Connect your calendar

When jobs and tasks live in your team’s calendar alongside everything else, fewer appointments get missed. Service Buddy syncs scheduled work to Google Calendar or Outlook so your installers and measurers see the full picture on their phones.

Before you start

• Decide which calendar account to use — often the same one you use for your main work email.
• Each team member can connect their own calendar, or you can use one shared team calendar. Shared calendars are easier to manage.

Connect Google Calendar

1. Go to Settings → Integrations.
2. Find Google Calendar and click Connect.
3. Sign in to the Google account that owns the calendar.
4. Choose which calendar Service Buddy should push events to. You can pick your primary calendar or a separate one (for example, a shared “Field Jobs” calendar).
5. Click Allow to grant the required permissions.

Connect Outlook or Microsoft 365

1. Go to Settings → Integrations.
2. Find Microsoft Outlook / 365 and click Connect Calendar.
3. Sign in with your Microsoft account.
4. Choose the calendar to push events to.
5. Approve the permissions.

Choose what syncs

Once connected, go to Settings → Calendar Settings to control what Service Buddy pushes:

• Jobs — scheduled field work
• Installations — new equipment or system installations
• Tasks — team to-do items with due dates
• Appointments — client visits and consultations

Toggle any category on or off. Changes apply right away.

What happens next

• New jobs you schedule in Service Buddy appear on the connected calendar within a minute or two.
• Each calendar event includes the client name, address, time, and a link back to the job in Service Buddy.
• If a job is rescheduled, the calendar event moves automatically.
• If a job is cancelled or deleted, the event is removed.

Tip

Cut missed appointments way down by inviting the assigned tech to the calendar event. Their phone will remind them 15 minutes before the job.

Tips

• Use a dedicated calendar for Service Buddy events instead of your personal one. It is easier to turn off at the end of the day and keeps your view clean.
• Color-code the Service Buddy calendar in Google or Outlook so events are instantly recognizable.
• If a tech prefers their phone’s native calendar app, both Google Calendar and Outlook sync to iOS and Android calendars automatically.

Caution

Calendar sync is one-way by default: changes made in Service Buddy update the calendar, but editing an event directly in Google Calendar does not change the job in Service Buddy. Always make scheduling changes from inside Service Buddy.

FAQ

Why connect a calendar if Service Buddy already has one?

Service Buddy’s built-in calendar shows scheduled jobs and tasks. Connecting Google or Outlook makes those events visible everywhere your team already lives — phone calendars, the same calendar app where personal events live, even in widgets on the home screen. Installers don’t have to open Service Buddy to know what’s coming up.

Should each team member connect their own calendar, or use a shared one?

Both work. Shared calendar (one connected calendar for the whole team): everyone sees everyone’s schedule, easier for owners to manage. Per-person calendars: each installer connects their own and sees only their assigned work. Most flooring retailers find a shared “Install Schedule” calendar plus per-installer assignments works well.

Is the sync two-way?

No — Service Buddy → Calendar only. Editing an event directly in Google Calendar or Outlook doesn’t change the underlying job in Service Buddy. Always reschedule from inside Service Buddy so the calendar stays in sync with the source of truth.

What appears in the calendar event?

Client name, address, time, and a link back to the Service Buddy job. Installers can tap the link from their phone to open the job, see notes, and confirm details before arriving on site.

How quickly do changes sync?

Within a minute or two for most calendars. Reschedules, cancellations, and new bookings all push to the calendar automatically.

What syncs by default — jobs, tasks, both?

Configurable. Go to Settings → Calendar Settings and toggle what you want to sync: jobs, installations (specific job types), tasks, and appointments. Most retailers sync jobs and appointments, sometimes tasks.

What if I disconnect the calendar?

Existing events that were already pushed remain on the calendar (they’re standalone events at that point). New events from Service Buddy stop syncing until you reconnect.

Can I sync to Apple Calendar?

Indirectly — Apple Calendar can pull from a connected Google Calendar account. Connect Google Calendar in Service Buddy, then Apple Calendar (iOS or macOS) shows the same events through Google.