What's New

We've given Driive its biggest update yet. The whole app has been redesigned around one idea: show you what needs your attention, and make it fast to act on it.

This release is broken into two parts:

What changed — the big-picture improvements you'll notice right away.
Key workflows — step-by-step walkthroughs of the three things you do most.

What changed

We surface the things that need your attention

Driive now has an Inbox — your single, prioritized list of everything that needs a human. Customer requests, appointments waiting to be scheduled, leads flagged for review — they all land here so nothing slips through the cracks.

You'll see the Inbox in the left sidebar with a count badge showing how many items are waiting on you. When it's at zero, you're all caught up.

Inside the Inbox, every item is tagged with a plain-language reason so you know why it needs you at a glance:

Needs information — waiting on more details before it can move forward
Needs approval — needs your sign-off before scheduling
Manual review — flagged for a human to look at
Failed qualification — the lead scored below your threshold
Out of service area — the customer is outside the area you serve
Needs scheduled — ready to go, just needs a time on the calendar
Customer canceled — the customer canceled their appointment via the booking link
Call dropped — a call that disconnected before the request was complete

Filter chips across the top — All Issues, Needs information, Needs approval, and so on — let you jump straight to one kind of work. Unread items show a bold title and a dot, and you can pin anything important to keep it at the top.

Tip: Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in a list to jump straight to the search box.

We made it easy to know what action to take

Open any item and the next step is right there as a single, clear button — no hunting through menus. A request that's ready becomes Schedule. A flagged request becomes Approve & Schedule. Once an appointment exists, the button reads Schedule Appointment if it still needs a time, or View appointment if it's already booked.

The new Requests area (also in the sidebar) is your full history of every request that's ever come in — through your website form, a phone call, or created by hand. Filter by channel or by appointment type, and toggle Show archived when you need to dig something up.

We made scheduling faster everywhere

We rebuilt the screens you use to get appointments on the calendar:

Booking a job yourself is now a clean, four-step flow that detects returning customers and auto-fills their saved address.
Summary cards on every appointment and request show the date, time, assigned team, and a one-tap Directions link to the service address.
Start a booking from a calendar slot and the time is pre-filled for you.

We made things more intuitive and easy to search

Search is everywhere — fast, instant-filtering search boxes on the Inbox, Requests, and Appointments, all with the ⌘K / Ctrl+K shortcut and a one-click clear button.
Searchable dropdowns — pick an appointment type by typing its name instead of scrolling.
Autosave — on a request, contact details, address, and answers save as you type. No "Save" button to remember.
Consistent layout — every page now has the same clean header with the title on the left and your actions on the right.

We added arrival windows and dispatching

For field work, promising a job to the exact minute isn't always realistic. Now each appointment type can book by arrival window instead — the customer picks a range like 8–10 AM, and you keep the technician assignment flexible until you're ready to commit it.

Window bookings flow into the new Dispatch board — a Calendar view that pivots the day into technician rows with an Unassigned lane on top. Drag a job onto the right tech, and Driive only lets you drop it where that person can actually make it, factoring in availability, buffers, and drive time. When your tech heads out, mark them on the way and the customer gets an automatic "your technician is on the way" message with the tech's name and number.

Customers only ever see the window — never the internal plan — so you can shuffle jobs around inside a window without ever messaging them.
Driive keeps unassigned jobs honest — if availability shifts, it quietly re-fits the plan inside the promised window, and flags anything it can no longer staff.
A new En Route status joins the appointment lifecycle, right between Scheduled and Completed.

Key workflows

1. Scheduling a new requested appointment from the Driive app

When a customer asks for service, that request lands in your Inbox. Here's how to turn it into a booked appointment.

Open the Inbox (or the Requests list) and click the request you want to work.
Review what the customer told you. The What the customer said card shows their request in their own words, and the Detail tab holds their contact info, service address, and answers.
Fill in anything missing. Contact fields, the Service address, the Appointment type, and any booking questions all save automatically as you go.
When you're ready, click the action button:
- Schedule — for a clean request that's ready to book.
- Approve & Schedule — for a request that was flagged (failed qualification, manual review, etc.). This clears the flag and books in one step.
Driive creates the appointment and takes you to it so you can pick a time. Or, to let the customer choose, use Share Booking Link to send them a personalized link to your live availability.

Tip: Use the Sessions tab on a request to see any calls or texts tied to it, and Notes & Activity to see who's touched it and when.

2. Handling a new request from the website form

Requests from your website form flow into Driive automatically — and Driive does the first pass of triage for you.

What the customer does on your site:

They land on your form and answer your routing questions (if you use them) so the right service is picked.
They confirm the appointment type and answer its questions.
They enter their service address if the service needs one.
Driive checks the request. If it qualifies, the customer is sent straight to a page to pick their own time. If it needs your review, they see a friendly "We'll be in touch soon to get you scheduled" message.

What you see in Driive:

The request appears at the top of your Inbox, marked Open.
It carries a reason chip explaining its state — for example Needs information, Failed qualification, or Out of service area — so you immediately know whether to schedule it, gather more detail, or follow up.
From there, you work it exactly like Workflow 1: review, fill in any gaps, and click Schedule or Approve & Schedule.

Tip: A glowing Live session badge means the customer is on your form right now. Great for catching a booking in progress.

3. Adding an appointment to the calendar

Need to book a job yourself — from a phone call, a walk-in, or a repeat customer? Booking a job directly is now faster than ever.

Click Schedule Appointment on the Appointments page (or click an open slot on the calendar to start with the time pre-filled), then move through four quick steps:

Schedule appointment — pick the appointment type.
Select a time — choose the date, time, and who's assigned. You'll assign at least one user here.
Customer — search an existing customer by name, email, or phone, or toggle to New customer to add one. Pick a returning customer and Driive auto-fills their saved address on the next step.
Appointment details — confirm the Service address, answer any booking questions, and add private tech notes for your crew.

Click Schedule appointment and you're done. If you started from the calendar, you stay right there with the new appointment in place.

Questions?

If anything looks different and you're not sure where it went, our support team is happy to help — and the articles below cover each of these areas in depth.