Google Calendar integration

Improve scheduling workflow, based around Google Calendar

An ideal solution to three common service management and scheduling challenges.

1) “Find a time” to schedule activity across multiple resources

Provides a simple Google Calendar dashboard for staff to visualize scheduling opportunities and complications across the team.

Turn this

Google calendar scheduling

Into this

Google calendar scheduling

The taps …

1) Add event

Google calendar scheduling

2) Open "find a time"

Google calendar scheduling

3) Event saved in Google

Google calendar scheduling

The Google Calendar dashboard is designed to handle critical workflows. Responsible staff are automatically notified. Updates are real-time and reliable. Count on it.

“We use the calendar integration as a company-wide planner to view everyone’s schedule so we can manage our equipment and more efficiently group work by geographic locations together. This becomes very useful when our techs are out in the field; our office staff can see where the technicians are and what free time they have when we get additional service request in those areas.” - Tim Moffitt, Environmental and General Contracting

2) Streamline field staff’s workflow

In many cases, field staff can work exclusively from Google Calendar, as Solve automatically adds the location and relevant details to the event.

When more details are involved, Solve makes it drastically easier for field staff to access important information behind the event, contribute and improve service, via the direct-to-Solve link.

Google calendar scheduling

Some examples include …

View history

Understand customer
Google calendar scheduling

Complete work

Instruct and track activity
Google calendar scheduling

Capture on-site photos

Catalogue proof-of-work
Google calendar scheduling

3) Pulling event history together across all calendars

Solve automatically organizes Google events from across the entire domain into a single view for each contact, job, property, case or similar. Shown perfectly inline with every linked email, phone call and other interaction on the record; presenting a complete, convenient, centralized history.

Google calendar scheduling

Try it

These exciting Google Calendar features work with any G Suite or Gmail account.

In Google

Ensure other calendar(s) are shared to you
Google calendar scheduling

In Solve

Verify the calendar(s) are linked
Google calendar scheduling

When linking a team member’s personal Google calendar the calendar name in Solve may appear as their email address. To change that, simply change the calendar name under Google Calendar settings (you can re-update with the original value again after if you please). The key is to simply force-update the entry once.

Google Calendar best practice

While naturally staff would share their personal calendar, be mindful that Google skips sending instant notifications for updates on personal calendars e.g. when a scheduler adds a new event.

As a result, Solve recommends Google admins create a designated shared calendar for each team member, granting “see all event details” permission to general team members, and “make changes” permission to all schedulers. This ensures set-up is centralized and each team member has the option to receive instant notifications when their calendar is updated.

Designated shared calendars are also a robust solution when staff need to schedule resources like equipment, vehicles, facilities, etc.

“Find a time” bonuses

Easily refine a scheduling window by setting which calendars, days-of-week and hours-of-day are shown.

Google calendar scheduling
Google calendar scheduling

Tap to get the detail behind any particular resource’s day.

Google calendar scheduling
Google calendar scheduling

Next feature

Continue to Google email integration …