ApproveThis manages your Spruce Integration approvals.

When Heat Pump Businesses Get Organized

Let's cut through the noise: If you're using Spruce to manage estimates, proposals, and jobs, you're already ahead of the game. But here's the thing – approvals are still eating your lunch. That's where ApproveThis comes in. We're not here to replace Spruce. We're here to make sure every decision your team makes in Spruce actually gets made – without six follow-up emails.

How This Works (Without Making IT Hate You)

Spruce keeps your heat pump business moving. ApproveThis keeps your decisions from getting stuck. Connect them through Zapier, and you've got:

• Automatic approval requests when Spruce triggers happen (new estimate accepted, job created, etc.)
• Zero need for approvers to log into Spruce (seriously – they can approve via email)

Real-world math: If your operations manager spends 20 minutes daily chasing approvals, that's 87 hours/year. We're giving that back.

Three Ways This Actually Works on Monday Morning

1. No More "Who Approved This Estimate?!"

Scenario: Your sales team just closed a $75k commercial heat pump installation in Spruce. Normally, this would trigger:

- 3 Slack reminders
- 1 angry CFO
- 47% chance someone forgets to check crew availability

With the integration:

1. Estimate accepted in Spruce → Auto-creates ApproveThis request
2. Routing hits:
- CFO (budget check)
- Operations lead (crew capacity)
- Legal (contract terms)
3. Everyone approves via email → Spruce job auto-updates

HVAC companies using this save 2-3 days/month on large project approvals.

2. Proposals That Don't Ghost You

Problem: Your sales team sends a proposal through Spruce. Two weeks later, the client says "We never got approval!" Cue blame game.

Solution: When Spruce marks a proposal as sent:
1. ApproveThis pings the sales manager AND client's main contact
2. Both approve directly from their inboxes
3. Audit trail lives in ApproveThis forever

Contractors using this see 22% faster proposal sign-offs (because nobody's pretending they didn't see the email).

3. Jobs That Don't Fall Through the Cracks

Here's where service managers get religious: Every new Spruce job → auto-approval workflow for:

- Parts inventory check
- Technician certifications
- Permit validation (where required)

Bonus: ApproveThis' vacation delegation means no bottlenecks when your lead engineer is on PTO.

Setup That Takes Less Time Than a Coffee Run

If you can use Spruce, you can do this:

1. Log into Zapier
2. Choose Spruce as trigger (new estimate accepted/job/etc.)
3. Choose ApproveThis as action ("Create Request")
4. Map Spruce fields to ApproveThis template

Pro tip: Use ApproveThis' calculated fields to auto-flag estimates over $X for exec review.

Who Actually Cares (Department by Department)

Finance Teams

They get:
- Auto-escorted approvals for big-ticket items
- Real-time visibility without Spruce access
- Audit trails that survive employee turnover

Field Operations

They stop:
- Starting jobs without proper sign-off
- Last-minute parts runs
- Liability issues from unverified permits

Sales Teams

They gain:
- Faster client approvals (external approvers don't need logins)
- No more "I'll approve it when I'm back at my desk"
- Clear ownership when deals stall

Why This Isn't Just Another Integration

Key difference: ApproveThis doesn't try to be Spruce. We do one thing – make approvals happen faster. That means:

- Approval thresholds that auto-approve small jobs but flag big ones
- Conditional routing (e.g., NJ jobs auto-add permit check step)
- Mobile-friendly approvals your field crew will actually use

Common Objections (And Real Answers)

"We already have approval steps in Spruce."
Cool. Now add enforcement, tracking, and escalations.

"Our process is too complex."
Good. ApproveThis handles multi-stage, conditional, and parallel approvals better than spreadsheets or email.

"We don't want another tool."
Neither do your approvers. They can approve via email – zero logins required.

How to Not Screw This Up

Do:
- Start with one process (estimates OR jobs)
- Use email approvals for external clients
- Set up vacation delegates upfront

Don't:
- Over-engineer workflows on day one
- Forget to connect Spruce custom fields
- Skip setting approval thresholds

Bottom Line

Spruce makes your heat pump business efficient. ApproveThis makes it accountable. Together, they ensure work doesn't just move fast – it moves right.

Next step: Get started free (takes 8 minutes) or book a live demo to see real HVAC company workflows.