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:
Track clients hit by new storms(Impacted Assets)
Track shingle types
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
Without an Address(ideal when in the field)
With an Address
Use the Assets Tab
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.
A pin representing an asset's location can be corrected Mobile App First step: Find an Asset you want to edit Tap Edit Details Move the map until you find the correct location *the pin will update automatically Tap the ✔️on the top right to save ...
Mobile App Create a Stand Alone Contact Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...
Mobile App First step: Find an Asset you want to edit Tap Edit Details Select Asset Details from the drop-down and tap Roof Type Select a Type from the pre-determined list Tap the ✔️on the top right to save Browser App First step: Find an Asset you ...
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 ...
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, ...