
ApproveThis manages your mfr - field service management Integration approvals.
April 17, 2025
Integration Category: Scheduling
When Approval Bottlenecks Meet Field Service Fires
Let's get real: your field service team runs on tight margins and tighter deadlines. Every minute your HVAC tech spends waiting for approval to order emergency parts? That's a customer freezing their ass off. Every construction project delayed because equipment approvals got stuck in accounting? That's your profit margin melting faster than an ice cube in Phoenix.
This is where ApproveThis and mfr Field Service Management become your secret weapon. We're talking about connecting the approval brains (ApproveThis) with the field service brawn (mfr) through Zapier - no coding required, just pure operational adrenaline.
Why This Integration Doesn't Suck
Most "integrations" are just fancy notification systems. This one actually does work. Here's why it matters:
- Approvers don't need mfr licenses - Your CFO can reject a $20K compressor purchase from their Gmail. No new logins, no training, no bitching about "another damn software".
- Field ops keep moving - Techs get automatic job updates when approvals clear. No more "Did accounting sign off yet?" texts at 6 AM.
Real example: A plumbing company used this combo to slash equipment approval times from 3 days to 47 minutes. How? Automatic approval routing based on job urgency + instant mfr job creation when requests get greenlit.
Five Ways This Combo Actually Solves Real Problems
1. "Why Is This Job Still Pending?!" Prevention
The Zap: New mfr job → Auto-create ApproveThis request → Approved? Auto-update job status in mfr
HVAC companies use this to handle after-hours emergencies. Dispatcher creates "Furnace Meltdown" job in mfr → Approval request fires off to on-call manager → Approval triggers technician dispatch. All before the customer finishes their third whiskey sour.
2. Customer Onboarding That Doesn't Make You Want to Quit
The Zap: New mfr customer → Auto-create compliance approval in ApproveThis
Electrical contractors love this for high-risk clients. New customer in mfr? Automatic credit check approval workflow. Sales team stays happy, accounting stays solvent, nobody gets stuck holding $50K in unpaid invoices.
3. Location-Based Approval Rules That Actually Work
The Zap: New mfr service location → Auto-route permits/approvals based on jurisdiction
Landscaping companies use this when expanding to new counties. Add "Springfield" as service area? Approval workflow automatically routes to local license validators. No more fines for accidentally trimming protected trees in state parks.
4. Approval Chains That Respect the Food Chain
The Magic: mfr job value triggers ApproveThis escalation rules
Equipment rental companies set this up for big-ticket items. $5K forklift rental? Auto-approve. $50K crane? Escalate to regional director. $500K fleet request? Wake up the CEO. Uses ApproveThis' approval thresholds to keep everyone in their lane.
5. "Who's Covering Jim's Approvals?" Solved
The Lifesaver: ApproveThis vacation delegation + mfr job reassignment
When your lead field manager takes PTO, ApproveThis automatically shifts their approvals to the backup while updating mfr job assignments. No dropped balls, no "out of office" reply hell.
Department-Specific Wins (No Corporate Jargon)
Field Ops Teams
Know immediately which jobs are approved vs. stuck in limbo. Real-time ApproveThis statuses show right in mfr job details. Dispatch with confidence instead of playing phone tag with the office.
Finance Teams
Approve purchase requests directly from QuickBooks invoices attached to mfr jobs. Conditional approval rules auto-approve routine parts orders while flagging unusual spends. Yes Karen, we see that $200 toilet seat request.
Sales Teams
New service contracts in mfr trigger approval workflows with legal templates. Close deals faster without waiting weeks for redline reviews. Use calculated fields to auto-flag non-standard terms that need extra eyes.
Setting This Up Without Losing Your Mind
Here's the 3-step reality check:
- Connect the dots in Zapier - Pick your triggers (mfr job created, customer added, etc.) and map to ApproveThis actions. Takes 9 minutes if you've had coffee.
- Build approval templates in ApproveThis - Match them to your common mfr scenarios (emergency jobs, new locations, big purchases). Pro tip: Use calculated fields to auto-set approval thresholds based on mfr job data.
- Test with real field data - Create a fake "Urgent Toilet Repair" job in mfr. If approvals flow correctly, you're golden. If not, tweak and retry. Still easier than training contractors to use new apps.
Why This Beats "Just Using Email"
Let's compare:
Old Way: Service manager emails purchase request → Finance forwards to CFO → CFO replies "Approved" → CC'd intern manually updates mfr → Tag gets lost → Job delayed 3 days
New Way: mfr job created → Auto-approval request with all details → CFO clicks email approve → mfr auto-updates → Parts ordered before the manager finishes their coffee
Bonus: Full audit trail showing who approved what, when, and why. Perfect for when regulators come knocking.
Real Companies Not Pretending to Use This
Commercial HVAC Provider: Cut equipment approval times by 68% while reducing field callbacks. How? Auto-approved standard parts orders + instant mfr job updates when special approvals clear.
National Landscaping Chain: Reduced compliance violations by 92% in new markets. Secret sauce? Location-based approval workflows that auto-route permits to local experts.
Equipment Rental Startup: Scaled from 3 to 14 locations without adding approval staff. Magic trick: Approval thresholds that auto-OK small rentals but escalate big requests.
Common "Yeah Buts" We Hear
"We have custom approval rules!" - So? ApproveThis handles multi-step conditional workflows. If your rule can be described without hand gestures, we can automate it.
"Our field guys hate new tech!" - Good news: They keep using mfr like normal. ApproveThis works in the background via email/SMS approvals. Only office folks see the dashboard.
"What if Zapier goes down?" - Then the internet is dead and we're all hunting squirrels. But seriously - approvals still work directly in ApproveThis, you just lose the auto-sync until Zapier reboots.
Bottom Line for Field Service Leaders
If you're still manually routing approvals between mfr and email/Excel/Post-its, you're leaving money on the table. Not "digital transformation" money - real "we could hire two more techs" money.
This integration isn't about being fancy. It's about:
- Jobs getting done faster because approvals aren't stuck in inboxes
- Customers not bitching about delays
- Managers not playing approval detective
Set up takes an afternoon. ROI hits in days. Your move.
Make It Happen
Ready to stop being the approval bottleneck? Book a 15-minute demo and we'll show exactly how to connect ApproveThis with your mfr account. Or grab a free trial and start building workflows yourself. Either way - your field teams will finally stop blowing up your phone about "Where's that approval?"
Integrate with mfr - field service management 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 mfr - Field Service Management
Suggested workflows (and their Zapier components) for mfr - Field Service Management
Create jobs in mfr when requests are approved or denied in ApproveThis
Streamline your job creation process by automating mfr job entries based on ApproveThis approval outcomes. This integration helps keep your field service operations in sync with the latest approved decisions, ensuring efficient resource allocation.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Job
Creates a new Job in mfr. Jobs always have a job description and can be created from a job template.
Create approval requests when new jobs are created in mfr
Ensure all new jobs in mfr are swiftly handled with necessary approvals. This automation initiates an ApproveThis request whenever a new job is added in mfr, keeping your operations compliant and efficient.
Zapier Components

Trigger
New Job
Triggers when new job was created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Initiate approvals for new customers in mfr
Automate the approval workflow for new customers added in mfr by creating a corresponding request in ApproveThis. This ensures that every customer onboarding is thoroughly vetted and approved efficiently.
Zapier Components

Trigger
New Customer
Triggers when new customer is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval workflows for new service locations in mfr
Keep track of newly added service locations by initiating approval workflows. This integration automatically creates a request in ApproveThis whenever a new service location is created in mfr.
Zapier Components

Trigger
New Location (Service Location)
Triggers when new location (service location) is available.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create new customers in mfr for each request initiated in ApproveThis
Automatically populate your customer database in mfr by creating entries for each new approval request initiated in ApproveThis. This ensures that your customer list grows seamlessly with the decisions made in your approval workflows.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Customer
Creates a customer with a unique customer id in mfr.
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