Export Assets

*Importing Assets can only be done in the Desktop App.

1. Click Company Settings along the left-hand bar
   
2. Select Export Data
   
3. Select the your Time Zone
   
4. Click Download *You will receive an email with the report

• Related Articles

• Import Assets

  In the process of setting up your HailTrace account, we suggest uploading your clients into our app. This allows you to generate new sales from Past Storms: You can pull a list of contacting leads and customers hit by a recent storm Future Storms: ...

• Export Contacts

  *Importing Assets can only be done in the Desktop App. Click Company Settings along the left-hand bar Select Export Data Click "assets" and select Contacts  Select the your Time Zone Click Download *You will receive an email with the report

• 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 ...

• Delete an Asset

  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, ...

• 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 ...