Recruiting
Adding and managing applicants
The whole point of RouteFlex is to keep your applicants in one place. Here's how they get on the board and what you can do with them once they're there.
Three ways an applicant lands on your board
Through your public apply link. Every job has an apply page you can share on Indeed, on your website, on Facebook, or as a QR code. Submissions land in the intake stage automatically.
Through a custom form. For things like driver referrals or rehire requests, you can build a separate form. Submissions land on the board the same way as the main apply link.
Added manually. Click Add applicant at the top of the board and type in the details. Use this for walk-ins or for people you met at a job fair.
Screenshot
The Add applicant dialog with name, email, and phone fields.
Opening an applicant card
Click any row to open the applicant card. You'll see their contact info, every column you've defined, an activity feed showing what's happened, and (if you've sent any) the message history with that person.
Edits to columns save the moment you tab out of the field. There's no separate "save" button.
Duplicates and merging
Sometimes the same person applies twice (different email, slightly different name spelling, two job boards). When RouteFlex detects a likely duplicate, it shows a banner on the newer row offering to merge into the original or to keep the new one and archive the old.
Merging keeps the original's stage, message history, and activity, and brings over any new fields the duplicate had filled in. It's safe to merge: nothing is destroyed.
Archiving
Use archive for applicants who are dead leads: ghosted, withdrew, or were turned down. Archived applicants disappear from the active board but stay in your account, so if they reapply six months later you'll see the history.
Bulk actions
Use the checkboxes on the left edge of each row to select multiple applicants. With at least one selected, the toolbar at the bottom of the board shows the available bulk actions: move stage, change a status column, archive, or send a message. Bulk actions fire automations the same way single-row actions do.