ApproveThis manages your EXP.OS Integration approvals.

Two Platforms, One Streamlined Process

When EXP.OS handles your resource scheduling and ApproveThis manages approvals, you create an operational powerhouse. This integration eliminates bottlenecks in resource allocation - whether you're managing equipment bookings, facility reservations, or service appointments. Together, they turn multi-step approval processes into automated sequences that keep projects moving while maintaining financial oversight.

Why This Integration Changes the Game

EXP.OS excels at visualizing resource availability and managing complex bookings, but approval processes often create friction. ApproveThis adds missing layers of financial control and accountability without complicating the user experience. Facility managers gain real-time visibility into approval status directly tied to specific resources, while approvers can handle requests via email without needing EXP.OS logins.

Key Benefits Across Teams

Operations Teams: Automatically escalate high-value equipment requests based on preset cost thresholds. A $10,000 AV system rental might require CFO approval, while standard meeting room bookings auto-approve.

Finance Departments: Embedded calculated fields in approval requests automatically compare resource costs against project budgets before routing for sign-off.

Client-Facing Teams: External partners can approve special reservation requests through ApproveThis without accessing your EXP.OS system, maintaining security while improving responsiveness.

Real-World Workflow Accelerators

1. High-Value Resource Approvals

A construction firm using EXP.OS to manage equipment rentals sets up automatic approval workflows for specialized machinery requests. When an operator books a $25,000 crane through EXP.OS:

• ApproveThis triggers a 3-step approval chain (Site Manager → Safety Officer → CFO)
• Each approver receives email notifications with rental duration, cost projections, and certification requirements
• Approval status updates automatically reflect in EXP.OS, preventing double-booking

2. Emergency Reservation Changes

When last-minute changes hit conference center schedules in EXP.OS, ApproveThis ensures proper authorization. A hotel using this integration:

• Automatically flags reservations changed within 24 hours of check-in
• Routes modification requests to department heads based on impact level
• Updates room assignments in EXP.OS once approved, syncing with housekeeping systems

3. Compliance-Driven Approvals

Healthcare organizations managing specialist equipment through EXP.OS use ApproveThis to enforce compliance. MRI machine bookings might require:

• Patient insurance pre-approval documentation
• Technician certification verification
• Radiation safety officer sign-off

All requirements are automatically checked through ApproveThis' conditional workflows before confirming reservations in EXP.OS.

Implementation Made Simple

Connecting EXP.OS and ApproveThis through Zapier takes under 15 minutes:

1. Create Zapier account (if new to platform)
2. Choose EXP.OS as trigger app: Select "New Order" or "Checkin Order" events
3. Connect ApproveThis as action app: Map EXP.OS data fields to approval request templates
4. Set escalation rules and approval thresholds directly in ApproveThis dashboard

Pro Tip: Use ApproveThis' calculated fields to automatically flag reservations exceeding department budgets before routing for approval.

Critical Configuration Notes

Maximize the integration's value by:

• Setting approval thresholds based on EXP.OS resource values
• Using custom fields to pass EXP.OS metadata like reservation duration or attached files
• Configuring vacation delegates to prevent approval bottlenecks during staff absences

Department-Specific Advantages

Facility Management Teams

Automatically route special access requests (e.g., after-hours building use) through approval chains while maintaining a single source of truth in EXP.OS. Real-time dashboard tracking prevents double-booking of spaces awaiting approval.

Equipment Rental Companies

Combine EXP.OS availability calendars with ApproveThis' conditional workflows to:

• Require credit checks for high-value rentals
• Automate insurance certificate verification
• Escalate overdue return approvals to collections teams

Corporate Procurement Departments

When employees book services through EXP.OS, ApproveThis adds crucial financial controls:

• Auto-approve meetings under $1,000
• Require VP sign-off for executive retreats
• Verify vendor contracts before confirming bookings

Beyond Basic Approvals

The integration supports advanced scenarios through ApproveThis' robust feature set:

Multi-Language Approvals: Global teams can configure approval interfaces in local languages while maintaining EXP.OS data integrity.

Audit Trails: Every approval decision links back to original EXP.OS records, crucial for regulated industries.

Dynamic Routing: Change approvers based on real-time EXP.OS data like resource location or booking type.

Getting Started

To implement this integration:

1. Create ApproveThis account
2. Set up core approval templates matching your EXP.OS workflows
3. Connect to EXP.OS via Zapier using triggers for key order events

Most teams see ROI within 30 days through reduced approval delays and improved compliance.

The Bottom Line

Combining EXP.OS' resource management strengths with ApproveThis' approval automation creates operational transparency that's greater than the sum of its parts. You maintain EXP.OS' user-friendly scheduling interface while adding enterprise-grade financial controls and audit capabilities.

Ready to transform how you manage resource approvals? Book a personalized demo or start your free trial to experience the power of automated workflows.