ApproveThis manages your Route the Service Platform Integration approvals.

Why Integrate Approval Management with Service Workflows?

Commercial cleaning companies and facility service providers face a critical challenge: balancing rapid client onboarding with rigorous operational oversight. Route the Service Platform excels at managing client data and service locations, while ApproveThis brings structure to decision-making processes. Together through Zapier, these platforms create a closed-loop system where client intake automatically triggers approvals, and approval decisions directly update operational records.

This integration eliminates the gaps between sales teams closing deals and operations teams validating service feasibility. For example, when a sales rep adds a new corporate client in Route, ApproveThis can immediately require facility managers to approve cleaning scope, equipment needs, or contract terms before onboarding. The result? Faster scaling without compromising on risk management.

Operational Benefits Beyond Basic Automation

While many teams use Zapier for simple notifications, combining ApproveThis with Route unlocks three strategic advantages:

Conditional Approval Logic

ApproveThis thresholds automatically approve routine requests (e.g., recurring office cleaning under $5k) while flagging exceptions (24/7 hospital sterilization contracts) for executive review. This works alongside Route’s location-specific client profiles to apply different approval rules based on service complexity.

Cross-Team Accountability

Sales teams can initiate client setups in Route while operations managers validate resource availability via ApproveThis – all without leaving their preferred tools. Approval trails in ApproveThis provide audit-ready records showing who approved high-value contracts or modified service specifications.

Client-Facing Transparency

External stakeholders like property managers receive branded approval emails through ApproveThis to sign off on service changes. Since approvers don’t need Route licenses, clients avoid software costs while maintaining visibility into operational decisions.

Four Impactful Use Cases for Service Organizations

1. Client Onboarding with Built-In Compliance Checks

When Route creates a new client (e.g., a regional hospital chain), ApproveThis triggers multi-level approvals:

• Operations Director: Validates equipment/facility requirements
• Legal Counsel: Reviews contract liability clauses
• Client PM: Confirms service hours via email

A janitorial company reduced onboarding delays by 68% using this workflow, ensuring compliance teams could flag high-risk contracts without slowing sales momentum.

2. Location-Specific Service Approvals

Adding a new facility location in Route (e.g., a manufacturing plant) auto-generates ApproveThis requests for:

• Safety audits (chemical handling approvals)
• Custom equipment purchases (floor scrubbers for concrete floors)
• Labor hour allocations (24/7 shift coverage)

One industrial cleaning provider uses location-based approval thresholds to auto-approve standard warehouse setups while escalating specialized environments like cleanrooms.

3. Bid Approval to Client Sync

Sales teams create approval requests in ApproveThis for proposed service contracts. Once approved:

1. Route automatically generates the client record
2. Service specifications sync to Route’s work order system
3. Accounting receives approved budget data

This bidirectional flow ensures sales can’t promise undeliverable services, as operations must approve scope before client creation.

4. Change Order Management

When Route flags a client-requested change (e.g., adding dayporters to a high-rise contract), ApproveThis:

1. Calculates new pricing via dynamic fields
2. Routes for ops/finance approval if over $10k
3. Auto-updates Route’s contract upon approval

Facility managers report 42% fewer billing disputes thanks to real-time approval records attached to Route’s client history.

Implementation Guide: Connecting the Dots

Setting up the integration requires 15 minutes in Zapier:

Step 1: Client Creation Workflow

Connect Route’s “New Client” trigger to ApproveThis’ “Create Request” action. Map critical fields:

• Route Field: Client Type → ApproveThis: Approval Type
• Route Field: Estimated Contract Value → ApproveThis: Calculated Threshold
• Route Field: Location Count → ApproveThis: Dynamic Approver Group

Step 2: Approval Sync Back to Route

Link ApproveThis’ “Request Approved/Denied” trigger to Route’s “Update Client” action. Key mappings:

• ApproveThis: Decision Notes → Route: Internal Comments
• ApproveThis: Approved Budget → Route: Billing Terms
• ApproveThis: Attachments → Route: Contract Docs

Pro Tip: Use ApproveThis Calculated Fields

Create smart approval rules directly in Zapier by referencing Route data:

If Route.ContractValue > 50000 then Assign to CFO
Else Assign to Operations Manager

Department-Specific Wins

Sales Teams

Proposals move 40% faster when ApproveThis automatically routes contracts based on deal size in Route. Sales leads get real-time approval statuses without manual follow-ups.

Operations Managers

ApproveThis’ vacation delegation ensures substitute approvers handle urgent requests when managers are onsite. Route integration provides location-specific context for informed decisions.

Finance Controllers

Budget thresholds in ApproveThis block unauthorized spending before sync to Route. Multi-currency support aligns with Route’s global client base.

Getting Started

Service businesses using Route can activate ApproveThis via Zapier without IT support. Key prerequisites:

• Active Route account with admin access
• ApproveThis trial or subscription
• Zapier account (free tier works)

Visit ApproveThis to register, then explore pre-built Zapier templates for Route. For complex workflows like multi-location approval chains, request a demo to configure conditional logic and reporting.

The Bottom Line

Integrating ApproveThis with Route the Service Platform isn’t about replacing human judgment – it’s about ensuring decisions happen faster, with full context, and measurable consistency. By embedding structured approvals into client and location workflows, service providers gain scalability without sacrificing control.

Ready to eliminate approval bottlenecks? Start your free trial or schedule a custom integration walkthrough.