Skip to content
AccuLynx Integration

ApproveThis manages your AccuLynx Integration approvals.

April 17, 2025

Integration Category: Crm

When Approval Red Tape Meets Roofing Reality

Let's cut through the BS: roofing contractors don't get paid for filling out forms. They get paid for getting shingles on roofs and keeping projects moving. But between material approvals, change orders, and client signoffs, most crews lose 12 hours a week just chasing down decisions. That's 600+ hours a year spent playing phone tag instead of installing flashing.

Here's where it gets interesting. Pair AccuLynx (your roofing command center) with ApproveThis (the approval ninja), and suddenly those stalled jobs start moving at contractor speed. We're talking about turning "We'll get back to you" into "Approved - let's roll" before your crew finishes their energy drinks.

Why This Combo Works Like a Nail Gun

AccuLynx keeps your roofing business organized. ApproveThis keeps it unstuck. Together through Zapier, they handle the paper-pushing so your team can handle actual work:

  • No more approval black holes: Every signoff request lives in both systems
  • Zero duplicate data entry: Approved estimates auto-populate job details

Take Midwest Roofing Pros - they slashed project start delays by 68% just by connecting these two systems. Their PMs now approve material orders from the job site via email while AccuLynx automatically updates purchase orders.

Real-World Use Cases That Actually Matter

1. From Website Lead to Signed Contract in 8 Hours Flat

Here's how it works when a homeowner submits a roofing inquiry:

1. New lead hits your website
2. ApproveThis automatically:
- Creates approval request for sales manager
- Attaches insurance docs and credit check
3. Manager approves via email (no login needed)
4. Zapier pushes approved lead to AccuLynx
5. Sales team gets pinged with full job details

Why contractors care: Storm season doesn't wait for committee meetings. This workflow helped a Texas roofer close 23% more jobs before competitors even returned calls.

2. Milestone Approvals That Don't Slow Down the Crew

Every roofing project has make-or-break checkpoints:

- Tear-off complete
- Underlayment installed
- Final inspection passed

With the integration:
1. AccuLynx flags completed milestones
2. ApproveThis triggers:
- Photo verification requests to foreman
- Client payment approval workflows
3. All signoffs auto-file in both systems

The kicker: A Chicago contractor reduced payment delays by 41 days/year using this combo. Clients approve invoices via email while crews keep working.

Features Your Crew Will Actually Use

ApproveThis brings more to the job site than just approvals:

Vacation Mode That Doesn't Screw the Team

When your project manager takes a fishing trip:
- Approvals auto-route to their backup
- No "I thought you were covering that" disasters
- Everything resets when they return

Smart Approval Thresholds

Set it and forget it rules like:
- Approve material orders under $5k automatically
- Flag any change orders over 15% of original quote
- Escalate insurance claim issues to VP level

Live Job Tracking Even the Owner Understands

The dashboard shows:
- Which approvals are pending
- Who's sitting on requests
- Average approval time per project type

No more guessing why the Lakeside job is stalled.

Setting This Up Without Losing Your Mind

Here's the straight talk on implementation:

Step 1: Create your Zapier account (free tier works)
Step 2: Connect AccuLynx and ApproveThis
Step 3: Pick your triggers:
- New AccuLynx job → Approval request
- Approved change order → Update AccuLynx
Step 4: Test with one crew/manager
Step 5: Roll out company-wide in 2 weeks

Pro tip: Start with material purchase approvals - quick wins build team buy-in faster than any training session.

Who Actually Benefits Here?

Field Crews

- Get materials approved during drive time
- Submit inspection photos from their phones
- Stop playing secretary between job sites

Office Managers

- Auto-archive signed contracts
- Track approval SLAs for clients
- Generate audit trails in 2 clicks

Execs

- See cash flow blockers in real time
- Spot approval bottlenecks per region
- Reduce liability with proper signoff chains

The Bottom Line

Roofing companies running ApproveThis + AccuLynx report:
- 22% faster project cycle times
- 31% fewer accounting disputes
- 17% higher client satisfaction scores

And here's the kicker - approvers don't need AccuLynx licenses. Clients, suppliers, even city inspectors can approve docs via email without accessing your core system. That alone saves most mid-sized roofers $8k+/year in software bloat.

Time to Stop Losing Money to Paperwork

ApproveThis isn't another software burden - it's the missing link between your field work and office ops. Combined with AccuLynx through Zapier, it becomes your competitive advantage during busy seasons.

Next steps:
1. Grab your free ApproveThis trial
2. Book a 15-minute setup call with our roofing workflow experts
3. Start automating approvals by next Tuesday

Because your crew didn't get into roofing to push paperwork - and neither did you.

🥳

Integrate with AccuLynx 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 AccuLynx

Suggested workflows (and their Zapier components) for AccuLynx

Create new AccuLynx leads for submitted approval requests

Effortlessly capture new opportunities by creating AccuLynx leads whenever a new approval request is initiated in ApproveThis. This ensures that each approval process can quickly lead to actionable job leads, streamlining your business's response time to new opportunities.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

AccuLynx Logo

Action

Create Lead

Creates a new lead.

Initiate approval processes for AccuLynx jobs by milestone

Ensure critical job milestones are approved efficiently with this integration. Automatically create an approval request in ApproveThis for each job milestone listed in AccuLynx. Streamline your workflow and ensure accountability in all project stages.

Zapier Components

AccuLynx Logo

Trigger

List of Jobs by Milestone

Get a list of current jobs by Milestone.

Action

Create Request

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