JobNimbus is a tool for contractors that organizes, tracks, and automates the process of everything from gathering leads to collecting payments. You can integrate your JobNimbus account into the HailTrace app to have a cohesive list of contacts and ...
One-way integrations let HailTrace send storm data, maps, or lead information into another platform. These integrations help your team keep working in the tools they already use while still getting the value of HailTrace data. Sales Rabbit, Canvass, ...
Edit an Integration Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Select API Keys Click Edit to the right of the API Key "title" Edit API Key Click Save Delete an Integration Along the left-hand bar, select Personal ...
The app comes with several pre-set roles that work well for most companies. But every company runs a little differently, and you may need a role that is not already built into the app. A Custom Role lets you choose the exact permissions a user needs ...
When dropping a pin or tracking a lead in the HailTrace app, you can create an Asset, Contact, and Opportunity at the same time. This helps you track the door knock, start monitoring the property for future storm with Impacted Assets, and work the ...