--- title: Managing Claims Setup and Configuration in RentWorks+ description: Claims Setup is where administrators configure the lookup tables, templates, and rules that support the claims workflow. Set these up before your team begins filing claims. --- [Skip to content](https://help.rentworksplus.com/kb/managing-claims-setup-and-configuration-in-rentworks#main-content) [Contact us](https://help.rentworksplus.com/kb/kb-tickets/new?hsLang=en) [Submit a request](https://help.rentworksplus.com/tickets-view?hsLang=en) [![rentworks-bluebird-ars-logo-light](https://help.rentworksplus.com/hs-fs/hubfs/rentworks-bluebird-ars-logo-light.png?width=249&height=60&name=rentworks-bluebird-ars-logo-light.png)](https://help.rentworksplus.com/kb?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.rentworksplus.com/kb/kb-tickets/new) - [Submit a request](https://help.rentworksplus.com/tickets-view) How can we help you? - There are no suggestions because the search field is empty. 1. [RentWorks Plus](https://help.rentworksplus.com/kb?hsLang=en) 2. [Settings & Administration](https://help.rentworksplus.com/kb/settings-administration?hsLang=en) # Managing Claims Setup and Configuration in RentWorks+ ## Claims Setup is where administrators configure the lookup tables, templates, and rules that support the claims workflow. Set these up before your team begins filing claims. Claims Setup lives under **Settings → System Configuration → Claims Setup** in the sidebar. It contains eight tabs, each managing a different category of claims configuration. Most tabs follow the same pattern — a searchable list of existing entries and a **Create New** button to add more. ##### Navigate to Claims Setup **1.** In the sidebar, click **System Configuration** under **Settings**, then select **Claims Setup** from the submenu. The page opens on the **Types** tab by default. All eight configuration tabs are visible across the top of the page. ![claimssetup-01](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Claims%20Setup/claimssetup-01.webp?width=670&height=205&name=claimssetup-01.webp) ##### What each tab configures **Types** — Claim type categories used to classify each claim (e.g., Collision, Theft, Vandalism, Glass). Every claim requires a type at creation. **Expense Types** — Categories for costs recorded against a claim (e.g., Labor, Parts, Towing, Rental Replacement). Expense Types appear in the claim's Expenses section when adding costs. **Recovery Sources** — Options for where subrogation or cost recovery is expected to come from (e.g., Insurance, Customer, Third Party). Used when recording recovery on a claim. **Document Types** — Labels for attachments uploaded to a claim (e.g., Police Report, Repair Estimate, Photos). The Rental Agreement document type is marked Required by default — a claim cannot be closed without it attached. **Contact Types** — Categories for contacts linked to a claim (e.g., Claimant, Witness, Adjuster, Repair Shop). Used in the Contacts section of a claim record. **Letter Templates** — Correspondence templates with merge fields (e.g., ``, ``, ``). Templates are used to generate standardized claim letters from within a claim record. **Status Rules** — Automated rules that transition a claim's status on a schedule. Rules are evaluated daily at 8 AM UTC. Use these to automatically move stale claims through the lifecycle without manual intervention. **Insurance Carriers** — Carriers configured for First Notice of Loss (FNOL) submissions. If your operation submits FNOL reports directly to carriers through RentWorks+, add them here. ##### Adding a new entry The process is the same on every lookup tab (Types, Expense Types, Recovery Sources, Document Types, Contact Types). **2.** On the relevant tab, click **Create New** in the top right corner. ![claimssetup-02](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Claims%20Setup/claimssetup-02.webp?width=670&height=156&name=claimssetup-02.webp) **3.** In the dialog, enter a **Code** and a **Description**. The Code is a short identifier with no spaces (e.g., `COLLISION`, `VANDALISM`). The Description is the human-readable label that appears throughout the claims workflow (max 255 characters). Leave **Status** set to **Active** so the entry is immediately available. ![claimssetup-03](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Claims%20Setup/claimssetup-03.webp?width=670&height=497&name=claimssetup-03.webp) **4.** Click **Create Claim Type** (or the equivalent button for the tab you're on) to save. The new entry appears in the list immediately and is available for use on claims right away. ![claimssetup-04](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/Claims%20Setup/claimssetup-04.webp?width=670&height=489&name=claimssetup-04.webp) - [FAQs & Troubleshooting](https://help.rentworksplus.com/kb/faqs-troubleshooting?hsLang=en) - [Reports](https://help.rentworksplus.com/kb/reports?hsLang=en) - [Support](https://help.rentworksplus.com/kb/support?hsLang=en) - [Counter Operations](https://help.rentworksplus.com/kb/counter-operations?hsLang=en) - [Customer Management](https://help.rentworksplus.com/kb/customer-management?hsLang=en) - [Vehicles & Fleet](https://help.rentworksplus.com/kb/vehicles-fleet?hsLang=en) - [Claims & Financials](https://help.rentworksplus.com/kb/claims-financials?hsLang=en) - [Settings & Administration](https://help.rentworksplus.com/kb/settings-administration?hsLang=en) - [Reservation Plugin](https://help.rentworksplus.com/kb/reservation-plugin?hsLang=en) - [E-Signature in RentWorks Plus](https://help.rentworksplus.com/kb/e-signature-in-rentworks-plus?hsLang=en) - [Install Desktop & Mobile App](https://help.rentworksplus.com/kb/install-desktop-mobile-app?hsLang=en) - [Payments](https://help.rentworksplus.com/kb/payments?hsLang=en) - [Getting Started](https://help.rentworksplus.com/kb/getting-started?hsLang=en) [![rentworks-bluebird-ars-logo-light](https://help.rentworksplus.com/hs-fs/hubfs/rentworks-bluebird-ars-logo-light.png?width=290&height=70&name=rentworks-bluebird-ars-logo-light.png "rentworks-bluebird-ars-logo-light")](https://help.rentworksplus.com/kb?hsLang=en) [mailto:help@rentworksplus.com](mailto:help@rentworksplus.com) Copyright © 2026, ## Driven by experience. 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