Book pickup

Data retention

Keep useful records, then remove what is no longer needed.

These are normal maximum periods unless law, a dispute, or a customer request requires something different.

  • Lost or unqualified leads: up to 12 months.
  • Completed jobs, invoices and payment records: up to 7 years.
  • Website analytics: up to 14 months.
  • Advertising audiences: no more than 180 days under an approved rule.
  • Security logs: normally up to 90 days.
  • Opt-out and complaint suppression: retained as needed to continue honoring the request.

Older schedule bookings created before the CRM cutover remain legacy service records and are never automatically enrolled in marketing.