Dashboard Overview
After completing onboarding, Driive opens to your Inbox — your home base. This is where you triage requests, manage appointments, configure your services, and keep your team organized. This article walks through every section of the interface so you know where to find things.
Sidebar navigation
The left sidebar is your main navigation. It's organized into logical groups that match how you run your business.
Main navigation
These are the tools you use daily to run your schedule.
| Item | What it does |
|---|---|
| Inbox | Your landing surface — a unified queue of everything that needs a human, covering both requests and appointments. A count badge next to it shows how many open issues are waiting; when it reads zero, you're caught up. |
| Requests | Every customer request from every channel — your booking page, phone calls answered by Dot, texts, emails, and requests your team logs by hand. Filter, search, and work each one until it becomes an appointment. |
| Appointments | Every appointment across its five statuses (Needs Scheduled, Scheduled, En Route, Completed, Canceled). Switch between List and Calendar views — including the Dispatch board — and click Schedule Appointment to book a job yourself. |
| Customers | Your built-in CRM. Search and filter customers, track their status (Lead, Customer, Inactive), and view their full appointment history. |
| CompanyCam | Access CompanyCam project photos linked to your appointments. This item only appears when the CompanyCam integration is connected. |
Note: The Calendar lives inside the Appointments page — open Appointments and use the view toggle to switch between the list and the calendar.
Learn more in Inbox, Requests, Appointments, Calendar, and Customers.
Setup
Configure how your business works in Driive. The Setup group is visible to admins only.
| Item | What it does |
|---|---|
| Appointment Types | Create and manage the services you offer. Set durations, descriptions, booking questions, and team assignments. |
| Routing Form | Build smart questionnaires that direct customers to the right appointment type based on their answers. |
| Website Widget | Add a "Book Now" button to your website and manage your embeddable booking widget. |
| Company | Update your business name, address, phone number, timezone, logo, and service area. |
| Teams | Create and manage teams (e.g., "Roofing Crew," "HVAC Techs"). Group users and configure team-level settings. |
| Users | Invite new users, manage roles (Admin, Member, Restricted), and remove users. |
| Integrations | Connect Google Calendar, Microsoft Outlook, CompanyCam, and other third-party tools. |
| Knowledge Bases | Manage the knowledge Dot draws on when answering your customers' questions. |
Learn more in Appointment Types, Users and Teams, Company Settings, and Deploy and Share.
Developer
At the bottom of the Setup group, the collapsible Developer section is for advanced users who want to build custom integrations or connect external systems.
| Item | What it does |
|---|---|
| Webhooks | Set up real-time notifications that fire when events happen in Driive — appointments, requests, customers, and issues. |
| API Keys | Generate and manage API keys for programmatic access to the Driive API. |
| MCP Server (Beta) | Connect Driive to AI assistants and automation tools using the Model Context Protocol. |
Learn more in Developer.
Shortcuts
Below Setup, your saved Shortcuts are listed for one-click access to pre-configured booking links. See the Key Concepts and Glossary for what shortcuts can do.
Dot
At the bottom of the sidebar, admins see the Dot card — the home of Driive's AI assistant. It shows whether Dot is answering your calls and chats, along with your Dot Credits balance.
Schedule Appointment button
The Schedule Appointment button on the Appointments page lets you create an appointment yourself — no booking form required. This is useful when a customer calls in and you want to get them on the schedule immediately.
Click it and move through four quick steps: pick the appointment type, select a date and time (and who's assigned), choose or create the customer, and confirm the details. The appointment lands on your calendar as Scheduled right away.
Learn more in Scheduling an Appointment.
Profile settings
Click your avatar or name in the lower-left corner of the sidebar to access your personal settings.
From here you can:
- Profile — Update your name, profile photo, and contact details
- Notifications — Set your personal notification preferences
- External Calendars — Connect your own Google or Outlook calendar
- Billing — Manage your subscription (shown if you manage the billing account)
- Log out — Sign out of Driive
These settings are tied to your user account, not your organization.
Switching organizations
If you belong to more than one Driive organization, the same avatar menu includes a Switch Organization section.
How to use it:
- Click your avatar or name in the lower-left corner of the sidebar.
- Under Switch Organization, you'll see every organization you belong to.
- Select the one you want to switch to.
Each organization has its own appointments, users, settings, and billing — they're completely independent. Learn more in Managing Multiple Organizations.
What to explore first
Now that you know your way around, here are some recommended next steps:
- Create an appointment type if you haven't yet, or add more services.
- Invite your team so they can start managing their own schedules.
- Connect your calendar to prevent double-booking.
- Share your booking link so customers can start booking online.
Or jump straight into the Quick Start: Your First Booking tutorial to see the entire flow end to end.