Data Cleanup
Over time, your Sortinal workspace accumulates old jobs, expired quotes, and cancelled records. The data cleanup tool lets you archive or remove them.
Where to find it
Go to Settings → Data Cleanup.
What you can clean up
- Old jobs — completed or cancelled jobs past a certain age
- Expired quotes — quotes that passed their expiry date without being accepted
- Cancelled records — jobs and quotes that were cancelled
Archive vs delete
- Archive — hides records from the main lists but keeps them searchable. You can restore archived records later.
- Delete — permanently removes records. Use with caution.
Tips
- Archive rather than delete — you may need old records for warranty claims or disputes
- Run cleanup quarterly to keep your lists manageable
- Completed jobs are still visible in customer history even when archived from the main jobs list