Find a Location
It is important to find a specific location to create an asset, download an impact report, view One Click Code, and etc. A location can be found through searching any of the following: Address City State Zip code County Business Name Business Type ...
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 ...
Impacted Asset Report
Generating an Impact Asset Report is on type of Lead List that will give you an a list of assets impacted by a single weather event. The generated report will include info such as address, email, phone number, contact name, etc. For more ways to ...
Update an Asset's Roof Type
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 ...