ApproveThis manages your Dispatch Integration approvals.

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut to the chase: if your team uses Dispatch to manage jobs, appointments, or customer interactions, you’re already knee-deep in service workflows. But here’s the problem – every time someone needs to approve a schedule change, a client request, or a costly service call, everything grinds to a halt. ApproveThis fixes that by turning Dispatch into a self-approving machine. No more chasing down managers via Slack. No more “I thought YOU signed off on that.” Just decisions happening faster, with a clear paper trail.

What Happens When Approval Logic Meets Service Execution

Dispatch handles the doing – scheduling technicians, tracking jobs, managing invoices. ApproveThis handles the deciding. Together, they make sure nothing gets stuck in “waiting for approval” purgatory. Here’s why that matters:

• Fewer Delays: Auto-create approval requests in ApproveThis the moment a high-stakes Dispatch event happens (like a $5k+ service call).
• Less Micromanaging: Use ApproveThis’ thresholds to auto-approve routine requests, so your team only bothers humans when it’s actually necessary.
• Zero Silos: Approvers don’t need Dispatch licenses. Contractors, clients, or execs can review requests via email and keep things moving.

Real-World Use Cases (That Don’t Suck)

This isn’t about theoretical “efficiency gains.” These are scenarios we’ve seen work for companies scaling past 100 employees:

1. “Why Is There a Technician at This Client’s Site Without Approval?”

The Problem: Field service teams (HVAC, construction, IT) often dispatch crews before getting proper sign-off. Chaos ensues when invoices get rejected later.

The Fix: Connect Dispatch to ApproveThis so any new job over $2k automatically requires approval. Managers get an email, click “approve,” and Dispatch updates instantly. No approval? The job gets paused automatically.

Who Uses This: HVAC companies with strict client budgets, IT teams managing hardware installations, construction firms juggling multiple contractors.

2. “We Approved the Client’s Request – Why Isn’t It in Dispatch Yet?”

The Problem: Sales teams approve custom service packages, but details get lost between email threads and Dispatch entries.

The Fix: When ApproveThis approves a client’s maintenance plan, Zapier auto-creates their Dispatch profile with service intervals, special notes, and billing terms. Now the operations team isn’t playing detective.

Who Uses This: Marketing agencies managing client deliverables, property management companies handling tenant requests, healthcare providers coordinating patient services.

3. “The Approval Took 3 Days – Now the Client’s Appointment is Next Month”

The Problem: Slow approvals create scheduling nightmares. A denied request means rescheduling, which Dispatch doesn’t handle gracefully.

The Fix: When an ApproveThis request is approved, Zapier instantly books the Dispatch appointment (or updates existing ones if denied). No more double-booking or ghosting clients.

Who Uses This: Managed IT services, home repair contractors, event staffing agencies with tight timelines.

How to Set This Up Without Hiring a Zapier Expert

If you can forward an email, you can build this integration:

1. Connect ApproveThis + Dispatch via Zapier (takes 2 minutes – here’s Zapier’s guide).
2. Pick Your Trigger: Start with something simple like “New High-Cost Job in Dispatch” → “Create Approval Request in ApproveThis.”
3. Add Logic: Use ApproveThis’ conditional thresholds to auto-approve small expenses or route big ones to the right exec.
4. Test with One Team: Run a pilot with your most approval-heavy department (looking at you, legal and procurement).

Pro Tip: Use ApproveThis’ vacation delegation so approvals never stall because someone’s off-grid. Dispatch jobs keep moving.

Which Teams Actually Benefit? (Spoiler: Not Just Managers)

Field Teams: Stop showing up to unapproved jobs. Get real-time approval statuses in Dispatch mobile apps.

Customer Success: Approve client requests faster, then auto-schedule follow-ups in Dispatch. CSAT scores climb when you’re not waiting on internal sign-offs.

Finance: Every approved Dispatch job syncs with your accounting tools. No more invoice surprises at month-end.

The Bottom Line: This Isn’t About Software

It’s about eliminating the 37 approval-related Slack messages your team sent last week. Or the client who walked because your “process” took too long. ApproveThis + Dispatch via Zapier turns approval bottlenecks into a single click. And yeah, it makes you look like the person who finally fixed that thing everyone hated.

Next Steps: If your Dispatch workflows involve more than one “Hey, can you check if this is okay?” per day, register for ApproveThis or schedule a 10-minute demo. We’ll show you how to automate approvals for your top 3 Dispatch pain points. No sales jargon. Just results.