Module · Recruitment and onboarding

A digital funnel for hiring and onboarding drivers

Most fleets lose candidates not at the interview but somewhere between the click on a form and the first ride. The “Candidates” module carries an application from the website, through the operator's call and a complete set of documents, to the moment the driver actually goes out on the road. Every stage has an owner and a visible status.

Book a demo Plans

crm.fleetsoft.pl

Candidates: city, lead source, status, waiting time and the recruiter in charge. Personal data hidden.

Driver recruitment for a fleet starts with two fields

A form that asks for ten pieces of information up front filters out the wrong people. Someone fills in three boxes, reaches the question about a licence number or the form of cooperation, and closes the tab. That is why the first contact on the fleet website comes down to two fields here: first name and phone number. That is enough for the application to land in the CRM and for someone to call back the same day.

Everything else — documents, experience, the city, the preferred settlement model — the system helps collect later, with an operator involved. Moving that effort from the candidate to the CRM is the point of the whole module. A short form raises the number of applications, and the full set of information still gets collected, just one step further into the process and under the eye of someone who knows what to ask about.

What the “Candidates” module actually does

Four mechanisms that together turn loose replies to a job ad into a predictable hiring process.

The simplest possible form

First name and phone number. Nothing else is needed for the application to appear in the system and be routed to someone who will handle it.

A queue of new candidates

Operators see a shared list of fresh applications and assign them to themselves. Every lead has one owner, so nobody assumes that somebody else will call.

Statuses instead of notes in a notebook

The candidate is moved through the stages of the funnel — from “new” all the way to “completed the first ride”. You can see where the process stalls and which applications have been hanging too long.

Documents in the driver card

The cooperation contract, the car rental agreement and the remaining paperwork sit in the same card as the candidate's details — generated from a template or uploaded as your own file.

From application to first ride

Application from the website. The candidate leaves a name and a phone number. The record appears immediately in the queue of new candidates in the CRM, with nothing retyped from an inbox or a spreadsheet.
Assigned to an operator. An operator takes the application on. From that moment responsibility is clear, the lead leaves the shared pool and cannot hang there unattended.
First contact in one click. From the candidate card the operator sends a message with a link to finish registration — in the messenger the candidate actually uses every day.
Details and documents completed. The candidate finishes registration through the link, and the operator fills in the missing fields and attaches documents directly in the card, with no separate folders and mailboxes.
Contract and first ride. The contract is generated from a template or uploaded as your own version. A candidate only reaches the last funnel status after actually driving that first ride.

Driver documents without a printer or a scanner

The candidate card does not end with a phone number. It is also where their documents are kept. Some of them are generated from ready templates — pick the type of document and the CRM data fills it in. Some fleets prefer to work with their own versions, refined over years and checked by a lawyer: a cooperation contract, a car rental agreement or any other document can simply be uploaded to the card.

The result is the same either way. By the time a driver starts working for Uber, Bolt, FreeNow, Glovo or Wolt, their file is complete and available to authorised fleet staff — with no digging through mailboxes, messengers and folders on someone's drive.

The most expensive candidate is the one you paid for in a recruitment campaign and nobody called back. A visible queue of new applications and firm rules for assigning leads exist so that this shows up immediately, not a month later when you are calculating the cost of acquiring a driver.

Frequently asked questions

Doesn't such a short form attract random people?–

The form has one job: to get a contact. Verification happens at the next stages of the funnel, where the operator talks to the candidate and collects documents. A short form does not lower your requirements for a driver — it only shortens the path to the first conversation.

How do we know who is handling a given candidate?+

Operators assign an application to themselves directly from the queue of new candidates. Every lead therefore has one owner, and the manager can see who is running the conversation and where in the funnel the candidate is.

How do we contact a candidate after the application?+

Directly from the candidate card, in one click: the system sends a message with a link to finish registration in whichever messenger suits the candidate. The rest of the conversation goes into the shared chat module, so its history stays in the CRM.

Can we use our own contract templates?+

Yes. In the driver card you can generate a document from a template or upload your own file — a cooperation contract, a car rental agreement and other documents used in your company.

Does the module also handle courier recruitment?+

Yes. The same funnel carries candidates regardless of whether they will end up driving for Uber, Bolt and FreeNow or delivering for Glovo and Wolt.

A digital funnel for hiring and onboarding drivers

Driver recruitment for a fleet starts with two fields

What the “Candidates” module actually does

From application to first ride

Candidate card in the CRM

Driver documents without a printer or a scanner

Frequently asked questions

See also

See how many applications your fleet loses between the form and the first ride