Getting started
The dashboard tour
A short walkthrough of where the major surfaces live so you know what to click for what.
Step by step.
Follow along at your own pace.
- 01
Your dashboard
Signing in lands you here. The Get started with RouteFlex checklist tracks your setup and ticks steps off as you finish them.
- 02
Your products
Each product your company uses has its own section under Services in the sidebar. Click one to open its pages.
- 03
Account and help
Under Account you manage Settings, your Team, and Integrations. Guide opens these tutorials in a new tab.
In detail
The RouteFlex dashboard is organized around a left sidebar. Each icon is a module. The current job (or the current piece of the product you're in) takes the rest of the screen.
The sidebar
Top to bottom, the sidebar gives you the main modules of the product. The exact set depends on which services you enabled during onboarding, but the common ones are:
RouteSource — your jobs and the hiring boards inside them. This is where 90% of recruiting work happens.
Training — courses and modules you assign to drivers.
Knowledge base — the Q&A pairs RouteFlex AI uses to answer candidate questions.
Notifications — your inbox for events the system wants you to know about.
Settings — integrations, team, AI policy, branding, and email setup.
The job board view
Inside any job, you get a Kanban-style board with columns for your stages (Applied, Background check, Drug screen, Hired, and so on) and rows for each applicant. Click an applicant to open their card; drag them between stages to move them; use the toolbar at the top to filter and search.
The tabs at the top of a job switch you between the board, the automations attached to this job, the forms for this job, screening config, and interview availability.
Settings
Click the gear icon at the bottom of the sidebar. From there, the most common screens are:
Company for your business name, logo, and contact info.
Team to invite recruiters, dispatchers, and admins.
Integrations for the FADV background-check connection, SMS, Slack, and email.
AI for tone, escalation contact, confidence threshold, and candidate disclosure text.
Switching companies
If you manage more than one entity (some contractors run multiple terminals as separate companies), use the company switcher at the top of the sidebar. Each company has its own board, automations, team, and settings.