ApproveThis manages your OrbisX Integration approvals.

When Your CRM Meets Approval Muscle

Let's get real - most automotive shops aren't in the business of paperwork. You detail cars, apply ceramic coatings, maybe handle insurance claims. But somewhere between the bay lifts and customer handshakes, there's always that one bottleneck: waiting for someone to approve estimates, invoices, or client onboarding.

That's where ApproveThis and OrbisX come in like a well-tuned pit crew. We're talking about connecting your CRM's operational data with an approval system that actually understands how shops work. No more chasing managers through the shop floor or waiting days for accounting to greenlight a $10k tint job.

Why This Combo Doesn't Suck

OrbisX keeps your client records straight and jobs moving. ApproveThis keeps decisions from getting stuck in neutral. Together through Zapier, they handle the grunt work of:

• Auto-creating approval requests when estimates/invoices/events hit specific triggers
• Routing decisions to the right people (even if they're elbow-deep in PPF install)
• Pushing approved items back into OrbisX without manual data entry

The kicker? Approvers don't need OrbisX logins. Perfect for insurance adjusters signing off on claims or dealership managers approving bulk orders.

Real-World Use Cases That Don't Put People to Sleep

For Shops Handling High-Value Custom Jobs

Imagine a $15k chrome delete package for a fleet of Mercedes Sprinters. Your detail team creates the estimate in OrbisX. Zapier instantly fires it to ApproveThis, where it:

• Routes to the shop manager based on dollar threshold
• CCs the client's fleet coordinator via email (no app access needed)
• Auto-approves if no response in 24hrs (because deadlines wait for no one)

Approved? OrbisX automatically schedules the job. Denied? Service manager gets a Slack alert to rework the quote.

For Multi-Location Operations

Say you've got three shops under one brand. Regional manager needs to approve any discount over 10% across locations. ApproveThis handles the multi-step approval:

1. Local service manager approves the discount
2. Automatically escalates to regional lead if over threshold
3. Updates OrbisX client record with approved pricing

All while the sales team keeps working leads instead of playing phone tag.

For Insurance/Dealership Partners

Body shops know the drill - insurance adjusters dragging their feet on approvals. Connect OrbisX repair estimates to ApproveThis with:

- Automatic PDF generation with repair codes
- Email approval links sent directly to adjusters
- Auto-reminders every 6 hours (because politely nagging works)

Suddenly those "We'll get back to you" emails turn into actual decisions.

Setting This Up Without Losing Your Mind

Here's the no-BS guide:

Step 1: In Zapier, create a new Zap using OrbisX triggers like:
- New estimate created
- Event marked complete
- Invoice generated

Step 2: Connect to ApproveThis' "Create Request" action. Map fields like:
- Customer name/vehicle from OrbisX
- Dollar amounts
- Due dates (because urgency matters)

Step 3: Set approval rules in ApproveThis:
- Auto-approve jobs under $2k
- Escalate VIP clients to senior managers
- Add conditional fields for warranty info

Step 4: Connect approvals back to OrbisX to:
- Update job statuses
- Trigger follow-up tasks
- Notify accounting teams

Total setup time? About as long as it takes to detail a Honda Civic. Maintenance? Zero - it just works.

Why Teams Actually Like This

Service Managers

Get mobile approvals while inspecting vehicles. No more "I'll be at my desk in an hour" delays.

Accounting Teams

Invoice approvals come with auto-generated audit trails. Month-end close stops being a horror show.

Sales Teams

Custom package proposals get approved before the customer loses interest. Commission checks arrive faster.

Owners/GMs

See real-time approval rates across locations. Spot bottlenecks like that manager who sits on requests for days.

The Nuts and Bolts You Care About

ApproveThis plays nice with OrbisX through features like:

Calculated Fields: Auto-add tax/materials markup to estimates before approval. No more calculator drama.

Vacation Coverage: Shop foreman on PTO? Approvals auto-reroute to the lead technician.

Approval Chains: Complex jobs requiring manager -> owner -> client signoff? Set the order once, forget forever.

Compliance Logs: Every decision timestamped and stored. Perfect for warranty disputes or insurance audits.

When You Know It's Time

If any of these sound familiar:

- "Who's got the PO for the Shelby GT500 job?"
- "The client approved that tint 3 days ago!"
- "Why is there a $20k estimate sitting in accounting?"

...then congrats - you've outgrown manual approvals. The fix isn't another meeting or sticky note system. It's connecting the tools you already use to work like you actually need them to.

Get Started Before the Next Rush Hour

ApproveThis offers free trials that actually let you test real workflows. No "contact sales" nonsense. Pair it with your existing OrbisX setup via Zapier in an afternoon.

Or schedule a 15-minute demo where we'll show how other detail shops and auto groups cut approval times by 60-80%. Either way, you stop being the approval bottleneck and get back to work that actually pays the bills.

Start Free Trial | Book Demo