Update an Asset's Roof Type
Mobile App
- Tap Edit Details
- Select Asset Details from the drop-down and tap Roof Type
- Select a Type from the pre-determined list
- Tap the ✔️on the top right to save
Browser App
Click Edit Details
Click Roof Type
Select a Type from the pre-determined list
Click Save
Related Articles
Create an Asset
Definition An Asset is 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 Contacts. An Asset also always has an attached ...
Find an Asset
Mobile App Use Assets Tab Select the More tab, along the bottom bar Tap the Assets Search for an Asset: Search Bar: Use an address to find the Asset Filters Tab: Refine your search through a variety of categories including roof type, last impact ...
Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app. For the full steps, read Import Assets
Delete an Asset
The following steps will allow you to delete some or all of your assets in the HailTrace app. You will need one of the following roles to delete assets: Account Owner Asset Admin Canvasssing Admin Mobile App Way #1: Assets Tab 1. Select the More tab, ...
Asset Filtering To Find Opportunities
Assets in HailTrace represent the properties owned, managed, or rented by your clients. They are linked to Contacts, clients associated with the property, and to Opportunities, which reflect the potential sales related to that Asset. Within the ...