ApproveThis manages your Roofr Integration approvals.

When Roofing Meets Approval Automation

Let's cut through the shingle-shuffling: Roofing businesses live and die by how fast they can turn estimates into approved jobs. Roofr handles the measurements and proposals. ApproveThis handles the decision-making. Together through Zapier, they remove the "Hey, did you approve that?" slack messages clogging your team's day.

This isn't about replacing human judgment - it's about giving your field crews, sales teams, and operations managers a clear path from "Maybe?" to "Greenlight." Think fewer lost proposals stuck in email purgatory, fewer accounting delays holding up materials orders, and zero excuses for not tracking why jobs get stalled.

Why This Combo Works (Without the Corporate Fluff)

Roofr's good at what it does: proposals, estimates, client-facing stuff. ApproveThis? It's the behind-the-scenes bouncer making sure every decision follows your rules. Connect them via Zapier, and you've got a system where:

• Approvals can't ghost you - they either happen or escalate automatically
• Field teams get notified in real-time without checking 3 different apps
• Managers actually see where bottlenecks are (instead of guessing)

Bonus: Approvers don't need Roofr logins. Perfect for getting quick sign-offs from clients, insurance adjusters, or that one finance person who still uses AOL email.

Real-World Workflows That Don't Waste Your Time

1. From Signed Proposal to Approved Job in 60 Seconds

The Problem: Your sales team closes a $45k roof replacement. Then...radio silence for 3 days while someone tracks down the operations manager's approval to schedule the crew.

The Fix: When a client signs a Roofr proposal, ApproveThis automatically:

• Routes approval to Ops based on job size (small jobs auto-approve, big ones need VP sign-off)
• Adds calculated fields comparing proposal amount to client's credit limit
• Sends decline reasons directly back to Roofr if vetoed

Who Benefits: Sales managers tired of playing phone tag. Operations leads who need to prep crews faster. Clients who expect you to start yesterday.

2. Lost Deals That Actually Teach You Something

The Problem: A $30k proposal goes cold. Sales marks it "Lost" in Roofr. Everyone moves on, zero lessons learned.

The Fix: When Roofr flags a lost deal, ApproveThis:

• Demands a post-mortem approval from sales and estimating teams
• Requires competitor pricing analysis or client feedback before closing the file
• Auto-schedules a review meeting if deals dip below your threshold

Who Benefits: Owners tracking why they lose bids. Sales teams needing ammo to negotiate better. Estimators tired of underquoting.

3. Instant Estimates That Don't Become Instant Headaches

The Problem: Your Roofr Instant Estimator gets 20 leads daily. Half are tire-kickers. Sales wastes hours qualifying.

The Fix: New leads trigger ApproveThis checks:

• Auto-approve leads in premium ZIP codes
• Flag leads needing credit checks before estimates
• Route commercial leads to senior estimators instantly

Who Benefits: Sales teams prioritizing hot leads. Marketing proving ROI on lead sources. Clients getting faster responses.

Setup That Takes Less Time Than a Coffee Break

No PhD required:

1. Connect Roofr and ApproveThis via Zapier (15 minutes max)
2. Set triggers: "Proposal Signed", "Lead Created", etc. in Roofr
3. Choose who approves what in ApproveThis (dollar thresholds, departments, etc.)
4. Test with a $1k dummy proposal to see auto-approval in action

Pro Tip: Use ApproveThis' vacation delegation so approvals never wait on someone's PTO.

Department-Specific Wins (No Jargon Allowed)

Field Teams

Get app alerts when materials approvals clear. No more waiting at the supplier's yard because accounting didn't sign the PO.

Sales

See real-time approval statuses in Roofr. Know exactly when to nudge the boss vs. when to start celebrating that commission.

Operations

Auto-create Roofr jobs the second approvals hit. Schedule crews before the client changes their mind.

Finance

Make ApproveThis enforce budget rules before Roofr proposals even go out. Because "Oops, we underbid" isn't a valid excuse.

Why This Beats "Just Using Email"

Approvals aren't complicated until they are. Without ApproveThis + Roofr:

• Approvals get buried in inboxes
• No one knows who's responsible
• You can't track why decisions take forever

With the integration? Every approval has:

• Automatic reminders (that actually work)
• Built-in escalation paths
• Audit trails for compliance

When to Steer Clear (We're Honest Here)

This setup might be overkill if:

• You do under 50 roofs/year
• One person handles all decisions
• Your "approval process" is a Post-It on the owner's truck

But if you're scaling past startup chaos? This combo saves literal weeks per year.

Ready to Ditch Approval Guesswork?

ApproveThis isn't another app your team will ignore. It's the missing layer between Roofr and getting shit done. Start your free trial or book a demo that skips the sales pitch and shows real roofing workflows.

P.S. The whole setup works even if your approvers still think Zapier is a salad dressing. They just click "Approve" in email.