Syncing Rules
If any User has linked a Google calendar, the following sync rules apply when an event is created:
No jobs get synced unless it is toggled on in the user profile.
If it is toggled on for Salesperson, only their jobs get synced.
If it is toggled on for Project Manager and they DO NOT have "Show All Jobs For Project Manager Role" set, only their jobs get synced
If it is toggled on for Project Manager and they DO have "Show All Jobs For Project Manager Role" set, ALL jobs get synced
If it is toggled on for Admin, ALL jobs get synced.
Follow the steps below to enable the Jobs Schedule sync:
1. Be sure your Google Calendar is connected in your Appointments Calendar.
See here for instructions on connecting the two.
2. Click on your Profile Name at the top right of DripJobs
3. Click on My Profile
4. Toggle On Sync Jobs to Google Calendar
5. Click on Save to register the changes
6. Click on Job Schedule
7. Click on the green calendar button to schedule a Job
8. Choose a Start Date
9. Choose an End Date
10. Toggle On All Day Event
11. Click on Schedule
🗨️Navigate to Google Calendar...
12. The scheduled Job will now be on the connected Google Calendar
13. The customer Name, Job Address, Phone Number, and Work Order Link will be included in the Event.
