Add a Contact to an Asset

Add a Contact to an Asset

Mobile App



First step: Find an Asset you want to edit
  1. Tap Edit Details
  2. Select Contact Details from the drop-down and tap the contact you want to add (Owner, Manager, or Tenant)
  3. Select from your current list of contacts
    OR tap the green ➕ to create a new contact
  4. Tap the ✔️on the top right to save




Browser App



First step: Find an Asset you want to edit
  1. Click Edit Details
  2. Click Contact Details
  3. Use the Search Bar to select a current contact
    OR click Add New Contact to create contact
  4. Under the contact's name, select the Type (OwnerManager, or Tenant)
  5. Click Save on the bottom right


    • Related Articles

    • Create a Contact

      Mobile App Create a Stand Alone Contact  Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...
    • Delete a Contact

      The following steps will allow you to delete some or all of your contacts in the HailTrace app. You will need one of the following roles to delete contacts: Account Owner Asset Admin Canvasssing Admin Mobile App 1. Select Contacts tab along the ...
    • Find an Asset

      Mobile App Use Assets Tab Select the More tab, along the bottom bar Tap the Assets  Search for an Asset: Search Bar: Use an address to find the Asset Filters Tab: Refine your search through a variety of categories including roof type, last impact ...
    • Create an Asset

      Definition A piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contact. An Asset also always has an attached Opportunity which ...
    • Request an Asset's Impact Report

      The only report you can download on an asset is an Instant Impact Report. To download a custom consulting "Court Ready Report", see Request a Location's Impact Report article. To download an Asset's Impact Report, you are required to have a Contact ...