If a field team member isn’t showing up in the schedule them you might want to add to their skillset or increase the areas they will work in. This will allow them to appear in the schedule for more jobs. Here is a video that shows how to do that.  

Sometimes you need to keep a record of new enquiries. Even if they are for existing clients. A list of jobs to do and a record of the success in contacting the customer. Gere is a video of how to do that.