DRAFTA working draft — not yet checked against reality by a person. Read it, but confirm before you rely on it.
Appointment Routing
Who runs each appointment — by who set it and whether it's in person or online, so none get dropped. · tap to zoom & pan
Assigns exactly one owner to every appointment based on who set it and whether it runs in person or online
WhoJason / David
WhenEvery time an appointment is set, and again during the daily confirmation window
Time~15 min
THE ONE RULEIn person appointments David sets always route to Jason, online appointments always stay with David
The steps · 7
1
2
3
4
5
6
7
Tap a step to open its detail.
NEVERLeave an appointment on the calendar without a named owner
ALWAYSLog who set it, in person or online, date and time, and owner the moment it is set
ALWAYSConfirm the appointment in the late morning window before the afternoon route locks
Why this matters+
Make sure every appointment has exactly one owner the moment it's set, so nothing gets dropped waiting on "wait, who's taking this one?" and nothing gets double-covered by two people showing up prepared for the same seller. This is the handoff step between an appointment getting set (from a call, a text reply, or a door callback) and the sit-down itself in sop-kod-close-appointment.
When to use this+
Any time an appointment is set with a homeowner, whether it came from a door knock, a phone call, or an online booking
Before the appointment goes on the calendar, so it's logged with an owner attached, not just a time slot
During the daily confirmation window, to double check the right person is still the one running it
Before you start+
You know who set the appointment and how (Jason's door callback, Jason's call, David's automated outreach, or a seller's online booking)
You know whether it's in person (kitchen-table sit-down) or online (video call)
The daily schedule structure this routing plugs into is covered in sop-kod-daily-rhythm
You have enough of the seller's file basics (stage of foreclosure, rough equity, auction date if known) to log alongside the appointment, per the prerequisites in sop-kod-close-appointment
How to know it worked+
Every appointment on the calendar has exactly one named owner, no blanks and no double-bookings
In-person appointments David set are showing up assigned to Jason, not left with David
Online appointments are staying with David or his assignee, not drifting to Jason by default
The appointment log shows who set it, in person vs online, date and time, who's running it, and the seller's file basics
Day-of confirmations happened in the late-morning window, before the afternoon route locked in
If it goes sideways+
Problem: An appointment shows up on the calendar with no owner listed.
Fix: Trace it back to who set it using step 1, then apply the routing rules in steps 2 through 4. Don't leave it unassigned while you figure it out, assign it now and correct later if needed.
Problem: David set an in-person appointment and it's still sitting in his queue instead of routed to Jason.
Fix: Reassign it to Jason immediately and hand off the file basics. In-person always goes to Jason regardless of who set it.
Problem: The late-morning confirmation call reveals the seller wants to reschedule.
Fix: Update the log with the new date and time right away, keep the same owner unless the appointment type changed (in person vs online), and free up the old route slot if the afternoon route hasn't locked yet.
Problem: Two people show up prepared for the same appointment.
Fix: This means the log wasn't checked before either person prepared. Whoever has the standing rule (Jason for in-person, David for online) runs it; the other stands down and the log gets corrected on the spot.
Problem: An online appointment came in but nobody has claimed it.
Fix: It defaults to David. He either runs it himself or assigns it, but it doesn't sit unclaimed past the confirmation window.