Create Custom Roles
Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...
Introduction A Role is a set of permissions given a User(s) to carry out their tasks and responsibilities within their company. When an account with HailTrace is set-up, the Primary Account Holder is given all the permissions inside the app. Each new ...
An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app. Opportunity: A potential or realized sales ...
Request an Asset's Impact Report
The only report you can download on an asset is an Instant Impact Report. To download a custom consulting "Court Ready Report", see Request a Location's Impact Report article. To download an Asset's Impact Report, you are required to have a Contact ...
Search for a Weather Event
There are three ways to locate and download a weather event, depending on your need: Search by Date Ideal for users who know the exact day a weather event occurred Search by a Location Ideal for users who want to apply a set of filters and are ...