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Google Calendar sync

Planned protocols are written to the company Google calendar and to technicians' calendars. The office plans in Deratix while each technician sees their day in the calendar they already use.

Deratix Google Calendar sync — desktop application screenshot showing the feature in action
Deratix Google Calendar sync — mobile app view with touch-optimized interface

Features

Your Deratix plan in Google Calendar

Planned protocols are written automatically as events with the client, address, time, and technician

Three routing modes

Company calendar only, technicians' calendars only, or both at once — matching how your company plans

A technician's personal calendar

When allowed by the administrator, a technician connects their own Google account and sees assigned visits in the calendar they already use

Rules based on protocol status

Decide whether drafts and protocols under review are written, and what happens to the event after sending or cancellation

Events with full context

Protocol number, client, site, work type and subtype, tags, the next visit date, and the internal instruction for the technician

One-step plan backfill

After connecting the account, add future planned protocols to the calendar in a single step

Change detection in Google

Manual edits to events in Google Calendar can be detected and overwritten by the plan in Deratix

Safe account connection

Connect the Google account in a few clicks; when disconnecting, choose whether events created by Deratix stay or are removed

Deratix stays the source of truth

The calendar shows the plan while records live in Deratix — a short Google outage never stops the work

Real-world examples

The office plans in Deratix, the calendar fills itself

Scheduling a visit in the protocol calendar prepares a draft protocol for the technician. With synchronization on, the same date is written to the Google calendar — no retyping and no risk of the app and the calendar drifting apart. Changing the date or the technician in Deratix updates the calendar automatically.

Every technician sees their day where they are used to

Some companies plan in one shared calendar; others want each technician to have their visits in their own. Deratix supports both, and their combination. Technician calendars can run under the company Google account, or a technician — once allowed by the administrator — connects their own account, so nobody has to change how they follow their day.

  • Company calendar only — one shared intervention plan
  • Technicians' calendars only — everyone sees their assigned visits
  • Company and technician calendars — a shared overview for the office, a daily plan for the technician

Sent protocols get marked as done — by your rules

Company rules decide what gets written to the calendar. You choose whether draft protocols and protocols under review are included. For a sent protocol, the event can stay, be marked as done, or be removed; you pick the behavior for canceled protocols the same way. The calendar shows exactly what the team needs to see.

The event tells the technician everything that matters

An event in Google Calendar is more than a time slot. It carries the protocol number, the client with the site address, work type and subtype, tags, the next visit or inspection date, and optionally the internal instruction from planning. It links straight to the protocol in Deratix — one tap takes the technician from the calendar to the prepared record.

Order kept even when things change

After connecting the account, backfill existing future protocols into the calendar in one step. If someone edits events in Google Calendar by hand, the change check detects it and the Deratix plan puts them back in order. And when disconnecting the account, you decide whether events created by Deratix stay in the calendar or are removed first.

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