ApproveThis manages your AroFlo Integration approvals.

Why Field Service Companies Need This Combo

Let’s cut the fluff: trade businesses run on two things - getting jobs done right and not wasting time on paperwork. That’s where ApproveThis and AroFlo come in. AroFlo handles your jobs from quote to invoice. ApproveThis handles the "Hey boss, can I…?" moments. Connect them through Zapier, and you’ve got a system where approvals don’t slow down work - they actually keep things moving.

What Happens When You Connect These Tools

Picture this: Your plumber finishes a job, updates the task in AroFlo, and instantly triggers an approval request for the client invoice. The office manager gets an email, clicks "approve," and AroFlo automatically generates the invoice. No chasing people down. No confused texts. Just work flowing where it needs to go.

Key Benefits for Trade Businesses

For field teams: Less time waiting on decisions, more time fixing/building/installing. Approval requests auto-create tasks in AroFlo so nothing falls through the cracks.

For finance: Invoice approvals happen before the work is marked complete. No more surprise bills or unauthorized purchases.

For project managers: See approval statuses right in AroFlo tasks. Know exactly why something’s delayed (and who’s holding it up).

Real-World Use Cases That Actually Matter

1. Task Updates → Instant Approvals

How it works: When a field worker updates an AroFlo task (like completing an installation), ApproveThis automatically creates an approval request for the next step. Electricians love this for change orders - client approves the extra work before you touch another wire.

Why it’s cool: Uses ApproveThis’ calculated fields to auto-add pricing changes. Approvers get all details in one email - no login required. Perfect for contractors working with homeowners who don’t have (or want) AroFlo access.

2. Approved Invoices → Updated Tasks

How it works: Finance approves a supplier invoice in ApproveThis → AroFlo automatically updates the related job’s budget and task status. HVAC companies use this to ensure they never overspend on parts without approval.

Hidden perk: ApproveThis’ thresholds auto-approve small purchases (under $200) but escalate bigger spends. Field teams keep moving without micromanagement.

3. New Requests → Auto-Created Tasks

How it works: Sales team approves a custom quote request in ApproveThis → Zapier creates a new project template in AroFlo with all approved specs. Commercial builders dig this for handling client revisions without 17 back-and-forth emails.

4. Approval Decisions → Task Status Updates

How it works: Deny an equipment rental request in ApproveThis → AroFlo automatically flags the task as "On Hold" and notifies the crew. Stops expensive mistakes before they happen.

Setting This Up Without Losing Your Mind

1. Connect through Zapier: Takes 4 minutes. You’re basically telling Zapier "When X happens in AroFlo, do Y in ApproveThis" (or vice versa).

2. Set your thresholds: In ApproveThis, configure rules like "Auto-approve change orders under $500 if project manager X signed off."

3. Test with real data: Have your plumber submit a mock parts request. Watch how it flows from AroFlo → approval email → auto-updated task status. Fix any glitches now, not during a rush job.

Why This Isn’t Just Another Integration

Most approval tools make your team jump through hoops. ApproveThis works how trade businesses actually operate:

• Email approvals: Foreman approves a materials request from his truck via email. No app download needed.
• Vacation coverage: When your project manager’s fishing, approvals auto-route to their second-in-command.

Meanwhile, AroFlo keeps jobs moving. Together, they cut the typical "approval lag" from days to hours. For a 50-person electrical company, that’s 100+ saved hours monthly.

Who Actually Benefits From This?

Construction & Contracting

Problem: Client change orders take 3 days to approve → crews sit idle. Solution: Site leads submit change requests via AroFlo → client approves via email → crew gets notified before leaving the site.

HVAC & Plumbing

Problem: Emergency part purchases happen without approval → profit margins tank. Solution: Any parts request over $300 in AroFlo requires approval → denied requests auto-alert the van.

Landscaping & Maintenance

Problem: Seasonal staff don’t know approval processes → billing errors. Solution: New hires submit equipment requests through pre-built AroFlo tasks → approvals handled before they touch a mower.

Common Objections (And Why They’re Wrong)

"We’re too small for this." Cool. Keep using post-it notes. But when you hit 20+ field staff, those "quick approvals" cost you $12k/month in delayed jobs. Math sucks, but there it is.

"Our current process works." Does it? How many times this month did accounting reject an invoice because someone didn’t get approval? Exactly.

How to Not Screw This Up

- Do: Start with one workflow (like invoice approvals). Nail it, then expand.
- Don’t: Let IT overcomplicate this. Zapier setups take minutes, not weeks.
- Do: Use ApproveThis’ vacation rules. Nothing dies because Karen’s on PTO.
- Don’t: Skip testing with actual field staff. If they hate it, they won’t use it.

Bottom Line

Trades don’t get paid for paperwork. Every minute your crew waits on an approval is money lost. ApproveThis + AroFlo via Zapier turns those "hurry up and wait" moments into actual productivity. And because approvers don’t need AroFlo licenses, even your most tech-phobic clients can click "approve" from their inbox.

Next step: Book a 15-minute demo or start a free trial. We’ll set you up with pre-built AroFlo approval templates so you’re running in a day, not a month.