Introduction to HailTrace 4.0

Introduction to HailTrace 4.0

Watch how HailTrace 4.0 brings new features, more tools, and a better experience as you find new customers and close more deals!




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    • Create a New Opportunity

      Introduction: There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). Creating a new opportunity when the current opportunity has been closed out (e.g. ...
    • Terms & Definitions

      Asset: 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 ...
    • Create a New Password

      Below are the steps of updating your password in the mobile and browser app. Mobile App Along the bottom bar, select More tab indicated by three dots Tap Settings Select Security Fill out New Password Password must include all of the following: 8 ...
    • App Theme

      Depending on your preferences, you can pick the look of the app to Light or Dark theme. Mobile App  Along the bottom bar, select More tab indicated by three dots Tap Settings  Under "App Theme", select Light or Dark Desktop App Scroll to the bottom ...
    • An Introduction to the Dashboard

      Watch the overview of the HailTrace Dashboard that includes Opportunity Pipeline, Leaderboard, Gross Revenue, Impacted Assets, Created Opportunity, Recently Impacted Asset Revenues, and Recent Weather Events.