ApproveThis manages your AirMatch Integration approvals.

When HVAC Proposals Meet Approval Automation

Let's be real – getting sign-offs on HVAC proposals shouldn't require playing email tennis with six department heads. AirMatch already handles the heavy lifting with AHRI matchups and load calculations. ApproveThis? We're the referee that makes sure decisions actually happen. Connect them through Zapier, and you've got a system where proposals flow through approvals faster than air through a clean filter.

Why This Combo Works for Mid-Sized Companies

HVAC contractors between 50-5,000 employees live in this sweet spot: complex enough to need real process, but agile enough to hate bureaucracy. AirMatch gives your sales teams proposal superpowers. ApproveThis gives your ops teams approval oversight without micromanagement. Together, they solve three big headaches:

• Speed: No more waiting for the CFO to return from vacation to approve a $50K system quote
• Compliance: Automatic audit trails showing who approved what – and why
• Client experience: Faster approvals mean faster installs (and happier customers)

Real-World Use Cases That Actually Matter

1. New Client Onboarding That Doesn't Suck

When AirMatch creates a new client contact (say, after a successful proposal), ApproveThis can automatically:

• Trigger credit check approvals for financing options
• Route special pricing requests to regional managers
• Require project manager sign-off on custom equipment orders

Example: A Philly-based HVAC company uses this integration to slash their client onboarding from 5 days to 8 hours. Sales reps initiate proposals in AirMatch, ApproveThis automatically pings the right approvers via email (no extra software logins required), and deals move while the customer's still excited.

2. Invoice Approvals That Don't Kill Cash Flow

Every new AirMatch invoice can trigger approval workflows based on:

- Amount thresholds ($5k auto-approves, $50k escalates to VP)
- Client payment history (fast-track good payers)
- Project phase (final payment requires QC sign-off)

Pro tip: Use ApproveThis' calculated fields to auto-flag invoices that exceed proposal estimates by more than 10%. Because nobody likes surprise cost overruns.

3. Approval-Driven Client Updates

When an ApproveThis request gets approved (say, a change order), Zapier can automatically:

- Update AirMatch client records with new equipment specs
- Trigger revised load calculations
- Add service notes for install crews

This keeps everyone from sales to techs on the same page without manual data entry.

Setup That Doesn't Require an IT Degree

Here's the basic playbook:

1. Connect through Zapier: Create your Zap (we recommend starting with "New AirMatch Contact → Create Approval Request")
2. Map critical fields: AirMatch proposal ID → ApproveThis custom ID field
3. Set approval rules: Use ApproveThis thresholds to auto-approve small orders, escalate big ones
4. Test with real data: Approve a $200 service call → Watch AirMatch auto-update

Most teams get their first workflow live in under 90 minutes. No coding – just logical connections between tools that should've been talking anyway.

Department-Specific Wins

Sales Teams

Close deals faster by embedding approval steps directly into your AirMatch proposal flow. Regional managers get emailed approval requests with all the context they need – no digging through old emails. Bonus: Vacation delegation means your deal doesn't die because someone's at a trade show.

Finance Teams

Auto-flag invoices that need extra scrutiny based on custom rules. ApproveThis' real-time dashboard shows exactly which AirMatch invoices are pending, approved, or overdue – no more spreadsheet chasing.

Operations Teams

When installers mark a job complete in AirMatch, trigger automatic approvals for:

- Client billing
- Equipment warranty activation
- Post-install maintenance scheduling

The Unfair Advantage

What makes this integration stick:

No license headaches: Approvers only need email access – perfect for involving general contractors or property managers who don't have AirMatch logins.

Conditional logic: Route $5K residential quotes differently than $500K commercial bids without creating separate workflows.

Mobile-friendly: Approvers can reject/approve from their phone between service calls. No app install required.

Bottom Line for HVAC Businesses

If you're still manually routing approvals for AirMatch proposals and invoices, you're leaving two types of money on the table:

1. Real money: Delayed approvals → delayed payments → cash flow gaps
2. Opportunity money: Sales reps wasting hours chasing sign-offs instead of selling

ApproveThis + AirMatch via Zapier isn't about being fancy – it's about eliminating the approval bottlenecks that HVAC companies outgrow around the 50-employee mark.

Next Steps

Pick one process that's currently a approval bottleneck. Maybe it's:

- Change order approvals
- Equipment purchase requests
- Final invoice sign-offs

Then grab an ApproveThis trial and build your first Zap. If you want a tailored walkthrough, book a 15-minute demo where we'll map your specific AirMatch workflows to approval automations that actually stick.