ApproveThis manages your 3C Connect approvals.

Let’s be real: field service businesses aren’t exactly drowning in free time. Between dispatching technicians, tracking appointments, and keeping clients happy, the last thing you need is another email chain asking “Hey, did anyone approve that invoice yet?” That’s where ApproveThis and 3C Connect come in – like a caffeine shot for your approval processes.

Why This Combo Works (Besides the Obvious)

3C Connect keeps your field teams moving. ApproveThis keeps your paperwork from getting lost in the shuffle. Together? They turn “Hey, can you sign off on this?” into a closed-loop system that doesn’t rely on sticky notes or passive-aggressive Slack reminders.

3C Connect’s Game

It’s your CRM and dispatch hub – tracks technician appointments, customer updates, and site visits. Great for knowing what’s happening in the field, less great at handling the “okay, now what?” after a job’s done.

ApproveThis’ Angle

Takes any trigger (like a completed service call) and automates who needs to sign off, when, and how. No more guessing if the finance team saw your invoice request or whether the client actually approved that change order.

Real-World Scenarios That Won’t Make You Want to Scream

We’re skipping the fluffy “improve efficiency!” claims. Here’s exactly how this integration works for teams who actually have stuff to do:

Use Case 1: Post-Appointment Paperwork That Doesn’t Suck

The Problem: Your HVAC technician finishes a $5K install. They log it in 3C Connect. Then… the request for client payment approval sits in someone’s inbox for 3 days.

The Fix: Auto-create an ApproveThis request the second the appointment is marked complete. Route it to the project manager and client contact. Bonus: Attach the service report using ApproveThis’ calculated fields to auto-populate the invoice amount.

Who Cares: HVAC companies, electrical contractors – anyone billing by project vs hourly rates.

Use Case 2: No More “Who Approved This Customer?”

The Problem: Sales team onboarded a new client in 3C Connect. A month later, you find out they promised terms your ops team can’t actually support.

The Fix: Trigger an approval workflow when new customers are added. Require sign-off from legal before the first technician is dispatched. Use ApproveThis’ conditional logic to escalate high-risk accounts directly to the CFO.

Who Cares: Managed IT services, medical equipment providers – industries where client vetting impacts liability.

Use Case 3: Change Orders That Don’t Derail Projects

The Problem: Technician starts a job, realizes they need to upgrade the client’s system. They note it in 3C Connect… and then the upgrade happens before anyone approves the cost.

The Fix: Zapier triggers an ApproveThis request when an appointment is marked “started.” Route to the client and project manager with a deadline. If no approval in 4 hours? Auto-send a reminder and cc the account exec.

Who Cares: Low-voltage wiring teams, security system installers – anywhere scope creep hits margins.

Setup That Won’t Require an IT Degree

If you can set up a Slack channel, you can handle this:

1. Grab your 3C Connect and ApproveThis logins
2. Hit up Zapier (they’re the middleman here)
3. Pick a trigger from 3C Connect – like “Appointment Completed”
4. Choose “Create Request” in ApproveThis
5. Map the 3C Connect data to your approval template (this is where you decide what info approvers see)

Pro tip: Use ApproveThis’ approval thresholds to auto-approve small expenses. $100 cable upgrade? Auto-approved. $10K system overhaul? That’s going to the VP.

Why Your Teams Will Actually Use This

Field Managers: Get alerts when high-cost appointments need review before the truck rolls out.

Finance: Invoices hit their queue only after project manager + client approval. No more chasing down missing PO numbers.

Sales: New client requests get routed with all the deets – no back-and-forth about “what’s the contract scope?”

Best Part: Approvers don’t need a 3C Connect license. Client’s procurement team can approve invoices directly in ApproveThis without you buying them CRM seats.

Features You’ll Wish You Had Earlier

ApproveThis isn’t just a digital rubber stamp. Here’s what makes it stick:

• Vacation Delegation: CFO out? Requests auto-reassign to the COO instead of languishing
• Approval Groups: Require 2/3 tech leads to sign off on major equipment purchases
• Real-Time Dashboards: See which service calls are stuck pending approvals (and why)

Bottom Line: This Isn’t “Nice to Have”

If you’re managing 50+ technicians and clients, manual approvals are costing you more than you think. Late payments because invoices weren’t approved? Clients upset about unauthorized changes? That’s real money and reputation damage.

The ApproveThis + 3C Connect integration via Zapier turns approvals from a bottleneck into a background process. Set it up once, and your teams get back to actual work instead of playing approval tag.

Ready to stop being your team’s reminder bot? Book a demo or start a free trial. Takes 10 minutes. Tops.