ApproveThis manages your myhm approvals.

When Approval Management Meets Project Execution

Residential construction companies face a constant balancing act: moving projects forward quickly while maintaining rigorous oversight of budgets, client expectations, and compliance requirements. This is where combining ApproveThis's structured approval workflows with myhm's project management capabilities creates a competitive advantage. By connecting these platforms through Zapier, teams automate critical decision gates while keeping projects on track and clients informed.

Why This Integration Matters

myhm excels at centralizing project details, client communications, and task coordination - the operational backbone for home builders and renovation specialists. However, key decisions often create bottlenecks: change orders awaiting client sign-off, material purchases exceeding budget thresholds, or subcontractor invoices requiring multiple stakeholders' review.

ApproveThis injects precision into these decision points with features like:

• Multi-step approvals with conditional logic ("Escalate to CFO if >$15k")
• Automatic delegation during PTO periods
• Real-time audit trails for compliance

When integrated, these systems create closed-loop processes where project data triggers approvals, and approval outcomes automatically update project records. The result? Fewer missed deadlines from stalled decisions and reduced errors from manual handoffs.

Real-World Use Cases Transforming Construction Workflows

1. Project Kickoff Acceleration

A custom home builder receives 30+ project inquiries monthly. Their sales team uses myhm to log initial client specs, but previously waited days for management to manually review and approve formal proposals.

Integration Solution: When myhm creates a new project draft, Zapier triggers an ApproveThis workflow requiring:

• Sales manager review of pricing
• Legal team sign-off on contract terms
• Client approval via email (no myhm license needed)

Once fully approved, myhm automatically moves the project to "Active" status and notifies the operations team. This cut proposal turnaround from 5 days to 12 hours for Lakeside Custom Homes.

2. Change Order Governance

Kitchen remodelers often face mid-project client requests - upgrading appliances or adding cabinetry. Without structured oversight, these changes lead to budget overruns.

Integration Solution: When myhm's customer record updates with a change request, ApproveThis:

1. Calculates new total cost using dynamic fields
2. Routes for PM approval if under $2.5k
3. Escalates to CFO and client if exceeding threshold

Approved changes auto-update myhm's project budget. Denied requests trigger client revision requests directly from myhm's communication module.

3. Subcontractor Invoice Compliance

High-volume builders managing 50+ subcontractors need to prevent unauthorized payments while maintaining positive vendor relationships.

Integration Solution: myhm's purchase order system connects to ApproveThis to:

• Match invoices against contracted amounts
• Require site supervisor approval
• Flag discrepancies over 5% for financial review

Approved invoices auto-mark as ready for payment in myhm, while disputed ones route back to AP with comments.

Technical Setup Made Simple

Connecting ApproveThis and myhm requires no coding:

1. Create Zapier Connection: Sign into Zapier, then select myhm as trigger app and ApproveThis as action app
2. Configure Triggers: Choose myhm events like "New Project Draft" or "Updated Customer File"
3. Map Approval Rules: Define ApproveThis steps - approvers, thresholds, escalation paths
4. Test Workflow: Submit sample myhm record to verify approval routing
5. Enable Bi-Directional Sync: Set up complementary Zap for approval outcomes updating myhm

Most teams complete initial setup in under 45 minutes. ApproveThis's pre-built templates for construction workflows accelerate deployment.

Cross-Functional Team Benefits

Project Managers

Eliminate status update meetings by using ApproveThis's dashboard to see which deliverables await approvals. Automatic reminders reduce follow-up time by 60%.

Finance Teams

Enforce spending controls without micromanaging - budget thresholds in ApproveThis auto-flag overspend risks before commitments are made in myhm.

Sales Teams

Accelerate client onboarding by embedding approval steps directly into myhm's CRM. Clients sign contracts via ApproveThis email without needing system access.

Executives

Gain real-time visibility into project bottlenecks via combined ApproveThis/myhm reports. One builder CEO reduced project delays by 22% after identifying 83% of holdups stemmed from untracked approval requests.

Key Differentiators

While standalone approval tools exist, this integration uniquely addresses construction-specific needs:

Field Crew Compatibility: Approvers can review and sign off via mobile-optimized emails - critical for superintendents on active job sites.

Client-Centric Approvals: Homeowners approve change orders or design selections directly through ApproveThis without accessing myhm's contractor-facing system.

Bid Management: Automatically route subcontractor bids exceeding initial estimates for quick escalation, preventing budget creep.

Getting Started

Residential construction firms using myhm typically see ROI within 30 days through:

• 12-18% reduction in project delays
• 23% faster client approval cycles
• 8% decrease in budget overruns

To implement:

1. Register for ApproveThis (14-day free trial)
2. Connect your myhm account via Zapier
3. Clone pre-built construction workflow templates

For complex environments, request a custom demo to map approval processes to your myhm implementation.

The Future of Construction Workflows

As residential builders face increasing margin pressures, automating decision flows between systems like myhm and ApproveThis becomes strategic. Companies leveraging this integration report not just faster approvals, but improved client satisfaction scores from transparent communication and fewer project surprises.

The combination also future-proofs operations against scaling challenges. When Urban Reno Group expanded from 15 to 42 projects annually, they maintained 98% on-time completion by using ApproveThis thresholds to auto-approve routine decisions while flagging exceptions.

In an industry where days delayed equal dollars lost, integrating approval governance with project execution systems isn't just convenient - it's business-critical.