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Eworks Manager Integration

ApproveThis manages your Eworks Manager Integration approvals.

April 17, 2025

Integration Category: Project Management

When Job Management Meets Approval Sanity

Let's cut through the BS: Your field team's using Eworks Manager to track jobs from quote to invoice. Your office team's drowning in Slack threads and forwarded emails trying to get purchase orders approved. You're not running a business - you're herding cats with walkie-talkies.

That's why connecting ApproveThis and Eworks Manager via Zapier isn't just another "integration". It's like giving your operations team a defibrillator for their approval bottlenecks. We're talking real-time handoffs between job management and decision-making - no more lost requests, no more "I thought Dave approved that", just work that actually flows.

Why This Combo Doesn't Suck

Eworks Manager handles the physical workflow - dispatching techs, tracking materials, billing clients. ApproveThis handles the decision workflow - who needs to sign off on what, when, and with what conditions. Together through Zapier, they do three things better than your current setup:

1. No More Approval Black Holes

That $15K HVAC replacement job? Right now, it's stuck because the procurement manager's camping in Yosemite. With our setup, Eworks triggers an approval request the second the job scope changes. ApproveThis automatically routes it to the backup approver based on vacation rules. Field team moves forward Monday morning. No signal required.

2. Audit Trails That Don't Require a Detective

Client disputes a charge? Pull up the exact approval chain showing who authorized overtime labor costs in Eworks, complete with timestamps and conditional thresholds from ApproveThis. Takes 2 minutes instead of 2 weeks.

3. External Approvals That Don't Cost You $50/User/Month

Contractors, clients, or suppliers approving stuff? They get email links to approve/reject in ApproveThis without needing Eworks licenses. You get to keep using Eworks Manager without paying for 50 external users who log in twice a year.

Real Workflows for People Who Actually Work

"Why Is This Job Stalled?" → Extinct Phrase

Scenario: Plumbing company gets an emergency call. Dispatcher creates job in Eworks → Zapier triggers ApproveThis to get manager approval for after-hours rates → Once approved, Eworks auto-schedules crew with premium pay rate.

Before: 3hrs of phone tag. After: 11 minutes.

Purchase Orders That Don't Require a Paper Shredder

Example: Electrical contractor needs $8K in specialty conduits. Eworks PO hits ApproveThis → Routes to project manager if <$10K, CFO if >$10K → Approved? Eworks auto-updates inventory. Denied? Buyer gets alert to find alternatives.

Bonus: ApproveThis' calculated fields auto-flag POs that exceed job budget estimates in Eworks.

Client Approvals That Don't Make You Want to Quit

Situation: Landscaping firm's change order process. Designer updates job in Eworks → ApproveThis sends email to client → Client approves via mobile → Eworks auto-generates revised contract.

Key move: Clients approve via email without logging into either system. Your sales ops team stops babysitting Docusign links.

Setting This Up Without an IT Degree

Zapier's the middleman here. Three steps even your least techy ops manager can handle:

  1. Connect the Pipes: Log into Zapier, link both apps (takes 3 minutes)
  2. Pick Your Trigger: "When X happens in Eworks, do Y in ApproveThis" (or vice versa)
  3. Test With Real Data: Create test job in Eworks, watch approval pop in ApproveThis

Pro tip: Start with one workflow - like equipment purchase approvals. Get that humming before automating everything.

Who Actually Benefits (Besides Your Sanity)

Field Teams:

Dispatcher at an HVAC company: "Used to wait hours for approval to deploy extra crews during heat waves. Now Eworks auto-triggers approvals based on call volume. We activate surge pricing faster, techs earn more OT, customers get AC fixed same-day."

Finance Teams:

Controller at electrical contractor: "PO approvals used to require printing, signing, scanning. Now ApproveThis routes digital POs from Eworks with conditional thresholds. Under $5K? Auto-approved. Over? Escalates to me. Saved 23 hours/month on rubber-stamping."

Operations Managers:

Service director at landscaping firm: "Change orders were killing us. Clients dragged feet signing. Now Eworks job updates trigger ApproveThis emails to clients. They click approve, job status auto-updates. Reduced project delays by 40% last quarter."

But Wait, There's Actual Features

ApproveThis isn't just a fancy email forwarder. When connected to Eworks Manager via Zapier, you unlock:

  • Approval Escalations: If Eworks job sits unapproved for 24hrs, ApproveThis bumps it up the chain automatically
  • Budget Guards: Approval thresholds block Eworks job updates that exceed project budgets
  • Delegation That Works: Approver on PTO? ApproveThis reroutes Eworks approvals without missing SLAs

This Isn't "Nice to Have" Anymore

If you're managing 50-5000 employees across field teams and offices, manual approvals are costing you:

- Delayed projects from approval lag
- Overtime from rushed work post-approval
- Compliance risks from sloppy audit trails

The ApproveThis + Eworks Manager integration via Zapier fixes this with workflow rules that actually enforce themselves. No more hoping people follow process - the system routes, tracks, and escalates automatically.

How to Stop Wasting Time Tomorrow

Option 1: Grab a free ApproveThis trial, connect to your Eworks Manager in 15 minutes via Zapier. Steal our pre-built templates for service industries.

Option 2: Book a 12-minute demo. We'll show how HVAC, electrical, and landscaping companies cut approval delays by 60%+.

Either way, stop letting approval chaos dictate your ops tempo. Your field crews and finance team might actually start liking each other.

🥳

Integrate with Eworks Manager 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 Eworks Manager

Suggested workflows (and their Zapier components) for Eworks Manager

Create approval requests for accepted appointments

Need to streamline your appointment acceptance process? This integration creates an approval request in ApproveThis whenever an Eworks Manager appointment is accepted, ensuring you have oversight and control over the entire process. An efficient way to manage approvals without manual intervention and improve response times.

Zapier Components

Eworks Manager Logo

Trigger

Appointment Accepted

Triggers when an appointment is accepted.

Action

Create Request

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

Notify upon purchase order approval or denial

Ensure prompt actions following purchase order approvals or rejections by automatically notifying stakeholders. This integration allows you to receive notifications via ApproveThis once a purchase order in Eworks Manager is approved or denied, keeping everyone in the loop for swift decision making.

Zapier Components

Eworks Manager Logo

Trigger

Purchase Order Approved

Triggers when a purchase order is approved.

Action

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Create jobs for new approval requests

Speed up job creation with this automation. Whenever a new approval request is initiated in ApproveThis, a corresponding job is automatically created in Eworks Manager, ensuring tasks are ready for execution once approvals are granted. Minimizes delays and improves efficiency.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Eworks Manager Logo

Action

Create Job

Creates a new Job