HubSpot Ideas

kdipaolo

Access Service Hub Tickets on Mobile App

Created on behalf of a customer. 

Who: Service Hub

Goal: Access service hub tickets on mobile app

 

It would be helpful for customers who are out of the office and don't have access to a laptop or computer to be able to work on tickets via mobile device and mobile app

HubSpot Updates
Delivered
September 07, 2022 02:24 AM

Hi there,

 

I'm happy to say that a list view of Tickets in the iOS app has just launched in version 3.306.0 and above. Once you've updated your app to the latest version, you'll find Tickets in the menu in the app. If it doesn't appear, double-check you're running the latest version by searching for HubSpot in the App Store. If it says "Update", go ahead and do that. If it still doesn't appear, try logging in and out again to refresh the app.

 

Check out this video to see how the Ticket list works: https://www.loom.com/share/3e7459c6360847b6bd5e9e1458ebcf00

 

List view of Tickets in the iOS appList view of Tickets in the iOS app

 

February 25, 2022 04:45 AM

Hi there,

 

I'd like to give you all an update on Ticket functionality in the iOS app. You can view, edit and create Ticket records on iOS.

 

To navigate to a Ticket record, you can:

  • Go to the Associations tab of a contact, company or deal. Existing associations to Tickets can be seen here and tapped to open the ticket record.
  • Tap on a Ticket association from a Task.
  • Tap on a link to a Ticket record in another app on your phone, such as email or Slack.
  • Search for Tickets.
  • Tap on a Ticket Association from a Note or Logged Activities.
  • Tap on a Ticket from a Conversations thread.

 

On the Ticket record, you can:

  • View the Activity timeline and create notes, tasks, and logged activities. The Timeline can be filtered to show only the Timeline cards that are of interest.
  • View and edit associations to contacts, companies and deals.
  • View and edit property values including status. If you set up “required properties” which must be filled out before moving a Ticket to a given status, this is reflected on mobile.

To create new Ticket records:

  • Go to a contact, company or deal record
  • Tap on “Add tickets”
  • Tap on “Create new ticket”. The properties and requirements shown on the Ticket create form match the configuration you set up on web.
  • Alternatively, you can create new Ticket records from a Conversations thread.

Please note these limitations that still exist:

  • There's no Ticket list/pipeline view in the iOS app. (There is on Android).
  • Not all Timeline cards are available on mobile.
  • There's no way to navigate from a Ticket record to an associated Conversations thread.

Please take a look at the Knowledge Base article "Work with records in the HubSpot mobile app" for more information.

In Planning
November 20, 2019 05:26 AM

Hey folks - Max from the Service Hub product team here. 

 

Transparently, we put this idea into an "In planning" stage much earlier than we should have in terms of setting expectations with the Community on delivery timing. Broad support for actioning and responding to tickets is certainly on our roadmap in 2020. We will be bringing iterative support for actioning and responding to tickets in Mobile throughout the next six months. 

In Planning
March 26, 2019 01:03 AM

We're currently planning support for Tickets on mobile.

March 26, 2019 01:02 AM

Hi David, Mike & others,

 

We're focused on Conversations email development at the moment, we hope to have a Beta release of Email in April for those that are interested. I'll post when I've more information on this.

For Tickets support once we've Email worked out we'll then be looking at that. I don't have a timeframe for it but I'll update here once we've a better idea.

 

Regards 

Ronan

January 15, 2019 08:56 AM

Hi everyone, just to let you know we're planning to support Tickets on mobile this year. Firstly we'll support Email in the app followed by Tickets. I don't have a timeframe for it at the moment but I'll update here when I know more.

 

Regards Ronan

Mobile Product Manager

October 15, 2018 01:54 AM

 Hi PeteSwan, 

 

Conversations is supported on both iOS and Android in Beta. Check out this page for more details and how to enable Conversations. https://ux.hubspot.com/mobileconversations

At the moment it supports Live Chat but Email is part of our plans. 

 

Regards

Ronan

173 Replies
augustinneuveeg
Member

that would very helpful

carinAL
Member

Is there any update on when this will be available? 

LH66
Member

If you read the thread, carinAL , and register the non-existing HubSpot engagement on the issue, you will realise that this will probably never happen.
My advise is that you find a different system, if you aren't already sucked into the black hole of the HubSpot universe.

carinAL
Member

Thanks @LH66 . I chimed into get notified of updates to the chain 9as their didn't appear to be a notification option without posting), but yes, I noticed the long history on this as well as some other things that we ideally need.  I am indeed working through right now whether we continue with HubSpot despite its limitations or shift gears before we get too deep. 

tbernier
Participant

There were previous responses here from HubSpot support indicating support of Tickets on the mobile app was coming...but that message was over a year ago.  Any update?!!

JimYelland
Member

Excellent idea!

 

I have engineers out in the field that have job sheets that are directly related to the Tickets we create for them within HubSpot.

 

This would save an enormous amount of time whilst on site.

 

Fingers Crossed!

harisnp_baabte
Participant

How long we will have to wait for this feature ? 

jbellas
HubSpot Employee

Hi everyone,  

Thanks for taking the time to participate in this thread. I appreciate that many of you have been waiting for this feature. To better understand exactly what functionality you’re looking for on mobile, please take a few moments to fill out this survey. It will be very helpful to our team!

 

Thanks!
Jocelyn Bellas
UX Researcher- HubSpot Product Team

cpro48609
Member

We just purchased the Hubspot starter edition with near future plans on the Pro version.  We just assumed that all these main apps would be available in the mobile app!  It definitely throws our plans off a bit.  Or techs will have to use sales leads now to track service items as they won't be able to view in the field and on the go otherwise.   

 

The other areas seem to work so well in mobile (sales, contacts etc) I'm wondering why the service area wouldn't be the same?

 

Hope it comes soon for sure!  It feels a little disjointed to use the sales / deals area for service ticket tracking just to be able to view it on mobile 😛   Other than that, the product has been great so far!  We are newer to CRM's in general and aside from the missing tickets in mobile issue the product seems very nice.

harisnp_baabte
Participant

I filled up the survey yesterday. Wondering whether it will happen this year ? 

Arggh1
Participant

This would be a great functionality! We have technical service teams that need this ability to manage and update tickets. Through the app would be ideal. I filled out the survey. 

 

JoeMayall
HubSpot Alumni

Hey folks,

 

I've connected with our Product team on this thread. At this time we don't have any plans to access tickets on mobile. This is certainly subject to change in the future, but at this time we don't have any resources committed to this feature.

 

Best,

Joe

Ideas Forum Manager

bsm007
Top Contributor

Joe, thank you for finally responding about this. There has much angst about mobile access to Service Hub.

 

As a long-time Hubspot user and purchaser of Service Hub, I am extremely disappointed! I echo the sentiment of the other users of our frustration waiting this long already -- back in 2018, we were told this was on the roadmap to be in place within a year. Yet, this reversal from the Product Team?

 

I think Max needs to provide us an explanation on the false promotion. The Service Hub is very much lacking other systems like Zoho and many of us took a risk moving to Hubspot for this function based on this promise. This tarnishes our confidence in not only Service Hub, but Hubspot as a whole.

briond
Member

Wow. What a disapoinment! And really unbelieveable in light of the cost of Hubspot. Zoho has the feature and zoho is free!

I have been waiting on this feature so that our company can switch to hubspot from zoho. Hard to understand how hubspot arrived at this decision. 

harisnp_baabte
Participant

Hi,

 

If you don't have any plans why did you waste our time doing the survey ? 

 

Kierstin
Contributor | Diamond Partner

@JoeMayall  what about the survey that was sent out by @jbellas  in July?  I personally don't even care if you can edit a ticket on mobile (for now), I just want our reps to be able to see any associated tickets for that contact when they are in the field. 

justinvah
Member

Shocking after being told it's "in development". "On the road map". "Expected this year".  I knew when we got a survey it clearly hadn't  been in any development or any road map. I'm just glad we caught this corporate insincerity before signing any agreements or shelling out any money to HubSpot. It's a shame because it looked like a  very promising solution. 

artemtour
Member

After completing a survey for the same, and getting lots of promises that it will be done we can see it was all for nothing, now our team has a easier decision to move out of Hubspot as a CRM system and service.

 

mhznetworks
Participant

Hi HubSpot et al-

 

Yes, I too, am bummed out by this news but I am also pretty darn grateful that HubSpot came out with a clear answer.  To me, this actually enhances HubSpot's credibilty. No business wants to dole out bad news to its customers so I applaud them for letting everyone know so we can all make informed decisions going forward.

-Jason Connolly
MHz Networks 

bsm007
Top Contributor

@mhznetworks Normally, I would agree with you, but I feel the opposite that credibility is exacty what was lost by promising delivery 1 year from a 2019 post. In addition, we just recently took party in a product dev survey for this very feature only to get this news.