ApproveThis manages your fieldd Integration approvals.

When Spreadsheets Meet Reality

Let's be real: most field service companies aren't approving $15k HVAC installations via carrier pigeon. But if your "approval process" involves chasing down managers over SMS while technicians wait in a customer's driveway, you're basically using a slightly faster bird. Enter ApproveThis and Fieldd - the exact type of no-bullshit integration that keeps jobs moving without turning your ops team into professional naggers.

Why This Combo Works

Fieldd handles the gritty details of scheduling jobs and managing invoices. ApproveThis handles the bureaucratic red tape. Together through Zapier, they create a closed-loop system where:

• New Fieldd bookings auto-trigger approval workflows
• Approval decisions instantly update Fieldd records

The kicker? Approvers don't need Fieldd licenses. Perfect for when you need sign-off from that cranky client who still uses AOL email or the CFO who thinks "field service software" is the name of your new intern.

Real World Use Cases That Don't Suck

1. "Why Is There a Crane in My Parking Lot?" Prevention

Picture this: Your landscaping company gets a same-day request to remove a 50ft oak tree next to a power line. Fieldd books the job. ApproveThis immediately:

• Routes safety approval to the operations director
• Checks if the quote exceeds $10k (auto-escalating to finance if yes)
• Pings the client's facilities manager via email

All before the crew leaves the yard. No more $20k oops-we-hit-a-transformer incidents.

2. Invoice Approval That Doesn't Require a PhD in Accounting

Your plumbing team finishes a complex commercial install at 4:55 PM. The project manager submits the final invoice through Fieldd. Before they can even shut their laptop:

• ApproveThis calculates 12% overage against the original quote
• Auto-routes to regional manager based on amount thresholds
• Updates Fieldd payment status when approved

Meanwhile, the accounts payable team gets to leave before happy hour for once.

3. The "Oh Crap, Dave's on Vacation" Solution

Your electrical contractor needs immediate approval for emergency repairs at a manufacturing plant. Problem: Dave (the usual approver) is currently offline in a Yellowstone dead zone. ApproveThis:

• Detects Dave's OOO status from calendar integration
• Auto-reassigns to his deputy
• Triggers SMS approval as backup

The plant avoids $250k in downtime costs. Dave enjoys his bison selfies guilt-free.

How to Set This Up Without Losing Your Mind

Total setup time: Less than it takes to explain your current process to a new hire.

1. Connect Fieldd and ApproveThis via Zapier
2. Pick your trigger (new booking, invoice, etc.)
3. Map Fieldd data to ApproveThis fields
4. Set approval rules (thresholds, approvers, etc.)

Pro tip: Use ApproveThis' calculated fields to auto-flag jobs needing special approvals. Example: Any job requiring crane equipment = auto-notify safety officer.

Who Actually Benefits From This?

Operations Teams

Stop being the human middleware between field crews and accounting. Real-time approval tracking means you can actually answer "Where are we on the Smith job?" without digging through 14 Slack threads.

Finance Departments

Enforce spending policies without being the bad guy. Approval thresholds mean you only see what matters ($10k+ purchases, change orders exceeding 15%, etc.). Plus, audit trails that don't look like ransom notes.

Field Supervisors

Get instant visibility into which jobs are greenlit. No more showing up to sites only to discover the client hasn't signed off. Bonus: Vacation delegation means your crew isn't stuck waiting because Karen from procurement decided to take a last-minute cruise.

The Fine Print (That Actually Matters)

Key features making this work:

• Conditional Routing: $5k job goes to local manager, $50k goes to VP
• Email Approvals: Clients/contractors can approve via email without logging in
• Real-Time Dashboards: See which jobs are stuck in approval purgatory

And yes, it works with Fieldd's existing field service management tools - no need to rebuild your entire stack.

When Not to Use This

This isn't magic fairy dust. If your approval process involves 17 committees and a notarized blood oath, you'll still need some manual work. But for 90% of field service scenarios? It’s overkill to not use it.

Ready to Stop Chasing Approvals?

ApproveThis isn't another "digital transformation" buzzword. It's 15 minutes of setup that lets your team:

• Reduce job start delays by 65%+ (actual math, not marketing fluff)
• Cut invoice processing time from days to hours
• Actually use PTO without work following them to the beach

Get started free or book a 10-minute demo that skips the sales jargon and shows real workflows.

Because your crew has better things to do than play approval tag.