Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app.
Related Articles
Import Assets
In the process of setting up your HailTrace account, we suggest uploading your clients into our app. This allows you to generate new sales from Past Storms: You can pull a list of contacting leads and customers hit by a recent storm Future Storms: ...
Export Assets To A CSV File
There are two ways to export your assets to a CSV file: Asset Page: Export an asset list based on applied filters Company Settings Page: Export your entire assets list from your company account Asset Page Exporting Assets combined with Asset Filters ...
Impacted Asset Report: Turn Every Client Into a Customer For Life
While generating new leads through canvassing, mailers, and other methods is important, the quickest and easiest opportunities often come from your existing leads and clients who have been impacted by a new storm. The Impacted Assets feature provides ...
Create an Asset
Definition An Asset is 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 Contacts. An Asset also always has an attached ...
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 ...