HailTrace 5.0: Frequently Asked Questions

HailTrace 5.0: Frequently Asked Questions

HailTrace 5.0 makes it easier to find storms, generate leads, and work faster with fewer clicks.

If you're coming from 4.0, some familiar buttons and features have moved. This guide will help you quickly find what you need.

Select a question to see step-by-step instructions, with links to detailed guides and screenshots.



Learn HailTrace 5.0 In Five Minutes

Get a quick tour of the updated layout, where familiar features moved, and what's new in HailTrace 5.0





1. Switching to 5.0

Will my favorite storms, assets, Lead Lists, and campaigns carry over?

Yes! Your existing favorites, assets, Lead Lists, and campaigns will remain available in 5.0. Some features have moved, but your saved work should still be there.


Do I need to update the mobile app or log in again?

No. Starting November 3, 2026, HailTrace 5.0 will automatically become the standard experience for all users.

Before November 3, you can try 5.0 by enabling Early Access in your settings.

Learn how to enable Early Access →


Can I switch back to 4.0?

Until November 3, you can switch between 4.0 and 5.0 using the Early Access setting.

Starting November 3, 5.0 becomes the standard experience, and 4.0 will no longer be available.


Will my subscription or permissions change with 5.0?

The 5.0 transition is primarily an update to the app experience. Your available features will continue to depend on your HailTrace subscription and user permissions.

Some tools may look different or appear in new locations.


Will my saved storm maps still show up when I switch?

Your saved weather events and currently loaded maps are accessed through the updated Weather Events panel.

Learn about the Weather Events panel →


What if I can't find a feature I used in 4.0?

Start with the Toolkit or use the “Find Your Familiar Features” section above to locate common tools.

Learn about the Toolkit →


Where can I get help learning 5.0?

You can watch the 5-minute overview video or explore the step-by-step guides linked throughout the FAQ.

Need additional help? Call HailTrace Customer Success at 855-334-4245.




2. Find Your Familiar Features

Feature

Where to Find It in 5.0

Clear Loaded Storm Maps

Maps → Weather Events → Loaded Events → Clear All Loaded Maps

Favorite Weather Events

Maps → Weather Events → Favorite Events

Map Layers & Settings

Maps → Settings (gear icon) → Layers or Map

Asset Filters

Maps → Assets → Asset Filters

Search Bar

Maps → Search Bar (top navigation)

Toolkit & Features

Maps → Toolkit (top left) — quick access to reports, loaded maps, favorites, assets, and more

On mobile, tap the Navigation panel first to open Weather Events or Assets.

How do I clear loaded storm maps?

The button has moved into the Weather Events panel.

1. Open Maps → Weather Events panel. 

On mobile, tap the Navigation panel first to open any panel.

2. Select Loaded Events filter.

3. Select Clear All Loaded Maps to remove every loaded storm or select individual maps to remove them.


Where are my saved weather events?

It is now located in the Weather Events panel.

1. Open Maps → Weather Events panel.

On mobile, tap the Navigation panel first to open any panel.

2. Select the Favorite Events filter to find storms you've saved.


Where did my map layers & map settings go?

Map layers and map settings are combined into one settings button.

1. Open Maps page.

2. Select Settings(gear button) from the Quick Action Buttons.

3. Open Layers panel to show or hide individual map layers. 

4. Open Map panel to customize your map view


Where did my Asset Filters go?

Asset Filters have moved directly into the Assets panel.

1. Open Maps → Assets panel.

On mobile, tap the Navigation panel first to open any panel.

2. Select Asset Filters.

3. Choose the filters you want to apply.


Where did the Search Bar go?

The Search Bar is now located at the top of the Maps page, making it easier to find what you need.

  1. Open Maps.

  2. Select the Search Bar in the top navigation.

  3. Search for an address, contact, asset, or business.

Worth trying: Search for businesses like churches, schools, or car dealerships to find potential prospects directly on your map.

See step-by-step instructions here


Where do I find my tools and features?

The new Toolkit puts your frequently used features in one place.

1. Open Maps.

2. Select Toolkit(top left).

3. Choose the feature or workflow you need, such as:

  • Search weather events

  • Loaded Maps

  • Favorite Maps

  • Create a weather report

  • Map settings

  • Create Assets

  • And more!


 

3. Get More Done In 5.0

How do I find storms nearing their statute of limitations?

Use the updated Date Range filters to find older storms that may be approaching important deadlines.


1. Open Maps → Weather Events panel

On mobile, tap the Navigation panel first to open any panel.

2. Select Map Search Filter.

3. Enable Date Range.

4. Select a 30-day or 60-day preset to find storms approaching their one-year or two-year statute of limitations.

5. Apply the filter and review the matching storms.


Statute and claim deadlines vary by state, policy, and circumstances. Confirm the applicable deadline before advising property owners.

How do I create or find a Lead List?

The new Lead List panel brings everything into one place.


1. Open Maps → Lead Lists panel.

On mobile, tap the Navigation panel first to open any panel.

2. Select Create Lead List.

3. Choose a Custom Area, Weather Layer, or Campaign Area.

4. Select the available list type and submit your request.

5. Return to the panel to check status or download completed lists.

Depending on the size of the lead list, it may take up to 10 minutes to generate


How do I find a Campaign?

You can now search for campaigns instead of scrolling through the entire list.


1. Open Maps → Campaigns panel.

On mobile, tap the Navigation panel first to open any panel.

2. Use the Search bar.

3. Search by Campaign Name, Assigned User Name, or Assigned User Email.

4. Select the matching campaign.


Requires your subscription to have DealTrace or Campaign access and appropriate permissions.


How do I create an Asset?

Asset creation now takes fewer steps.


1. Open Maps and select Create Asset button(round “person” icon).

2. Drop a pin on the property or search for an address.

3. Complete the short form and select Create.

4. Open Edit Details to add additional property, contact, or opportunity information.


How do I search for addresses, assets, contacts, or businesses?

Search is now easier to access from the Maps page.


1. Open Maps → select Search (top bar).

2. Enter an address, contact, asset, or business type.

3. Select a result to view its location.


Try searching for schools, churches, or car dealerships to identify commercial prospects.

Why does my map radius keep moving?

The Map Radius Filter has two modes that let you control your search area.

  1. Open Maps → Weather Events panel.
    On mobile, tap the Navigation panel first to open any panel.

  2. Select Map Filter and enable Radius.

Choose how your radius behaves:

  • Follow the Map: Leave the location unselected, and the radius automatically recenters as you move the map.

  • Lock a Location: Select a location on the map, and the radius stays centered there while you explore other areas.


 

4. Other Common Questions

Can I hide a storm without removing it from my map?
Yes! You can temporarily hide a weather event without unloading it.

1. Find the storm in the Weather Events panel.
2. Select the View (eye) icon on the Weather Event card.
3. Select the icon again to show the storm.

This is especially helpful when comparing overlapping storms.

Why are some features or weather events locked?

Some storm data and tools are available with specific HailTrace plans or user permissions.

If you see a lock or restricted feature, you may need additional access.

Need access? Contact your company administrator or HailTrace Customer Success at 855-334-4245 or success@hailtrace.com to explore your options.


What happened to HailTrace 4.0?
HailTrace 4.0 retires November 3, 2026, when 5.0 becomes the standard experience for all users.

5.0 includes simplified navigation, faster workflows, and improvements designed for working storms in the field.
 

Still need help?

Have questions about HailTrace 5.0 or can't find a feature? 

Call our Customer Success team at 855-334-4245 or success@hailtrace.com. Our hours are Mon–Fri: 7AM–8PM CT & Sat–Sun: 10AM–8PM CT. We're happy to help!