I want to use the NEW “services” object just released on HupSpot (great work guys!!) to track repairs we are doing. To enhance customer experience, I really want a customer facing portal where my tech can leave notes and take photos of the current issues for the customer. I know this object is new but it would be of great benefit to have this portal available, be it through HubSpot or a 3rd party app. Let me know if anything like this is available and I’m just missing it or if there is anything like this on the way! Thanks team for all you do!
Hi @JSwartzentruber ,
Our HubSpot-native app, WoodsPortal, already supports this use case.
You can securely expose the new Services object through a customer portal, allowing customers to view their service records, add notes, upload photos and files, and interact with the record --all without custom development.
Since WoodsPortal supports all HubSpot objects, the new Services object works just like any other CRM object.
Here’s a short walkthrough showing it in action: https://www.youtube.com/watch?v=JlmcXi91-TY
Thanks,
Saurav
Co-founder, WoodsPortal