How to Sync the Contractor Foreman Calendar with Outlook or Google

The Contractor Foreman Calendar helps you keep track of important activities and events in one place. You can use it to view scheduled items and, when configured, sync Calendar Entries (Events) with Google or Outlook.

What Can Be Viewed on the Contractor Foreman Calendar?

Depending on your account and calendar settings, the Calendar can display items such as:

1. To-Do’s
2. Projects
3. Service Tickets
4. Punch Lists
5. Inspections
6. Safety Meetings
7. Sales Activities
8. Work Orders & Renewals
9. View Calendar Items
10. From the Main Menu, select Calendar.
11. Use the available calendar filters and display options to select the information you want to view.
12. You can switch between Day, Week, and Month views as needed.

Connect Contractor Foreman to Google or Outlook

To configure the calendar integration:

1. From the Main Menu, go to Settings.
2. Under System Settings, select Integrations.
3. Locate the Calendar integration.
4. Click Configure.

Note: If the Calendar integration shows Disabled, click Configure to review and set up the integration.

Select Your Calendar Integration

1. After clicking Configure, follow the prompts to connect the appropriate calendar service available in your account.
2. Depending on the available options, you may be able to connect with:

• Google/Gmail Calendar
• Outlook.com
• Outlook 365

• Follow the on-screen instructions to authorize the connection and complete the setup.
• Once the integration has been successfully configured, return to the Calendar and refresh it if necessary.

What Information Syncs?

It is important to understand what information is included in the calendar integration.

1. Contractor Foreman → Google/Outlook
2. Calendar Entries (Events) created in Contractor Foreman can sync to the connected Google or Outlook calendar.
3. Google/Outlook → Contractor Foreman

Meetings or calendar events created in the connected external calendar can sync back to Contractor Foreman, depending on the configured integration.

What Does Not Sync?

Not every date or deadline displayed in Contractor Foreman is treated as a calendar event.

For example, deadlines associated with To-Do’s, Estimates, or other module records do not necessarily sync as external calendar events. The integration is intended for Calendar Entries (Events).

Troubleshooting Calendar Sync

If your calendar is not showing the expected information:

1. Confirm that the Calendar integration is configured under Settings → System Settings → Integrations.
2. Verify that the correct Google or Outlook account was connected.
3. Confirm that the item was created as a Calendar Entry/Event.
4. Use Refresh Calendar to update the Contractor Foreman calendar.
5. Check that the event is not simply a deadline or date associated with another module.
   

   Summary

The Contractor Foreman Calendar can help keep your team organized by bringing important events into one central location. By connecting it with Google or Outlook, you can keep supported calendar events synchronized across your scheduling tools and reduce the need to maintain separate calendars.