ApproveThis manages your Workever Integration approvals.

When Field Service Meets Paperwork: Why This Combo Works

Let’s get real – nobody starts their day excited to chase down approvals. But when you’re managing service teams, maintenance schedules, and client quotes, decision bottlenecks can turn into real revenue killers. That’s where pairing Workever’s job management muscle with ApproveThis’ approval automation creates something actually useful.

Workever keeps your field teams moving. ApproveThis keeps your paperwork from becoming a parking lot. Connect them through Zapier, and you’ve got a system where service requests automatically trigger approval workflows, approved quotes instantly become jobs, and completed work orders self-process their billing. It’s not magic – it’s just better plumbing.

Where This Duo Outperforms Manual Processes

Construction companies lose an average of $1,000/day in productivity delays. HVAC contractors waste 12 hours/month chasing client sign-offs. These aren’t hypotheticals – they’re leaks your competitors are already patching.

Here’s the gap this integration bridges: Workever tells you what needs doing, ApproveThis handles who says yes. Together, they remove the back-and-forth that turns a 2-day job into a 5-day invoice.

Key Benefits You Can’t Fake With Spreadsheets

1. Zero License Tax: Approvers only need email – no extra Workever seats required. Perfect for client sign-offs or cross-department reviews.
2. Auto-Escalation: Stuck approval? Routes to backup decision-makers after set deadlines.
3. Field-to-Finance Sync: Approved job estimates auto-convert into Workever tasks, denied quotes trigger instant client alerts.

Real-World Use Cases That Don’t Suck

1. Quote-to-Job Conversion Without the Tag

HVAC company example: Client approves a $15k boiler install quote in Workever. Zapier triggers ApproveThis to:
- Verify the quote against remaining project budget
- Check inventory for parts availability
- Auto-approve if under $10k, escalate to CFO if over

Outcome: Jobs start 3 days faster by eliminating “Did accounting OK this?” calls.

2. Field Work Approval Chains That Don’t Break

Facility management scenario: Technician submits a Workever job request needing $2k in unplanned parts. ApproveThis:
- Routes to maintenance manager first
- If approved, auto-checks against site budget
- If denied, notifies tech + suggests alternatives

Outcome: 60% reduction in “urgent” budget override requests.

3. Client Approvals That Don’t Ghost You

Commercial cleaning example: Send client post-inspection reports via ApproveThis email approvals. If no response in 48hrs:
- Auto-sends SMS reminder
- CCs account manager
- Updates Workever job status either way

Outcome: 22% faster payment cycles from stamped approvals.

Setup That Won’t Make You Hate Tech

1. Zapier Hook: Connect Workever to ApproveThis in Zapier (15 minutes)
2. Field Mapping: Match Workever job IDs to ApproveThis request templates (Pro tip: Use custom fields for service types)
3. Approval Rules: Set thresholds – e.g., auto-approve maintenance requests under $500
4. Test: Run a $1 test job through the system

Biggest time-saver? Using ApproveThis’ Calculated Fields to auto-flag requests needing special handling. Example: If Workever job location is “Hospital”, require infection control manager sign-off.

Team-Specific Wins

Field Teams

Get approval statuses directly in Workever mobile app. No more waiting at the client site for HQ to respond.

Finance

Auto-archive approved Workever invoices in ApproveThis with audit trails. Month-end closes stop being a scavenger hunt.

Operations

See approval bottlenecks in real dashboards. If 30% of HVAC jobs get stuck at permit approval, you know where to streamline.

Why This Isn’t Just Another Integration

ApproveThis adds three things most approval tools miss for field service:

Offline Resilience: Approvers can OK via SMS/email when cell service sucks at job sites.
Location-Based Rules: Auto-route approvals based on Workever job geotags.
Client Proof: Watermarked PDF approvals attached to Workever jobs – stops “I never approved that” disputes.

It’s not about replacing Workever – it’s about handling the decision layer Workever shouldn’t have to.

When to Steal These Configurations

Best for:
- Companies with 50-200 field staff
- Service verticals with complex compliance needs (HVAC, electrical, facility maintenance)
- Teams tired of “approval amnesia” – where nobody remembers who OK’d what

Not for:
- Solo operators
- Companies with single-approver processes
- Teams married to 1990s-style paper trails

Get Moving or Get Left Behind

Your competitors aren’t waiting. Every day without automated approvals costs you:
- 47 minutes per field manager on follow-ups
- 12% slower job completion rates
- 9% higher admin labor costs

ApproveThis + Workever via Zapier is how mid-sized service companies finally fix their approval bottlenecks. Not because it’s flashy – because it pays for itself in preventable delays.

Start your free trial or book a 12-minute demo to see live examples from companies like yours.