Change the Last Exterior Renovation Date on an Asset
Mobile App
- Tap Edit Details
- Select Asset Details from the drop-down and tap Last Exterior Renovation Date
- Confirm the New Date
- Tap the ✔️on the top right to save
Browser App
- Click Edit Details
- Scroll down
- Click Last Exterior Renovation Date and select Date
- Click Save
Related Articles
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 ...
Asset Filtering To Find Opportunities
Assets in HailTrace represent the properties owned, managed, or rented by your clients. They are linked to Contacts, clients associated with the property, and to Opportunities, which reflect the potential sales related to that Asset. Within the ...
Create Custom Fields for Assets
Details about an Asset can be added under "Asset Details," such as Location, Roof Type , and Last Exterior Renovation Date. However, the information collected can be customized to meet user's needs, as shown below. For example, a user may want to ...
Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app. For the full steps, read Import Assets