Quick Start With HailTrace

Quick Start With HailTrace

We strive to simplify storm data, so you can respond instantly after a storm to serve property owners.

Set up your HailTrace account now so you’re ready before the next storm hits.

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Quick Start For Owner & Admins 

Quick Start For Sales & Other Roles


Quick Start For Owner & Admins

3 Ways To Start Winning

  1. Set Up Weather Notifications: Never miss a storm

  2. Add your Team: Get your entire company using HailTrace

  3. Download a Map: Get to the right areas first


1. Set Up Weather Notifications: Never miss a storm

Browser App: 

  • Select Personal Settings page → Notifications page

Turn on:

Live Forecast Notifications
Get alerted when our meteorologists go live on Facebook or YouTube with daily forecasts and breaking storm coverage.

Asset Impact Notifications
Get alerted when your leads or past customers are hit by a storm so you can call them first.

Weather Notifications
Get alerted when a storm hits areas you track.

Choose:

  • Peril (hail, wind, tornado)

  • Storm size (hail size or wind speed)

  • Metro areas and cities OR national alerts




2. Add your team: Get your entire company using HailTrace

Browser App:

  1. Go to Company Settings → Select the User Management tab 

  2. Click Add User → Enter user information → Select roles → Click Save.



3. Download a Map: Get to the right areas first

Search by Storm Date

Browser App:

  • On the Maps page → Select the Calendar button → Choose year, month, and day 



Search by Area

Browser App:

  1. Go to Maps page → Select Maps tab under the search bar

  2. Select Map Filter → Turn on Radius filter (and other filters if needed) → Select Confirm

  3. Move the map to the area you want to see storms → Download storms you want to work

Tip: Hover over storms to see details



Invest Time To Learn These Next

  1. Setup Branding on the Weather History Report: Add your logo, phone number, and email so every report reflects your company.
  2. Upload Clients & Track Impacted Properties: Add your client list to see which prospects or past customers were hit by a storm.
  3. Pull a Lead List to market or cold call: Get owner contact info for homes in the storm path.

Four Tools To Learn the App Fast

You don’t need hours. You just need the right starting point.

  1. HailTrace Academy
    1. Short, step-by-step videos that teach the basics. Learn at your own pace.
  2. Live Trainings (Monday & Wednesday)
    1. Join a live session and ask questions in real time.
    2. Mobile Foundation Webinar → For reps in the field closing deals
    3. Browser Foundation Webinar → For owners and managers running the team
  3. YouTube Videos
    1. Quick, bite-sized tips you can watch anytime.
  4. Help Articles
    1. Search and find answers to specific features fast.

Two Pitfalls to Avoid 

1. No Plan to Implement HailTrace

If you don’t decide who manages the account, which features your team should use, and when to use them, the app won’t get used.


2. Waiting Until the Storm Hits to Learn

Training after the storm starts is too late. Your competition will already be working the area, and you’ll be tempted to fall back to old systems.

 Three Examples To Win With HailTrace

HailTrace helps you win in the off-season and dominate in storm season.

1. Storm Season (Move First & Work Smart)

  1. Pull Maps to see exactly where storms hit and get there before competition

  2. Find Impacted Assets to call your prospects or past customers first

  3. Export lead lists for cold-calling and marketing

2. Every Day (Sell, Prove, Track)

  1. Pull Weather History Reports to build trust with owners and document the date of loss

  2. Use Meteorologist Reviewed Reports to build credibility for a date of loss when a storm is disputed

  3. Create assets to track door knocks or prospects with old roofs and discontinued shingles. 

3. Off-Season (Rework & Reposition)

  1. Overlay multiple past storms to find “honey holes” with repeat impact

  2. Call owners that were impacted and nearing their statute of limitations to file a claim

  3. Market to properties outside the statute window to generate retail jobs


Need Help?

  1. Email: success@hailtrace.com
  2. Call: 855-334-4245
  3. Chat inside the app

Quick Start For Sales & Other Reps

3 Features To Start Winning

  1. Set Up Weather Notifications: Never Miss A Storm
  2. Download a Map: Get to the Right Areas First
  3. Weather History Report: Build Trust With Owners

1. Set Up Weather Notifications: Never miss a storm

Mobile App: Tap More → Personal Settings → Notifications page

Turn on:

Live Forecast Notifications
Get alerted when our meteorologists go live on Facebook or YouTube with daily forecasts and breaking storm coverage.

Asset Impact Notifications
Get alerted when your leads or past customers are hit by a storm so you can call them first.

Weather Notifications
Get alerted when a storm hits areas you track.

Choose:

  • Peril (hail, wind, tornado)

  • Storm size (hail size or wind speed)

  • Metro areas and cities OR national alerts


2. Download a Map: Get to the right areas first

Search by Storm Date

Mobile App:

  • On the Maps page→ Tap the Calendar button → Choose year, month, and day → Tap Download


Search by Area

Mobile App:

  1. On the Maps page → Select Search button → Select Maps tab

  2. Select Map Filter → Turn on Radius filter (and other filters if needed) → Select Save

  3. Move the map to the area you want to see storms

  4. Select Search button again → Download storms you want to work

Tip: Use the Inspection Tool (target icon on the right-hand side) to see hail and wind details



3. Weather History Report: Build Trust With Owners

Mobile App:

  1. On the Maps page → Select an address on the map or use the Search bar

  2. Select Weather tab → Select Weather Report

  3. Choose date range (full history, one year, or custom range)

  4. Add report details (optional) → Select Order

  5. Report will be sent to your email


Invest Time To Learn These Next

  1. Dropping Pins & Creating Assets: Track every door knock and lead in one place.
    1. Example: Save a home with no damage today so you can follow up after the next storm.
  2. Impacted Assets: See which prospects and past customers were hit by a storm.
    1. Example: Call impacted customers with roof repairs.
  3. Lead Lists: Get owner contact info for homes in the storm path.
    1. Example: Call or send mailers to the hardest hit areas.

Four Tools To Learn the App Fast

You don’t need hours. You just need the right starting point.

  1. HailTrace Academy
    1. Short, step-by-step videos that teach the basics. Learn at your own pace.
  2. Live Trainings (Monday & Wednesday)
    1. Join a live session and ask questions in real time.
    2. Mobile Foundation Webinar → For reps in the field closing deals
    3. Browser Foundation Webinar → For owners and managers running the team
  3. YouTube Videos
    1. Quick, bite-sized tips you can watch anytime.
  4. Help Articles
    1. Search and find answers to specific features fast.

Two Pitfalls to Avoid 

1. Waiting Until the Storm Hits to Learn The App

Training during a storm is too late. Your competition will already be working.

Learn the app now so you can move fast when it matters.

2. Trying To Do Everything At Once After a Storm

Start with your best opportunities first. Begin with impacted Assets to call current customers and warm prospects.

Then move to new leads through canvassing and cold calling.


 Three Examples To Win With HailTrace

HailTrace helps you win in the off-season and dominate in storm season.

1. Storm Season (Move First & Work Smart)

  1. Pull Maps to see exactly where storms hit and get there before competition

  2. Find Impacted Assets to call your prospects or past customers first

  3. Export lead lists for cold-calling and marketing

2. Every Day (Sell, Prove, Track)

  1. Pull Weather History Reports to build trust with owners and document the date of loss

  2. Use Meteorologist Reviewed Reports to build credibility for a date of loss when a storm is disputed

  3. Create assets to track door knocks or prospects with old roofs and discontinued shingles. 

3. Off-Season (Rework & Reposition)

  1. Overlay multiple past storms to find “honey holes” with repeat impact

  2. Call owners that were impacted and nearing their statute of limitations to file a claim

  3. Market to properties outside the statute window to generate retail jobs


Need Help?

  1. Email: success@hailtrace.com
  2. Call: 855-334-4245
  3. Chat inside the app


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