ApproveThis manages your Eqpme Integration approvals.

Why Connect ApproveThis with Eqpme?

Heavy equipment rental businesses face a unique challenge: moving fast without cutting corners. Delays in approvals mean missed opportunities, but rushed decisions risk compliance issues or financial errors. This is where integrating ApproveThis with Eqpme creates a competitive advantage. By connecting Eqpme’s equipment rental management platform with ApproveThis’s approval automation, teams gain precision without sacrificing speed.

ApproveThis adds a layer of structured decision-making to Eqpme’s rental workflows. Equipment listings, pricing changes, or transaction events trigger automated approval sequences. Managers review requests in their inbox, while finance teams ensure compliance thresholds are met. Meanwhile, external partners (like contractors or clients) can approve requests without needing access to Eqpme itself – a critical detail for businesses managing multi-company projects.

Core Capabilities: What Each Platform Brings

ApproveThis Strengths

ApproveThis handles the “who says yes” part of your operations. Its approval thresholds automatically approve routine requests (e.g., rentals under $5k) while flagging exceptions for human review. Vacation delegation prevents bottlenecks when managers are out, and calculated fields let you set dynamic rules (e.g., requiring CFO sign-off if rental duration exceeds 6 months).

Eqpme’s Role

Eqpme manages the lifecycle of equipment rentals – listings, reservations, payments, and maintenance tracking. Its API-driven platform serves as the system of record, but lacks built-in approval logic beyond basic user permissions. This is where the integration fills the gap.

Teams That Benefit Most from This Integration

Operations Managers

Example: A construction firm using Eqpme to rent out excavators needs to quickly approve short-term rentals while ensuring long-term leases get legal review. With ApproveThis, 3-day rentals auto-approve, but anything over 30 days routes to the general counsel. Approvers get all equipment specs and rental terms directly in their email, cutting approval time from 2 days to 2 hours.

Finance Teams

When a $50,000 bulldozer rental request hits Eqpme, ApproveThis can require dual signatures from the CFO and project accountant. The system cross-cheches the client’s payment history in Eqpme using Zapier, auto-approving repeat customers with good credit while flagging new clients for deposit requirements.

Sales & Client Services

External approvals are where this integration shines. A logistics company renting cranes to third parties can send approval requests directly to the client’s project manager via ApproveThis. The manager reviews terms in a branded portal without needing Eqpme access, then clicks “approve” to trigger the rental confirmation in Eqpme automatically.

Real-World Use Cases

1. Listing Governance

Problem: Equipment rental companies often struggle with inconsistent listings – incorrect pricing, missing safety certifications, or outdated photos. Manual reviews slow down new listings by 3-5 days.

Solution: When a new listing is created or updated in Eqpme, ApproveThis triggers a multi-step review. The operations team checks equipment details, marketing verifies photos/videos, and legal confirms liability terms. Only when all three approve does the listing go live. A Midwest crane rental company used this to reduce listing errors by 78% while cutting approval time from 72 hours to 6.

2. High-Value Transaction Oversight

Problem: Rental contracts over $20k require CFO approval, but finance teams waste time chasing down project details in Eqpme.

Solution: The integration auto-generates an approval request with embedded Eqpme data – equipment utilization history, client payment terms, and maintenance records. Approvers see a complete picture without logging into Eqpme. One mining equipment vendor reduced payment disputes by 40% using this audit trail.

3. Cross-Company Approvals

Problem: When renting equipment to a construction consortium, multiple stakeholders need to sign off, but they won’t all have Eqpme licenses.

Solution: ApproveThis sends parallel approval requests to the general contractor (via email), site safety officer (SMS), and client procurement lead (web portal). Each decision syncs back to Eqpme, automatically updating the rental status. A maritime equipment supplier used this to handle 30+ external approvers per project without adding Eqpme users.

Implementation: Setting Up the Integration

Step 1: Create a Zapier account (free tier works for testing).

Step 2: Connect Eqpme as a trigger app. Select events like “New Listing” or “Transaction Event”.

Step 3: Add ApproveThis as the action app. Map Eqpme data fields to your approval template (e.g., set rental amount as a calculated field to trigger CFO review if over $15k).

Pro Tip: Use ApproveThis’s conditional logic to customize paths. For example, equipment rentals in high-risk categories (e.g., aerial lifts) can require additional safety certifications before approval.

Avoiding Common Pitfalls

Do: Test thresholds with historical data. If 80% of past approvals were under $10k, set auto-approve at that level and adjust quarterly.

Don’t: Over-notify. Use ApproveThis’s reminder settings to alert approvers only after 24 hours of inactivity.

Do: Leverage email approvals for external partners. They’ll appreciate not having to learn a new system.

The Strategic Advantage

Combining Eqpme with ApproveThis isn’t just about faster approvals – it’s about creating accountability without bureaucracy. Rental companies using both platforms report 65% fewer compliance incidents because every major decision has a digital paper trail. Meanwhile, sales teams close deals 30% faster by involving clients directly in approval workflows.

For CFOs, the integration means real-time visibility. Approval dashboards show pending high-value rentals, while automated escalations ensure nothing slips through. One user reclaimed 14 hours/month previously spent chasing down approvers.

Getting Started

ApproveThis offers a 14-day free trial with full Zapier integration support. Eqpme users can contact their account manager to enable API access for approvals.

For complex setups (e.g., multi-department approvals with external clients), book a customized demo. Our team will configure a sandbox environment mirroring your Eqpme workflows so you can test scenarios risk-free.