Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app.
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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: ...
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 ...
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 ...
Delete an Asset
The following steps will allow you to delete some or all of your assets in the HailTrace app. You will need one of the following roles to delete assets: Account Owner Asset Admin Canvasssing Admin Mobile App Way #1: Assets Tab 1. Select the More tab, ...
Impacted Asset Report
Generating an Impact Asset Report is on type of Lead List that will give you an a list of assets impacted by a single weather event. The generated report will include info such as address, email, phone number, contact name, etc. For more ways to ...