TL;DR
- Create a simple checklist your team can follow for inspections or booking handoffs.
- Choose the right flow tab before editing.
- Run a quick test inspection to confirm it appears.
Steps
<Step id="step-open-inspection-flows" label="Open Business → Workflows" > Go to Business → Workflows and pick either Inspections or Handoffs & Returns. </Step>
Create a new flow
Create a new flow, name it clearly, and use the current tab to keep inspection flows separate from booking handoff flows.
Add checklist steps
Add the items your team must confirm at handoff, plus any notes you want recorded. Pickup and return flows start with the shared pre-built inspection blocks, add handoff-only steps like Customer acceptance signature and Identity confirmation, and finish with Start rental or Return complete. Use Rental contracts only when the customer still needs to review or sign the rental paperwork. Return flows also include the required Inspection result step just before completion.
Assign the flow
Choose the branches or vehicle categories that should use this flow.
Run a quick test inspection
Open Operations → Inspections for standalone work or Operations → Handoffs & Returns for booking-linked pickup/return work, then start a test to confirm the flow appears and saves results.
Validate your work
- The flow appears in the list where you expect it.
- New inspections show the checklist items you created.
- Pickup and return flows only complete when the handoff completion step is
confirmed.