👋 Welcome!
This guide walks you through everything you need to complete on Day 1 in Double Nickel. Most teams finish setup in under 1 hour.
Follow the checklist below to connect your account, review your first applicants, and start moving drivers through your hiring process.
If you get stuck at any point, our team is here to help.
What “Day 1 Success” Looks Like
What “Day 1 Success” Looks Like
By the end of Day 1, you’ll be fully set up and able to:
Get Your Account Ready
Log in successfully
Set up your profile
Connect your email
Connect your calendar
Manage Applicants with Confidence
View applicants from the Applicants page
Filter and create saved views
Review applications
Edit applications and send back for driver review
Move applicants between stages
Communicate with Drivers
Send texts and emails
Follow up quickly from inside the platform
Process & Move Applicants Forward
Place background check orders
Send document signature requests
Request VOEs
Download documents
Export applicant data
At this point, you’re fully operational.
Helpful Links to Bookmark
Helpful Links to Bookmark
Help Center: https://help.getdoublenickel.com
Video Walkthroughs: https://www.youtube.com/playlist?list=PLZFX414QpoOlAJi2ZMccm6noovWdYjYEO
Double Nickel Dashboard: https://dashboard.getdoublenickel.com
Log in to Double Nickel
After you are added to Double Nickel, you will receive an email with information about how to set your password and login.
Navigate to dashboard.getdoublenickel.com
Enter your email address
Click Forgot Password
Use the password reset email to set your password
Login
Confirm you land in your dashboard
Set-up Multi-Factor Authentication (MFA) (Optional)
After creating your account, you can enable MFA on your account for more security.
Go to the Settings page, then click on Users
Click on your user profile
Click the edit icon
Set-up MFA
Connect your email address (Required)
To send emails and track emails in Double Nickel, you must connect your email address via the Settings page.
Go to the Settings page
Click on Users
Click on your user
Click Connect Email
Follow the steps on screen to connect your email
Note: For security purposes, the email address you connect must match your Double Nickel email address.
Connect your calendar (Required for Voice Agents)
To allow the AI Recruiter to view your availability and book appointments, you'll need to connect your calendar with a quick set-up process.
Create a Cal.com account
Go to cal.com and sign up with your email (there’s a free plan)
Generate an API key
In Cal.com, go to Settings → API Keys, click Add, and create a new key
Make sure it’s set to Never Expires, then save it
Copy your API key
Copy the new API key to your clipboard.
Paste the key into Double Nickel
In Double Nickel:
Go to Settings → Account
Choose Sign in to Cal.com
Paste your API key into the Calendar API Key field
Save and finish
Once saved, your calendar is connected - Double Nickel can now schedule and manage meetings in your calendar
Recommended: Update Cal.com settings from the default setting (Cal video) to a phone call
View applicants on the Applicants page
To get started reviewing and processing leads and applicants, you can navigate to the Applicants page.
Open the Applicants page
Click into an applicant profile
Filter applicants on the Applicants page
You can use the filters on the Applicants page to quickly find the applicants you're looking for.
Navigate to the Applicants page
Click Filters in top right corner
Select the filter you'd like to apply
Create and use Saved Views
Saved views let you save your filters, columns, and sort order so you can come back to the same view anytime. Each user has their own saved views.
Create a saved view so you can return to the same filtered list and column and sort settings anytime
Move applicants between stages
To keep your pipeline organized and your process moving, it’s important to move applicants between stages.
Update an applicant stage so your team can see progress immediately
Use applicant stages to trigger automations for automated outreach
Communicate with applicants (Text, call, and email)
To communicate with applicants in Double Nickel, you can navigate to an Applicant's profile and quickly call them or send them an email or text.
Note: Outbound texts and calls originate from the Double Nickel number found under Settings > Company > Double Nickel Number.
Send a text
Call applicants
Note: Inbound calls made to the Double Nickel number will be routed to either the Company Phone Number or to the Assigned Lead Employee. You can view your current settings and make changes on Settings > Company > Communications.
The current Company Phone Number can be found and updated under Settings > Company > General.
The phone number associated with each employee can be found and updated under Settings > Users.
Send an email from your email address
Note: If you have not connected your email, you'll need to do that first.
Review a full DoT application
To review an applicant's full DoT application, you can navigate to their profile and review their submitted information in the dashboard or download a PDF with their information.
Review application information by navigating to an applicant's profile
You can also view the application PDF by:
Scrolling to the bottom of the applicant's profile
Navigating to the Documents
Note: The application PDF will only appear once the applicant has signed all consents and submitted the full DoT application.
Update or Edit an application & Send it the Applicant for Confirmation
In Double Nickel, you have the availability to edit applications as needed.
To regenerate the consents and application PDF, you must ask the applicant to sign off on any changes made.
Make updates to applications (if needed)
Send the applicant their application link so they can correct or complete information (required)
The application link can be found in the top right corner of the applicant's profile
Place background check orders
You can place Asurint or HireRight orders directly from Double Nickel.
Method 1: Place an order for a single applicant
Navigate to an applicant's profile
Click Documents or Orders
Place a background check order using the Request buttons
Method 2: Place orders for multiple applicants
Navigate to the Applicants page
Select the applicants you'd like to place the order for
Click on Actions
Click on Bulk Actions
Click the Bulk Action Type dropdown
Click Run Background Check
You can track the status of orders placed on the applicant's Orders page. If you see an order in 'Pending' status and would like a status update, please check the Asurint or HireRight portal and reach out to their team for more information.
Send document e-signature requests
You can send applicant e-signature requests directly from the Double Nickel platform.
Navigate to an applicant's profile
Click on Documents
Click on Actions
Send a document to an applicant for electronic signature
Upload documents
You can upload documents as needed to Double Nickel.
Navigate to an applicant's profile
Click on Documents
Click on Checklist or Documents
You can upload documents to checklist items on the Checklist pane
You can upload other documents on the Documents pane
Upload documents as needed
Download documents
You can download documents as needed from Double Nickel, either individually or in bulk.
Navigate to an applicant's profile
Click on Documents
Download individual documents as needed
Select documents then download in bulk under Actions
Send Requests for VOE (Verification of Employment)
Double Nickel’s VOE tools help you locate contact information, log outreach attempts, and complete employment verifications.
Find VOE Contacts
Click VOE on the left side navigation
Open the applicant’s Employment Experience you want to verify
Click Edit on the experience, then use the Contact Name field to select the correct contact from the dropdown
Click Save when you’re done
Log and Complete VOE Attempts
Send instructions via email from the VOE page to guide contacts through submitting verification and automatically track progress, or:
Under the VOE table, click the three dots next to the record you want to update
Select Log Contact Attempt
Choose the contact (or enter new contact info) and Save
After three outreach attempts, mark the VOE as complete
Managing Incoming VOE Requests
Double Nickel allows other carriers and partners to send verification requests directly to your account.
Go to VOE on the left navigation
Click Actions in the top right corner to either:
Copy VOE request link to share or publish on your website, or
Send instructions directly via email
Incoming requests will appear on the VOE page. Click a request to view details and submit a response
If you’re stuck
FAQs & Troubleshooting
If you're stuck, visit our FAQs & Troubleshooting Guide to get unblocked quickly. This guide contains a lot of the common areas that users get stuck on.
If you're still experiencing challenges:
Use the Intercom chat bubble in Double Nickel
Describe what you are trying to do and what you are seeing
If needed, include screenshots and the applicant name
From there, a member of our team will be in touch with you as soon as possible!
The fastest way to reach us is through the in-app chat. Every message automatically routes to your Customer Success Manager or our support team so you get the right help quickly.
Optional email support: [email protected]
What happens next
After Day 1:
Applicants will continue flowing into Double Nickel
Saved views help you stay organized and consistent
When you are ready, use the Help Center, training content, and video library to go deeper