No Surprises, No Data Loss: Your Safety Net
Mistakes happen. Hard drives fail. Accidents occur. That's why we've built comprehensive backup and recovery systems into every aspect of our platform. Your quotes, invoices, project data, and client information are automatically protected with multiple layers of redundancy—so you never have to worry about losing critical business data.
Automatic Daily Backups
Set It and Forget It
You don't need to remember to back up your data, configure backup schedules, or worry about whether it's working. Every single day, we automatically create a complete snapshot of your entire database—no action required on your part.
Complete System Snapshots
These aren't partial backups or selective exports. We capture everything: every quote you've created, every invoice you've sent, every client record, every project detail, every setting and preference. It's a complete point-in-time copy of your entire system.
30 Days of Recovery Points
We maintain daily backups for the past 30 days, giving you multiple recovery options. Need to retrieve something from last Tuesday? No problem. Want to see what your pricing looked like three weeks ago? We've got it.
What We Back Up
All Your Quotes and Estimates
Every quote you've created—draft, sent, accepted, or rejected—is backed up daily. Line items, pricing, notes, attachments, revision history—everything is preserved.
Every Invoice
All invoicing data is protected: amounts, payment status, client information, due dates, and payment history. If you need to reproduce an invoice from weeks ago, we can recover it.
Project Information
Project timelines, milestones, deliverables, notes, and associated documents are all included in daily backups. Your project history is safe and recoverable.
Client and Contact Data
Contact information, communication history, preferences, and relationship data are backed up daily. You'll never lose critical client information.
User Accounts and Permissions
Team member accounts, roles, permissions, and activity logs are preserved in every backup.
Custom Settings and Files
Your company branding, email templates, custom fields, tax settings, and all other configurations are backed up along with your data. Documents, images, PDFs, and any other files you've uploaded are included in our backup system.
Recovery Scenarios We Handle
Accidental Deletions
Deleted an important quote by mistake? Removed a client record you actually needed? We can restore individual items or entire sections of data from any of our daily backups.
Bulk Changes Gone Wrong
Updated pricing across multiple quotes and realized it was wrong? Made changes to a batch of invoices that need to be undone? We can roll back to before the changes were made.
User Errors
Someone on your team accidentally modified critical data? Changed settings that broke something? We can restore the data to its state before the error occurred.
How Recovery Works
Simple Recovery Requests
If you need something restored, just contact our support team. Tell us what you need and approximately when it was last correct. We'll handle the technical details.
Granular or Complete Restoration
We can restore a single deleted quote, a specific client record, or your entire system—whatever level of recovery you need.
Point-in-Time Recovery
Choose the specific date you want to restore from. "I need the data as it was on October 15th" or "Can you restore last Friday's version?"—we can do both.
Multiple Layers of Protection
Primary Database
Your live data runs on highly reliable, enterprise-grade database servers with redundant storage and automatic failover protection.
Daily Backup Copies
Complete database snapshots are created daily and stored separately from your primary database.
Geographically Distributed Storage
Backup files are automatically replicated to multiple data centers in different geographic locations. If one entire data center went offline, your backups would still be safe elsewhere.
Encrypted Backup Storage
All backup files are encrypted both in transit and at rest, using the same AES-256 encryption that protects your live data.
Retention and Compliance
30-Day Rolling Window
We keep daily backups for 30 days, providing a full month of recovery points. This gives you plenty of time to notice and recover from any issues.
Automatic Cleanup
Backups older than 30 days are automatically deleted, helping us maintain efficient storage while providing comprehensive recent history.
Extended Retention Available
Need longer retention periods for compliance or business reasons? We can arrange extended backup retention on request.
Business Continuity Benefits
Disaster Recovery
In the unlikely event of a catastrophic system failure, we can rebuild your entire database from backups. Your business can continue with minimal disruption.
Ransomware Protection
Our isolated, immutable backups mean that even if someone malicious gained access to the live system, they couldn't delete or encrypt the backup copies.
Migration Safety
When we perform system upgrades or migrations, backups provide a safety net. If anything goes wrong during an upgrade, we can roll back to the pre-upgrade state.
Peace of Mind
Knowing that every quote, every invoice, every client record is automatically backed up daily means you can focus on running your business instead of worrying about data loss.
Real-World Scenarios
The Deleted Estimate
A contractor accidentally deleted a $50,000 project estimate they'd spent hours preparing. We restored it from the previous day's backup within 30 minutes.
The Wrong Price Update
A company updated pricing across 200 quotes but used the wrong percentage. We rolled back the quotes to the state before the update, and they redid the changes correctly.
The Missing Client
A team member thought they were archiving a client but actually deleted them entirely, including all associated quotes and project history. We restored the complete client record from backups.
The System Check
A business owner wanted to verify what discount they'd offered a client two weeks ago. We provided a snapshot of that specific quote from the backup.
Your Responsibility
Report Issues Promptly
If you notice missing or incorrect data, let us know as soon as possible. The sooner we know, the easier recovery will be.
Verify Critical Data
Regularly check that important quotes, invoices, and client information are accurate. Early detection of problems makes recovery simpler.
The Bottom Line
You shouldn't have to worry about losing your business data. That's our job. With automatic daily backups, geographic redundancy, encrypted storage, and 30 days of recovery points, your quotes and invoices are protected against virtually any scenario.
Made a mistake? We can fix it. Deleted something important? We can recover it. Want to see what something looked like last week? We have it.
Your estimates and invoices are protected, period. No surprises, no data loss, no sleepless nights worrying about backups.
Questions About Data Protection?
If you have specific questions about our backup and recovery processes, our team is here to help. Contact us at info@ptahprojects.com and we'll be happy to provide additional details about our data protection practices.