Skip to content
Ascora Integration

ApproveThis manages your Ascora Integration approvals.

April 17, 2025

Integration Category: App Builder

When Job Management Meets Approval Superpowers

Let's get real - service businesses running Ascora already know how to schedule jobs and invoice clients. But when every new job, customer change, or pricing update needs three signatures from people who can't find the "reply all" button? That's where the wheels fall off.

ApproveThis isn't another app your team needs to log into. It's the missing layer that adds accountability to Ascora without slowing things down. Think of it like giving your job management system a built-in traffic cop:

  • Field crews trigger approvals from their phones before exceeding budgeted hours
  • Accounting automatically blocks invoices that skip manager review
  • Sales can't promise custom pricing without engineering sign-off

And here's the kicker - approvers don't need Ascora licenses. Perfect for getting quick sign-offs from clients, subcontractors, or that VP who still prints their emails.

Why This Combo Hits Different

Most Ascora users bolt on approval tools that create more work. Requiring approvers to log into yet another system? Building custom rules that break every software update? No thanks.

ApproveThis works where your team already lives:

  • Email approvals that even your least tech-savvy estimator can handle
  • Auto-escalations when quotes exceed project thresholds
  • Delegated approvals so vacations don't bottleneck jobs

For a plumbing company we worked with, this meant cutting approval delays on change orders from 3 days to 4 hours. Their project managers stopped playing phone tag and started actually managing projects.

Real-World Workflows That Don't Suck

1. Customer Updates That Don't Haunt You Later

Ever had a sales rep "accidentally" extend payment terms for a shaky client? The Ascora-ApproveThis integration stops financial freebies before they happen.

How it works: When any customer record changes in Ascora (credit limits, contract terms, etc.), ApproveThis:

  • Routes the change to predefined approvers based on $ amount
  • Locks the Ascora record until consensus is reached
  • Auto-denies requests if approvers don't respond in 24hrs

An electrical contractor using this workflow reduced bad debt by 18% last quarter. Their CFO now sleeps through the night.

2. Job Approvals That Keep Field Teams Moving

New job in Ascora? Great. But without automatic approvals, it's just another item on some manager's overloaded plate.

The fix: Auto-create approval requests in ApproveThis when Ascora jobs meet certain criteria:

  • Jobs exceeding 20 labor hours require foreman sign-off
  • Weekend work orders need director approval
  • Jobs using subcontractors auto-route to compliance

A HVAC company using this combo reduced same-day job cancellations by 40%. Dispatchers finally have real-time visibility into what's actually approved.

3. Post-Approval Actions That Actually Happen

Approved a change order? Great. Now someone needs to update the job in Ascora, notify the crew, adjust inventory... or it falls through the cracks.

The magic: When ApproveThis approvals happen:

  • Ascora jobs auto-update with new scope/docs
  • Inventory systems adjust via connected Zaps
  • Field teams get SMS alerts through Ascora

One landscaping company automated their entire change order process - 78% fewer "Oh, I didn't know we approved that" moments.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these systems. Here's the playbook:

  1. Connect the apps in Zapier: ApproveThis + Ascora have pre-built triggers
  2. Pick your battle: Start with one workflow (we recommend job approvals)
  3. Set guardrails: Approval thresholds, required reviewers, auto-denial rules
  4. Test with a single team: Run parallel processes for a week
  5. Go live and ghost: The system runs itself after setup

Pro tip: Use ApproveThis' calculated fields to auto-flag jobs needing special approvals. Think "If total materials > $5k AND client has past due balance → require CFO approval."

Who Benefits (Besides Your Sanity)

Field Teams

No more waiting for office approval to start urgent repairs. Get instant approvals via text when jobs meet pre-cleared conditions.

Operations Managers

See approval bottlenecks in real dashboards. That "stuck in accounting" job? Now you know exactly who to nudge.

Finance

Auto-block Ascora invoices that skipped approval steps. Enforce budget controls without being the bad guy.

Clients

External approvers get clean email/SMS requests. No portals to learn, no apps to download. Just "Approve this change? [YES/NO]"

Common "Yeah, Buts..." Addressed

"We have custom approval rules": So do we. ApproveThis handles multi-step, conditional, and consensus-based approvals that make spreadsheets cry.

"Our approvers are technophobes": Perfect. They approve via email reply or text. No logins, no training.

"We use other tools too": Good. ApproveThis sits between Ascora and your accounting/CRM/inventory systems. One approval hub to rule them all.

Bottom Line: This Isn't About Approvals

It's about not letting process kill productivity. The Ascora-ApproveThis combo lets service businesses:

  • Take on 27% more jobs without approval delays (actual client result)
  • Reduce financial risks from unauthorized changes
  • Give clients white-glove service without micromanaging teams

Ready to stop being your team's approval doorman? Get ApproveThis and connect it to Ascora in an afternoon. Or schedule a demo to see how painless approvals can be.

PS: If you mention this article during onboarding, we'll throw in free setup support. Consider it our handshake deal.

🥳

Integrate with Ascora Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Ascora

Suggested workflows (and their Zapier components) for Ascora

Create approval requests for modified customers in ApproveThis

Ensure that every customer update goes through proper approval processes. This automation creates a request in ApproveThis every time a customer is modified in Ascora, facilitating quick and compliant updates.

Zapier Components

Ascora Logo

Trigger

Customer Modified

Triggers when an existing Customer is modified.

Action

Create Request

Creates a new request in ApproveThis for approval processes.

Initiate ApproveThis workflows for new jobs in Ascora

Align job creation with internal approval workflows by triggering new approval requests in ApproveThis each time a new job is created in Ascora.

Zapier Components

Ascora Logo

Trigger

New Job

Triggers when a new job is created.

Action

New Request

Triggers in ApproveThis when a new approval request workflow is initiated.

Update Ascora jobs upon approval decision

React promptly to approval outcomes by updating or creating jobs in Ascora when a request is approved or denied in ApproveThis.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers in ApproveThis when a request is approved or denied.

Ascora Logo

Action

Create or Update Job

Creates a new job or updates an existing one in Ascora.