ApproveThis manages your Workiz Integration approvals.

Why This Integration Isn’t Just Another “Productivity Hack”

Let’s cut to the chase: most software integrations promise efficiency but deliver extra steps. This isn’t that. When you connect ApproveThis and Workiz through Zapier, you’re not just linking tools – you’re fixing the approval bottlenecks that make field service teams want to throw their tablets out a truck window.

What Happens When Approval Management Meets Field Service Execution

Workiz keeps your crews moving. ApproveThis keeps decisions flowing. Together, they handle the messy middle where jobs get delayed because someone forgot to sign off on overtime pay or equipment purchases. We’re talking about:

• Zero manual handoffs between job completion and client billing
• Automatic escalation when your project manager is on PTO
• Real-time budget checks before dispatching that $5,000 generator

Field Service Teams That Actually Benefit From This

This isn’t for everyone. If your idea of “field service” is walking a Maltese in the suburbs, move along. But if you’re in:

• HVAC & refrigeration
• Commercial landscaping
• Electrical contracting
• Emergency restoration

...keep reading. We’ve seen plumbing companies cut 12 hours/week on change order approvals and electrical contractors reduce billing disputes by 40% with these workflows.

Four Real Integrations That Don’t Suck

1. The “Don’t Let Completed Jobs Collect Dust” Connection

Zapier Trigger: Workiz job marked Done → Action: Create ApproveThis request

HVAC example: When technicians complete an install, ApproveThis automatically:

- Routes photos/invoices to operations for quality check
- Sends maintenance contract upsell to sales
- Triggers client billing approval in accounting

No more “I thought YOU were handling that” between departments.

2. The “Stop Letting Leads Rot in CRM” Pipeline

Trigger: New Workiz lead → Action: ApproveThis evaluation request

Landscaping use case: New commercial client inquiry automatically routes to:

- Estimator for feasibility check
- Safety manager for site risk assessment
- Legal for contract review

All before the sales rep even finishes their coffee.

3. The “Approval to Action” Instant Dispatch

Trigger: ApproveThis request approved → Action: Create Workiz job

Electrical contractors: When project change orders get approved, Workiz automatically:

- Assigns crew based on availability
- Checks out equipment from inventory
- Adds GPS coordinates to dispatch

Bonus: Field teams get mobile approval updates without needing Workiz logins.

4. The “Paperwork to Payday” Lifeline

Trigger: New ApproveThis request → Action: Create Workiz lead

Restoration companies: When insurance adjusters approve work scopes via ApproveThis, Workiz immediately:

- Creates urgent job tickets
- Reserves industrial equipment
- Triggers sub contractor bids

Because water damage waits for no one.

Setup That Takes Less Time Than a Truck Oil Change

1. Connect the tools: Create a Zapier account if you don’t have one (takes 2 minutes)
2. Pick your triggers: Choose Workiz events (new job, lead, etc.)
3. Map critical fields: Job details → approval parameters, client info → requester data
4. Test with real data: Run a completed job through the system before full rollout

Pro tip: Use ApproveThis’ calculated fields to auto-flag jobs exceeding budget thresholds before they route for approval.

Who Actually Cares About This Integration?

Operations Managers

Stop playing phone tag with field crews. Get automatic approval requests when:
- Equipment checkouts exceed $10k
- Overtime hours hit 20% over project estimate
- Safety incidents require executive review

Sales Teams

No more “Sorry, we can’t take that job” after weeks of negotiations. Approval rules:
- Auto-reject leads requiring permits you don’t have
- Flag clients with payment histories worse than your ex’s credit score
- Route upselling approvals to your hungriest account managers

Finance Departments

Because your AP team shouldn’t be guessing whether that $25k pump was approved. Set:
- Auto-approve invoices under $1k with 90-day payment terms
- Require dual signatures for emergency purchases
- Sync approved budgets directly to QuickBooks

The Silent Killer Feature Nobody Talks About

ApproveThis approvers don’t need Workiz licenses. Client needing to sign off on project plans? Vendor approval on parts? Just add their email. They’ll get a clean approval portal without seeing your internal Workiz data. No extra seats, no confused external users.

When to Call BS on This Integration

This isn’t magic. If your approval processes are a mess offline, automating them will just create faster chaos. Get your basic workflows straight first:

- Define who approves what (seriously – document it)
- Set clear budget thresholds
- Agree on escalation paths for stuck approvals

Then let the automation handle the grunt work.

Ready to Stop Being a Human Router?

If you’re still manually forwarding Workiz job sheets for approval, you’re not just wasting time – you’re risking mistakes that cost clients. The fix takes 15 minutes:

1. Grab an ApproveThis trial
2. Connect it to Workiz
3. Set up your first approval trigger

Or schedule a demo to see how HVAC, electrical, and restoration companies are using this to actually enjoy Mondays.

Final Reality Check

This isn’t about “digital transformation.” It’s about:
- Getting paid faster
- Avoiding $10k whoopsie purchases
- Letting crews focus on work instead of paperwork
Your tools should work as hard as your field team. Make it happen.