Comments and Activity

Every appointment in Driive has a built-in activity feed that combines two things: a timeline of every change that has happened and a place for your team to leave internal notes. It is your appointment's living history — nothing gets lost.

The activity feed

The activity feed appears at the bottom of the appointment detail page, under the Activity heading. It shows a chronological list (newest first) of everything that has happened on the appointment.

What the feed tracks automatically

Every significant change is logged as an activity entry:

• Status changes — "Status changed from Requested to Scheduled"

• Scheduling events — "Appointment scheduled for March 25 at 2:00 PM"

• Reschedules — "Appointment rescheduled from March 25 to March 27"

• Cancellations — "Appointment cancelled by Sarah Johnson. Reason: Customer requested"

• Team member assignments — "Mike Johnson was assigned to this appointment"

• Customer updates — Changes to customer name, email, phone, or address

• Completion — "Appointment marked as complete"

Each activity entry includes:

• A description of what changed.

• Who made the change (team member name or "System" for automatic changes).

• A timestamp showing when it happened.

Adding internal notes

Your team can add comments to any appointment. These are internal notes visible only to team members — customers do not see them.

How to add a note

1. Open the appointment detail page.

2. Scroll to the Activity section at the bottom.

3. Type your note in the "Add a note..." text field.

4. Press Cmd + Enter (Mac) or click the send button to submit.

Your note appears immediately at the top of the activity feed.

Editing a note

To edit a note you have written:

1. Hover over the comment in the activity feed.

2. Click the edit option.

3. Make your changes and save.

Deleting a note

To delete a note:

1. Hover over the comment in the activity feed.

2. Click the delete option.

3. Confirm the deletion.

Note: You can only edit and delete your own comments.

Use cases for internal notes

Internal notes are a lightweight way to keep your team aligned without leaving Driive:

• Pre-job details — "Customer mentioned the leak is near the back chimney. Bring extra flashing."

• On-site observations — "Roof is in worse shape than expected. May need a follow-up estimate."

• Customer communication — "Spoke with customer on phone. They prefer morning appointments."

• Handoff notes — "I started the inspection but had to leave. Mike is finishing up."

• Follow-up reminders — "Customer wants a callback next week about the gutter quote."

Tech Notes vs. comments

Driive has two places for team notes, each with a different purpose:

Use Tech Notes for the "headline" (e.g., "3-story home, access from the back only") and comments for the play-by-play.

Scrolling and loading more

The activity feed loads the most recent entries first. As you scroll down, older entries load automatically. If an appointment has a long history, you will see a loading indicator as more entries are fetched.

Tips

• Log key decisions. When you approve, reject, or reschedule an appointment, add a quick note explaining why. Your future self (and your team) will thank you.

• Use notes for context, not tasks. The activity feed is not a task manager. If something needs to be done, schedule it or assign it. Use notes to record the "why" behind decisions.

• Check the feed before calling a customer. Before you reach out to a customer, scroll through the activity feed to catch up on any recent changes or notes from other team members.

Related articles

• Appointment Detail

• Appointments Overview

• Completing an Appointment