ApproveThis manages your SiteCapture Integration approvals.

When Approval Meets Action

Let's cut to the chase: approvals suck when they live in a vacuum. Your field team captures perfect site data in SiteCapture. Your managers need to greenlight next steps. But if those two worlds don't talk, you're stuck chasing PDFs through Slack threads and wondering why projects stall. That's where ApproveThis comes in - not just as another tool, but as the bridge between decision-makers and doers.

We're talking about turning SiteCapture's razor-sharp field reports into actionable approvals that move at the speed of your business. No more "I thought you checked the photos?" meetings. No more budget overruns from delayed sign-offs. Just clean handoffs between what's happening on-site and who needs to say "go."

The Nuts and Bolts of Better Decisions

Here's what happens when you connect SiteCapture's field intelligence with ApproveThis' approval engine through Zapier:

• Project managers stop being human routers between field data and finance
• Field teams get real-time approvals without leaving the job site
• Finance maintains control without becoming the bottleneck

Take solar installers - a prime SiteCapture user. Their crews document roof specs and electrical panels, but wait days for HQ to approve equipment lists. With ApproveThis integrated? SiteCapture triggers an approval request the second the survey uploads. Finance auto-approves standard orders under $15k using approval thresholds. Complex jobs route to engineering. Crews know what to install before they're back at the warehouse.

Three Ways This Combo Gets Sh*t Done

1. Auto-Archive Closed Projects (Without the Paperwork Hangover)

Construction firms know this pain: finished projects clogging the active list because someone forgot to archive them after approval. Our first Zapier template fixes that by automatically archiving SiteCapture projects the moment they're approved or denied in ApproveThis.

Real impact: A roofing company reduced their active project list by 40%, making it easier for crews to find current jobs. They set approval thresholds so small insurance claims auto-archive after denial, while major repairs stay visible until materials arrive.

2. Turn Field Updates Into Instant Approvals

When SiteCapture flags a project status change - like unexpected foundation issues - this integration creates an ApproveThis request before the field crew finishes their coffee. Approvers get the latest photos and data directly in their email, with calculated fields showing potential budget impacts.

How HVAC teams use it: Techs submit modified ductwork plans via SiteCapture. The zap triggers an approval with cost calculations. Managers approve via email while the tech is still on-site, avoiding $300 callback fees.

3. Launch Projects the Second They're Approved

The golden template: new ApproveThis requests automatically spin up SiteCapture projects. No more copying data between systems. Approval groups ensure legal signs off before any site work starts, while field leads get immediate access to approved specs.

Solar installer win: Sales finalizes a deal → ApproveThis routes contracts to legal → Upon sign-off, SiteCapture creates a project with all customer docs attached. Installation teams hit the ground running 2 days faster.

Setting Up Without the Headache

Here's the beauty of Zapier - you're not building some fragile Rube Goldberg machine. Connect ApproveThis and SiteCapture in three steps:

1. Pick your trigger (e.g., "New SiteCapture status update")
2. Choose the ApproveThis action ("Create request with photos")
3. Set approval rules (thresholds, groups, etc.)

Pro tip: Use ApproveThis' calculated fields to auto-flag projects needing executive review. For example, if a SiteCapture report shows >15% budget overrun, route to CFO automatically.

Who Gets Their Time Back?

Project Managers: From Meeting Jockey to Actual Leader

No more herding cats for sign-offs. Approval groups handle routing automatically. Vacation delegation means approvals never stall because someone's at a job site. Real-time tracking shows exactly where delays happen (if any).

Field Teams: Less Admin, More Wrench Time

Crews submit SiteCapture reports once - no need to chase approvals through separate apps. Conditional logic means they only get pinged for critical issues. Automatic photo tagging in approvals reduces "which roof?" confusion.

Finance: Control Without Micromanaging

Set approval thresholds so routine purchases auto-approve. Get escalated requests with all relevant SiteCapture photos and cost breakdowns attached. Track approval metrics to spot budget leaks before they become floods.

The Secret Sauce Most Miss

ApproveThis doesn't require approvers to have SiteCapture logins. Client needing to approve a change order? They get an email with embedded photos and a big green "Approve" button. No training, no new software - just faster decisions.

Take waterproofing contractors: They send clients SiteCapture proof of completed work. Client approves directly via email. No chasing PDF signatures. Payment terms start the second they click approve.

Beyond the Basics

While our Zapier templates get you running, don't sleep on ApproveThis' deeper features:

• Approval thresholds: Auto-approve small change orders, escalate big ones
• Calculated fields: Show cost impacts of field changes in real time
• Consensus vs. sequential: Legal and safety both review critical changes, but only need one to approve routine updates

Example: An electrical contractor uses calculated fields to show how panel upgrades impact project timelines. If the calc exceeds 2 days delay, it routes to the operations director automatically.

No More "Check Your Email" Chasing

Let's be real - your teams aren't paid to refresh their inboxes. ApproveThis works where they already live:

Field crews: Submit once via SiteCapture, get SMS when approved
Managers: Approve via email or mobile app
Clients: Click a link, see photos, hit approve

A plumbing company slashed their project start time by 60% using this combo. How? SiteCapture photos triggered ApproveThis requests that clients approved before the van left their driveway.

The Bottom Line

Approvals aren't about getting signatures - they're about moving work forward. SiteCapture tells you what's happening on-site. ApproveThis ensures the right people respond at the right time. Together via Zapier, they turn field data into decisive action.

Ready to stop being the approval bottleneck? Get started with ApproveThis today, or schedule a demo to see exactly how it works with your SiteCapture flow.