Driive Quickstart: How to Set Up Team Scheduling, Booking, and DOT

This quickstart explains how to configure Driive from the ground up so your team can be invited, assigned to teams, scheduled correctly, and routed through booking pages, integrations, and DOT. The goal is simple: appointments that are qualified, booked, and managed consistently across your whole business.

Work through the steps in order. Company-level settings come first, then teams and appointment types build on top of them. Before you roll everything out, test one booking flow end-to-end so you know it behaves the way you expect.

Prefer to follow along on screen? This walkthrough covers the entire setup in order — from inviting your first user to testing DOT on a live phone number.

This quickstart picks up once you're already inside Driive. If you haven't created your account yet, it only takes about two minutes: go to app.getdriive.com and click Sign Up.

Driive doesn't use passwords. Choose how you want to sign in — Continue with Google, Continue with Microsoft, or a magic link sent to your email — and you'll use that same method every time you log in.

If a teammate has already set up Driive for your business, ask them to invite you instead. You'll get an email invitation, and signing in creates your account automatically — you can even belong to multiple organizations if you manage more than one business.

After signing up, Driive drops you into the onboarding wizard to set your business profile, service area, and hours. For the full account-creation walkthrough, see Creating Your Account in the Driive Help Center.

Start under Users in the left-hand menu and invite every team member to Driive. Once they accept, have each person complete their profile so scheduling has accurate data to work with.

Profile details: avatar/icon, maximum appointments per day, and contact information.

Permission levels: as an admin, assign each user a role — Admin, Member, or Restricted — based on what they should be able to see and change.

Notification preferences: set these per user for reminders, booking notifications, issue notifications, new issue alerts, and marketing notifications.

After everyone is invited, create teams to organize staff by function, territory, or service line — for example a Sales team, an Installation team, or a North vs. South service area.

Click Create Team, name it, and assign the appropriate users. Then decide how appointments should be distributed within the team.

Round Robin: distributes appointments equally across team members.

Best availability: optimizes for both customer and staff availability.

If a team serves a specific geographic area, customize its service area map. Draw the boundary so bookings only route to the correct region — this is what keeps a South-side crew from being offered a North-side job.

Next, set availability rules. Teams can inherit company-level availability, or you can override it when a team works different hours. You can also configure individual user schedules inside a team — for example Monday, Wednesday, Friday only, or different start and end times by day.

Save your changes so team members are only bookable within the rules you defined.

Open Company Settings and verify your branding and business details before you build anything customer-facing on top of them.

Confirm or update: star rating display, Google Business Profile connection, website URL, phone number, time zone, and company-level availability.

Make sure these are accurate, then save once the company profile is complete.

Connect Google Calendar for every user. This lets Driive check existing appointments and determine whether travel between jobs is actually feasible. Configure calendar access as needed — read-only, read/write, or conflict calendars, using Google Calendar or Outlook.

If your business uses CompanyCam, connect it next. Grant access during login, choose whether appointment types sync projects or photos, and decide whether automatic account creation is enabled.

If you use Go High Level, connect it for nurturing workflows so automations can send a booking link to prospects.

Create each appointment type your business offers — for example a Free Estimate — then edit its details: customer-facing name, description, and scheduling rules.

Location behavior: use your company location if it matches HQ, or override it if the appointment type starts somewhere else.

Duration: define how long the visit takes — for example one hour for a free estimate.

Arrival style: choose an exact arrival time for fixed appointments, or an arrival window for dispatch-style visits.

Buffer time: add prep, notes, or cleanup time on top of drive time when needed.

Booking windows: control how far in advance customers can book, prevent same-day booking, or limit bookings to a set future range such as two weeks out.

Select which users and teams can receive each appointment type so routing matches your operational structure — for example, only North End Sales can receive Free Estimate bookings.

Add additional users if more than one person should be bookable, then confirm the routing logic lines up with how your business actually runs.

Add qualification questions to screen leads before they book. Focus on questions that reveal budget, scope, and urgency — for example, "Have you hired us before?" or "Have you hired this type of work before?"

Add photo upload requests where useful and sync them to CompanyCam if desired. Create urgency questions such as "Do you have a start date in mind?" and make questions required when necessary.

Use conditional follow-up questions that appear based on the customer's answer — if they answer yes, ask when they want to get started; if they answer no, ask for a target completion date.

Decide whether automatic lead qualification should be enabled. If you want customers to book only after qualifying, keep the approval logic aligned with your process.

Set qualification rules per question — for example, auto-qualify someone who has hired you before, or route someone differently if they answer no to prior experience.

Set your qualification threshold: higher thresholds require stronger qualification before booking, lower thresholds let more leads book sooner. Save and test the logic to confirm it routes leads correctly.

Create a Booking Page for the appointment types you want customers to schedule, then select which appointment types appear on it.

Edit the page content and design — add company reviews and reputation, certifications and accreditations, and match the branding and layout to your site. Configure post-submission behavior: redirect after request, redirect after confirmation, terms of service, and privacy policy.

Book Now button: publishes a pop-up style form.

Inline embed: places the form directly on the page.

Set brand colors, accent colors, and background colors so the booking experience matches your website.

Use the Inbox to manage incoming activity, and review the All Issues bucket for requests that need attention. For each request, decide whether to manually schedule it, send the customer a booking link, review location or request details, or link an existing project versus creating a new one.

If a form is incomplete, send the customer back to finish the missing information. When needed, you can override the system and approve scheduling manually — just document when staff should do that so decisions stay consistent. Use the request list to manage all pending items still waiting on information.

Review appointments by day, week, month, or Dispatch view. Use Dispatch view to move appointments around during the day, and filter the calendar by team or individual user. The List view shows both scheduled and unscheduled appointments.

Use the Customer Database so you're not recreating customer records, and use Conversations to review call outcomes and transcripts — whether calls were answered, missed, or resulted in bookings, plus context for follow-up.

Once CompanyCam is connected, use the CompanyCam tab to book appointments directly. Select the appointment type, set the duration, and choose the user or team member who should receive the booking.

This workflow is ideal when a project or photo context already exists in CompanyCam and you want to schedule straight from it.

Go to Phone Numbers and add a number first — this provisions the line DOT will use for calls. Then open DOT settings and choose which appointment types DOT can schedule, adding appointment-specific instructions where needed (for example special notes for a precise-measure visit).

Build out the Knowledge Base so DOT can answer accurately: warranty details, competitive advantages, services offered and not offered, pricing guidance, and common customer questions.

Customize DOT's opening greeting, turn call recording on or off, set a maximum call limit to control usage, and add a fallback number in case DOT is paused or unreachable. Test DOT to confirm it follows your rules and booking logic before it takes real calls.

SMS functionality isn't fully built out yet, but it's intended to work much like DOT calls — worth planning for now.

Plan your deployment across every channel and route them all into the same qualification and booking workflow.

Go High Level automations: send booking links inside nurturing sequences.

CSR or scheduling team: work bookings from the Driive backend.

Booking page or button: embedded on your website.

DOT phone number: handles inbound calls.

Connect every calendar: if a user skips Google Calendar, Driive may not accurately detect availability or travel feasibility.

Keep qualification on: don't skip qualification logic if you want to avoid unqualified bookings.

Verify areas and hours: confirm team service areas and availability before publishing booking pages.

Test everything: exercise integrations, booking pages, and DOT before going live.

Document overrides: if staff use manual overrides, note when they should — so scheduling decisions stay consistent.

Company settings first: configure company-level settings, then customize teams and appointment types on top.

Reuse availability: inherit company availability wherever possible to reduce maintenance.

Use conditional questions: cut unnecessary back-and-forth with customers.

Keep types simple: standardized appointment types make routing easier to manage.

Test one flow first: run a single booking flow end-to-end before rolling out all appointment types.

Automate booking links: use them in automations to reduce manual scheduling work.

Update the knowledge base: keep it current so DOT answers common questions accurately.

Driive brings live booking across phone, web, and DOT together with drive-time-aware routing and automated lead qualification in one platform — so every channel funnels into the same qualified booking workflow.

If you'd rather set it up alongside someone who does this every day, book a demo and we'll help configure teams, service areas, appointment types, and DOT for your service lines. You can also explore the full platform or see Driive for home service businesses.

Prefer to dig into a specific feature on your own? Browse step-by-step articles in the Driive Help Center.