Why Approval Automation Matters for Service Teams
Property managers and cleaning companies face a critical challenge: maintaining service quality while scaling operations. TIDY excels at coordinating physical work – scheduling cleanings, tracking job statuses, and managing locations. ApproveThis brings structure to the decision-making behind those operations. Together, they create a closed-loop system where nothing falls through the cracks.
Consider this: 23% of service delays stem from approval bottlenecks according to field service industry data. When you connect TIDY's job management with ApproveThis' automated workflows through Zapier, you eliminate manual follow-ups and create audit trails for every decision. Maintenance supervisors gain hours back each week, while property owners get real-time visibility into request statuses.
How TIDY and ApproveThis Complement Each Other
TIDY organizes the execution of cleaning and maintenance work, while ApproveThis manages the authorization process. This division of labor is particularly powerful for businesses that need:
- External client approvals (property owners, corporate tenants)
- Multi-location cost control (preventing unauthorized service upgrades)
- Compliance documentation (HOA rules, lease agreements)
Key advantage: Approvers using ApproveThis don't need TIDY licenses. This makes the solution ideal for property management companies who need board member sign-offs or cleaning franchises requiring owner approvals for special requests.
Real-World Workflow Automations
1. Address Verification for Property Managers
When new rental properties get added to TIDY, ApproveThis automatically routes address details to the right stakeholders. A property management company could:
- Send lease agreements to landlords via email approval
- Require tenant confirmation of move-in checklists
- Flag properties needing HOA approval for renovations
Example: A vacation rental company uses this integration to verify new listings within 4 hours instead of 3 days. Their cleaners receive TIDY jobs only after both the operations manager and property owner approve the location details.
2. Job Authorization for Commercial Clients
Corporate offices often require multiple approvers for cleaning service changes. When TIDY detects a new recurring job request, ApproveThis can:
- Route to facility managers and department heads simultaneously
- Calculate and display service cost impacts using dynamic fields
- Auto-approve requests under $500 using approval thresholds
Example: A school district prevents budget overruns by requiring principal approval for any custodial work exceeding standard hours. Approved jobs automatically populate in TIDY with special instructions for the cleaning crew.
3. Emergency Maintenance Escalation
For urgent TIDY jobs like flood cleanup or HVAC repairs, ApproveThis' sequential approvals ensure rapid response:
1. On-site staff submits emergency request in TIDY
2. ApproveThis immediately notifies property manager
3. If no response within 15 minutes, escalates to regional director
This workflow helped a hotel chain reduce emergency response time by 40% while maintaining proper authorization chains.
Implementation Guide
Step 1: Create your ApproveThis account and build approval templates matching your TIDY workflows (service requests, vendor approvals, etc.)
Step 2: In Zapier, connect TIDY triggers to ApproveThis actions. Essential connections include:
- New TIDY address → Approval request with geotagged photos
- Completed TIDY job → Approval audit trail for invoicing
- Recurring calendar event → Monthly budget approval
Step 3: Configure ApproveThis' advanced features:
• Vacation delegation for approvers
• Custom SMS/email reminders
• PDF audit reports auto-saved to TIDY job notes
Team-Specific Benefits
Operations Teams
Field supervisors using TIDY gain real-time visibility into approval statuses. No more chasing down managers for signatures – the ApproveThis dashboard shows exactly where each request stands. Automatic reassignments during vacations keep jobs moving.
Finance Departments
ApproveThis' calculated fields automatically validate TIDY job costs against budget allocations. Any service request exceeding department limits gets routed to senior leadership before appearing in TIDY schedules.
Executive Leadership
Custom reports combine TIDY job completion data with ApproveThis approval timelines. Identify bottlenecks in high-value maintenance requests and prove compliance during audits.
Getting Started
Companies using TIDY for more than 50 monthly jobs typically see ROI within 90 days of adding ApproveThis. The integration pays for itself by:
- Reducing unauthorized service costs by 12-18%
- Cutting approval cycle time by 60%
- Eliminating 8-10 hours/month of manual follow-ups
Start with your highest-volume approval process. Most teams begin with vendor invoice approvals or client change orders before expanding to other workflows.
Final Recommendation
Don't let manual approvals slow down your TIDY operations. Schedule an ApproveThis demo to see how Zapier automation can transform your maintenance workflows. For teams ready to move faster, register for a free trial and connect your first TIDY approval workflow in under 20 minutes.
Key reminder: External approvers never need TIDY logins. They simply review requests via email or SMS and click Approve/Reject – all activity syncs automatically with your TIDY job records.
Integrate with TIDY 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.
Learn More
Best Approval Workflows for TIDY
Suggested workflows (and their Zapier components) for TIDY
Create approval requests for new addresses
When a new address is created in TIDY, this integration creates an approval request in ApproveThis for verification. It helps ensure that address entries are reviewed before further processing. *Note: Set up the appropriate approval workflow in ApproveThis.*
Zapier Components

Trigger
New Address
Triggers when a new address is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new jobs
When a new or updated job is added in TIDY, this integration sends an approval request in ApproveThis for further review. It ensures that job entries are validated promptly. *Note: Map job details appropriately in the approval request.*
Zapier Components

Trigger
New or Updated Job
Triggers when a new Job is added or when a job is updated to a new status (if you use the status filter).
Action
Create Request
Creates a new request, probably with input from previous steps.
Add new jobs for approval requests
When an approval request is initiated in ApproveThis, this automation adds a new job in TIDY. It streamlines the process of initiating tasks once an approval workflow begins. *Note: Customize job fields to align with the approval details.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Add Job
Adds a job to an address in your TIDY account.
Update jobs following approval decisions
When a request is approved or denied in ApproveThis, this integration updates the corresponding job in TIDY. It keeps job statuses current based on approval outcomes. *Note: Map approval outcomes to job update fields as needed.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Update Job
Updates to-do lists or other details for an existing job in your TIDY account.
Create approval requests for new to-do lists
When a new to-do list is created in TIDY, this automation sends an approval request in ApproveThis to verify and prioritize the tasks. It adds an important review checkpoint to task management. *Note: Adjust to-do list details to suit your approval process.*
Zapier Components

Trigger
New To-Do List
Triggers when there is a new To-Do List created in TIDY.
Action
Create Request
Creates a new request, probably with input from previous steps.
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