Skip to content
Driive Help Center home

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:

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

What changed

Booking Pages replaced the routing form

Your public booking experience used to be one thing: a single routing form, configured once for the whole company. Now it's Booking Pages — and you can build as many as you need.

Each page is a real page with its own address (book.getdriive.com/your-page), its own questions, its own copy, its own branding, and its own embed code. That means a general page linked from your website nav, a stripped-down landing page for paid ads, and a maintenance-only page you text to existing customers can all coexist, pointing at the same appointment types, availability, and team.

Setup > Booking Pages in the sidebar is where they live. Create one with a name and a URL, then work through seven tabs:

  • Form — questions, routing rules, the page's default destination, and which contact fields you collect. Questions come in three flavors: Choice, Multi choice, and Services (a grid of service cards with icons and descriptions). A page with no questions at all is a valid page — every visitor goes straight to its default destination, which is how a single-service landing page works.
  • Content — the heading, intro, contact form labels, and thank-you message.
  • Design and Reputation — logo, brand color, accent color, and background, all inheriting your company identity until you override them, plus your star rating and certification badges.
  • Behavior — post-booking redirects, terms and privacy links, and Cloudflare bot protection (on by default).
  • Embed — the Book Now button and inline embed snippets for this page, with a live preview. This replaces the old Website Widget page; the embed code now belongs to the page it opens.
  • General — the page's name and public URL.

A few things worth knowing:

  • Pages start as drafts. A draft URL isn't publicly resolvable, so you can build the whole thing before anyone can reach it. Publish when you're ready, and Preview walks the live page without creating real requests.
  • Answers can carry forward. Open Pass this answer into booking questions on a page question and its answer prefills the matching question on the appointment type — so customers stop getting asked the same thing twice.
  • Old links still work. app.getdriive.com/book/{org-slug} redirects to the booking page whose slug matches your organization slug.

We added slot ranking algorithms

A sales estimate and a warranty callback both need a time on the calendar, but they don't want the same time. Each appointment type now chooses how Driive orders the times it recommends, on the Scheduling tab under Slot Ranking:

  • Speed to lead (the default) — leads with the earliest available day, then balances earlier same-day times against drive time. For estimates, inspections, and anything a competitor could take first.
  • Route density — favors short drives and slots that cluster tightly against work already on the books. For maintenance, warranty visits, and routine work where windshield time is the real cost.

Ranking is the last step in availability, not a filter: it never adds a slot your team can't work and never removes one they can. It only changes the order — which matters, because the recommended times and the first available date are what most customers actually see. The setting applies everywhere slots are offered: booking pages, the in-app scheduling flow, and Dot.

Because it lives on the appointment type, you can run both at once. "Free Roof Inspection" on Speed to lead and "Annual Gutter Cleaning" on Route density, same crew, same calendar.

CompanyCam is now configured per service

The CompanyCam integration used to be all-or-nothing once connected. Now each appointment type decides for itself, on its Settings tab:

  • Auto-create CompanyCam Project — create a matching project whenever an appointment of this type is booked.
  • Sync Booking Photos to CompanyCam — upload the photos the customer attached during booking into that project.

Both are off by default on a new type, so you choose where they apply — a project for every inspection and re-roof, nothing for the phone consultation that never leaves the office. Photo sync pairs with a photo upload booking question; turn it on without one and Driive flags it right in the panel, since there'd be nothing to upload. See Integration Settings.

We surface the things that need your attention

Driive now has Issues — 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 Needs Attention 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 Issues, 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 a booking page, 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.
  • Search is everywhere — fast, instant-filtering search boxes on Issues, 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 Issues list. Here's how to turn it into a booked appointment.

  1. Open Needs Attention (or the Requests list) and click the request you want to work.
  2. 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.
  3. Fill in anything missing. Contact fields, the Service address, the Appointment type, and any booking questions all save automatically as you go.
  4. 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.
  5. 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 a booking page

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

What the customer does on your site:

  1. They land on your booking page and answer your page questions (if you use them) so the right service is picked.
  2. They confirm the appointment type and answer its questions.
  3. They enter their service address if the service needs one.
  4. 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 Issues list, 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 booking page 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:

  1. Schedule appointment — pick the appointment type.
  2. Select a time — choose the date, time, and who's assigned. You'll assign at least one user here.
  3. 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.
  4. 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.