ApproveThis manages your Wello Solutions Integration approvals.

Two Systems, One Competitive Edge

When work order management meets airtight approval controls, service businesses gain operational precision that competitors can't match. Wello Solutions' field service expertise combined with ApproveThis' structured decision-making creates a workflow engine that eliminates bottlenecks while maintaining financial and operational discipline.

Why This Integration Changes the Game

Most field service teams juggle two critical needs: moving quickly to resolve customer issues, and maintaining strict controls over spending/compliance. Traditional approaches force tradeoffs between speed and oversight. This integration eliminates that compromise through three key advantages:

1. Contextual Decision-Making

ApproveThis pulls real-time data from Wello work orders to create approval packets with all relevant details - service history, parts costs, customer contract terms. Approvers get complete context without switching systems.

2. Financial Guardrails

Auto-escalate approvals when work orders exceed budget thresholds. Route high-cost parts orders to department heads while letting field supervisors approve routine expenses. Built-in calculated fields prevent math errors in time-sensitive decisions.

3. Mobile-First Accountability

Technicians get approval decisions in their Wello mobile app workflow. Managers approve via email without needing Wello logins. Every decision is timestamped and auditable across both systems.

Real-World Impact Across Teams

Field Operations: Prevent Costly Delays

A Midwest HVAC company reduced emergency call resolution time by 40% by embedding approval requests directly into Wello work orders. Technicians request special equipment approvals while onsite, with automatic routing based on amount and contract type.

Finance: Catch Errors Before Payment

ApproveThis' invoice approval workflows reduced billing disputes by 62% for an electrical contractor. The integration cross-checks Wello time logs against supplier invoices, flagging discrepancies for review before approval.

Customer Success: Enforce Service SLAs

A national pest control provider uses approval thresholds to automatically escalate overdue preventative maintenance requests. Customer managers get notified via ApproveThis when service timelines risk violation, with option to approve overtime costs.

Four Ways to Automate Approval Workflows

1. Client Onboarding Validation

The Problem: New client setup in Wello often requires input from safety, legal, and finance teams - creating 3-day delays.

The Fix: Auto-create ApproveThis requests when Wello detects new high-value clients. Route to necessary stakeholders with conditional logic. Sales ops teams at industrial suppliers cut onboarding time by 58% using this method.

2. Invoice Exception Handling

The Problem: 22% of field service invoices require manual review, delaying payments and frustrating vendors.

The Fix: Create approval requests only when Wello invoices exceed project budgets or use unapproved suppliers. A plumbing company reduced finance team overtime by 14 hours/week using this filtered approach.

3. Emergency Work Order Approvals

The Problem: After-hours approvals often stall because managers can't access work order details remotely.

The Fix: Connect Wello's mobile app to ApproveThis' email approvals. A restoration company improved 24/7 response capability by 31% while maintaining $10k+ approval thresholds.

4. Compliance Audits Made Simple

The Problem: Safety documentation gets lost between field teams and back-office systems.

The Fix: Trigger ApproveThis documentation reviews when Wello work orders are marked complete. Required certificates and checklists are attached automatically. A utilities contractor passed their first regulatory audit with zero findings using this method.

Implementation That Actually Works

Forget complex IT projects - this integration uses Zapier for setup in under 45 minutes:

1. Connect Wello Solutions and ApproveThis via Zapier
2. Choose trigger events (new work order, invoice, etc.)
3. Map critical data fields between systems
4. Set approval rules and thresholds

Critical Configuration Tips

Do: Use ApproveThis' calculated fields to auto-flag work orders needing special approval (e.g., overtime hours x rate exceeds $500)

Don't: Require approvers to log into Wello - use ApproveThis' email approvals for external partners

Pro Tip: Set up vacation delegation in ApproveThis to prevent work order delays during time-offs

Why Teams Choose This Combination

Service companies using both platforms report:

• 31% faster approval cycles for complex work orders
• 83% reduction in compliance-related rework
• 68% fewer finance/field team disputes

Getting Started

ApproveThis requires no per-approver fees, making it ideal for businesses that need external clients or partners to approve Wello work orders. Start with a single high-impact workflow like invoice approvals or emergency work orders.

Ready to eliminate approval bottlenecks? Register for ApproveThis or explore Wello Solutions to book a live integration demo.