[5.0] Use Asset Filters to Find the Right Properties Faster

[5.0] Use Asset Filters to Find the Right Properties Faster

Assets are the properties tied to your clients, contacts, and opportunities in HailTrace.

Asset Filters help you quickly find the properties you need, whether you are working from the Asset page or viewing them on the Map. You can filter by details like roof type, assigned user, opportunity stage, and more.

Use Asset Filters to focus on the right leads, track follow-ups, and see where your team is working.

You can also export filtered assets to a CSV file to work the list outside of HailTrace or add it to your CRM.

How To Use Asset Filters 

These Asset Filters help managers, sales reps, and canvassers work faster, focus on the right leads, and keep track of follow-ups. 

Below are some example asset filters you may use within your role. 
Filters for a Manager

Optimize targeting, monitor team productivity, and streamline follow-ups.

What leads has a canvasser or sales rep created?

👉 Use Created At + Created By User to track leads created within a chosen timeframe, such as yesterday or this week.

OR

👉 Use Updated By + Updated At to see if canvassers are reworking neighborhoods or existing leads.

You’ll get a clear view of all leads generated by that team member within a specific timeframe.


When is a neighborhood saturated?

Managers need to make sure resources are focused efficiently without repeat visits.

Use Updated At to see all clients created or updated since the last storm.

Combine Updated At + Status: Door Knock #1 to check properties ready for a revisit.


What clients are stalled or need a follow-up?

Spot any stuck clients to decide if they need reassignment or another follow-up strategy.

Use Assigned to User + Updated At to find leads with no progress in a selected timeframe, such as the last 30 to 90 days.

Filters for a Sales Rep

Quickly find high-potential prospects hit by recent hail, wind, or tornado storms.

What prospects were hit by a storm?

👉 Use Last Impact Date to find impacted assets within a selected date range.

This helps you focus on prospects with a higher chance of converting.

👉  If you use canvassing features, you can also use Status: Monitor for Storm to keep track of prospects who have not had recent damage but may need help after a future storm.


Driving for Dollars

Sales reps can check nearby leads after an appointment to make better use of their time.

👉 Use Map View with Assigned To + Stage: Prospect to find nearby clients who have not committed to a sale.

👉 Use Assigned To + Stage: Closed to revisit past clients and ask for referrals.


Calling for Dollars

When weather keeps you inside, use that time to follow up with open leads by phone.

👉 Use Stage: Lead and Stage: Prospect to find open leads that need another touchpoint.

👉 Use Status: Pending Claim + Updated At to follow up on pending insurance claims within a specific timeframe.

Pro Tip: For mass emails, add your own email in the To field and put client emails in BCC. This lets you update clients or check in without showing everyone’s email address.

Filters for a Canvasser

Revisit properties that need another follow-up.

What properties need another door knock?

👉 Use Created At + Status: Door Knock to find leads that are ready for another visit.

This helps canvassers get back into the right neighborhoods and follow up with properties that still need attention.

Note: Door Knock statuses are available for canvassing subscribers.

 

Available Asset Filters

Opportunity Filters
  • Status: Find assets in the opportunity pipeline with a custom step, such as door knock, followup, wait for storm, appointment booked, and etc
  • Stage: Find assets in the opportunity pipeline in the category of lead, prospect, open, closed, or lost
User Filters
  • Assigned To: See all the assets assigned to a user
  • Created By: See all the assets created by a user
  • Last Modified By: See all the asset last updated by a user
Created/Modified Filters
  • Created At: Find assets created within a selected timeframe
  • Updated At: Find assets that were updated within a selected timeframe, such as adding a contact, asset details, or updating an opportunity status 
Storm Impact Filters
  • Last Impact Date: Find all the assets hit by ANY hail, wind, or tornado storm within a selected date range
  • Last Meteorologist Hail Impact Date: Find all the assets hit by hail within a selected date range
  • Last Meteorologist Hail Impact Size: Find all the assets hit by a selected hail size
  • Last Algorithm Hail Impact Date: Find all the assets hit by hail within a selected date range
  • Last Algorithm Hail Impact Size: Find all the assets hit by a selected hail size
  • Last Meteorologist Wind Impact Date: Find all the assets hit by wind within a selected date range
  • Last Meteorologist Wind Impact Speed: Find all the assets hit by a selected wind speed
  • Last Meteorologist Tornado Impact Date: Find all the assets hit tornados within a selected date range
  • Last Meteorologist Tornado Impact EF Rank: Find all the assets hit by a selected tornado EF ranking
Property Filters
  • Roof Type: Find assets with a select shingle type
  • Last Exterior Renovation Date: Find assets with a select roof age 
  • Location Address: See assets with same house number and/or street name
  • Location City: See assets within a selected city
  • Location State: See assets within a selected state
  • Location Country: See assets with a selected country 
  • Location Address Line 2: See assets within specific info on address line 2
  • Location Street: Find assets with the same street name
  • Location Zipcode: Find assets with a selected zip code

Mobile App: Steps To Enabling Asset Filters

Using Asset Page

Enable Filters

1. Tap "Asset" page


2. Tap "filters"


3. Select a saved filter or apply a variety of filters


4. For example, select "Created By" to see all assets create by a user(s)


5. Tap bar to view users


6. Select one or more users


7. Tap "Apply Filters"


8. Tap "X" to close the asset filters and view your assets


View Assets on Map page

9. Tap "View Map" to see your filters assets on the Map page


Export Filtered Assets

10. [[ ]]Tap "Export" to download your filtered assets as a CSV file. You can use this list outside of HailTrace or add it to your CRM.


Using Map Page

Enable Filters

1. Tap Navigation Panel


2. Tap "Assets" panel


3. Tap "Filters" button


4. Select a saved filter or apply a variety of filters


5. For example, select "Created By" to see all assets create by a user(s)


6. Tap the bar to view users


7. Select one or more users


8. Tap "Apply Filter"


9. Tap back arrow to close filters


View Asset on Asset page

10. Select "Table View" to view all your assets on the Asset page




Browser App: Steps To Enabling Asset Filters

Using Asset Page

Enable Filters

1. Select the "Assets" Page


2. Click "Filters" button


3. Select a saved filter or apply a variety of filters


4. For example, select "Created By" to see all assets create by a user(s)



5. Click "Select user to match"


6. Select one or more users


7. Click "Apply" and view your filtered assets


Export Filtered Assets

8. Click "Export" to download your filtered assets as a CSV file. You can use this list outside of HailTrace or add it to your CRM.


View Assets on Map page

9. Click "View Map" to see your filters assets on the Map page


Save Filters

10. Click "Save Filters" to save your current filter setup and quickly use it again later


11. Enter a name for the filter


12. Optional: share this saved filter with all users in your company


13. Click Save


14. Select "Filters" to find and enable your saved filters


Using Map Page

Enable Filters

1. Click "Maps" page


2. Click "Assets" panel


3. Open filters


4. Select a saved filter or apply a variety of filters


5. For example, select "Created By" to see all assets create by a user(s)


6. Select a user from the dropdown


7. Click "Apply"


8. Close filters and view your filtered assets


View Assets on the Asset Page

9. Select "Table View" to view all your assets on the Asset page


Save Filters

10. Click "Save Filters" to save your current filter setup and quickly use it again later


11. Click the "Enter filter name" field.


12. Optional: share this saved filter with all users in your company


13. Click "Save"


14. Select "Filters" to find and enable your saved filters


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