AMROAR Technologies

HH Service Case Study — Amroar Technologies
HubSpot · Home Services · Operations Automation

Six service lines.
One system that
runs them all.

HH Service handles everything from emergency repairs to long-term home protection plans. Before Amroar, none of it was connected. Jobs were manually routed, renewals were missed, and customers heard nothing after the technician left.

View HubSpot Work
Project at a glance
6
Service lines unified in one HubSpot environment
Auto
Every job routed to the right specialist — no manual triage
Zero
Protection plan renewals slipping through since go-live
0
Failed deliverables across the full engagement
Six service lines — all running through HubSpot
Home Repair Emergency Service Routine Maintenance Upgrades & Installations Home Protection Plans Specialty Services
The Problem

What Amroar walked into.

A home services business running six service lines out of one shared inbox — with no routing, no automation, and no visibility into what was actually happening day to day.

01
Every job landing in the same queue
An emergency callout and a routine maintenance check were handled identically — manually triaged by whoever saw it first. Urgent jobs waited. Non-urgent jobs jumped the queue.
02
No routing to the right technician
HVAC jobs went to plumbers. Electrical work was assigned to the wrong region. Nothing matched job type to the right specialist. Every assignment was a manual decision made too late.
03
Protection plan renewals being missed
No automated renewal reminders, no pipeline trigger, no follow-up sequences. Plans lapsed every quarter because no one had a system to flag upcoming renewals before the expiry date passed.
04
Customer relationship ending at job close
Once a job was marked complete, contact went cold. No satisfaction check, no review request, no seasonal nudge. The relationship stopped the moment the technician left the property.
01 · Lead Routing
Every service request routed to the right team — automatically

Built a routing workflow that evaluates every incoming job by type and assigns it to the correct specialist team before anyone has to read it. HVAC to HVAC. Plumbing to plumbing. Electrical to electrical. Emergency jobs trigger a priority escalation path immediately.

Lead RoutingJob Type LogicAuto-assignment
app.hubspot.com · Workflows · Service Routing · HH Service
Lead routing setup in HubSpot for HH Service
Routing configuration — job type determines team assignment the moment a request arrives.
02 · Priority Branching
Emergency jobs escalated instantly. Routine jobs handled correctly.

Nested If/Then branches evaluate each incoming job against service category, region, and urgency. Emergency requests trigger a separate high-priority path — task created, internal alert fired, SLA clock started. Routine jobs follow a standard flow with staged follow-up at each step.

If/Then BranchingPriority EscalationSLA Automation
app.hubspot.com · Workflows · If/Then Branch · HH Service
HubSpot If/Then branch logic for service priority
Emergency and routine jobs split at intake — each follows its own task and notification path.
03 · Protection Plan Onboarding
Every plan customer gets a CSM, a welcome journey, and a renewal path

When a protection plan activates, HubSpot assigns a Customer Success Manager, sends a personalised welcome sequence, and sets up the renewal reminder workflow 60 days before expiry. Every plan customer has a named owner and a structured journey from activation through renewal — automatically.

Onboarding PipelineCSM AssignmentRenewal TriggersTicket Automation
app.hubspot.com · Tickets · Onboarding Pipeline · HH Service
CSM notification onboarding pipeline HubSpot
Plan activation triggers CSM assignment, Slack notification, and pipeline status update — no manual steps.
04 · Deal Automation
The deal record exists before the technician arrives

When an assessment is booked, HubSpot creates the deal automatically — named, assigned to the right technician, pre-populated with job type and property details. The technician arrives and the record just needs an outcome. No manual entry from scratch, no missing records when a job closes.

Deal CreationMeeting IntegrationAuto-assignmentWorkflow Automation
app.hubspot.com · Workflows · Deal Automation · HH Service
Deal automation workflow HubSpot HH Service
Deal created on booking — owner, job type, and follow-up task set before the job even starts.
05 · Post-Job Follow-up
Customer communication that runs without anyone sending it

The moment a job closes, a contact automation sequence fires. Satisfaction check at 2 hours, review request at 24 hours, seasonal maintenance nudge at 90 days. For protection plan customers, the renewal sequence starts 60 days before expiry. No staff involvement required at any step.

Contact AutomationReview RequestsRenewal NurtureTriggered Sequences
app.hubspot.com · Workflows · Contact Automation · HH Service
Contact automation post-job sequence HubSpot
Post-job automation triggers on deal close — satisfaction, review, and re-engagement all scheduled without manual effort.
06 · Pipeline Visibility
Every open job and protection plan — visible in real time

Built two core pipelines — Service Request and Protection Plan — each with automated stage progression, task creation, and owner notifications. Management has a live view of every job, every plan in renewal, and every technician's workload. No status calls, no spreadsheet exports, no guessing.

Deal PipelinesStage AutomationLive ReportingTechnician View
app.hubspot.com · CRM · Pipelines · HH Service
HubSpot pipeline view HH Service
Both pipelines in one view — stage counts, deal values, and open tasks visible without any manual reporting.
6
Service lines in one unified HubSpot pipeline
Auto
Every job routed to the right specialist on arrival
Zero
Renewals missed since protection plan automation went live
0
Failed deliverables across the full engagement
Outcomes

What HH Service has now.

What actually changed for the team day to day — from the moment a job comes in to the moment a customer renews their plan.

Routed
Every job to the right specialist — no manual triage
Job type determines the team. Region determines the technician. The right person is assigned before anyone has to read the request.
Instant
Emergency escalation — no one needs to flag it
Emergency jobs trigger a priority path the moment they arrive. Task created, alert sent, SLA clock started — automatically.
Zero
Renewals slipping past the team unnoticed
Automated renewal sequences start 60 days before every plan expiry. Customers receive outreach. CSMs receive advance notice.
Live
Full pipeline and technician visibility — always on
Management sees open jobs, plans in renewal, and technician workload from one dashboard. No Monday morning status calls.
Auto
Post-job follow-up without staff lifting a finger
Satisfaction checks, review requests, and seasonal nudges all trigger on job close. No one needs to remember to send anything.
Scalable
New service lines absorbed without a rebuild
The pipeline and workflow architecture supports new job categories, technicians, and regions without needing to be redesigned.

"We were good at fixing homes. We were terrible at managing the business around that. Amroar built the system that runs behind us now — and I don't have to think about whether a job got assigned, whether a renewal got sent, or whether a customer got followed up with. It just happens."

J
Jeremy
Operations Director · HH Service
Work With Us

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50+
HubSpot implementations across service, SaaS, healthcare and professional services
200+
Enterprise clients across US, UK, Australia and the Middle East
Average improvement in lead-to-close rate across Amroar HubSpot builds
0
Failed builds. Across every engagement we've taken on.