0800 Homefix Transforms Job Management with HubSpot & Checkatrade Integration

The Challenge

0800 Homefix relied on multiple disconnected technologies to schedule, track, and manage maintenance jobs. They needed a CRM to unify their field service software (Commusoft), calling tools (Mediahawk) and other business-critical systems into a single platform, providing their sales team with a single source of truth for job details and real-time status tracking. Additionally, they required an integration to seamlessly import maintenance jobs raised on the Checkatrade platform into a robust CRM.

0800 Homefix's challenge can be summarised in four key points:

• Inefficiency – Manually checking emails for job details was time-consuming
• Manual Processes – Lack of automation made job scheduling and management cumbersome
• No single source of truth – Sales teams struggled without a centralised system to track job details
• Integration – Needed a seamless way to import maintenance jobs from Checkatrade into a robust CRM
  

The Solution

To solve the challenge of a disconnected tech stack, SpotDev developed an integration between 0800 Homefix's critical service apps and HubSpot, establishing it as the company’s CRM and authoritative source for all job-related information. 

A key focus in improving job scheduling and management was integrating Checkatrade with 0800 Homefix’s HubSpot account. This integration removed the need for manual email inbox checks by automatically populating Checkatrade jobs in Homefix's HubSpot account.

To enable this automation, API calls run via a third-party application called Pipedream, facilitating the data transfer from Checkatrade to HubSpot. 

Once a Checkatrade job was created in 0800 Homefix’s HubSpot account via the integration, the company’s sales representatives could immediately take action to schedule the job. Key job details—including job description, job ID, location, start option (flexible or fixed), and project requirements—were readily available within the job card. 

With all job requests and related information centralised in HubSpot, Homefix could now manage and track everything from a single dashboard, improving efficiency and visibility across the team.

What's more, the sales team at 0800 Homefix could now track and control a job’s progress. They could track each new job through various stages, from initial outreach to "job complete". The company’s job pipeline was also customisable, to reflect the specific stages of their job progress and ensuring a tailored approach to managing and tracking each job.

Summary of SpotDev project planning - 0800 Homefix

The integration process began with a scoping call, where SpotDev and 0800 Homefix defined the project’s objectives and key requirements. This was followed by process mapping, where existing workflows were analysed to ensure alignment with the new system.

User stories were created to outline the specific needs of the sales team, and acceptance criteria were established to ensure that the final solution met expectations. During the build phase, the integration between Checkatrade and HubSpot was developed, with regular stakeholder reviews to ensure the solution was on track.

Finally, team training was conducted to familiarise sales representatives with the new system, ensuring a smooth transition and adoption of the integrated solution. 

The Results

Integrating Checkatrade with HubSpot has significantly enhanced efficiency for 0800 Homefix by streamlining workflows and eliminating manual data entry. This seamless integration afforded the company the increased visibility and control over job scheduling & tracking that they lacked.

Key results & benefits for 0800 Homefix include:

• Instant lead capture: Checkatrade leads appear in HubSpot automatically
• Improved response time: Speedier processing of incoming job enquiries 
• Increased visibility & control: Ability to monitor every lead from Checkatrade to completion
• Customisation opportunities: With the customisation abilities available through their CRM, HubSpot, 0800 Homefix can custom workflows by job type, automate customer communications, track response times, automate follow-ups and much more.