ApproveThis manages your Ontraccr Integration approvals.

When Approval Processes Meet Project Reality

Let's be real - construction projects and approval bottlenecks go together like concrete mix and water. But what if you could automate the paperwork shuffle that happens every time someone needs to sign off on change orders, equipment purchases, or subcontractor invoices? That's where smashing ApproveThis and Ontraccr together through Zapier turns into something actually useful.

ApproveThis handles the bureaucratic heavy lifting - routing documents to the right people, chasing down signatures, automatically escalating stuck requests. Ontraccr keeps your field teams and office staff aligned on who's doing what, when, and where. Connect them, and you've got approval workflows that actually move at the speed of construction sites.

Why This Combo Works (When Other Tools Crash)

Most project management tools treat approvals as an afterthought. Ontraccr's great for tracking tasks across crews, but when you need formal sign-offs from clients, safety inspectors, or finance? That's where teams hit walls. ApproveThis doesn't just send emails - it enforces your actual approval rules:

• No more "Who's supposed to sign this?" Route change orders automatically based on dollar thresholds or project phase
• Stop chasing down inspectors Auto-remind approvers after 24hrs of radio silence
• Client approvals without logins External partners can approve via email without Ontraccr access

Meanwhile, Ontraccr becomes your team's single source of truth. When an approval request gets created or resolved, it automatically updates cards so everyone from project managers to drywall installers knows where things stand.

Real World Use Cases That Don't Suck

1. Change Order Management That Doesn't Delay Payroll

Picture this: Your field supervisor moves an Ontraccr card to "Client Review" after a design change. Zapier instantly fires off an ApproveThis workflow that:

• Routes to the client's project lead and your in-house legal team in parallel
• Auto-approves changes under $5k after 12hrs if no response (based on your thresholds)
• Pushes approved docs back to Ontraccr as PDF attachments on the card

Who this helps: Specialty contractors dealing with constant design tweaks. No more holding up crews because someone forgot to check their email.

2. Subcontractor Invoices That Actually Get Paid On Time

When your AP team drags a "Vendor Invoice" card to "Finance Review" in Ontraccr, ApproveThis:

• Checks if the amount exceeds the subcontractor's pre-approved limit
• Routes over-budget invoices to the project exec + risk management
• Syncs final approval status back to Ontraccr with one-click QuickBooks integration

Who this helps: GCs managing 50+ subs. Finance teams get context from Ontraccr cards without jumping between systems.

Setting This Up Without Losing Your Mind

Here's the beauty of using Zapier - you're not building some fragile custom integration. For the "Change Order Approval" workflow:

Step 1: Trigger on Card Moves

In Zapier, set Ontraccr's "Card Moved" trigger. Filter to only watch specific boards (like "Client Change Orders") so you're not spamming approvers with minor task updates.

Step 2: Build the Approval Logic

Map card fields to ApproveThis' request form. Pro tip: Use Ontraccr's custom fields to pass along critical info like:

• Project phase (foundation, framing, etc.)
• Change order impact on critical path
• Linked spec sheets or blueprints

Step 3: Close the Loop

When ApproveThis finalizes the request, have Zapier:

• Update the Ontraccr card status (approved = green, denied = red, needs revision = yellow)
• Attach the signed approval PDF to the card
• Notify the original requester via Ontraccr comment @mentions

Why Your Teams Will Actually Use This

Field Teams:

Superintendents can request material approvals directly from the Ontraccr mobile app. No more walking back to the trailer to chase down paperwork.

Finance:

AP clerks see invoice approval statuses right beside payment schedules in Ontraccr. Automatic audit trails in ApproveThis cut month-end close time.

Project Managers:

Real-time dashboards show which approvals are blocking critical path items. Escalate delays faster with hard data on who's sitting on requests.

The Nuts and Bolts You Care About

License Savings That Add Up

ApproveThis approvers don't need Ontraccr seats. When you're getting sign-offs from clients, inspectors, or subs, that's $50+/user/month saved. For 100 external approvers? That's $60k/year that stays in your budget.

Vacation Coverage That Works

ApproveThis automatically reroutes requests if an approver's OOO. No more "Sorry, Bob's fishing in Alaska" delays on time-sensitive approvals.

Compliance Without the Headache

Every approval decision captures:

• Timestamp + IP address
• Comments from approvers
• Full document version history

Auditors get what they need without you manually compiling spreadsheets.

When Not to Use This Integration

Look, we're not here to sell you duct tape. If your team...

• Processes <5 approvals/month
• Has no formal project tracking (Ontraccr would collect dust)
• Prefers yelling across trailers to documented processes

...this might be overkill. But for teams scaling past 50 employees or $10M in projects? The time savings compound fast.

Getting Started Without the Sales Circus

ApproveThis offers a 14-day trial - no credit card needed. The Ontraccr integration takes about 20 minutes via Zapier:

1. Connect Ontraccr to Zapier
2. Pick your trigger (card moved, new comment, etc.)
3. Map fields to ApproveThis' approval templates

Or if you'd rather see it live, book a 15-minute demo where we'll show real construction workflows, not some generic sales deck.