Choose rep availability
On the web open Settings → Appointment times → Who works when. Select Runs appointments and the times each eligible active rep can run. Admins, general managers and sales managers can edit permitted schedules. Rep eligibility also uses supported job/type/ZIP matching, booked appointments, time off and company events.
Turn on routing deliberately
An administrator reviews Times → Auto-assign before enabling it. Manual assignment takes priority. Automatic assignment requires an eligible rep and a real opening; it does not infer holidays or external calendar events. Use the openings preview and an appointment you control to verify configuration. Saving a draft or a weekly row is not proof a customer appointment was booked.
Keep going
Work through daily actions
Find sales assignments, due follow-ups, unanswered customer replies and production work.
Read guideInvite employees and choose their roles
Set up administrators, managers, callers, salespeople, and installers without sharing logins.
Read guideConfigure Appointment times
Set weekly times, who works when and optional advanced limits.
Read guideSchedule visits and record appointment outcomes
Keep the calendar, salesperson assignment, and result history aligned.
Read guide