Client & Job Management
Overview
The Client & Job Management system enables agencies to organize client companies, manage hiring manager contacts, and create detailed job openings with AI-powered parsing and intelligent candidate matching.
Client Company Management
Features
Client Company Profiles:
- Company name
- Website URL
- Status tracking (active/inactive)
- Notes and relationship history
- Multiple contacts per company
- Hiring manager names
- Email addresses
- Job titles
- Phone numbers
- Access codes for secure submissions
- Create Client Company - Navigate to Client Companies → Create New - Enter company name and website - Set status (active/inactive) - Add notes about relationship
- Add Contacts - Open client company - Click Add Contact - Enter contact details - Use Send Access Code when you’re ready to share submissions
- Send Access Codes - Click Send Access Code on the contact to generate and send a code - Email sent with the new code - Code used to verify identity when viewing submissions
- Job title
- Description
- Required skills (array)
- Nice-to-have skills (array)
- Experience requirements (min/max years)
- Location
- Work arrangement (remote/hybrid/office/flexible)
- Contract type (permanent/contract)
- Salary range (min/max)
- Day rate range (min/max for contracts)
- Work rights requirements
- Availability requirements
- Status (open/closed/filled)
- Navigate to Jobs → Create New
- Click Parse Job Description
- Upload PDF, DOC, DOCX, or paste text
- AI extracts: - Job title - Required skills - Nice-to-have skills - Experience requirements - Salary/day rate ranges - Location and work arrangement - Contract type - All other structured fields
- PDF (preferred)
- Word documents (.doc, .docx)
- Plain text (.txt)
- Direct text paste
- Navigate to Jobs → Create New
- Select client company and contact
- Fill in job details: - Title and description - Skills (required and nice-to-have) - Experience requirements - Compensation details - Location and work arrangement
- Set status to Open
- Click Save
- Navigate to Jobs → Create New
- Click Parse Job Description
- Upload file or paste text
- Review AI-extracted information
- Edit any incorrect fields
- Link to client company
- Save job
- Open job details
- Click Find Matching Candidates
- System shows candidates ranked by match score
- Match score based on: - Skills overlap (40% weight) - Experience alignment (25% weight) - Location/work arrangement (20% weight) - Compensation fit (15% weight)
- Review matches and create submissions
- Verify client identity when viewing submissions
- Additional security layer
- Track which contact viewed submission
- Click Send Access Code to generate a unique 8-character code for that contact
- Code is emailed immediately; you can regenerate if needed
- When viewing a submission, the client enters their code
- Code is verified and stored in their session
- Views are tracked against the verified contact
- Codes are unique per contact
- Codes are case-sensitive
- Codes can be regenerated if compromised
- Use AI Parsing - Saves time and ensures consistency
- Keep Contacts Updated - Accurate contact info improves communication
- Use Access Codes - Adds security for sensitive roles
- Link Jobs to Clients - Enables better tracking and reporting
- Maintain Job Status - Keep jobs current (open/closed/filled)
- Add Detailed Skills - Better skills = better candidate matching
- AI Job Parsing
- AI Candidate Matching
- Submissions & Tracking
Contact Management:
Usage
Job Management
Features
Job Opening Details:
AI-Powered Job Parsing
Upload a job description and let AI extract structured information:
Supported Formats:
Usage Guide
Creating a Job Manually:
Using AI Parsing:
Finding Matching Candidates:
Access Codes
Purpose:
How It Works:
Security: