The Recruiting module helps you track drivers from first contact to hire. Turn it on in Settings > Other Settings, under Models. It then appears in the left menu with two pages: Leads and Jobs.
The Leads board
Go to Recruiting > Leads. Each lead is a card, and each column is a stage in your hiring process: New Lead, Contacted, Follow Up, Applied, Under Review, Screening, Onboarding, Lead Closed, Rejected, Hired, and Terminated.
The number at the top of each column shows how many leads are in that stage. Each card shows the lead's name, the job, the date added, the recruiter, and how long ago the lead was last updated.
Click Table in the top-right corner to switch to a list view.
Use Filters and Columns to narrow down and customize what you see.
Add a lead
Click + Add Lead in the top-right corner.
Set the Date (defaults to today) and choose the Recruiter responsible for the lead.
Enter the First Name, Last Name, Phone, and Email.
Choose a Status (the starting stage) and the Job, if applicable.
Click Save. The new lead appears in its stage column on the board.
Lead details
Click a lead's name to open it. Changes are saved automatically.
General – date, recruiter, name, phone, email, and job.
Documents – upload and manage documents for the lead.
Notes – add internal notes to track communication.
Use the Status dropdown in the top-right corner to move the lead to a new stage. Use the three-dot menu for more actions.
Progress tracking
The Progress section shows each hiring step and whether it's completed, pending, or needs attention: Application, License, Medical Card, MVR, PSP, Clearinghouse, Drug Test, Past Employment, and Onboarding.
Jobs: To create the positions leads apply for, see Post Jobs and Collect Applications. To get an email when someone applies, turn on Job Application in Settings > Notifications.