topic Re: Managing customer service contracts in Tips, Tricks & Best Practices

Managing customer service contracts

KoryB — Wed, 12 Mar 2025 13:17:36 GMT

New to Hubspot, trying out the free version of service hub. We sell and offer service contracts for the printers we sell. Our service contracts are usually 1 year and we currnelty manage these in Excel which I'm trying to move away from. A customer can have multiple printers, each with a unique serial number, maintenance start\end dates, cancel dates, amounts and notes along with several other fields such as Ship To\Bill To since we do have resellers where the bill hte reseller and service the customer. I was thinking of using subscriptions in Hubspot but being new, I'm not sure if that's my best option. Any thoughts?

Re: Managing customer service contracts

PamCotton — Wed, 12 Mar 2025 21:51:51 GMT

Hey @KoryB, thank you for posting in our Community!

Subscriptions in HubSpot might be a good option, but if you need to track multiple service contracts for different printers with unique details, you could also consider using custom properties or creating a custom object to manage the contracts and related information.

This would give you more flexibility to track serial numbers, start/end dates, amounts, and reseller info.

More information here.

I hope this helps,

Pam

Re: Managing customer service contracts

KoryB — Wed, 12 Mar 2025 22:24:20 GMT

Thanks Pam, I was thinking about creating a custom object but I understand that custom objects\entities are only available in an enterprise version of Hubspot which is way outside out budget.
Thanks again,
Kory

Re: Managing customer service contracts

KGrandy765 — Sat, 01 Nov 2025 16:07:22 GMT

Hi!

Managing customer service contracts in Excel can become tricky as your business grows, especially when each printer has different serial numbers, service dates, and billing details. In HubSpot, subscriptions can work, but you might get even better organization by using custom objects. This allows you to store all contract-related information for each printer and link it to the customer or reseller, making everything easier to track and update. You can also automate reminders for contract renewals or cancellations to avoid missing important dates. If you’re also focused on improving comfort and efficiency at customer locations, you can explore this service, to support HVAC needs in a more convenient way. HubSpot takes a bit of setup at first, but it’s definitely worth it in the long run.

Thanks!