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Last Updated: 08/28/2026
in Quick Reference
The CDLSuite Custom Reports module allows you to easily run historical reports on Leads, Hires, Applicants, and QuickSend. Custom Reports gives you the ability to create and save an unlimited number of reports that display the data that you specific...
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Last Updated: 08/28/2026
in Quick Reference
Tracking Codes provide a quick reference to any codes from other sites where your application link is posted, such as Google, Facebook, or Statcounter. CDLSuite allows you to add your own snippet of code within your Employer Profile.
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Last Updated: 08/28/2026
in Quick Reference
The CDLSuite Driver Files feature uses sub-folders to monitor the status of individual forms and documents. While the system allows you to put more than one form or document into a sub-folder, it is recommended to create a sub-folder for each indivi...
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Last Updated: 08/28/2026
in Quick Reference
Visual Work History allows you to easily assess an applicant’s past experience in one glance. This feature gives a chronological history of the applicant's driving jobs, non-driving jobs, start dates, end dates, overlapping employers, employment gap...
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Last Updated: 08/28/2026
in How To
The CDLSuite QuickView feature allows you to see a candidate’s basic information at a glance, without opening his/her full application. Info shown includes name, address, CDLs and endorsements. To use QuickView, from your Profile Home Page, choose “...
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Last Updated: 08/28/2026
in Rollup Lists
Rollup List are lists of applicants with similar characteristics. Users can create an unlimited number of lists. Creating Rollup Lists allows users to quickly recall and display all of the applicants within the desired group. Rollup Lists can be cre...
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Last Updated: 08/28/2026
in How To
Next-Actions allow you track and share upcoming tasks and events related to a specific Lead, Applicant, or Hire. You can inform your entire team of important actions that are scheduled, and when they are to occur.
Using this feature is simple.
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Last Updated: 08/28/2026
in How To
CDLSuite offers the FileView feature, which provides a concise look at the forms provided to employees during and after the hiring process. This feature also allows you to track the status of each form. Using FileView is easy and can be acces...
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Last Updated: 08/28/2026
in How To
From your Profile Home Page, choose View Leads/Applicants/Hires > Applicants tab > choose your applicant. This will open up the Document Manager for that individual. From this page, you can manage documents and forms, as well as adding Notes and Nex...
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Last Updated: 08/28/2026
in How To
Fillable Forms allow you and candidates’ past employers to open the “Inquiry to Past Employer” or the “Driving History & Safety Performance" forms, enter or update information and return them right from a mobile device or computer.
To use these ...