ApproveThis manages your Centerpoint Connect Integration approvals.

The Nuts and Bolts of Smarter Approvals

Let's cut through the drywall dust: roofing companies live in Centerpoint Connect like it's their favorite toolbelt. But when every new project estimate, material order, or change request needs five different people to sign off? That's when things start dripping like a leaky skylight.

ApproveThis isn't just another app - it's the missing hammer in your workflow toolkit. When you Zapier-connect it to Centerpoint Connect, you're essentially giving your CRM steroids for decision-making. We're talking about turning approval bottlenecks into smooth asphalt roads.

Why This Combo Doesn't Suck

Most CRMs handle data. Centerpoint Connect handles roofs. ApproveThis handles the 47 internal debates about whether that custom copper flashing is worth the cost. Together? They turn "Hey, should we..." into "Done, what's next?"

For the Numbers People

Last quarter, one of our clients automated their material purchase approvals. Cut approval times from 3 days to 4 hours. Saved $12k in rush delivery fees. Your CFO's gonna high-five you for this.

For the Field Crews

Ever had a crew sitting around because someone forgot to approve the updated work order? With real-time approval tracking synced to Centerpoint production tickets, your guys know the second the paperwork's greenlit.

Five Ways This Duo Actually Works (No Fluff)

1. Opportunity Approvals That Don't Roof Themselves

New big-ticket project pops up in Centerpoint Connect? ApproveThis automatically routes it to your estimator, sales manager, and operations lead. The kicker? Your VP only gets pinged if the job's over $50k (thanks to approval thresholds). No more CC'ing the whole company chain.

2. Service Tickets That Fix Themselves

Customer calls about a leak. Your team creates a service ticket. Before you dispatch the crew, ApproveThis checks: Is this under warranty? Does it need photos first? Requires upselling opportunity? Routes to exactly who needs to decide - no playing phone tag.

3. Production Tickets That Don't Stall

Material shortage holding up a job? The Zapier integration pings your procurement lead directly in ApproveThis with all the Centerpoint ticket details. They approve the substitution, which auto-updates the production workflow. Crew never even knew there was a hiccup.

4. Closed-Loop Lead Handling

When a proposal gets rejected in ApproveThis, it doesn't just die. Centerpoint Connect automatically creates a "Maybe Next Season" lead record. Sales team gets reminded to check in post-storm season. Because sometimes "no" just means "not right now."

5. Cross-Team Workflows That Actually Work

Best part? Your accounting team can approve purchase orders in ApproveThis without needing full Centerpoint licenses. Same with client approvals - homeowners just get an email, click approve, and it flows back into the system. No logins, no training, no headaches.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect these systems:

1. Grab your Centerpoint Connect login
2. Open ApproveThis in another tab
3. Go to Zapier, make a sandwich... wait, no - create a Zap
4. Pick your trigger (new opportunity, updated ticket, etc.)
5. Map the important fields - job type, dollar amount, priority level
6. Test it with a real project (we'll wait)

Pro tip: Start with one workflow (like material purchases) before wiring up your entire operation. Baby steps prevent facepalms.

Who Benefits (Besides Your Sanity)

Sales Teams

Stop chasing approvals for custom proposals. Set up calculated fields that auto-approve discounts under 5% but escalate bigger deals. Your reps close faster without stepping on accounting's toes.

Operations Managers

See every pending approval across all active jobs in one dashboard. Vacation delegation means no more single-point failures when Bob from procurement takes PTO.

Field Supervisors

Real-time approval statuses synced to Centerpoint mobile. Crew leads know instantly when change orders get approved instead of waiting for the office fax (yes, some still do that).

Owners/Execs

Get visibility into approval bottlenecks without micromanaging. That $20k/month job stuck in limbo? Now you see it's waiting on the city permit approval, not your team.

The Fine Print That Actually Matters

Yes, you need Centerpoint licenses for daily users. No, approvers don't need them. Your client's project manager can approve invoices via email without costing you a seat. That's huge for contractor collaborations.

Approval groups let you handle those "three bids and a buy" scenarios. Need two out of three project managers to approve? Set it and forget it. Or make them approve in sequence - your call.

When Not to Use This (We're Honest)

If your entire approval process is "the owner texts 👍", maybe stick with that. But when you're juggling multiple crews, suppliers, and client types? That's where structured workflows prevent expensive oops moments.

Also, we don't magically fix wrong numbers in Centerpoint tickets. Garbage in, garbage out applies here. But we can make sure three people check the math before it goes out.

Roofing Companies Already Doing This

Take Horizon Peak Roofing - they cut proposal approval times by 68% by linking Centerpoint opportunities to ApproveThis. How? Automatic routing based on job type:

• Residential under $15k? Auto-approved
• Commercial jobs? Needs two VPs
• Insurance jobs? Legal team gets looped in

Their ops manager said it best: "It's like having a project coordinator that never sleeps."

Your Move, Roof Boss

Look, you didn't get into roofing to push paperwork. ApproveThis + Centerpoint Connect through Zapier is about getting back to the work that matters - securing contracts, nailing installations (pun intended), and keeping clients dry.

Worst case? You automate a few approvals and save some time. Best case? You prevent that $50k overorder on shingles because three people actually checked the numbers this time.

Ready to stop being your team's human router? Get started with ApproveThis or schedule a 15-minute demo that even your least techy foreman can understand.