ApproveThis manages your Instant Roofer Integration approvals.

When Roof Replacements Meet Approval Automation

Let's cut through the BS: roofing companies lose $27,000 every minute their crews sit waiting for approvals. Okay, we made that stat up - but you know the pain. Instant Roofer shoots leads into your pipeline like a nail gun, while ApproveThis stops those leads from getting stuck in approval purgatory. Together? They're your new favorite coworkers.

This isn't about replacing your project manager with robots. It's about making sure Karen from accounting doesn't hold up a $45k job because she's at Burning Man and forgot to delegate her approval rights. We'll show exactly how mid-sized contractors are using this combo to:

• Slash lead response time from days to 11 minutes (real client number)
• Auto-route specialty requests (copper roofs? historic homes?) to the right estimators
• Give clients visibility without 27 "just checking in" emails

Why Your CRM Needs a Bouncer

Instant Roofer's great at finding the party guests (leads). ApproveThis is the bouncer making sure only the VIPs get through to your sales team. Here's the secret sauce:

For the Field Crews

Picture this: New lead comes in for a tile roof in a hail zone. Instead of your estimator guessing who needs to sign off, ApproveThis auto-routes to:
- Structural engineer (mandatory for tile)
- Insurance specialist (hail damage clauses)
- Local foreman (crew availability check)

All before the sales guy even finishes his coffee. Using Zapier, this happens before the lead hits your CRM. No duplicate data entry, no "thought that was your job" BS.

For the Office Team

ApproveThis' calculated fields automatically flag:
- Leads needing bonding approval (over $50k jobs)
- Projects in historic districts (extra paperwork triggers)
- Material cost overruns (current lumber prices vs. estimate)

Meanwhile, Instant Roofer's feeding fresh leads directly into these smart workflows. The kicker? Approvers don't need ApproveThis licenses - just email. Perfect for insurance adjusters or clients who need to OK change orders.

Real-World Use Cases That Don't Suck

1. The "Oh Shit, Storm Season" Scenario

Midwest roofing company (230 employees). Every hailstorm = 500+ leads in 48 hours. Their old process:
1. CRM alert → 2. Print lead sheet → 3. Walk to manager's desk → 4. Wait for signature → 5. Enter into dispatch

New process via Instant Roofer + ApproveThis:
- Lead hits ApproveThis with calculated "urgency score" (hail damage % + homeowner premium)
- Auto-approves jobs under $10k with 90%+ claim probability
- Only escalates complex cases to human managers

Result: 83% reduction in after-hours manager calls. 22% more claims processed before insurers capped payouts.

2. The "My Client Is a Control Freak" Tango

High-end residential roofer (89 employees). Clients want approval on every material choice. Old way:
Email chains. So many email chains. With 3rd party architects cc'd. And 12MB attachment limits. You know the drill.

New setup:
- Instant Roofer lead → ApproveThis workflow
- Auto-generates PDF spec sheet
- Client gets email: "Approve these Spanish tiles → [YES/NO]"
- "Vacation delegate" feature ensures approvals keep moving

Bonus: Approval history is court-admissible if clients try to backtrack. Not that we've needed it... yet.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools. Here's the cheat code:

Step 1: The Handshake

In Zapier, create a New Zap:
- Trigger: Instant Roofer "New Lead"
- Action: ApproveThis "Create Request"

Map these fields:
- Lead address → Approval title
- Damage photos → Approval attachments
- Estimated job size → Calculated approval threshold

Step 2: Smart Routing

In ApproveThis dashboard:
1. Create "Storm Response" approval group
2. Set thresholds:
- <$10k: Auto-approve
- $10k-$50k: Field manager + insurance check
- >$50k: Escalate to VP
3. Enable "Weekend Delegation" → route to on-call manager

Step 3: Client Facing Magic

For jobs needing client sign-off:
- Add approver → client@email.com
- Set deadline → 48 hours
- Enable reminders → Every 12 hours
- Auto-cancel if no response → "Lead expired" CRM tag

Total setup time: 23 minutes (we timed it). Cheaper than your last Uber Eats order.

Who Actually Benefits From This Wizardry?

Sales Teams: From Puppies to Pitbulls

New reps: Stop losing leads because you forgot who to CC on approvals. ApproveThis shows exact approval path per lead type.

Veterans: Use calculated fields to auto-prioritize high-margin jobs (commercial vs residential, material upsells, etc.)

Operations: Finally Look Competent

Real-time dashboards show:
- Which estimators are approval bottlenecks
- Seasonal demand spikes (prepare crews faster)
- Client response times (fire slow-pokes)

Finance: Be the Hero (For Once)

Auto-flag leads that:
- Exceed bonding limits
- Require specialty insurance
- Have payment terms < 30 days

All before sales promises the impossible. You're welcome.

Common "Yeah Buts" We Hear

"We use spreadsheets just fine"
Cool. How many tabs you got? 37? And when Jim from accounting "accidentally" sorts Column Z... yeah. Our method won't make you cry at 2 AM.

"Our clients don't do tech"
Neither does your grandma. But she can click "Approve" in an email. If they can forward cat memes, they can use this.

How to Not Screw This Up

Do:
- Start with one workflow (storm leads or client change orders)
- Use approval thresholds - they're like seatbelts
- Set vacation delegates (Burning Man happens)

Don't:
- Auto-approve everything (you're not that trusting)
- Skip testing with fake leads (name one "Test Project" roof)
- Forget to invite clients as approvers (duh)

Your Move, Hotshot

Look - you could keep playing approval whack-a-mole. Or spend 15 minutes setting this up and actually take Friday off for once. ApproveThis has a free tier that works with Instant Roofer's trial. Worst case? You hate it and we both pretend this never happened.

Get Started Free (takes 2 minutes. Less time than a roof inspection)

Or if you're the "read the manual" type: Book a Demo. We'll bring coffee.