Google Calendar
Selected-calendar availability and appointment create, move, and cancel flows are verified in the private pilot. Customer access is being prepared as part of the wider rollout.
Private pilotScheduling, built around the job
The right person.
The right place.
A time that fits.
A calendar opening doesn’t tell the whole story. Bring service eligibility, team availability, and customer details into the same booking decision.
Explore the pilot with usILLUSTRATIVE BOOKING CHECKRoof estimate
Before it goes on the calendar.
Service offeredMatch the job to what your business does.
Inside your coverageCheck the property’s service ZIP code.
The right team memberMatch availability and service eligibility.
A clear appointment recordKeep the booking connected to the lead.
Build a better booking workflow One place to run the handoff
From “Can you come out?”
to “It’s on the calendar.”
Start with the lead. Choose the service and the team member. Offer an eligible time. Keep the result attached to the conversation.
The private workspace supports native booking, rescheduling, and cancellation, with a shared lead inbox and business settings. Your team can work here without making a separate CRM the foundation of the process.
Connected where it matters
Keep calendars part
of the conversation.
Existing appointments should inform the next one.
Microsoft calendars
Private-account event creation, rescheduling, and cancellation are verified. Organization-specific consent and broader customer readiness remain pilot checks.
Private pilotDo I need a CRM to use LeadToRoute?
No. The native workspace includes a lead inbox, team settings, and appointment calendar. CRM connections are optional; individual integrations will be confirmed before onboarding.
Can it work with Google and Microsoft calendars?
Google and Microsoft calendar connections are working in our private test environment, including booking, moving, and cancelling appointments. Wider customer authorization is still being prepared, and we’ll confirm compatibility before your pilot starts.
Does scheduling account for travel?
Route-aware checks are active in the private pilot for team members with confirmed locations and routing enabled. They account for road time on both sides of a proposed visit, working hours and buffers. Read how it works.
Can I move or cancel an appointment?
Yes, native rescheduling and cancellation are part of the private workspace. The connected-calendar event lifecycle has also been verified for the selected Google and Microsoft test accounts.
Let’s build a better workday
Put the next appointment
in the right hands.
Tell us how your team handles leads and appointments.
Let’s see if the LeadToRoute pilot is a fit.