Create a Contact

Create a Contact

Mobile App

Create a Stand Alone Contact 

  1. Select Contacts tab along the bottom, indicated by a "person" symbol
  2. Tap ➕ on the bottom right
  3. Fill out contact info and tap Create



Learn how to link a Contact to an Asset Here

Create a Contact on an Asset


  1. Tap Edit Details
  2. Select Contact Details
  3. Select Type (owner, manager, or tenet)
  4. Tap ➕ to Add New Contact 
  5. Fill out contact info and tap Save
  6. Tap ✔️ in the top-right to Save





Browser App

Create a Stand Alone Contact 

  1. Select Contacts tab along the side bar, indicated by a "person" symbol
  2. Tap Create Contact on the top right
  3. Fill out contact info and tap Create




Learn how to link a Contact to an Asset Here

Create a Contact on an Asset

  1. Click Edit Details
  2. Select Contact Details
  3. Click Add New Contact
  4. Fill out contact info and click Save
  5. Select Type (owner, manager, or tenet)
  6. Click Save


    • Related Articles

    • Add a Contact to an Asset

      Mobile App First step: Find an Asset you want to edit Tap Edit Details Select Contact Details from the drop-down and tap the contact you want to add (Owner, Manager, or Tenant) Select from your current list of contacts OR tap the green ➕ to create a ...

    • Create an Asset & Drop A Pin

      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 ...

    • 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 ...

    • Create Custom Roles

      Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...

    • 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 ...