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Maidily Integration

ApproveThis manages your Maidily Integration approvals.

April 17, 2025

Integration Category: Productivity

Why Approval Automation Matters for Cleaning Businesses

Let's cut to the chase: cleaning companies don't get paid for managing paperwork. They get paid for showing up on time, leaving spaces spotless, and keeping clients happy. But between scheduling crews, verifying new customers, and processing invoices, there's a mountain of administrative work that doesn't involve actually cleaning anything.

That's where ApproveThis and Maidily come in. When you connect these two platforms through Zapier, you create a system where approvals happen automatically in the background - no chasing down managers, no lost emails, no "I thought you signed off on that."

The Nuts and Bolts of the Integration

Here's how it works: Maidily handles your frontline operations - scheduling jobs, tracking technicians, managing customer accounts. ApproveThis becomes your compliance engine, automatically routing decisions to the right people based on your business rules.

Key benefits:

  • Approvers don't need access to Maidily (perfect for accountants or external partners)
  • Automatic escalations when managers are OOO
  • Real-time audit trails for compliance

Example: When a $5,000 commercial contract comes through Maidily, ApproveThis can automatically require CFO approval before scheduling the job. For routine residential cleanings? Maybe just a team lead sign-off.

Real-World Use Cases That Actually Matter

1. Client Onboarding Without the Headaches

Problem: New client requests pile up on weekends. By Monday morning, your sales team is playing phone tag with operations to verify service areas and equipment availability.

Solution: When Maidily detects a new customer signup, ApproveThis automatically:

  • Checks against your service area map
  • Verifies equipment requirements
  • Routes to sales manager + operations lead

Commercial cleaning companies use this to screen corporate clients - one Chicago operation reduced onboarding delays by 70%.

2. Job Assignments That Don't Fall Through the Cracks

Problem: Dispatchers manually check technician certifications against job requirements. Mistakes happen. Clients get (rightfully) pissed when your team shows up without carpet cleaning gear.

Solution: Maidily job creation triggers ApproveThis to:

  • Match skills/certifications automatically
  • Flag jobs needing special equipment
  • Require supervisor approval for exceptions

A Florida-based company handling vacation rentals uses this to ensure every Airbnb turnover crew has certified mold remediation staff.

3. Payment Approvals That Keep Cash Flowing

Problem: Accounting chases down managers to approve invoice discounts or payment plans. Meanwhile, your AR days balloon.

Solution: When a Maidily invoice gets paid, ApproveThis:

  • Auto-approves standard payments
  • Flags discounts over 5% for CFO review
  • Blocks scheduling future jobs with past-due accounts

One Texas janitorial service cut payment approval time from 3 days to 4 hours using this combo.

Setting This Up Without Losing Your Mind

Good news: If you can set up a Facebook event, you can configure this integration. Here's the playbook:

  1. Connect Maidily and ApproveThis through Zapier (takes 6 minutes)
  2. Choose your trigger (new customer, job, or payment in Maidily)
  3. Map critical fields - service type, dollar amounts, locations
  4. Set approval rules based on your business logic

Pro tip: Start with your highest-volume approval type first. Most teams begin with new client vetting before tackling payments or job assignments.

Why This Isn't Just Another Tech Stack Toy

We've seen two types of cleaning companies succeed with this integration:

Growth-Minded Startups: A St. Louis home cleaning service scaled from 12 to 45 technicians without adding administrative staff. Their secret? Auto-approving routine requests while flagging exceptions.

Compliance-Focused Enterprises: A hospital cleaning contractor in Philly uses approval thresholds to meet joint commission requirements. Every chemical order and equipment rental gets automatic audit trails.

The kicker? Both use the exact same integration setup. The difference is in how they configure approval rules for their specific needs.

Teams That Actually Care About This Stuff

Operations Managers

Get: Fewer 2 AM texts about whether Janet approved the bleach order for tomorrow's school disinfection. Keep crews moving without playing approval whack-a-mole.

Sales Teams

Get: Instant visibility into which proposals need manager sign-off. No more promising start dates you can't actually deliver because approvals are stuck in limbo.

Finance Teams

Get: Automatic holds on jobs with risky payment terms. Approve discounts strategically instead of constantly putting out fires.

The Bottom Line

Approval bottlenecks aren't just annoying - they cost real money. Every hour your team spends chasing signatures is an hour not spent growing the business or servicing clients.

ApproveThis + Maidily works because it's not about adding more software. It's about making the tools you already use (Maidily for operations, email for communication) work together smarter.

Ready to stop being your company's human routing system? Book a 15-minute demo to see how approval automation actually works. Or if you're the DIY type, start a free trial and connect your Maidily account in about the time it takes to brew a pot of coffee.

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Integrate with Maidily 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.

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Best Approval Workflows for Maidily

Suggested workflows (and their Zapier components) for Maidily

Create approval requests for new Maidily customers

When a new customer is added in Maidily, this automation creates a new approval request in ApproveThis to verify customer details. It helps streamline account onboarding and ensures compliance before finalizing the registration. *Note: Make sure that the necessary customer fields are mapped for thorough verification.*

Zapier Components

Maidily Logo

Trigger

New Customer

Triggers when a new customer is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new Maidily jobs

When a new job is initiated in Maidily, this automation generates an approval request in ApproveThis for quick review. It helps teams assess job requirements and confirm assignments effectively. *Note: Verify that all job details are correctly mapped for an effective review.*

Zapier Components

Maidily Logo

Trigger

New Job

Triggers when a new job is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for paid Maidily jobs

When a job payment is processed in Maidily, this integration creates an approval request in ApproveThis to review the transaction details. It ensures that payment records comply with internal standards before finalizing documentation. *Note: Ensure that all relevant invoice details are included in the approval request.*

Zapier Components

Maidily Logo

Trigger

Paid Job

Triggers when a job is paid through an invoice/gets charged through the job details.

Action

Create Request

Creates a new request, probably with input from previous steps.