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Leap Integration

ApproveThis manages your Leap Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Bureaucracy Meets Power Tools

Let's be real - the home services industry runs on two things: skilled tradespeople and paperwork that never ends. Between estimates, change orders, and compliance docs, you're not just fighting leaks or installing HVAC systems - you're battling email chains that look like Shakespearean tragedies. This is where ApproveThis and Leap become your secret weapons.

Leap handles the digital paperwork shuffle for contractors, plumbers, and remodelers. ApproveThis slaps a jet engine on your approval processes. Connect them through Zapier, and you've just turned what used to be 3-day approval marathons into 15-minute coffee breaks. We're talking about:

  • Estimates that get approved before the truck leaves the job site
  • Change orders that don't get lost between the field crew and accounting
  • Compliance docs that actually get reviewed instead of collecting digital dust

Why This Combo Doesn't Suck

Most "efficiency tools" create more work. This integration does the opposite by playing to each platform's strengths:

Leap's Wheelhouse

Creating bulletproof estimates, contracts, and transaction records specifically for home services. Their templates aren't some generic corporate nonsense - they're built for actual contractors dealing with actual homeowners.

ApproveThis' Superpower

Making approvals happen fast without chasing people down. Custom workflows that understand a $500 parts order shouldn't need VP sign-off, but a $15k change order absolutely does. Plus, approvers can say yes/no directly from email - no new software to learn.

The magic happens when Leap's documents automatically trigger approval workflows tailored to your business rules. No more "I thought you reviewed that estimate!" arguments. Everything's tracked, everything's auditable, and nobody's babysitting spreadsheets.

Real-World Uses That Actually Matter

1. Estimates That Don't Ghost You

The Problem: Your sales team sends a $28k bathroom remodel estimate through Leap. Then... radio silence. The homeowner claims they never got it. Your crew sits idle. Profit margins cry.

The Fix: Auto-create approval requests in ApproveThis whenever Leap sends an estimate. Sales managers get instant visibility. Approved? Leap auto-sends the signed doc. Denied? Sales gets alerted to follow up before the lead goes cold.

Who Cares: Roofing companies using this combo report 23% faster proposal turnarounds. That's the difference between booking 4 jobs a week vs 5.

2. Change Orders That Don't Wreck Margins

The Problem: Field crews approve client requests on the spot because "it's just a $200 upgrade." Suddenly you're eating costs because nobody checked inventory levels or compliance rules.

The Fix: Every Leap transaction over $500 triggers an ApproveThis workflow requiring warehouse + project manager approval. Built-in calculators verify pricing against current material costs automatically.

Who Cares: HVAC companies using approval thresholds report 17% fewer "surprise" material shortages. That's real money when refrigerant prices swing weekly.

3. Compliance That Doesn't Require a Babysitter

The Problem: Your team needs to submit 12 different safety certs for a commercial job. Three weeks later, you realize the electrical certs never got reviewed.

The Fix: Leap folders trigger multi-step ApproveThis workflows when new docs arrive. Supervisors get sequential approvals with hard deadlines. Miss a review? It escalates automatically.

Who Cares: Landscapers working with municipalities cut approval delays by 40% last quarter. That's more bids submitted before deadlines hit.

Setup That Doesn't Require an IT Degree

If you can make a sandwich, you can set this up:

  1. Zapier Connection: Log into Zapier, pick Leap as your trigger app
  2. Choose Your Battle: Select which Leap action starts things (new estimate, completed transaction, etc.)
  3. ApproveThis Rules: Map the Leap data to an ApproveThis template with your approval logic
  4. Test Drive: Send a test Leap doc to confirm approvals fire correctly

Total time? Less than it takes to unclog a kitchen sink. Maintenance? ApproveThis handles routing even when approvers are on vacation or leave the company.

Who Gets Their Life Easier

Field Teams

Stop playing phone tag with the office. Get real-time approval statuses directly in Leap. Know immediately if that premium material request got approved or needs revision.

Sales Managers

See which estimates are stuck in approval limbo. Use calculated fields to auto-flag low-margin proposals before they get signed.

Finance Teams

Sleep better knowing every transaction over $X gets proper scrutiny. Audit trails are automatic, and approvers can't claim "I never saw that invoice."

Operations

Track approval bottlenecks like a pro. If permits always get delayed at the third reviewer, you'll know within days - not months.

No More "But Wait..." Moments

"Do approvers need Leap access?" Nope. ApproveThis handles everything through email or its dashboard. External partners only see what you want them to.

"What if someone's on vacation?" Delegation rules auto-reassign approvals after 24 hours of radio silence. No more hunting down who's covering for whom.

"Can we customize for different job types?" Create separate workflows for residential vs commercial, emergency repairs vs planned projects. Apply different approval rules without rebuilding everything.

Time to Ditch the Paper Chase

Here's the bottom line: Home services companies that fix their approval processes grow faster. Less time spent herding paperwork cats means more time for actual revenue-generating work.

ApproveThis + Leap through Zapier isn't about being fancy - it's about being ruthless with your time. Set it up once, and it quietly fixes the approval nightmares you didn't even realize were costing you money.

Ready to stop being a professional nag? Book a demo or start your free trial. Your foreman will thank you, your accountant might smile, and your margins will definitely notice.

🥳

Integrate with Leap 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 Leap

Suggested workflows (and their Zapier components) for Leap

Create approval requests for new documents sent in Leap

When a new document is sent via Leap, streamline the approval process by automatically creating a new approval request in ApproveThis. This automation saves time and ensures every document undergoes necessary approvals without manual intervention. *Note: Ensure the document details are configured in Leap for a smoother request creation process.*

Zapier Components

Leap Logo

Trigger

Document Sent

Triggers when a new PDF file is sent.

Action

Create Request

Creates a new request, probably with input from previous steps.

Initiate approval for transactions completed in Leap

Automate your financial oversight by creating an approval request in ApproveThis for every completed transaction in Leap. This ensures all transactions are reviewed for accuracy and compliance, reducing potential financial discrepancies. *Note: Ensure transaction details are detailed in the request for thorough reviews.*

Zapier Components

Leap Logo

Trigger

Transaction Complete

Triggers when a new credit card or e-check transaction is completed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Approve estimates sent from Leap

Streamline decision-making for business estimates by creating an approval request in ApproveThis once an estimate is sent from Leap. This automation helps teams to quickly evaluate and approve estimates, enhancing project deployment efficiency. *Note: Ensure estimates contain all necessary project details for faster approval workflows.*

Zapier Components

Leap Logo

Trigger

Results Sent

Triggers when a user results an estimate.

Action

Create Request

Creates a new request, probably with input from previous steps.