Asset Filtering On the Maps & Assets Pages

Asset Filtering On the Maps & Assets Pages


Assets in HailTrace represent the properties owned, managed, or rented by your clients. They are linked to Contacts, who are associated with the property, and to Opportunities, which reflect the potential sales related to that Asset.

A key feature of Assets is the "Impacted Assets" tool, which alerts you when leads or past clients' properties are hit by storms. This opens up new opportunities to reconnect with clients and drive sales.

Within the HailTrace app, you can filter Assets to quickly find specific types of properties. Whether you're using the Asset page for a list view or the Map page for a visual overview, filters allow you to locate properties based on factors such as shingle type or their place in your opportunity pipeline.

Available filters include:

  • Status
  • Stage
  • Last Impact Date
  • Roof Type
  • Last Exterior Renovation Date
  • Location Address
  • Location City
  • Location State
  • Location Country
  • Location Address Line 2
  • Location Street
  • Location Zipcode
  • Created At
  • Updated At

Mobile App

Select Filters On Asset Page

1.  Select More tab


2.  Select the Assets tab
      

3.  Tap the Filters button


4.  Select one or more filters
For example, you may want all your "Leads" in a certain zip code or with a roof that are 10+ years. In this scenario, select "Stage", "Last Exterior Renovation Date", and "Location Zipcode".


5.  Tap Apply to see a list view of the assets that meet those filters


6. To see these filters applied to your assets on the Map Page, tap View Map



Select Filter On Map Page

1.  Select the Maps tab


2.  Tap Search button


3.  Select the Assets tab


4.  Tap the Filters button


5.  Select one or more filters
For example, you may want all your "Leads" in a certain zip code or with a roof that are 10+ years. In this scenario, select "Stage", "Last Exterior Renovation Date", and "Location Zipcode".


6.  Tap Apply to see a map view of the assets that meet those filters


7.  To see these filters applied to your assets on the Assets Page, tap View List



Save Filters

You can only save Asset filters on the Browser app. However, you can use saved filters from the Browser app in the Mobile app under "Saved Filters."




Browser App

Select Filters On Asset Page

1.  Select the Assets tab


2.  Click the Filters button


3.  Select one or more filters
For example, you may want all your "Leads" in a certain zip code or with a roof that are 10+ years. In this scenario, select "Stage", "Last Exterior Renovation Date", and "Location Zipcode".


4.  Click Apply to see a list view of the assets that meet those filters


5. To see these filters applied to your assets on the Map Page, select View Map



Select Filter On Map Page

1.  Select the Maps tab


2.  Click the Assets tab


3.  Click the Filters button


4.  Select one or more filters
For example, you may want all your "Leads" in a certain zip code or with a roof that are 10+ years. In this scenario, select "Stage", "Last Exterior Renovation Date", and "Location Zipcode".


5.  Click Apply to see a map view of the assets that meet those filters


6.  To see these filters applied to your assets on the Assets Page, select View List



Save Filters

Assets Page: You can save or use filters on the Asset page using the "Save Filters" button. Select "Save Filters" to either save a new filter or use an existing one.



Maps Page: You can save or use filters on the Asset page using the "Save Filters" button. Select "Save Filters" to either save a new filter or use an existing one.






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