ApproveThis manages your ArborNote Integration approvals.

When Tree Care Meets Approval Air Traffic Control

Let’s get real: managing a tree care business is like juggling chainsaws. You’ve got client proposals, emergency removals, and municipal contracts – all needing someone’s rubber stamp. But chasing down approvals via Slack pings and reply-all emails? That’s how projects get stuck in limbo while deadlines rot like an untreated oak wound.

ArborNote keeps your tree ops running, but approvals? That’s where ApproveThis comes in. We’re the missing layer that turns “Hey, can someone check this?” into a process that doesn’t make your crew want to chainsaw their desks. Connect them through Zapier, and you’ve got a system where approvals happen where the work does – without license fees for every part-time consultant or city inspector breathing down your neck.

Why This Combo Doesn’t Suck

ApproveThis isn’t another tool your team will ignore. It’s the approval engine that plugs directly into ArborNote’s project hub. Think of it like this:

• ArborNote tracks the trees, clients, and cash flow
• ApproveThis handles the “Can we even DO this?” conversations

Together, they stop these scenarios:

“The permit for that heritage oak removal? Still waiting on Parks & Rec.”
“We ordered the wrong stump grinder because purchasing forgot to loop in the CFO.”

For companies scaling past 50 employees, this combo means approvals keep pace with your growth – not the other way around.

Real-World Uses That Actually Matter

1. Client Onboarding Without the Tagging Spam

New client in ArborNote? Great. Now who needs to vet them? Sales? Legal? The arborist who’ll check if their “small backyard job” is actually removing a 150-year-old sequoia?

How it works: Zapier auto-creates an ApproveThis request when ArborNote gets a new client. Routes it to the right people based on job type or contract value. Approvers click “Yes/No” in email – no ArborNote login required. Once greenlit, ArborNote auto-populates the client file with approved services.

Who cares: Municipal contractors drowning in public bid requirements. Landscape firms managing 100+ residential clients. Anyone tired of clients ghosting after realizing they need a permit.

2. Projects That Don’t Require Mind Reading

Your crew chief approves a site plan in ArborNote. Two weeks later, the client’s screaming because the HOA rejected the proposal. Sound familiar?

Fix it: Set ApproveThis to trigger before ArborNote projects go live. Require sign-offs from HOA liaisons, utility locators, or even the client’s landscaper. Bonus: Use calculated fields to auto-flag projects needing special permits based on tree size/type.

Life Saver For: Companies dealing with historic districts. Teams working near power lines. Anyone who’s ever had to eat the cost of an unapproved change order.

3. Post-Approval Client Roster Updates

Approved a massive tree inventory project? ArborNote automatically generates the client record with approved budgets and scope. Denied a risky removal? It logs the rejection reason so sales knows not to re-pitch next quarter.

Key move: Set approval thresholds. Under $5K? Auto-approve standard maintenance. Over $50K? Escalate to the board via ApproveThis’ sequential approvals. No more holding up crews because the CEO’s hiking in Yosemite.

Features Your Team Will Steal Credit For

Here’s where ApproveThis does the heavy lifting ArborNote can’t:

Email Approvals: Let arborists approve requests from the field. No app logins. No “I didn’t see the notification.”

Vacation Delegation: CFO out? Approvals auto-reassign so equipment purchases aren’t delayed.

Approval Groups: Need both the city arborist and the civil engineer to sign off? Make it sequential or simultaneous.

Real-Time Dashboards: See every pending ArborNote-related approval. Filter by client, project type, or dollar amount.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. Steps even your least techy office manager can handle:

1. Connect ArborNote and ApproveThis to Zapier
2. Pick a trigger (New Client, Project Created, etc.)
3. Map ArborNote fields to ApproveThis requests
4. Test with a $500 tree pruning job before scaling to $50K removals

Pro Tip: Use ApproveThis’ calculated fields to auto-flag ArborNote projects needing extra reviews. Example: If “Tree Height > 25ft” in ArborNote, require Parks Dept approval.

Who Actually Benefits (Besides Your Sanity)

Operations Teams

Stop playing approval operator between field crews and suits. Set rules once, then let automated workflows route ArborNote project requests based on type, risk, or cost.

Finance Departments

Ever get a PO for a $20K crane rental that wasn’t approved? Now ArborNote equipment requests route through ApproveThis thresholds. Over budget? Auto-flag before it hits your inbox.

Field Crews

Less time waiting for HQ to respond. Get approval decisions in ArborNote with context: “Approved, but only after utility lines are marked.”

The Bottom Line

ApproveThis isn’t another layer of bureaucracy – it’s the system that stops approvals from being the reason your ArborNote projects stall. For tree care businesses hitting that 50-500 employee sweet spot, this integration means:

• No more paying crews to stand around waiting for sign-offs
• Fewer compliance fires because someone skipped an approval step
• Client proposals that don’t collect dust in someone’s inbox

Get Started (Before Your Competitor Does)

Time to kill the approval bottlenecks. Book a demo to see how ApproveThis + ArborNote works. Or start a free trial and connect your first Zap in under 10 minutes.

Pro Tip: Zapier’s got pre-built templates for ArborNote integrations. Check ’em out here.