Let’s cut through the noise: If you’re managing painting jobs, estimates, or invoices, you’re already juggling enough brushes without approval bottlenecks slowing you down. That’s where connecting PaintScout – your go-to for quoting and selling painting jobs – with ApproveThis’s approval automation creates something actually useful. No fluff, just fewer headaches.
Why This Combo Works (When Other Tools Don’t)
PaintScout handles the money moves – quotes, invoices, client updates. ApproveThis handles the “Hey, can someone sign off on this?” part. Together via Zapier, they automate the back-and-forth that usually kills momentum. Here’s the kicker: ApproveThis approvers don’t need PaintScout licenses. Perfect for when you need a client or exec to approve an invoice but don’t want to pay for another software seat.
Real Problems This Solves
We’ll skip the generic “streamline workflows” jargon. Here’s what this actually fixes:
1. Invoice Approvals That Don’t Require Begging
The Scenario: Your team updates an invoice status in PaintScout (like marking it “Ready for Client Review”). Without automation, someone’s now chasing down the client via email, Slack, or carrier pigeon.
The Fix: Zapier triggers an ApproveThis request the second that invoice status changes. The client gets an email they can approve/reject with one click – no app login needed. Approval status syncs back to PaintScout automatically. Late payments drop because nobody’s playing inbox hide-and-seek.
Who Cares: Finance teams tired of being bill collectors. Painting companies with clients who still think “I’ll check with my accountant” is a valid excuse.
2. Quotes That Don’t Gather Dust
The Scenario: Your sales team sends a quote via PaintScout. It sits in someone’s inbox for days because the approver’s stuck in meetings.
The Fix: Auto-create an ApproveThis request when PaintScout sends a quote. Route it to the right person based on quote amount (using ApproveThis’s approval thresholds). If they don’t respond in 24 hours, it escalates. Sales closes deals faster because they’re not waiting on bottlenecks.
Who Cares: Sales managers who hate seeing deals stall. Commercial painting crews bidding on time-sensitive projects.
3. Client Updates Without the Manual Grind
The Scenario: A project manager approves a change order in ApproveThis. Now someone has to manually update PaintScout with new contact info or project specs.
The Fix: When an approval happens in ApproveThis, Zapier auto-updates PaintScout contacts or job details. Field crews get accurate info without office staff copy-pasting data.
Who Cares: Operations teams managing 50+ painting jobs monthly. Companies where field crews and office teams hate each other (slightly less).
How to Set This Up Without Losing Your Mind
Zapier’s the middleman here. You’ll need:
- A PaintScout account
- An ApproveThis account (obviously)
- 10 minutes (we timed it)
Step 1: Create a Zapier “Zap” that starts with PaintScout (like “Quote Sent” or “Invoice Status Changed”).
Step 2: Set the action to “Create Request” in ApproveThis. Map the PaintScout data (quote amount, client email) to ApproveThis fields.
Step 3: Add logic if needed – like auto-approving invoices under $1K or routing high-value quotes to the CFO.
Step 4: Test it. Send a PaintScout quote. If your approver gets an email they can greenlight without leaving Outlook, you’ve won.
Why Your Team Will Actually Use This
Most software “solutions” get ignored because they’re clunky. Here’s why this sticks:
For Finance Teams
Auto-created audit trails. Every invoice approval is logged in ApproveThis with timestamps and comments. No more “I never got that email” excuses during audits.
For Sales Teams
Faster quote approvals mean you can undercut competitors still waiting on internal sign-offs. Use ApproveThis’s calculated fields to auto-add margins or discounts based on PaintScout quote data.
For Operations
Field crews update job specs in PaintScout? ApproveThis pings the right manager for approval via SMS or email. No app downloads needed for subcontractors.
The Nuts and Bolts You Care About
ApproveThis features that actually matter here:
- Email approvals: Approvers don’t need another login. They click “Approve” in their inbox.
- Vacation delegation: If your project manager is OOO, ApproveThis auto-reroutes requests.
- Real-time dashboards: See every pending PaintScout quote/invoice approval in one place. No spreadsheets.
No, This Won’t Break Your Existing Process
If you’re thinking “But we already use [Some Other Tool] for approvals” – cool. ApproveThis isn’t here to replace your whole stack. It’s a layer that makes PaintScout data actually move faster. Think of it like adding express lanes to your existing approval highways.
Let’s Get Practical: A Day in the Life
Imagine you run a commercial painting company. A $50K quote goes out via PaintScout. Normally, your sales rep would Slack the VP, then follow up twice daily. Instead:
- PaintScout triggers an ApproveThis request.
- The VP gets an email, approves it during their Uber ride.
- ApproveThis updates PaintScout, auto-generating the contract.
- Client gets the doc 8 hours faster. You look competent.
Bottom Line
This isn’t about “digital transformation.” It’s about eliminating the 17 approval-related emails you deal with daily. PaintScout handles the painting biz, ApproveThis handles the bureaucracy. Zapier glues them together. You get paid faster, with less chaos.
Ready to stop herding cats? Register for ApproveThis or schedule a demo. We’ll show you how to set this up live – no “use case” slides, promise.
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