Settings
System configuration & company preferences
Data Management
Backups, export, import, and retention policies.
Backups
Automatic and manual backups, off-site retention.
Off-site backup storage
Encrypted copies stored in a separate region.
Recent backups
| ID | Date | Type | Size | Status | |
|---|---|---|---|---|---|
| BAK-241023 | 2024-10-23 03:00 PST | Automatic (Daily) | 1.42 GB | Success | |
| BAK-241022 | 2024-10-22 03:00 PST | Automatic (Daily) | 1.41 GB | Success | |
| BAK-241020 | 2024-10-20 14:32 PST | Manual — pre-migration | 1.40 GB | Success | |
| BAK-241019 | 2024-10-19 03:00 PST | Automatic (Daily) | 1.40 GB | Success | |
| BAK-241018 | 2024-10-18 03:00 PST | Automatic (Daily) | 1.39 GB | Success |
Data Export
Export data for backup, migration, or reporting.
Customers
Jobs & Projects
Quotes
Invoices
Inventory
Time entries
Audit log
All data (full snapshot)
Scheduled exports
1 scheduled — Monthly A/R report to owner@glassvegasllc.com on the 1st.
Data Import
Bring existing data in from spreadsheets or other systems.
Customers
Columns: name, phone, email, address, tags
Jobs & Projects
Columns: job #, customer, type, status, start, end
Inventory
Columns: sku, name, type, cost, stock, location
Contacts
Columns: customer id, name, role, phone, email
Duplicate detection
Match by phone, email, or address before import.
Data Retention
How long records are kept before archive/delete. Deletions are soft and reversible for 30 days.
| Module | Archive after (days) | Delete after (days) |
|---|---|---|
| Completed Jobs | ||
| Quotes (Lost) | ||
| Invoices | ||
| Audit Log | ||
| Photos (Job) | ||
| Soft-deleted records |
Audit-log retention should never fall below 2 years — required for compliance investigations.