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Record360 Integration

ApproveThis manages your Record360 Integration approvals.

April 17, 2025

Integration Category: Todo Lists

When Inspections Meet Approvals: No More Chasing Signatures

Let’s be real: managing equipment inspections and approvals is like herding cats wearing hard hats. Between field teams submitting reports, finance needing cost approvals, and operations demanding accountability, someone’s always waiting on someone else. That’s where ApproveThis and Record360 come in. One handles the nitty-gritty of equipment inspections, the other slashes approval delays. Connect them via Zapier, and you’ve got a system where completed inspections automatically trigger approvals – no spreadsheets, no “did you see my email?”, no liability nightmares.

What Happens When You Stop Using Email Chains as a Workflow Tool

Record360’s inspection reports are gold – detailed photos, condition notes, timestamps. But that value tanks if they sit in someone’s inbox for days. ApproveThis turns those reports into actionable items the moment they’re submitted. Think automatic routing to the right approver based on equipment value, location, or damage severity. Finance gets dollar thresholds, operations gets maintenance flags, and your field crew gets back to work.

Here’s the kicker: ApproveThis approvers don’t need a Record360 license. Perfect for external clients or cross-company projects. The equipment rental company approves repairs, the client approves charges – all without sharing logins or buying extra seats.

Real-World Use Cases (Not Just Theory)

1. “We Can’t Release That Bulldozer Until Maintenance Signs Off”

Problem: A construction firm’s equipment gets flagged for hydraulic issues during a Record360 inspection. The site manager needs maintenance approval, but the lead mechanic is on another job. The dozer gathers dust for two days.

Solution: Zapier auto-creates an ApproveThis request when the inspection is logged. Approval rules: If repair estimate exceeds $5K, escalate to regional manager. Mechanic gets emailed approval link – can review inspection photos on their phone between jobs. Approved? Record360 updates instantly. Denied? Comments auto-sync to the inspection report.

2. “Why Are We Always Overpaying for Emergency Repairs?”

Problem: A rental company’s field team okays “urgent” repairs without vendor quotes. Finance gets invoices with 300% markups weeks later.

Solution: Any Record360 task marked “Repair Completed” triggers an ApproveThis workflow requiring: Before/after photos, vendor quote PDFs, and manager approval if over $1K. Calculated fields auto-flag discrepancies between quotes and final invoices. Now approvals happen before work starts, not after the damage is done.

3. “The Client Says We Damaged Their Site – Where’s the Proof?”

Problem: A landscaping company faces liability claims. They need to pull inspection reports and approvals fast, but everything’s scattered across emails and sticky notes.

Solution: Every Record360 draft created from ApproveThis approvals includes timestamps, approver comments, and conditional checklists (e.g., “Client rep present during inspection? ✅”). Audit trails are automatic, searchable, and lawyer-ready.

Setup: Less Time Than a Coffee Run

If you’ve used Zapier before, this is stupid simple:

  1. Zapier Trigger: Pick your Record360 event (New Inspection, Task Completed, etc.)
  2. Zapier Action: “Create Request” in ApproveThis – map inspection data to approval fields
  3. ApproveThis Setup: Set rules (approvers, thresholds, escalation paths)

Pro tip: Use ApproveThis’ calculated fields to auto-flag issues. Example: If Record360’s “Estimated Repair Hours” x your labor rate exceeds $10K, route to the CFO.

Why This Isn’t Just Another Integration

Most approval tools bolt onto CRMs or project apps. Record360 deals with physical assets – where delays cost real money. ApproveThis adds decision-making layers that actually make sense for heavy equipment:

  • Location-Based Approvals: Auto-route requests based on where the inspection happened
  • Photo/Video Attachments: Approvers see the cracked engine block, not just a description
  • Compliance Logs: Every approval includes OSHA checklists or safety protocol confirmations

Teams That Stop Drowning in Paperwork

Operations Managers: Real-time dashboards show which equipment is approved vs. stalled. Vacation delegation means no approvals stuck with someone on PTO.

Finance Teams: Auto-approve routine maintenance under $500. Get alerts for cost overruns before they’re finalized.

Field Teams: Less time chasing approvals, more time fixing things. Approval statuses update in Record360 – no switching apps.

Bottom Line: Approvals Shouldn’t Be the Bottleneck

Record360 tells you what’s broken. ApproveThis gets it fixed faster. Together, they turn inspection reports into actionable decisions without the bureaucratic sludge. Whether you’re managing a fleet of 50 bulldozers or 5,000 rental units, this integration cuts the crap between “identified” and “resolved.”

Next steps: Book a demo to see how approval rules apply to your Record360 workflows. Or start a free trial – takes 10 minutes to connect via Zapier.

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Best Approval Workflows for Record360

Suggested workflows (and their Zapier components) for Record360

Create approval requests for new inspections

When a Record360 inspection is completed, this automation creates an approval request in ApproveThis for review. It streamlines decision-making by ensuring inspections are promptly approved. *Note: Configure approval criteria in ApproveThis as needed.*

Zapier Components

Record360 Logo

Trigger

Inspection Created

Triggers when an R360 Inspection has been completed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Record360 draft for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a draft in Record360. It helps streamline data entry and ensures that each approval request is accompanied by detailed inspection records. *Note: Ensure location parameters are correctly configured.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Record360 Logo

Action

Create Draft

Creates a Draft at current user's location in Record360

Create approval requests for completed tasks

When a task in Record360 is completed, this integration automatically triggers an approval request in ApproveThis. The workflow ensures that completed tasks receive prompt follow-up reviews. *Note: Adjust approval settings in ApproveThis to match your workflow needs.*

Zapier Components

Record360 Logo

Trigger

Task Completed

Triggers when a Task on Record360 has been completed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create drafts for approved requests

When an approval request is finalized in ApproveThis, this automation creates a dynamic draft in Record360. It enables detailed record maintenance based on approval outcomes with flexible location parameters. *Note: Adjust dynamic fields to suit your data structure.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Record360 Logo

Action

Create Draft With Workflow and Location as Parameters

Creates a Draft at different locations in Record360