Important: If your PSOhub account was created before 2nd March 2022, you first need to reconnect with HubSpot (one-off action).
In the following video you will get an overview of how to track time on a Ticket in HubSpot that will sync to a Service Project in PSOhub. To get a complete understanding, please take a look at the rest of the article below:
Create a Service project
In order to track time on a HubSpot ticket you need to first create a Service Project in PSOhub. This can be done directly in HubSpot at the Company level.
In HubSpot, select a company with at least one contract person. In the right-hand pane, in the Service project (#) section, click the Create service project button:
This will create a Service Project in PSOhub and generate a deep-link in HubSpot.
Note that you can only have one service project per company; however, if you close or archive an existing Service Project in PSOhub, you will be able to create a new one for that same company.
Clicking on the deep-link will bring you to PSOhub where you will find the new Service project:
As with a regular PSOhub project, the following is visible:
Field | Description |
Project name | The project name consists of the prefix Service project followed by the name of the Company and project number. |
Service Project | Set automatically to Yes. |
Company | Company name as been inherited from HubSpot. |
Contacts | Contact(s) are also inherited from HubSpot. |
Contract | The Tickets contract group is automatically created to log all hours spent on service tickets. All new tickets logged will generate a new contract line under this group. |
Track time on a Service ticket
Once your Service Project is created, you can then track time on a ticket, which can be raised in HubSpot from the Service menu and Tickets (#) or at the Company and Contact level.
Once the ticket has been created, on the right-hand side, you will find a Log time (#) section where you can log hours against the ticket:
Clicking on Log hours will bring you this pop up window; from here click on either the Log hours or Start timer to book your time.
Back in PSOhub, in your Service Project, the logged hours will appear in the associated contract line created by the ticket under the Used column. The Hours section will also display for related hours to the ticket(s):
Each new ticket will generate a new contract line.
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