ApproveThis manages your Scanifly Integration approvals.

Let’s cut to the chase: approvals suck. They’re the speed bumps slowing down your solar projects, the reason your drone scans gather digital dust while someone hunts down a manager’s signature. But here’s the thing – they don’t have to. Not when your solar design software (Scanifly) and your approval process (ApproveThis) actually talk to each other. No more copy-pasting data between tabs. No more “I thought YOU approved that.” Just projects moving forward because the right people said “yes” at the right time.

Why This Combo Works (Besides Saving Your Sanity)

Scanifly handles the nuts and bolts of solar design – drone mapping, shading analysis, system layouts. ApproveThis handles the bureaucratic ballet of getting people to sign off on those designs, budgets, or site changes. Together? They’re like a permit expediter that actually works. Here’s what changes:

• No more approval black holes: When a Scanifly project gets created or updated, it automatically kicks off an approval chain in ApproveThis. No manual handoffs.
• Decisions happen where your team lives: Approvers get emails with one-click approve/reject buttons. They don’t need to log into Scanifly – huge for contractors or clients who just need to say “yes,” not geek out on CAD tools.

Real Solar Companies Don’t Have Time for This Stuff

Imagine you’re a solar installer juggling 20 residential projects. Your design team pumps out Scanifly plans faster than your PMs can track. But every site adjustment – a tree the drone spotted, a last-minute panel swap – needs a green light from operations. Here’s how this integration saves your ass:

Use Case 1: New Project? Automatic High-Priority Approval

Your sales team closes a deal. They create a Scanifly project with the initial site scan and system specs. Zapier instantly fires that data to ApproveThis, which routes it to:

• Engineering (validate the design)
• Operations (confirm crew availability)
• Finance (check if the deposit cleared)

No status meetings. No “Did anyone check the permit docs?” Just parallel approvals while everyone’s still at their desks.

Use Case 2: Change Orders That Don’t Kill Your Margins

A client wants to add 10 panels after the site survey. Your team updates the Scanifly design. ApproveThis catches that change, calculates the new costs using calculated fields, and pings the project manager. If the upcharge is under $5k (thanks to approval thresholds), it auto-approves. Over? Escalates to the CFO. No more profit-eating surprises because someone okayed a change they shouldn’t have.

Not Just for Solar Nerds

This combo isn’t just about shaving hours off design reviews. It’s about:

• Ops Teams: Know exactly when a project is fully approved to schedule crews. No more last-minute scrambles because someone forgot a signature.
• Finance: Budget holds get flagged before materials are ordered. Approval thresholds mean small expenses don’t clog their inbox.
• External Partners: Utility companies or building inspectors can approve Scanifly docs via email without getting a login. Fewer delays waiting for “that guy” at the city.

How It Works (Without Making You Hire a Zapier Expert)

If you can set up a Slack channel, you can do this. Here’s the gist:

1. Pick your trigger: New Scanifly project? Status update? Design change? This starts the Zap.
2. Map the data: Pull Scanifly details into ApproveThis – project ID, costs, PDF attachments. Takes 5 minutes.
3. Set who approves: Assign approvers by role (e.g., all regional managers) or name. Add conditional logic if you’re fancy.

Done. Now when Scanifly pings ApproveThis, approvers get an email with everything they need. They click “approve,” and the Zapier magic updates Scanifly automatically. Zapier handles the heavy lifting, so you don’t code anything.

The Hidden Perks You’ll Actually Use

Beyond the basics, this setup solves niche but annoying problems:

• Vacation Overrides: Approver OOO? ApproveThis auto-reassigns their tasks. No more chasing down backups.
• Audit Trails: Every approval or rejection stamps the Scanifly project with who did what and when. Permitting issues? Pull the proof in seconds.
• Client Updates: Auto-email clients when their project clears approvals – with a Snapifly PDF attached. Fewer “What’s the status?” calls.

Bottom Line: This Isn’t About Software

It’s about getting solar projects off whiteboards and onto roofs faster. Every day saved on approvals is a day you’re not paying crews to wait around. Every auto-escalated decision stops budget leaks. And every client who doesn’t have to nag you about updates? That’s free marketing right there.

ApproveThis + Scanifly isn’t magic. It’s just two tools doing what they should’ve done all along – talk to each other so you don’t have to. Scanifly handles the tech. ApproveThis handles the paperwork. You handle growing the business.

Ready to Stop Chasing Approvals?

If your team’s bigger than 50 and you’ve got more projects than patience, it’s time. Register for ApproveThis and connect your Scanifly account in an afternoon. Or, book a 15-minute demo to see how approval thresholds and calculated fields can auto-okay 30% of your requests. Your future self (and your project managers) will thank you.