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 ...
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 ...
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 ...
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 ...