Create an Asset

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 Opportunity which defines the Asset's icon on the map.

You can track three things with Assets:
  1. Track clients hit by new storms(Impacted Assets)
  2. Track shingle types
  3. Track roof age



Impacted Assets: Turn Every Lead and Client Into a Customer For Life

While generating new leads through canvassing, mailers and other methods is beneficial, the easiest opportunities lie with current leads and clients. 

The Impacted Assets feature provides information and real-time alerts on storms that have impacted existing contacts. 

By reaching out to these leads and past clients, contractors can quickly convert opportunities into sales, strengthen client bonds, and improve their bottom line. This proactive approach boosts customer satisfaction and drives business growth.





Methods To Create An Asset

There are several ways to create an asset for the mobile and browser app depending on the situation.

Use the Maps Tab
  1. Without an Address(ideal when in the field)
  2. With an Address
Use the Assets Tab 
  1. With an Address

*Have a list of Assets you need to import into the HailTrace app? Read how to Import Assets


Use Maps Page

Without an Address 

Creating an asset without knowing an address, business name, business type, and etc can happen when sales teams are researching an area or canvassing door-to-door. 

Mobile App



1.  Along the bottom bar, select Maps tab


2.  Zoom onto a Location or Enable your Location Icon if you are at the address


3.  Tap and hold on the Location


4.  Select Status 
A.  Tap the Status
B.  OR tap and hold the Status to add Asset details, link a contact, or update the opportunity



Browser App

1.  Along the left-hand bar, select Maps tab, indicated with a "location icon"


2.  Use the map to zoom in to Find a Location *You do not need to select a location 


3.  Along the right vertical bar, click the ➕


4.  Pick the Opportunity Status


5.  Click the Location


Learn how to Edit an Asset Here


Address Is Known

Mobile App

1.  Along the bottom bar, select Maps tab




3.  Tap Create Asset


4.  Select Status 
A.  Tap the Status
B.  OR Tap and hold the Status to add Asset details, link a contact, or update the opportunity




Browser App

1.  Along the left-hand bar, select Maps tab




3.  Click Create Asset


4.  Select Opportunity Details 


5.  Select a Status 


6.  Click Save


Learn how to Edit an Asset Here


Use Assets Page

Address is Known


Mobile App

1.  Select More tab


2.  Tap Assets tab


3.  Tap the ➕


4.  Under "Current Opportunity Status", select Status 


5.  Under "Location", select Address


6.  Tap ✔️ to save


Browser App

1.  Select the Assets tab
 
​

2.  Click Create Asset


3. Under "Location", enter the property's address. Optional: Fill out the "Roof Type" and "Last Exterior Renovation Date"


4.  Under Contact's tab, add an owner, manager and/or tenant. Read more about creating contacts here


5.  Under the Opportunity tab, select Opportunity Status for your asset. *Only for canvassing subscription


6. Click Save



Learn how to Edit an Asset Here



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