ApproveThis manages your ServiceTitan Integration approvals.

When Bureaucracy Meets Broken AC Units

Let's be real – nobody starts a plumbing/HVAC/electrical business because they love paperwork. But here you are, fielding 3 AM emergency calls while chasing down managers to approve purchase orders for that flooded basement job. ServiceTitan keeps your trucks rolling, but those approval bottlenecks? They're still costing you jobs (and sleep).

Why This Combo Doesn't Suck

ApproveThis isn't another app your field guys will "forget" to use. We plug directly into ServiceTitan via Zapier, turning approvals from email chains into automated workflows that actually match how your team works. Think: techs submitting equipment upgrade requests from their van, dispatchers auto-escalating urgent parts approvals when managers are swamped, CFOs getting real-time spend visibility without chasing down paper trails.

ServiceTitan's Muscle, ApproveThis' Brains

ServiceTitan runs your ops – scheduling, invoicing, inventory. But when a $5k compressor replacement needs sign-off? That's where things get messy. ApproveThis adds:

• Conditional approval paths ($$ amount, job type, client tier)
• Auto-reassignments when approvers are on PTO
• Email approvals so even non-Titan users (vendors, execs) can greenlight things

Real-World Fixes for Annoyances You Know Too Well

1. "Why Is This HVAC Job Stalled?!" (Spoiler: Approval Hell)

The Zap: New ServiceTitan booking → Auto-create approval request in ApproveThis → Route based on job type/cost → Update Titan with approval status.

Not-So-Hypothetical Example: Joe's HVAC gets a $12k system install request at 6 PM. ApproveThis:

• Flags >$10k jobs needing VP sign-off
• Auto-reminds execs via email/SMS
• Pushes approved job back to Titan dispatchers

Result: 22% faster approval cycles for emergency jobs (actual client metric, but we can't name them).

2. New Hire Paperwork That Doesn't Make People Quit

The Zap: New ServiceTitan employee → ApproveThis routes onboarding checklists (tool assignments, uniform approvals, training budgets).

Why This Matters: Field teams expand fast. Without centralized approvals, HR gets buried in PDFs. Now, mechanics get approved for specialty tool access same-day, not after 3 weeks of "Did you see my email?"

3. Customer Escalations That Don't Require Panic Meetings

The Zap: Negative ServiceTitan review → ApproveThis creates discount/refund request → Routes to correct level → Auto-applies concession in Titan.

Real Talk: Angry homeowners want answers now. With approval thresholds, frontline staff can offer $50 credits instantly, while bigger issues escalate silently. No more holding customers hostage while managers debate.

Setup That Won't Make You Call IT

1. Connect via Zapier – 10 minute process, even if you’re not “techy”
2. Map Your Triggers – New Titan bookings, invoices, inventory alerts
3. Build Approval Rules – Who approves what, escalation paths, auto-approvals
4. Test with 1 Team – Start with purchase orders or PTO requests

Who Actually Benefits? (Besides Your Sanity)

Operations Managers

Stop being human CC: machine. Auto-route approvals based on job type (plumbing vs. electrical), location, or crew seniority. Vacation delegation means no more chasing OOO approvers.

Finance Teams

Real-time spend dashboards synced with ServiceTitan GL codes. Thresholds auto-approve small purchases but require CFO eyes on big spends. Audit trails that don't require forensic accounting.

Field Supervisors

Approve parts requests from the van via email. Get auto-alerts when high-priority jobs await approval. Bypass approval queues for emergency jobs with pre-set rules.

The Nuts & Bolts You Care About

No Extra Licenses: Approvers don't need ServiceTitan logins – huge for vendors, clients, or execs who just need to say yes/no.
Zapier Does the Heavy Lifting: Two-way sync means approved requests update Titan automatically, no manual entry.
Security: SOC 2 compliant – because letting random apps access your Titan data is sketchy.

Cool Features You'll Actually Use

Threshold Rules: Auto-approve small parts orders, escalate big purchases.
Calculated Fields: Auto-add markup % to equipment requests for instant margin checks.
Mobile Approvals: Techs can request + get approvals without leaving the job site.

Bottom Line: This Isn't About Software

It's about not losing a $20k bathroom remodel job because the owner was on vacation and missed your email. Or having new hires actually show up because their uniform got approved in time. ServiceTitan + ApproveThis via Zapier is how grown-up service businesses operate – less chasing, more doing.

Get Started Now (takes 8 minutes) or Book a Demo if you like humans.