The staffing CRM built to keep your desk moving — match faster, chase less, and never lose a good worker to a scheduling mix-up.
← Back to the app
⏱ Your first 5 minutes
- Open Settings and put your firm's name in — it shows up top so the system feels like yours.
- The app loads with sample workers and clients so you can poke around. When you're ready for real data, Import CSV (Candidates tab) or add people by hand.
- Everything saves right in your browser — nothing leaves your machine. Hit Download full backup anytime; it's yours.
- Ready to hand a clean system to a client or start fresh? Clear everything in Settings.
🌅 The daily rhythm
Three habits run a tight desk:
1. Morning dashboard scan
Open on the Dashboard. It shows what's open, who's at interview/offer, and who needs a call today. Anything in Needs attention (Reports) is a task waiting to bite you — clear it first.
2. Find matches the second an order lands
Order comes in? Go to Clients & Orders, hit ⚡ Find matches on that order. You get a ranked short list with the reasons each person fits — and, now, who to skip because of schedule or pay. Text the top one before anybody else does.
3. Text back fast
First agency to reply usually gets the person. Keep applicants moving through the Pipeline — drag a card forward and the right text/packet is teed up automatically (wired to your number in the full version).
🗓 Availability & smart matching New
Every worker now carries their real-world schedule, so you stop wasting calls on jobs they'd never take. Open any candidate and set:
- Shifts they'll work — 1st2nd3rd (check any/all)
- Weekends OK — wknds ✓ or no wknd
- Max hours / week — full-time, or capped for the part-timers
- Desired pay — the $/hr floor they won't go below
- Days off / notes — "No Sundays," "off Weds for class," whatever they told you
You'll see these as little badges right on the Candidates list and the Pipeline cards, and you can filter the pool by shift or weekends OK in one click.
How matching uses it
Tag your order line with the shift, pay, and whether it needs weekends and matching does the rest. Type it like this:
Warehouse Picker x6 · 2nd shift · $16 · weekends
When you hit Find matches, TalentOps:
- Rules out anyone who truly can't take it — can't work weekends, wrong shift, or wants more than the job pays — and tells you exactly why so nothing's a black box.
- Ranks the rest and shows the fit reasons: weekends ✓ 2nd ✓ pay ✓ plus skill and "available now."
Best part: the people it ruled out on schedule or pay show up in a short list underneath — so if you need to stretch the shift or bump the rate to fill the order, you can see at a glance who that would open up.
📊 What the pipeline stages mean
- Sourced In your pool, not yet worked for a specific order.
- Screened You've talked — basics check out.
- Submitted Packet's gone to the client. (Dragging here queues the submittal.)
- Interview Client's meeting them — confirmation texts fire.
- Offer Offer's out. Chase the answer.
- Placed Working. First-day and first-week check-ins kick off.
🧹 Data hygiene — keeps matching sharp
- Set availability when you add someone. It takes 10 seconds and it's what makes matching smart. A worker with no schedule set can't be filtered or protected from a bad-fit call.
- Put the shift + pay on the order line. No tags = matching falls back to skill only.
- Keep certs current (forklift, CDL med card, AWS). The app nags you 45 days out so nobody gets benched by paperwork.
- Move cards as reality changes. The pipeline is only useful if it's true.
⭐ Five best practices
- If it's not in the system, it didn't happen. One source of truth beats ten sticky notes.
- Work your pool before you post. Find matches first — you probably already know the right person.
- Set the floor, respect the floor. Logging desired pay stops awkward walk-backs later.
- Text back in minutes, not hours. Speed wins placements.
- Redeploy before assignments end. Anyone "coming off" is a placement you already earned — match them early.
← Back to the app