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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 ...
Understand Roles
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 ...
Opportunity Pipeline
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 ...
Add Weather Event to Favorites
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Tap a Location Select Maps Find a Weather Event Click the Heart to add to Favorites Read how to find a list of Favorite Weather Events Desktop App Along the left-hand ...
Download an Asset's Weather Maps
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Find an Asset Select Weather tab Tap Maps to Download Desktop App Along the left-hand bar, select Maps tab, indicated with a "location icon" Find an Asset ...