Complete these lessons in order. Use the buttons to practice in the app, then return here and check each lesson complete.
Your role
Your progress0 of 0 complete
1. Dashboard and navigation
The Dashboard is your starting point. The left menu opens the major sections. The pipeline totals and activity feed update as work is added.
Open the Dashboard.
Locate Pipeline, Leads, Map, Estimates, Photos, Meetings, AI, and Training.
Use your profile menu to confirm your assigned role.
2. Create a test lead
Create a pretend homeowner. Use clearly fake test information—never enter a real customer while testing.
Choose New, then Lead.
Complete every required homeowner and property field.
Save once and confirm the lead appears in your lead list.
3. Leads and customer records
Open the test lead you created and review the customer record. Your role controls which leads you can see.
Search for the test homeowner.
Open the lead and verify the name, address, phone, and assigned rep.
Add a note and confirm it appears in activity.
4. Move work through the Pipeline
The Pipeline shows where each customer is in the sales and production process.
Find your test lead.
Open it before changing its stage.
Move it only to the next correct stage and confirm the Dashboard count changes.
5. Job Folder, notes, photos, and documents
Open a customer from Leads or Pipeline to reach their Job Folder.
Add one test note.
Upload a test photo and a test document.
Confirm each item stays with the correct homeowner.
Do not upload private or sensitive documents during testing.
6. Money Maps
Use the map to review storm dates, hail swaths, affected properties, and campaign areas.
Open the newest storm.
Zoom into a swath and select a property.
Try the opacity and date controls.
Do not treat test map results as a final customer report.
7. Create an AI Estimate
AI Measurements is the only estimate method released to testers right now.
Choose Residential or Commercial.
Select Roof, Siding, or Gutters.
Choose AI Measurements and follow every question.
Drone, uploaded reports, and online orders are Coming Soon for regular users.
8. Report a problem correctly
If something fails, stop on that screen and take a screenshot. Send the screenshot with the exact information below so the issue can be reproduced.
HAIL MONEY TEST REPORT
Tester name:
Login role:
Page or section:
What I clicked, in order:
What I expected:
What actually happened:
Customer/test lead name:
Device and browser:
Screenshot attached: Yes / No
Admin Workspace
This section is coming soon.
This section is coming soon.
Employees
Company employee directory.
Employees
No employees found.
New Lead
Add a new homeowner lead.
HOMEOWNER
PROPERTY
PROPERTY CONCERNS
CLAIM & INSURANCE (OPTIONAL)
NOTES
Please fill in all required fields (First Name, Last Name, Phone, Street, City, State, Region).
Lead saved.
Existing Record Preview
Review the possible match without leaving New Lead.
My Completed Jobs
Review active jobs and continue work.
Refreshing map
Storms inside a map area
Click Search, then drag a rectangle over the map.
Map Options
Map Type
55%
Storm dates in this area
Recent Hail Events
No impacted states calculated yet.
No pinned storm dates yet.
No saved area searches yet.
My Saved Maps
Click a date to preview, then pin 📌 to save (up to 10).
Paste a lead list from your provider. Leads will be distributed round-robin to the selected team.
Activity Feed
No activity yet.
Job Detail
Job Photos
Inspection Capture
Take photos for this inspection. Tap Finish when done.
Create Photo Project
Photo Project
Property Photo Report
Add Photos
Start Inspection
Step 1: Inspection Photos
Capture photos for each area. Photos save directly to this job.
Step 2: Homeowner Information
Verify or enter homeowner details. Pre-filled from the job record.
Step 3: Contingency Agreement
Capture homeowner signature for the contingency agreement.
Step 4: Inspection Summary
Inspection
Start Inspection
Front Elevation
Drop document here to upload
GGoogle Drive
DDropbox
OOneDrive
BBox
Drop photos here or choose files for this step.
No photos added yet.
Select Residential Roof Type
Photograph every roof penetration. Use the camera or upload for each section below.
Name slope
Review Photos
Contingency Action
Choose how to handle the homeowner contingency. The Property Photo Report Review opens after this step.
Property Photo Report Review
Review every page before finalizing the Property Photo Report.
Inspection Photos
Point the camera and take as many photos as needed.
Tap Done when finished
0 photos
Forms & Signatures
Available Forms
Draw Your Signature
Customize Your Contract
Choose the contracts needed for this job. Fill in any job-specific fields below, then have the homeowner sign now or email them a secure signing link.
Fillable Fields
Saved Docs
DocuSign Field Setup
Place the signing, auto-fill, and manual-entry fields on this document before it can be used for signing.
Add DocuSign fields: choose Homeowner Signature, Rep Signature, Homeowner Name, Address, Email, Phone Number, Claim Number, Policy Number, Insurance Company, Date of Loss, Date, or another field below. Tap and drag on the document to size it. On a phone, choose a field and tap the document to place it.
Individual contracts: each PDF is saved as its own contract for this Region and State. Use Upload Contracts to select several PDFs at one time.
or
No document selected
DocuSign Fields
Select each field you need, then place it on the document →
Upload a document to see preview
Saved Templates
Documents
Company
Company tools and resources.
Payroll
Weekly rep draw, canvasser credits, approvals, and payroll review.
PAY PERIOD
PAYROLL REVIEW
WEEKLY PAYROLL
MANUAL ADJUSTMENT
Announcements
Company-wide announcements and updates.
No announcements yet
MEETINGS
UPCOMING MEETINGS
MEETING ROOM
HM
Hail Money Meeting Room
Video meetings, team chat, screen sharing, virtual backgrounds, and shared files—all in one place.
RECENT MEETINGS
Schedule Meeting
Hail Money Meeting
Job Cost & Profitability
Enter costs and view margin for a job.
Revenue / Checks
Other Payments
Costs
Total Revenue$0.00
Total Cost$0.00
Profit$0.00
Profit Margin %0.0%
Cost Documents
Material Invoices
Labor Invoices
Receipts
Other Cost Documents
File Viewer
Ask Hail Money
Ask Hail Money
Ask anything — roofing, business, writing, math, technology, vehicles, travel, everyday questions, and more.
Start a new chat or select a saved conversation.
What type of property is this?
Choose one property type to begin the estimate.
What are you estimating?
Select one or more trades. All selected trades will be combined into one estimate.
How would you like to acquire your measurements for this estimate?
Select one measurement method to continue.
Connected measurement providersProvider ordering will be available here when a connection is enabled.
EagleViewConnection coming later
Estimating tools
Open individual calculators and material worksheets.
AI Measurements
Scope: Select a measurement scope
PROPERTY ADDRESS
Enter the complete property address. Hail Money will use only verified property information returned by connected services.
Complete all address fields to continue.
ABC Supply not connected
Complete the property address to check your ABC Supply connection.
SAVED AI ESTIMATES
Preparing AI Estimate
Waiting for an address.
ESTIMATE PROGRESS
Ready to begin.
1
Property informationWaiting
2
MeasurementsWaiting
3
Exterior imageryWaiting
4
Pricing and estimateWaiting
ADDITIONAL PHOTOS NEEDED
The estimator needs specific views before it can continue.
AI ESTIMATOR
Additional information needed
AI Estimate
Editable estimate
ESTIMATE
—
—
Measurement summary
Every AI-derived value includes its source and confidence.
Detailed line items
Review and edit all quantities and pricing before saving.
Description
Qty
Unit
Material
Labor
Waste %
Source / confidence
Total
No verified line items are available. Add a line item manually or retry when estimating integrations are connected.
Subtotal
$0.00
Tax
$0.00
Grand total
$0.00
Notes, assumptions, and verification
Confirm all flagged values before presenting this estimate.
Drone Measurements
Scope: Roof
DRONE PHOTOS
Upload drone photos of the property. Measurement extraction from images will be available in a future update.
EXTRACTED MEASUREMENTS
No measurements extracted yet. Upload drone photos to begin.
Upload Measurement Report
Scope: Roof
REPORT SOURCE
IMPORTED MEASUREMENTS
No report uploaded yet. Import a measurement report to begin.
Manual Estimate
Scope: Roof
MANUAL ABC SUPPLY PRICING
Select the customer account and branch, then manually search and price the materials for this estimate.
Roof Material Count
Master roof material order sheet. Enter quantities for each line item.
Roof materials saved.
Siding Material Count
Siding, trim, soffit, fascia, and accessories.
Siding materials saved.
Labor Calculator
Set base labor rate per square and apply complexity modifiers.
BASE LABOR
Base Labor: $0.00
LABOR MODIFIERS
LABOR SUMMARY
Base rate: $500/sq
Modifiers: +$0/sq
Effective rate: $500/sq
Total Labor: $0.00
Labor saved.
All Leads
Search and manage all CRM leads.
JOB DETAILS
CONTACT
Contact Name
Phone
Email
Assigned Rep
Lead Source
PROPERTY
Address
Property Type
Job Type
Insurance Company
Claim Number
Date of Loss
Areas of Concern
Claim Notes
ASSIGNMENT
Lead Type
—
Assignment Status
—
Assigned Rep
—
Created By
—
Lead assigned.
MANUAL STAGE CHANGE
Automatic stage movement may update this stage when required documents or photos are added.
ADD NOTE
ADD TASK
LOG COMMUNICATION
CONVERT TO JOB
Select the starting job stage:
Converted to job.
ACTIVITY FEED
No activity yet.
Edit Lead
Edit customer, property, and claim details together.
Contact Information
* Required.
Notes
1000/1000
Contacts
0 contacts
Leaderboard
Full rep rankings by real leads and jobs for the selected time period.
This month
@ Firstname + Lastname
Create and save a reminder.
Tag at least one person with @ before saving.
Description
Description is required
Tag at least one person with @ before creating.
Add Task to Job
HM
User
Sales Rep
Activity Feed
No activity yet.
Tasks
All open and completed tasks.
NEW TASK
Task saved.
Calendar
Connect to load your upcoming Google Calendar events.
Google blocks some private calendars from being embedded
If the calendar does not load inside Hail Money, open Google Calendar directly in a new tab.
My Tasks
No tasks yet
Add your to-dos and keep track of them across Google Workspace
Calendar
NEW APPOINTMENT
Appointment saved.
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Select an appointment to view details.
Jobs
Leads that have been converted to active jobs.
Activity Feed
No activity yet.
0
Permit Research
Enter the job address. Hail Money will identify the permitting jurisdiction, locate the official application and payment options, and save the result to the job for Production.
Saved permit research
Start Inspections
Open inspected leads and finish insurance, claim, and contingency details later.
Activity Feed
No activity yet.
Activity Feed
No activity yet.
Activity Feed
No activity yet.
Activity Feed
No activity yet.
Add Note
Save an activity note to this job file.
Add Task
Create a task linked to this job file.
Documents
Choose a document section.
Company files are shared with your team.
Uploads
Select Region
Select State
Settings
CURRENT ROLE (TESTING)
COMPANY INFO
Outgoing Email
Connect this company mailbox once. Emails sent by employees will come from the Company Email above.
