Historical quotes, orders, drawings and financial records archive automatically to compliant storage — performance stays sharp and auditors still find 2019's façade job.
Automated archival for performance, compliance and long-term clarity.
Planned - not generally available
Ten years of jobs live in production tables until Monday morning search takes thirty seconds and backups grow painful.
Preserve fenestration job history without sacrificing daily speed.
Configurable retention policies by entity and jurisdiction.
Automated move of closed jobs to archive storage.
Indexed search across archived quotes, orders and attachments.
Restore workflow for legal, warranty and audit requests.
Performance monitoring on table growth and query latency.
Legal hold and exception management per customer or project.
Integration with enterprise admin for purge approvals.
Compliance reporting on data lifecycle events.
Order/install close triggers eligibility timer per retention policy.
System packages related records, attachments and audit trail.
Cold storage receives data; active tables slim down.
User search pulls archive packet with approval if sensitive.
Protect the business with role-based access, team permissions, activity history and full audit visibility.
Manage chart of accounts, ledger activity, revenue, expenses, invoicing and payments without separating finance from operations.
Track leads and contacts, manage visual opportunity pipelines, and turn sales activity into quotes and orders without losing context.
Book a demo and we will outline retention policies and retrieval for your quote and order history.
