Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

Workflow Tools

Search Open Items Recent Activity Aging Exceptions Financial Exposure Reconciliation Integrity Export Filters

Rollout

Rollout Room Command Center Readiness Status Review Summary

Retention

Retention-style review of older records, aging buckets, and long-lived data across customers, properties, plans, inspections, claims, invoices, and payments.

Archive Backups Exports
Customers
1
Properties
1
Plans
1
Inspections
8
Claims
1
Invoices
1
Payments
1
Customers Properties Plans Inspections Claims Invoices Payments

Retention Notes

  1. Use retention review to understand how much historical data is building up in each core workflow area.
  2. Before deleting older records, make sure reports, exports, and audit history are still sufficient for your business needs.
  3. Long-lived paid invoices, closed claims, completed inspections, and posted payments are usually worth keeping for reference.
  4. Run backups before any cleanup or retention-driven archival changes.

Aging Buckets

Bucket Count
0–30 days0
31–90 days1
91–180 days0
181+ days0

Plans Aging Review

1 row(s)
ID Title / Reference Status Date Age (days) Amount Open
1 4 P’s Standard Protection Plan active Mar 24, 2026 10:06 PM 50 — Open