Your data is yours. The owner can download all of it at any time, or delete the account.
Export everything
- Go to Settings → Data and press Export everything.
- The export is built in the background. You can leave the page.
- When it's ready, a download link is shown there (and emailed, when email is set up).
The ZIP contains a CSV for each kind of record (jobs, companies, contacts, visits, invoices, payments, bills, sent emails and surveys) plus all your files, in a folder per job.
The download link expires after 7 days. Run a new export any time.
Screenshot to come: Settings → Data → Export everything
Delete the account
- Go to Settings → Data → Delete account.
- Type the confirmation shown to make sure it's deliberate.
- The account is locked for a 14-day grace period. Nobody on your team can use it, but nothing is removed yet.
- During the grace period the owner can sign in and cancel the deletion. Everything is back as it was.
- After 14 days, everything is permanently deleted: jobs, companies, invoices, payments, files and team logins. This can't be undone.
You'll get an email confirming the request. Export first if you want a copy.
What stays with others
Businesses you subcontracted jobs to keep their own copies of those jobs as read-only history, without your files. Print companies keep what they sent you in their own accounts.
Removing a team member's personal data
A crew or office member can ask for their own personal data to be removed from Settings → Data. Their name and email are replaced on historical records (visits, photos, notes) and their login is closed. The work itself stays with the business.
The owner can also disable someone at any time from Settings → Team.
Activity log
Exports and deletion requests are recorded in Settings → Activity, which the owner can see for a year.