the inspection photos in RentWorks+? | No. RentWorks+ shows the status, the damage count, and the PDF report. The photos stay in Self Inspection. |
| What if the renter never does the drop-off inspection? | Check-in still works and RentWorks+ shows an amber warning. The Self Inspection contract stays open and the car shows **Blocked by Self Inspection** until someone finishes or closes the contract in Self Inspection. |
| Do damages come back into RentWorks+? | Drop-off damages do, if the renter finished the drop-off inspection before you saved the check-in. RentWorks+ copies them into the check-in record, labeled **Self-Inspection**. Pickup damages stay in Self Inspection’s report. |
| Do we need to import our fleet? | No. Self Inspection finds each car by its VIN, or adds it, the first time the car goes out on a rental. Make sure your cars have VINs. |
| Does closing the rental close the inspection? | No. RentWorks+ and Self Inspection close separately. Canceling or voiding a rental does cancel its Self Inspection contract. |
| Check-out stops with “Pickup location is not synced to SelfInspection.” | The pickup branch is not in Self Inspection. Go to the Self Inspection settings under **Integrations** and click **Sync Now**. |
| Sync Now ends with “Onboarding Incomplete - Some Locations Failed.” | A branch failed to sync. Fix the branch and click **Sync Now** again. |
| Where do I find the PDF report? | Open the rental, click the **Inspection History** tab, and click **Download Pick-Up PDF** or the matching Drop-Off or Employee button. |

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