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ADP Rules

How to update existing or match new ADP rules from ServiceTitan into Broccoli

Michelle Barnes avatar
Written by Michelle Barnes
Updated over 3 months ago

ADP Rules can be found under Settings > Scheduling > ADP Rules

Your ADP rules will be moved over by your CSM during initial onboarding. If you add or enable ADP after onboarding, contact your CSM to have the rules matched.




When updating or adding ADP rules in the future, changes need to be made in both ServiceTitan and Broccoli. To make sure that Broccoli matches ServiceTitan, go to Settings > Scheduling > ADP Rules and click Create Rule.

You can find more info about creating ServiceTitan ADP Rules here

The following will need to match in Broccoli:

Rule Name: Enter a concise name for the rule.

Description: Enter a description of the rule.

Activation Period: Select if you want the rule to be Ongoing, start and end within a Fixed Date Range, or be applied across a Relative Date Range that automatically adjusts relative to the current date. If you select Relative Date Range, you can choose to have it applied for only Today, Tomorrow, the Next 3 Days, the Next 7 Days, or you can select a Custom Relative Date Range.

Conditions: Click Add Date/Time Criteria to set date and time criteria, if applicable, based on Days of Week or Time Range. Then click Add conditions to add at least one condition for the rule based on Business Unit, Job Type, Technician, Zone, Technician Type, Tag Type, Skill, Shift Type, or Job Type Group. All conditions must be met for the rule to work.

Action: Select a percentage or set a custom percentage as the threshold for the rule.

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