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JobProgress Integration

ApproveThis manages your JobProgress Integration approvals.

April 17, 2025

Integration Category: Crm

Why JobProgress Users Need Approval Superpowers

Let's be real - home improvement contractors don't get paid to play approval tag. You get paid to install roofs, upgrade HVAC systems, and build decks that don't collapse. But between client sign-offs, material orders, and change requests, your team probably spends more time herding approval cats than actually working jobs.

That's where ApproveThis comes in. When you connect your JobProgress account through Zapier, you're not just automating approvals - you're creating a direct pipeline between field operations and decision-makers. Think of it like giving your project managers a bulldozer instead of a shovel for cutting through red tape.

How This Duo Actually Works (No Tech Jargon)

Here's the simple version: JobProgress keeps track of what needs to happen. ApproveThis makes sure the right people say "yes" to those things. Zapier acts as the messenger between them. Together, they handle the three biggest approval headaches in contracting:

1. Client Sign-Offs That Don't Ghost You

Picture this - your crew finishes a kitchen demo only to discover the client never approved the cabinet order. With our integration, when you create a new customer in JobProgress, ApproveThis automatically fires off an approval request with all specs attached. Clients can approve directly from their email without needing to log into any system. If they don't respond? Automatic reminders get sent until you get that green light.

2. Material Orders That Stay On Budget

Your project lead finds a sweet deal on lumber, but it's 15% over the estimated line item. Instead of waiting for accounting to check their email, the system automatically routes the request based on your approval thresholds. Under $500? Site manager can approve instantly. Over $5k? CFO gets pinged with cost comparisons. Everyone saves face, budgets stay intact.

3. Change Requests That Don't Wreck Timelines

When a homeowner suddenly wants to upgrade to heated bathroom floors mid-job, that request hits JobProgress and kicks off a parallel approval process. The project manager approves the scope change, procurement gets the material quote, and accounting verifies the client's available credit - all before the crew's had their coffee break.

Real-World Wins for Different Teams

For Field Managers

Take Denver Roofing Co. - they cut project startup delays by 40% by auto-routing permit applications through ApproveThis whenever a new job reaches "final review" status in JobProgress. Superintendents get SMS alerts for urgent approvals right on their job sites.

For Office Managers

HVAC contractor CoolFlow uses approval thresholds to handle 73% of purchase orders without human intervention. Their secret? Setting automatic approvals for any order under $300 that matches their preferred vendor list in JobProgress.

For Sales Teams

Renovation salespeople love the calculated fields feature. When a new lead in JobProgress requests a custom quote, ApproveThis automatically checks gross margin against company benchmarks. Deals that clear the hurdle get fast-tracked, while risky bids get flagged for review before anyone wastes time on proposals.

Setting Up Your Approval Assembly Line

Here's how to get this working in about 15 minutes flat:

  1. Connect JobProgress to Zapier
  2. Choose your trigger (new customer, updated lead, etc.)
  3. Map the JobProgress data to an ApproveThis template
  4. Set approval rules (who needs to sign off and when)
  5. Test with a real project (we suggest starting with small orders)

Pro tip: Use calculated fields to auto-approve repeat customers with perfect payment history. Their orders sail through while new clients get the proper scrutiny - all without manual intervention.

Why This Beats "Just Using Email"

Email approvals are the duct tape of business processes - they kinda work but look terrible and fail at the worst times. With ApproveThis+JobProgress:

  • Approvers don't need JobProgress logins (clients love this)
  • Every decision is timestamped and audit-ready
  • Vacation coverage happens automatically
  • You get real-time dashboards instead of spreadsheet hunts

Case in point: Midwest Builders reduced their month-end close time from 9 days to 3 by linking JobProgress change orders to approval workflows with automatic accounting syncs.

Common Objections (And Why They're Bogus)

"We don't do enough volume to automate"
That's like saying you don't drive enough to need a car. Even 10 approvals/week at 15 minutes each steals 130 hours/year from your team.

"Our clients prefer phone calls"
Great - they can still call. But now that conversation gets logged in JobProgress with a one-click approval button in their follow-up email.

"We have custom approval rules"
So do we. One landscaping company routes tree removal approvals differently based on local ordinances pulled from JobProgress project locations.

Getting Started Without the Headache

Try this combo risk-free:

  1. Grab an ApproveThis trial
  2. Pick one approval process that currently annoys you
  3. Use our pre-built JobProgress template
  4. Run your first automated approval by lunch

Within a week, you'll wonder how you ever let clients scribble signatures on napkins or waited days for material approvals. The best part? Your approvers (including clients) never have to learn new software - they just click "Approve" in their email.

The Bottom Line

In the home improvement game, delays kill profits. Every hour your crew waits for approvals costs real money and burns client goodwill. By connecting JobProgress to ApproveThis, you're not just streamlining paperwork - you're guaranteeing that projects keep moving the second they're ready to advance.

Ready to stop being your team's human reminder app? Get started or book a personalized demo to see how approval automation works for your specific JobProgress setup.

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Integrate with JobProgress Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for JobProgress

Suggested workflows (and their Zapier components) for JobProgress

Create JobProgress customers for new approval requests

When new approval requests are initiated, this integration helps create a customer profile in JobProgress automatically. It saves manual entry time and ensures all requests are properly recorded for new customers.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

JobProgress Logo

Action

Create Customer

Create a customer in JobProgress

Initiate approval requests for new JobProgress customers

Automatically start an approval request on ApproveThis when a new customer is added in JobProgress. This setup ensures new customer entries get approved promptly for further processing.

Zapier Components

JobProgress Logo

Trigger

New Customer

New Customer from JobProgress

Action

Create Request

Creates a new request, probably with input from previous steps.

Update JobProgress leads for approved requests

This automation updates leads in JobProgress when an approval request is completed on ApproveThis. It ensures only approved items are moved forward in your leads pipeline.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

JobProgress Logo

Action

Update Lead

Update a Lead which is already created