Guide
Everything you need to run RouteFlex
Short video walkthroughs and step-by-step guides for setting up your account, hiring, scheduling, and keeping your fleet on the road. Every video shows the real product, start to finish.
Start here
Getting started
Set up RouteFlex, seed your first job from a template, and tour the dashboard.
1:01Your first job from a templatePick a published template to seed your board, automations, and AI policy in one click.
0:51The dashboard tourWhere to find applicants, automations, training, settings, and the AI knowledge base.
0:56Inviting your teamAdd recruiters, dispatchers, and admins, and pick the right role for each.
0:49Customize your AI policyTell RouteFlex AI how to sound, who to send hard questions to, and when to stay quiet.
0:32Upload your company logoPut your logo on the application form, the applicant portal, and every candidate email.
0:55Turn on your first automationBring in a template's automations, review them, and switch on the ones you trust.RouteSource
Recruiting
Run your hiring board, manage applicants, and configure forms and screening.
Public and gated forms for applications, references, and follow-ups.
0:53Your hiring boardHow stages, columns, and statuses work, and how applicants flow from intake to hired.Adding and managing applicantsApply links, manual adds, merging duplicates, archiving, and stage moves.AutomationsTrigger emails, SMS, stage moves, and AI actions when applicants meet your conditions.Screening questionnairesSend a per-applicant questionnaire that captures answers, writes them to your board, and can auto-knock-out disqualified candidates.Interview schedulingPublish per-job availability windows so applicants can self-book interviews, verifications, and other appointments.Documents and e-signaturesPer-job templates for offers, agreements, acknowledgments, and tax forms — sent for the candidate to fill in and sign, with PDF and audit trail on completion.RouteSource
Compliance
Background checks, drug screens, and physicals through the integrated FADV workflow.
Order and track drug and physical results alongside the background check.
RouteSource
AI assistance
How RouteFlex AI helps you reply to candidates and triage inbound messages.
RoutePulse
Scheduling and dispatch
Build the weekly schedule, run the daily board, and keep drivers in the loop.
0:48Adding your driversPut your drivers into RouteFlex so you can schedule them, track their work, and reach them.
0:46Setting up your routesDefine each route once, by the area it covers, and keep its FedEx work area up to date.
0:57Building the weekly scheduleLay out the week route by route, put a driver on each, and post it to your team.
0:51Running the daily boardHand out trucks, check drivers in, and handle call-outs on the day.
0:36Approving day-off requestsReview the days off your drivers ask for, approve them, or turn one down with a reason.RouteReady
Fleet maintenance
Track every truck, run the service repair board, and keep inspections current.
RoutePay
Time and pay
Timecards, approvals, pay requests, and payroll exports.
