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

Atualizações da HubSpot
Status atualizado para: 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.

Status atualizado para: 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. 

Status atualizado para: 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 Comentários
Status atualizado para: In Planning
JoeMayall
Alunos da HubSpot

Hey folks,

 

First, I’d like to apologize for the confusion surrounding my last status change. There was a miscommunication on our end, and I’d like to clear it up.

 

Currently, our team is working on a beta for bringing Tickets to Android. We encourage anyone interested in this feature to fill out this survey: https://www.research.net/r/VB65RKQ. We don’t have a timeline yet for bringing tickets to iOS, but we’ll update you here when that changes. 

 

However, I would like to clarify that at this time, we are not building a mobile version of Service Hub. I’m switching this status back to “In Planning” to reflect the hard work our team is putting into bringing tickets for Android.

 

Best, 
Joe 
Ideas Forum Manager

EliM
Participante

Few points to note:
1. Mobile access and tickets are not a bonus, over 80% of communications are done on mobile.
2. Changing direction is legitimate and coming forward is hard. To me it is seems disconnected from reality
3. Dragging it for so long might be a reflection on HS decision making and commitment.
4. Definitely will play a role on renewal and or moving ticketing to external system.
5. collect the highlight form the users here and bring it back to the decision makers to re-evaluate

Cheers

justinvah
Membro

Hmmmm.... a group says they will leave  the business and now it's back on roadmap? 

Sounds like there is a lot of confusion at Hunspot about what's going on with this. 

I'll update this to  "I'll believe it when I see it" status.  Quite frankly, the app isn't even that important.  A remotely functional responsive website for tickets would work just fine for most people. 

I think (not intending to  speak for everyone) people in many service businesses have people out in the field. If there is a problem, service request, or the like for someone on the road or outside an office it's essential to have the ability to take action. Again, simply having service tickets web accessible would be a bandaid. 

I have a 12.9" iPad and even on that, the HubSpot Service hub website is virtually unusable in Safari or Chrome on mobile. 

 

 

cpro48609
Membro

We really thought this would be automatically included in the mobile app also when we signed up as we are a service based business lol.  We were inquiring about an annual quote from our rep but will stick with monthly until we find out more about this.  We also use IOS devices not Android so no sure when this will be implemented.  It's a shame because we demo'd quite a few different platforms and settled on HubSpot as it seemed to tick all the spots we needed.  If we would have realized there was no mobile service option we probably would have gone a different route.   Hopefully it gets done eventually.  We don't mind waiting a bit if it's a sure thing.  For now we've been running service related items as deals so we can view them which works as a temporary patch but clutters up the whole platform.  Guess we'll keep our fingers crossed 😛

advancedAS
Membro

Yeah, we've moved on ourselves, using ClickUp for tickets now, which is like a swiss army knife. Especially when tied in with integromat or zapier. -

bsm007
Top colaborador(a)

@advancedAS We just started using ClickUp for task management. You adapted for support tickets? Would you mind sharing your approach with me? Did you use Zapier or Integromat?

advancedAS
Membro

@bsm007Yes we have started using it for tickets, and it has worked better than hubspot for us so far (about 300 customers, running approx. 30- 45 tickets on any particular day) - Now obviously it doesn't have the same CRM Features as Hubspot, BUT because it's so flexible and powerful, it almost doesn't have to. - If you want a really detailed setup guide I can help further, but in a nutshell, here's how we're pulling it off:

Create a new list, this list will be names of your customers, customer details can be added with the custom fields.

 

Create another list, for your tickets area. in this list you can setup your custom fields you need for your tickets and we use comments, we don't really use "description" area, because comments add date/times so we know exactly when updates happen. - There are tons of tips and things I can type here but it'll be easier to show someone via screencast, etc.

 

But anyway, now that your lists are set up, when you create a new "Ticket", just link the customer from list 1, into that ticket. using their "@@" shortcut. This way now, all the tickets you create, complete, etc. for a customer is forever visible on their "profile"

One way we use integromat is for updating the customer list. For instance, when a new customer signs up online, it adds them automatically. We can also upload via xcel sheet, etc. - If you have a form (built into our website) using a service, or some other manner of customer input for your support, you can probably find a zap for it..  Lot's of great things.

bsm007
Top colaborador(a)

@advancedAS Thanks for sharing! I will pass this along to one of our project managers to explore. Much appreciated. 🙂

advancedAS
Membro

@bsm007Please do so, they support Phone # fields, email fields, date fields, Actual # fields, etc.

 

- I just discovered more features today, and i've been using it almost a year now.. They provide updates every week or two. - last week they added support for syncing up with a online booking service (calendly) directly, which lets customers make appointments and pay online. It's pretty amazing what they're pulling off imo. -

tbernier
Participante

@JoeMayall can you please further understand the difference between when you say "a beta for bringing Tickets to Android" and "a mobile version of Service Hub".  What would the beta of Tickets in Android actually consist of?  Just some sort of view only access to open tickets, but not functionality to modify them?  Please explain the difference.

 

Thanks,

Tim Bernier

Workforce Insight

Kagajani
Membro

Really looking forward to being able to view and edit tickets on the go.

basehost
Membro | Parceiro Diamante

Is there a final verdict on this? Are tickets going to be visible in the Hubspot mobile app or no?

 

We have at least 200 tickets a day and without a mobile app to be able to handle some of these whilst on the go is going to be painful and I'm halfway through moving off Zendesk to Hubspot Service Management when I realised I couldn't see tickets in the mobile app.

 

As a partner, it's going to be a tough sell trying to tell a client to come on board and use Service Management without this basic functionality.

 

JulianTEC
Participante

When I recently signed my company up to HubSpot after being demo'd the Service Hub and being told that the iPhone app ability to log tickets was "about 4 weeks away" after Android stability testing, to then being told it is scheduled for Q1 2021 to now being told it is not happening at all is bordering on false advertising. This is a very strong reason for me to want to cancel my 2-year subscription and demand a refund.

fbssupport
Membro

We were told this was part of the mobile app and that was one of the biggest reasons we moved to HubSpot for our CRM and ticketing.  VERY disappointed it is not yet.  This is essential especially in todays environement with people working more from home and for me with kids **bleep** up school schedule I spend more time working out of my car every day!!

justinvah
Membro

fbssupport - we were told the same false claim a year ago when we were considering signing up. Fortunately, we refused to sign onto a paid plan until the funcionality was live. It creates a huge level of distrust now with the company. I'd bet money if your a "new" customer inquiring about this - the sales staff would say it's "coming soon" to get the contract signed. 

 

We are, as some others mentioned, checking out Zoho. They have mobile ticketing, not quite as clean an interface but a solid app for creating, managing, and closing service tickets. Not sure why building this out would be such a significant project for Hubspot  - even a responsive design of the page would help tremendously.  Seems like something a single programmer could bang out in a few weeks at most. 

ArturS
Membro

@JoeMayall 

Your words August 6th "Currently, our team is working on a beta for bringing Tickets to Android."

I just installed last android beta 2.91.1( released October 16th) and there are no ticket tab.

Are u sure what you talk is true ?

JoeMayall
Alunos da HubSpot

Hi @ArturS!

 

I'd like to clarify what I meant when I said "Currently, our team is working on a beta for bringing Tickets to Android". That was a reference to the feature our team is currently building, so it isn't available yet.

 

All developments about tickets for Android will be relayed on this thread, so stay tuned!

 

Best,

Joe

Ideas Forum Manager

Kierstin
Colaborador(a) | Parceiro Diamante

@ArturS  I received access to the beta for Android. I filled out the survey link above, and on 8/20 received instructions for downloading the beta version. In the beta version, when you click the Contacts tab, there is a ticket option. I don't know if this is still available, but it was available in August. I know how beta testing can go, so they may have paused its release based on Joe's comment . . . but at least there is hope in sight! 🙂

 

Screenshot_20201019-094645_HubSpot.jpg 

AdamZ
Participante | Parceiro Elite

Specific Use Case: Real Estate companies with light facilities management needs. Being able to snap a photo on-premise, create a ticket, and attach a photo to a ticket.

Cecilia_GM
Membro

Sería genial que pudieran activarlo con la opción de adjuntar imagen o documento.