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Google Services

Gmail Tracking, Google Calendar Sync, and Drive Attachments in One

SubcontractorHub's Google Services integration connects Gmail open and click tracking on proposal emails, two-way Google Calendar sync for appointments, and Google Drive file links directly on job proposals. It works with both free Gmail accounts and Google Workspace, and each team member authenticates with their own Google account via OAuth.

Google Services integration with SubcontractorHub for roofing, HVAC, and solar contractors

What Connects Between Google Services and SubcontractorHub

The specific data flows that eliminate double entry and keep both systems current without extra work from your team.

01

Gmail Open and Click Tracking

When SubcontractorHub sends a proposal or estimate email through your connected Gmail account, it tracks whether the homeowner opened the email and clicked any links. This data surfaces directly on the contact's timeline in SCH so you know exactly who is engaged and when to follow up. Contractors report closing more jobs by calling within minutes of an open event rather than following a fixed two-day delay.

02

Google Calendar Two-Way Appointment Sync

Appointments booked in SubcontractorHub — site visits, estimates, installs — push to your Google Calendar automatically, and events you create directly in Google Calendar sync back into SCH. Each team member connects their own Google account so their individual Google Calendar stays accurate. Changes on either side reflect within seconds using Google's push notification API.

03

Google Drive File Attachment Links

When building a proposal in SCH, you can browse your Google Drive and attach files — contracts, project photos, product specs, warranties — as links rather than uploading copies. The recipient clicks the link and accesses the live Drive file with the permissions you've set. This keeps proposals lightweight and ensures clients always see the most current version of a document.

04

Email Activity Timeline Logging

Every Gmail send, open, click, and reply is logged automatically to the contact's activity timeline inside SubcontractorHub. You can see the full communication history — including which proposals were opened multiple times — without switching to Gmail to piece together the thread. Sales managers reviewing a job's history get the full picture in one place.

How to Connect Google Services with SubcontractorHub

01

Click Connect Google Account

In SubcontractorHub Settings under Integrations > Google Services, click 'Connect Google Account' to launch the standard Google OAuth consent screen.

02

Grant the Required Permissions

Approve access to Gmail send/read, Google Calendar, and Google Drive — SCH requests only the minimum scopes needed for each feature.

03

Choose Your Default Calendar

Select which Google Calendar should receive SCH appointments, so work events stay separate from personal or team calendars you may have.

04

Have Each Team Member Connect Individually

Repeat the OAuth flow under each team member's SCH profile so their own Google Calendar and Gmail account are connected — not just yours.

Ready to connect Google Services?

Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.

Who Uses the Google Services Integration

Roofing Sales Rep Follows Up at the Perfect Moment

A roofing company's sales rep sends a proposal through SCH linked to his Gmail account. He gets a real-time notification the moment the homeowner opens the email for the second time. He calls within three minutes and closes the job the same day. Without open tracking, he was following up on a fixed two-day delay and losing deals to faster competitors.

HVAC Office Manager Shares Job Docs via Drive

An HVAC office manager attaches equipment spec sheets and installation manuals from Google Drive directly to job proposals instead of uploading separate copies. When a manufacturer updates a spec sheet, she replaces the Drive file and every existing proposal link automatically points to the new version. There's no hunting through email attachments to find the right document.

Solar Company Runs Google Workspace Across the Team

A 12-person solar company runs on Google Workspace with individual @company.com Gmail accounts for every employee. Each rep connects their own Google account to SCH so their individual Google Calendar reflects their assigned installs and follow-ups. The owner views team calendar overlays in Google Calendar while SCH manages the job pipeline — both systems stay in sync.

Free Gmail User Gets Enterprise-Level Activity Tracking

A solo HVAC contractor using a free Gmail account connects it to SCH and immediately gets email open tracking, calendar sync, and Drive linking — features typically reserved for paid CRM tools. He knows which homeowners are actively reviewing proposals and prioritizes his callback list by engagement rather than guessing. The whole setup takes under five minutes.

Common Questions About the Google Services Integration

Does this work with a free @gmail.com account or only Google Workspace?

It works with both. The Google OAuth flow and all three features — Gmail tracking, Calendar sync, and Drive linking — function identically on free personal Gmail accounts and paid Google Workspace accounts. Workspace admins can pre-approve the OAuth connection for their whole organization through the Google Admin console, which simplifies rollout for larger teams.

Does SubcontractorHub read the content of my Gmail emails?

SubcontractorHub accesses Gmail to send proposal emails on your behalf and to track open and click events via its own tracking infrastructure. It does not read, store, or process the body content of emails in your inbox. The Gmail scope requested is the minimum required to send emails and monitor delivery events on messages SCH sends.

What happens when a team member disconnects their Google account?

Their Google Calendar stops syncing and their Gmail tracking goes inactive, but all previously logged activity on contact timelines is retained in SCH. Future appointments assigned to them will not push to their Google Calendar until they reconnect. SCH will surface a warning when you try to assign calendar events to a user with a disconnected Google account.

Can I attach a Google Drive folder rather than individual files to a proposal?

Yes, you can link to any Drive file or folder your Google account has access to, including shared drives. When you share a folder link, the recipient can browse all files in that folder based on the sharing permissions you've set in Drive. This is useful for sharing a complete project folder — photos, signed contract, permit docs — in a single link.

Is Gmail tracking compliant with CAN-SPAM and email privacy laws?

SubcontractorHub's Gmail tracking uses a standard single-pixel image technique, the same method used by HubSpot, Salesforce, and every major CRM. It is compliant with CAN-SPAM for commercial email. For recipients in regions with stricter email privacy laws, SCH allows you to disable tracking on individual contacts or globally.

Connect Google Services with SubcontractorHub

Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.

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