Our team is wondering if there is any difference between the Hubspot Service Module and the normal Ticketing Module. We are looking for the best solution to create tasks and an onboarding workflow for our team to follow when onboarding a new client. Is anyone able to give me a few dot points on whether the service module is a better solution then just the normal ticketing module or are the basically the same.
Hi @CDoran,
If by service module you mean the help desk features, then that’s primarily meant to centralize and process incoming customer requests: Set up help desk
It’s not that it’s not suitable for what you’re trying to achieve, but it’s also not particularly useful.
As always, the devil can be in the detail but if you want to create tickets corresponding to onboarding items which the team can filter for and move them through stages, what you’re referring to the normal ticketing module should suffice.
By the way, if you have an onboarding process with certain steps and items to complete, you could also look into the projects object: Understand and use the projects object
Best regards