HubSpot UI extensions
Let people finish the task from the record they already use.
If someone keeps switching tools to check billing, prepare a quote or finish a job, the missing step may belong on the HubSpot record. I check what your current tools can do first. If you need a custom tool inside HubSpot, I build it and document how it works.
What does the person need to finish?
These are examples of possible work. The repair-team example below describes a specific delivery and handover.
| Task | What to agree |
|---|---|
| Inventory on a deal | Show the right availability and let the rep choose items. Agree where availability comes from and how current it must be. |
| Subscription management | Show the billing details and allowed actions. Separate permission to view information from permission to change charges. |
| Quote calculation | Use approved prices and calculations. Control who can change costs or markups. |
| Order and finance information | Show orders, balances or terms from the finance system, and keep clear which system holds the correct value. |
| Job operations | Show scheduling, completed work and what is ready for invoicing. Agree what information and approvals are needed. |
| Account health | Show why an account needs attention, how current the information is and what the owner should do. |
| Account research | Show relevant information with its sources. Agree access and review before anyone acts on it. |
Documentation and training
Help your team make the next change.
On a repair-system project with a partner team, I guided the client’s developer through the code and release process.
Read the build and handover example →Agree the task and who keeps it working.
Before building, we agree what the tool must do, who can use it and how to check it. Delivery includes documentation and live training. The proposal explains who maintains it.
An example of a small change
A rep needs to know whether an invoice is paid. Show the status on the record they already use, and tell them when the finance system cannot provide it.
What would you like to work through?
Show me the task your team has to leave HubSpot to finish. We’ll check whether an existing feature or a custom tool would help.
Free, 30 minutes. Bring one example. No technical brief needed.