ApproveThis manages your HeyPros Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: Your approval processes shouldn’t be a bottleneck. And your subcontractors shouldn’t be waiting around for someone to click “approve” before they know what work to do. That’s where pairing ApproveThis with HeyPros through Zapier turns into your secret weapon. Think of it like giving your operations team a double shot of espresso – suddenly, approvals kick off work orders automatically, status updates trigger new review cycles, and everyone stays in their lane without playing email tag.

What Happens When You Stop Using Pigeons to Send Messages

ApproveThis handles the bureaucratic red tape – expense sign-offs, change order approvals, vendor contracts. HeyPros runs the field operations – dispatching crews, tracking work orders, managing compliance docs. Connect them via Zapier, and you’ve got a system where:

• Approved budgets in ApproveThis auto-generate work orders in HeyPros
• Completed jobs in HeyPros trigger invoice approvals

Real-world translation? A plumbing company gets a $5k water heater replacement request approved at 3 PM. By 3:02, HeyPros automatically assigns the job to the nearest available crew with the right certifications. No dispatcher needed. No “did anyone approve this?” calls. Just work happening.

Use Cases That Don’t Suck

1. “We Fix It” Mode for Service Companies

HVAC, electricians, anyone with trucks rolling out daily. Here’s the drill: Your sales team quotes a $15k HVAC install in ApproveThis. Once approved, Zapier instantly creates a HeyPros work order with client details, scope, and approved budget. Field managers get alerted, assign crews based on availability, and track progress – all without manual data entry.

Why it doesn’t suck: ApproveThis’ calculated fields ensure quotes don’t exceed approved thresholds. If the sales guy tries to sneak in a free premium air filter upgrade, the system blocks it until management reviews. Meanwhile, HeyPros makes sure only licensed techs get assigned – keeping compliance teams happy.

2. Construction Firms That Actually Stick to Budgets

Picture this: A subcontractor in HeyPros marks a foundation pour as “completed.” Zapier triggers an ApproveThis request for the project manager to review before payment. PM gets an email, clicks approve from their phone, and HeyPros auto-generates the invoice. No more “I thought you checked the concrete!” arguments.

The kicker: ApproveThis’ vacation delegation means if the PM’s on a beach in Cancun, approvals automatically reroute to their deputy. No work orders stalled because someone forgot to set an out-of-office.

3. Facilities Managers Who Hate Paperwork

Office building managers get 57 maintenance requests daily. New ApproveThis request comes in for a broken elevator? Zapier creates a HeyPros work order with priority level based on calculated fields (e.g., “out of service” vs. “squeaky door”). Vendors get dispatched based on severity, and approvers get updates via email – no need to log into Yet Another System.

Bonus points: Since ApproveThis approvers don’t need HeyPros licenses, building owners can review/approve costs directly without you paying for extra seats. Perfect for property management firms juggling multiple clients.

Features You’ll Actually Use

We’re not here to sell you vaporware. When connected to HeyPros, these ApproveThis features become your workflow ninjas:

Approval Thresholds: Auto-approve small change orders (<$1k) but escalate big-ticket items. Combine with HeyPros’ budget tracking to prevent “oops we spent 20% over” moments.

Real-Time Tracking: See which approved requests are stuck in HeyPros limbo. If a work order hasn’t started 48hrs post-approval, light a fire under someone.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Here’s the cheat sheet:

1. Connect ApproveThis and HeyPros to Zapier (takes 2 minutes per app)
2. Pick a trigger: “Request Approved” in ApproveThis → Action: “Create Work Order” in HeyPros
3. Map fields: Pull client info from ApproveThis into HeyPros’ work order templates
4. Test with a $1 approval to see the magic happen

Pro tip: Use ApproveThis’ calculated fields to auto-populate HeyPros’ cost estimates. No more fat-fingering numbers.

Who Wins Besides Your IT Department?

Operations Teams: Stop babysitting approvals → work orders auto-generate. Track progress in HeyPros without switching tabs.

Finance Nerds: Every HeyPros status change (e.g., “materials purchased”) can trigger ApproveThis audit trails. Budgets stay locked down.

Compliance Officers: ApproveThis logs + HeyPros’ certification tracking = one-click reports for safety audits.

Bottom Line: This Isn’t Just Another Integration

It’s about closing the loop between “yes, spend the money” and “get the work done.” No more gaps where things fall through. No more approvers MIA because they’re stuck in meetings. Just a straight line from decision to action.

If your teams are still forwarding approval emails to HeyPros like it’s 1999, you’re wasting more time than you think. Get started with ApproveThis, hook it up to HeyPros via Zapier, and watch how fast things move when you’re not playing middleman.