Getting started
Your first job from a template
A template is a complete, working hiring workflow built by RouteFlex. Applying one gives your account a populated board, a set of automations ready to run, and (optionally) sensible AI defaults. It's the fastest way to go from a blank slate to a usable product.
Templates are curated by RouteFlex and cover the workflows we see most often: FedEx P&D driver recruiting, sprinter van work, warehouse staffing, and so on. When you apply one, it creates a fresh job inside your account with that template's full setup, and nothing it creates is locked. Rename stages, delete automations, rewrite the AI prompt: it's all yours from the moment you apply.
Apply a template
From the sidebar, go to RouteSource › Jobs › Browse templates. You'll see cards grouped by category. Each card shows the number of stages and columns the template carries so you can size it up before committing.
You're not locked in. A template that's 70% right is faster to edit than starting from scratch, so pick what's closest to your workflow and tweak after. Click Use template.
The dialog lets you rename the job (use the FedEx role or truck class, like "P&D Driver" or "Box Truck Driver") and opt in or out of each section: forms, screening questions, interview availability, and AI settings.
For your first job, the safe default is to copy everything. You can always trim later.
Your board, custom columns, status labels, and automations are created in one batch. You'll land on the new job's board view, ready to add your first applicant.
What "Copy AI settings" actually does
If the template you picked carries AI settings, you'll see a checkbox for it. Opting in replaces your company's current AI policy (instructions, confidence threshold, candidate disclosure text) with the template's. Your escalation contact, which is personal contact info for your recruiters, is left alone.
On a brand-new account this is almost always what you want: it saves you from writing your own AI prompt from scratch.
What to do next
With a job in place, the rest of the product makes more sense. Take the dashboard tour next so you know where everything lives, then invite your team and start customizing the board to match how you actually hire.